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Expat Tax Essentials
While most taxpayers may be familiar with the need to file tax returns, they may not give too much thought to how the IRS tracks who has filed and who hasn’t. If you said “by Social Security Number,” you’d be right. But what if a taxpayer doesn’t have or cannot obtain a Social Security Number? Can they still be part of a US tax filing? The answer is yes – in some instances. So, do I need an ITIN?
According to the IRS, an Individual Taxpayer Identification Number (or ITIN for short) is a tax processing number issued by the Internal Revenue Service. The IRS issues ITINs to individuals who are required to have a US taxpayer identification number but who do not have and are not eligible to obtain a Social Security number (SSN) from the Social Security Administration (SSA). It is important to note that ITINs do not serve any purpose other than federal tax reporting.
As such, a taxpayer identification number (ITIN) does not:
You may need an ITIN when you don’t have a Social Security Number, are not eligible to obtain one, and you have a requirement to furnish a federal tax identification number or file a federal tax return. Who needs an ITIN? Most commonly, this would be in situations if you are a:
Above, we learned who needs an ITIN. But, to obtain an ITIN while overseas, you can complete a Form W-7 (along with required supporting documentation that proves your identity), attach it to your US tax return, and send the return and Form W-7 to the IRS ITIN Operations Center. It’s important to note that the documentation filed with Form W-7 must be original or certified. The address is:
Internal Revenue ServiceAustin Service CenterITIN OperationP.O. Box 149342Austin, TX 78714-9342
An alternative is to work with an IRS-authorized Certified Acceptance Agent (CAA) who will review your documentation and return it to you before submitting your completed Form W-7 to the ITIN Operations Center. By utilizing the services of a Certifying Acceptance Agent, you can save time and headaches by not having to submit your original passport or a certified copy of your passport to the IRS. Instead, the CAA issues a “Certificate of Accuracy” (COA) certificate to be submitted to the IRS in lieu of the original documents.
Luckily, Greenback can act as a Certified Acceptance Agent and walk you through this process easily and confidently.
In general, identification numbers (ITIN) expire if the ITIN holder does not file a tax return or wasn’t included as a dependent on another taxpayer’s tax return for three consecutive years. So, the ITIN will expire on the last day of the third consecutive year.
In the event that you receive a notice that you, your spouse, or your dependent’s ITIN is scheduled to expire, and you will be filing a tax return or claim for a refund in a subsequent year, you should begin the renewal process as quickly as you can in order to avoid delays. Once your renewal application is accepted, the IRS issues Notice CP565 to the applicant, confirming your Individual Taxpayer Identification Number when an ITIN is renewed.
Our expat-expert team of accountants can provide the advice you need in order to become and stay compliant on your expat tax obligations and your tax return, including assisting with Form W-7 as a Certified Acceptance Agent.
Contact us, and one of our customer champions will gladly help. If you need very specific advice on your specific tax situation, you can also click below to get a consultation with one of our expat tax experts.
Whether you need tax advice to prepare for a move abroad, to buy property or even retire, Greenback can help. Consults upfront can help avoid costly mistakes and stress later.