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

[kapilkurapati-gm]

Hi Donin,

Hope you're doing great!

I applied for ITIN on May 22nd by making an appointment with Tax payer assistant. Today, I received a ITIN Rejection letter which mentioned the following reasons. 

1. You didn't include a completed and signed U.S. federal income tax return with your application.

2. You weren't listed on an attached U.S. federal income tax return, or

3. You were listed as a dependent on an attached U.S. federal income tax return but were not claimed for any allowable tax benefit.

First two reasons are not applicable, but I am not sure about the third reason. Could you please help explain this and the next steps?

Thank you.

[Critter-3]

"YOU" is referring to the dependent ... 

1. You didn't include a completed and signed U.S. federal income tax return with your application.  Did you not attach a tax return with the application? 

2. You weren't listed on an attached U.S. federal income tax return, or  If you DID attach the return was the child requiring the ITIN  not listed on the return?

3. You were listed as a dependent on an attached U.S. federal income tax return but were not claimed for any allowable tax benefit.  If the child was listed were they not claimed for any tax benefit?

READ the notice carefully ... there should be directions on what is needed to go forward...

If the error was #1 then send the return.   

If the error was #2 or #3  then complete the return showing the dependent & dependent credits.  In the TT program you should have entered  999-88-9999 for the ITIN  in the program to add the child and the credit to the return.  Then prior to mailing in the return the fake ITIN should have been blacked out and the words "applied for" entered instead.  

[kapilkurapati-gm]

I have my dependent listed on the return, but the column 2 "Social security number" of Dependent section on 1040 form is blank and column 4 "child tax credit" is not checked.

I just downloaded the prepped return form from Turbo tax, I didn't do anything in addition. I left Social security field blank for dependent because there is no ITIN. Please suggest how to deal with this. 

And, to submit the return with W7, do I need to make an appointment again with Tax payer assistant?

Appreciate your help.

[kapilkurapati-gm]

Hi,

Can you please review the request.

Thank you.

[kapilkurapati-gm]

@Critter-3 @DoninGA 

As you suggested, I have added fake ITIN to the return. As soon as I added this ITIN for my dependent, the FED refundable amount dropped from 3842 USD to 2342 USD. Can you please explain why ? Also, please explain if the refund will be 3842$ or 2342$ after we get ITIN for my dependent. Thank you.

[kapilkurapati-gm]

@Critter-3 

I see that the Tax credit was 2000$ before I added ITIN, not it is 500$ only after I added fake ITIN. 

[Critter-3]

Yep ... that is correct.  If you don't have a SS# the CTC is not allowed ... you only get the OTHER dependent credit of  only $500.

[kapilkurapati-gm]

@Critter-3 

I understand that we are using fake ITIN, so only 500$ credit. That means, when IRS issue ITIN, am I going to get 2000$ refund instead of 500$? Please suggest. Sorry if I misunderstood this completely.