Applying for an ITIN: A How-To Guide (2023)
Channel: NAKASEC
Date: 2023-04-28

Applying for an ITIN: A How-To Guide

Disclaimer: This guide has been prepared for general informational purposes only. It does not, nor is it intended to, constitute financial or legal advice. Please consult attorneys and trusted financial professionals regarding your personal situation.

To see our list of professional tax preparers who can help you with the application, please visit: 
http://www.nakasec.org/itin
Download Form W-7: Application For IRS Individual Taxpayer Identification Number 
https://www.irs.gov/pub/irs-pdf/fw7.pdf
Download Form 1040: Individual Income Tax Return 
https://www.irs.gov/pub/irs-pdf/f1040.pdf
(If needed) Download Form 4868: Application for Automatic Extension of Time To File U.S. Individual Income Tax Return 
https://www.irs.gov/pub/irs-pdf/f4868.pdf

Special thanks to Jackie Vimo, Senior Policy Analyst at National Immigration Law Center for contributing to this project! 
Visit National Immigration Law Center: https://www.nilc.org/

Timestamps:

00:00 Video starts
00:16 Disclaimer
00:33 What is an ITIN?
01:08 Benefits of ITIN
02:25 Who is this guide for?
02:56 What You Need to apply for an ITIN
03:26 Form W-7: Application for ITIN
05:35 Form 1040: Individual Income Tax Return
06:06 Tax Preparer Confidentiality
06:30 Proving Identity AND Foreign Status
08:27 IRS ITIN Operation Mailing Address
08:43 What does IRS review and approval process look like?
09:46 FAQ: Does it cost money to apply for an ITIN?
10:10 FAQ: Can I prepare the application myself?
10:35 FAQ: I didn't earn any income in 2022. Can I still apply for an ITIN?
11:01 FAQ: What happens if I miss the tax filing deadline & can't submit my ITIN application?
11:54 How to fill out and submit Form 4868 to extend tax filing
13:27 FAQ: After I get my assigned ITIN, do I still need to file future income tax returns? 
13:56 Case Study: Sally Park
14:38 What documents does Sally need to apply for an ITIN?
16:44 What does Sally need to do to protect her information?
17:21 What are Sally's options (if she can't prepare her tax return and ITIN application before the deadline)?
19:13 Resources