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ITIN FAQs
Common questions about eligibility, documents, timing, and what happens next.
ITIN Overview
What is a CAA?
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What is an ITIN and who needs one?
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.
Do I need to file a tax return with my ITIN application?
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.
What identification documents are acceptable?
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.
How long does the ITIN process take?
Processing times vary by season and volume. We’ll set expectations up front and share tracking tips once your packet is mailed.
Can you help if my ITIN application was rejected?
Yes. We review the notice, explain what went wrong, and help correct the application or documentation for resubmission.
When do I need to renew my ITIN?
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.
Is a Certifying Acceptance Agent (CAA) required?
Not required, but helpful. A CAA can review identity documents and prepare the W-7 package to reduce errors and delays.
What happens after I receive my ITIN?
We’ll guide you through next steps, including filing any required returns and keeping records organized for future years.
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