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11651: ITIN Application - Form W-7


1040 Individual Generally

How does a taxpayer apply for an Individual Taxpayer Identification Number (ITIN) in Drake Tax?

 

The W7 screen on the Foreign tab is used to produce Form W-7 for a taxpayer, spouse, or dependent. Where possible, name, address, and birth date information will pull from other data entry on the return (as indicated by override fields). All other fields should be completed as applicable.

Notes:

  • If the ITIN applicant is the taxpayer or spouse, choose either T or S respectively in the T/S drop down box.
  • For dependents, enter the number of the dependent whose information should be used in the Dependent box. This number corresponds to the order in which dependents are entered on screen 2.
  • Multiple W-7 forms may be generated by pressing Page Down for a new screen.
  • For details, see the Instructions for Form W-7.

The IRS released a new version of Form W-7 in August 2019. This version is not available in Drake18, however, it will be available starting in Drake19. The IRS has indicated that they will generally accept the older version of the form through the end of 2019, however, it may cause delays or other issues. If the updated form is needed before Drake19 is available, the IRS provides a fillable Form W-7. The fillable feature is not available in all browsers. See the IRS website for more information. 

If the applicant is the primary taxpayer, use the Temporary ITIN feature to create the initial return. After the real ITIN is received, use the Tools menu to change the temporary ITIN to the IRS assigned ITIN. See Related Links below for instructions on using this feature.

Important: It is not recommended that PPR users utilize the Temporary ITIN feature. For PPR users, the function Change ID Number on Return will use a second PPR return, in addition to the one used to first open the return. This is the same for all years of Drake Tax that are in PPR mode. 

Filing Form W-7 

This form cannot be electronically filed. Form W-7 must be submitted on paper with the tax return and appropriate documentation

  • in person at any IRS Taxpayer Assistance Center in the U.S.,
  • by mail to:
    Internal Revenue Service
    ITIN Operation
    P.O. Box 149342
    Austin TX 78714-9342
  • or by private delivery service to
    Internal Revenue Service
    ITIN Operation
    Mail Stop 6090-AUSC
    3651 S. Interregional, Hwy 35
    Austin, TX 78741-0000

(In some cases, a W-7 can be submitted without a tax return. See the W-7 instructions.)

Allow 6 weeks for the IRS to notify you of your ITIN (8-10 weeks if submitted during peak processing periods or if you are filing from overseas).

The taxpayer previously received a TIN or an EIN which I have to enter on the W7 screen. The field for it formats it as an SSN, and when I press F1 for help, the software tries to validate it as an SSN.

That field (If Yes, enter TIN or EIN) is an SSN field in the software. However, the W-7 cannot be e-filed. When you print the form, the field prints without dashes.

I am an acceptance agent, how do I complete that section of the form? Where do I enter the W-7 agent’s office code?

In Drake Tax, this designation is indicated in Setup > preparers by checking the box Acceptance agent and entering your Agent title. When this is marked, and a Form W-7 is entered on a return, the Acceptance agent section is auto-filled with the preparer's information.

The office code is an 8-digit number issued to the W-7 agent by the IRS ITIN Program Office (see page 10 of the instructions for Form W7). Enter the office code on each Form W-7 by going to the W7 screen > Birth/Other Information tab > Acceptance agent section > Office code box. Note that the boxes above that field are overrides boxes (these pull from return preparer). 


For information about applying to become an acceptance agent, see Related Links below. 


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