Supporting documents for an ITIN application
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Free eligibility check: find your starting point in 2 minutes

Six questions. Find out if you need an ITIN, your likely W-7 reason and what to prepare.

Rather talk to a person than run the eligibility check?
Skip the questions and book a free 15-minute call.

The 8 Form W-7 reasons behind the ITIN eligibility check, in plain English

Every application is filed under one of these. Choosing the right one is the most common thing applicants get wrong.

a
Claiming a tax treaty benefit
b
Filing a US tax return
c
US resident alien filing a return
d
Dependent of a US citizen or resident
e
Spouse of a US citizen or resident
f
Student, professor or researcher
g
Family of a US visa holder
h
Other, often with an exception
You likely need an ITIN if
You are not eligible for an SSN
You have a US federal tax purpose
You can prove identity and foreign status
You probably don't if
You have, or can get, an SSN
You only want a US bank account
You have no US income or treaty claim
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Common questions about the eligibility check

Who passes the ITIN eligibility check?+

Anyone with a federal tax purpose who is not eligible for a Social Security Number.

Do I need a tax return to apply?+

Usually yes, unless an exception applies, such as certain treaty claims.

How long does it take?+

Our preparation takes 5–7 business days on Standard, 2–3 on Priority. IRS processing usually takes around 7 weeks, longer in tax season.

Do I have to send my passport?+

No. Our Certifying Acceptance Agent verifies it on a video call.

Does an ITIN expire?+

Yes, if it is not used on a federal tax return at least once in three consecutive years.

Home/Free check

Free eligibility check: find your starting point in 2 minutes

Choose your goal for this eligibility check: an ITIN, a US LLC, or business banking and payments. Answer only the questions that fit, and see your suggested next step before you share your email. Then talk it through with a real person, for free.

ITIN · LLC · bankingResult before emailNo payment, no obligation
Whether you need an ITINOr whether an SSN, or no tax ID at all, is the right answer.
Your likely W-7 reasonThe application box that matches your situation.
What documents to prepareIncluding what to do if your passport has expired.
The right plan for your deadlineStandard or Priority, with the full price.
Rather talk to a person than run the eligibility check?
Skip the questions and book a free 15-minute call, or chat with us now.

The 8 Form W-7 reasons behind the ITIN eligibility check, in plain English

Every ITIN application is filed under one of these reasons. Choosing the right one is the most common thing applicants get wrong.

a

Claiming a tax treaty benefit

Nonresident aliens who need an ITIN to claim a reduced rate of US withholding under a tax treaty.

b

Filing a US tax return

Nonresident aliens with a US filing requirement, such as rental, business or investment income.

c

US resident alien filing a return

People treated as US residents for tax because of the days they spent in the US.

d

Dependent of a US citizen or resident

A dependent who qualifies for an allowable tax benefit on a US return.

e

Spouse of a US citizen or resident

A spouse filing jointly, or claimed for a tax benefit on a US return.

f

Student, professor or researcher

Nonresident academics filing a US return or claiming an exception.

g

Family of a US visa holder

The spouse or dependent of a nonresident alien who holds a US visa.

h

Other

Situations outside the reasons above, often with an exception to the tax return rule.

ITIN eligibility check: all three of these apply to you

You are not eligible for a Social Security Number
You have a US federal tax purpose, such as a tax return or a treaty claim
You can prove your identity and foreign status, ideally with a valid passport

Any of these apply to you

You have, or can get, an SSN
You only want to open a US bank or payment account
You have no US income, tax return or treaty claim
Not sure? That's exactly what the free call is for.
Featured in
BenzingaAssociated PressBusiness InsiderYahoo FinanceazcentralDigital JournalBenzingaAssociated PressBusiness InsiderYahoo FinanceazcentralDigital JournalBenzingaAssociated PressBusiness InsiderYahoo FinanceazcentralDigital JournalBenzingaAssociated PressBusiness InsiderYahoo FinanceazcentralDigital Journal

Common questions about the eligibility check

Still unsure after the eligibility check? A specialist can answer in 15 minutes.

Who passes the ITIN eligibility check?+

Anyone who needs a US taxpayer identification number for a federal tax purpose but is not eligible for a Social Security Number. That includes nonresident aliens filing a US return, people claiming tax treaty benefits, and spouses or dependents of US citizens and residents.

Do I need a tax return to apply for an ITIN?+

Usually yes. Most applications must include a federal tax return. Some situations qualify for an exception, such as certain treaty claims or US income with tax withheld. Our check and free call tell you which applies.

How long does it take to get an ITIN?+

Our preparation takes 5–7 business days on Standard or 2–3 on Priority. The IRS then processes the application, which usually takes around 7 weeks, and longer during tax season or for applications from abroad.

Do I have to send my original passport?+

No. As a Certifying Acceptance Agent, we verify your passport on a video call, so there is no need to send it anywhere.

Does an ITIN expire?+

Yes. An ITIN expires if it is not used on a federal tax return at least once in three consecutive years. Expired ITINs can be renewed with a new Form W-7.

Is this eligibility check an official decision?+

No. The eligibility check is a guide based on your answers. The IRS makes the final decision on every ITIN application. Sources: IRS: How to apply for an ITIN · IRS: Form W-7 instructions.