ITIN FAQs

Common questions about eligibility, documents, timing, and what happens next.

An Individual Taxpayer Identification Number (ITIN) is a tax processing number for people who are not eligible for a Social Security Number but need to file a U.S. tax return or meet a federal tax requirement.

Often yes—the Form W-7 is typically submitted with a tax return. Some exceptions apply; we’ll review your purpose and confirm whether an exception document is allowed instead.

A valid passport is preferred. Without a passport, you generally need two IDs (for example: national ID, birth certificate, driver license). We’ll confirm your exact list based on your situation.

Processing times vary by season and volume. We’ll set expectations up front and share tracking tips once your packet is mailed.

Yes. We review the notice, explain what went wrong, and help correct the application or documentation for resubmission.

ITINs can expire if not used on a tax return for three consecutive years, or if they fall into an expiring range. We’ll confirm whether renewal is needed and help with the renewal process.

Not required, but helpful. A CAA can review identity documents and prepare the W-7 package to reduce errors and delays.

We’ll guide you through next steps, including filing any required returns and keeping records organized for future years.