How should I proceed with tax filing without the ITIN number for my daughter ?

[kapilkurapati-gm]

We both parents have SSN, but we don't know that we need to apply for ITIN for my daughter. Deadline for tax filing is April 8th, so little concerned.

[DoninGA · Accepted solution]

You can file Form W-7, Application for IRS Individual Taxpayer Identification Number (ITIN), with your federal income tax return. You must also include original documentation or certified copies from the issuing agency to prove identity and foreign status.

IRS Form W-7 - https://www.irs.gov/forms-pubs/about-form-w-7

The Form W-7 has to be included with the tax return so you will have to print and mail the return.

See this TurboTax support FAQ for how to print and mail a return using the online editions - https://ttlc.intuit.com/turbotax-support/en-us/help-article/printers-printing/print-mail-return-turb...

[kapilkurapati-gm]

Thank you for your response DoninGA. Do I have to file return for FED and State separately? Also, as I have only 6 days left before the filing due date, filing return through mail along with W7 form will reach in time and will be considered by State and FED?

[DoninGA · Accepted solution]

The federal and state tax returns are filed and mailed separately in separate envelopes to separate addresses.  Only the W-7 is included with the federal tax return.  The due date for a tax return with taxes owed is April 18, 2023.  As long as the envelope for the return has a postmark of 04/18/2023 or earlier it is a timely filed return.

[kapilkurapati-gm]

Thanks DoninGA. I have filled W-7 form, but I am hesitant to provide Original passport as a supporting document along with W-7 form. Other documents are not applicable. Could you please suggest the alternate option how to get certified copy of passport from the issuing agency?

[DoninGA]

You can apply for your ITIN by visiting designated IRS Taxpayer Assistance Centers (TACs). They can verify
original documentation and certified copies of the documentation from the issuing agency for primary and
secondary applicants and their dependents. For dependents, TACs can verify passports, national identification cards, and birth certificates. These documents will be returned to you immediately. Service at TACs is by appointment only.
Appointments can be scheduled by calling 844-545-5640

Go to this IRS website for TAC's by state - https://www.irs.gov/help/tac-locations-where-in-person-document-verification-is-provided

[kapilkurapati-gm]

Thank you DoninGA. I called IRS to get an appointment with TAC. The first available appointment is on May 5th which is after the filing due date, so I didn't take that appointment. 

Can you please suggest if it is fine to drop my daughter as a dependent from the returns and file with IRS as we don't have ITIN. Does that make any difference in the Tax Refund? If it reduces the tax refund, please suggest if there are any other ways to make this work. Thank you in advance. 

[DoninGA]

My suggestion is to file an extension so that you will have to time to get the ITIN for your daughter.  That will give you until October 16, 2023 to file the 2022 return.  If you do not have any taxes owed on the 2022 tax return there is no need to file by the due date of April 18, 2022.  Make the appointment with TAC.

Go to this TurboTax website to e-file an extension request - https://turbotax.intuit.com/irs-tax-extensions/

[kapilkurapati-gm]

That is awesome. So, I can file an extension for FED tax returns but I should still submit State returns before April 18th 2023, correct ?

Also, when you say "If you do not have any taxes owed on the 2022 tax return", that means if I don't owe taxes to FED, correct? For me it shows FED and State tax refund on the return file. Please suggest.

[DoninGA]

You can file the state return before the federal return if wish to do so.  However, it will have to be printed and mailed.  It cannot be e-filed if the federal tax return is not e-filed.

But since you also have a state tax refund it can be filed at any time within three years from the due date of the state tax return without penalty.

[kapilkurapati-gm]

Thank you Donin and sorry for one more question. I started doing File Extension and I got the below IRS requirement.

"Consent to Disclosure

I consent to allow my Intermediate Service Provider, transmitter, or Electronic Return Originator (ERO) to send my return to the IRS and to receive the following information from the IRS: (a) Acknowledgement of receipt or reason for rejection of transmission, and (b) If delayed, reason for any delay in processing the form."

Does this mean my return will be sent to IRS? Please advice.

[DoninGA]

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@kapilkurapati-gm wrote:

Thank you Donin and sorry for one more question. I started doing File Extension and I got the below IRS requirement.

"Consent to Disclosure

I consent to allow my Intermediate Service Provider, transmitter, or Electronic Return Originator (ERO) to send my return to the IRS and to receive the following information from the IRS: (a) Acknowledgement of receipt or reason for rejection of transmission, and (b) If delayed, reason for any delay in processing the form."

Does this mean my return will be sent to IRS? Please advice.

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No, this is only for your extension request, Form 4868.  It is NOT for your federal tax return, Form 1040.

[kapilkurapati-gm]

Thank you so much Donin for your assistance. I have successfully submitted the e-file extension through TurboTax. Now, I will get an appointment with TAC and then do the tax returns upon receiving the ITIN. Thank you very much, again!

[DoninGA]

Good Luck with getting the ITIN.  Any other questions just ask.

[kapilkurapati-gm]

Sure Donin. Thank you.