ITIN Application

ITIN Application Process

We help people around the world apply for U.S. tax ID numbers!

Are you a person that needs to apply for an Individual Tax Identification Number, known as an ITIN? FIRPTA Solutions Inc. has Certified Acceptance Agents on staff to review your identification documents for authenticity so that you don’t have to send the original to the IRS. A Certified Acceptance Agent is a person or entity who has been authorized by the IRS to assist individuals and other foreign persons who do not qualify for a Social Security Number but who still need a ITIN to process a 1040NR or other tax schedules.

FIRPTA Solutions facilitates the application process by reviewing the necessary documents and forwarding the completed forms to the IRS. Once we receive your acceptable documentation, we must complete a face-to-face interview to confirm your identity. Ideally, we would love to meet with you in person but if that is not possible, then we have several other options to choose from such as Skype, Zoom, Join.Me, FaceTime, WeChat, or WhatApp.

Application Process

Determine Your Reason For Applying
The first step to getting your ITIN is to figure out why you need one. The IRS will only issue ITIN to individuals meeting specific criteria.


Reasons for applying for an ITIN

  1. Nonresident alien required to get an ITIN to claim a tax treaty benefit
  2. Nonresident alien filing a US federal tax return
  3. US resident alien filing (based on days present in the US) filing a US federal tax return
  4. Dependent of US citizen/resident alien
  5. Spouse of a US citizen/resident alien
  6. Nonresident alien student, professor, or searcher filing a US federal tax return or claiming an exception
  7. Dependent or spouse of a nonresident alien holding a US visa
  8. Other reason (known as Exceptions)
    • Exception 1 Passive Income – Third-Party Withholding: if you receive partnership income, interest income, annuity income, rental income, or other passive income that is subject to third-party withholding (1042-S, 1099-INT, 1099-MISC, 8805, K-1, etc.)
    • Exception 2 Other Income: This exception may apply if:
      - 1. If you can claim the benefit of a US income tax treaty with a foreign country and you are receiving any of the following:
      - a. Wages, salary, compensation, and honoraria payments
      - b. Scholarships, fellowships, and grants; and/or
      - c. Gambling Income; or
      - 2. You are receiving taxable scholarship, fellowship, or grant income, but not claiming the benefits of an income tax treaty
    • Exception 3 Mortgage Interest – Third-Party Reporting: If you have a home mortgage loan on real property that you own in the United States that is subject to third-party reporting of mortgage interest
    • Exception 4 Dispositions by a Foreign Person of US Real Property: Use this exception when a foreign person sells real property in the United States that is subject to third-party withholding commonly referred to as FIRPTA
    • Exception 5 Treasury Decision (TD) 9363: Use this exception if you have an IRS reporting requirement under TD 9363 and you are submitting a Form W-7 with Form 13350.

If you are not able to locate your reason on this list, you are probably not eligible to apply for an ITIN. Please visit the IRS website to help you determine if you have another valid reason for applying.

Visit IRS.GOV

Proof Of Identification
One of the requirements for the ITIN application is to have proof of your identification.


When applying for an ITIN, you will need to confirm your identity and foreign status by providing certain identification documents.

Out of the 13 acceptable documents, a valid passport is the ONLY document that satisfies both of these requirements. If you don’t have a valid passport, you will need to submit two or more documents from the following list:

  • Passport (Must be current and signed)
  • National Identification Card (Must be current and contain name, photograph, address, date of birth and expiration date)
  • United States Driver’s License
  • Civil Birth Certificate (Required for applicants under 18 if passport is not provided) **
  • Medical Records (Valid only for dependents under age 6) **
  • Foreign Driver’s License
  • United States State Identification Card
  • Foreign Voters Registration Card
  • United States Military Identification Card
  • Foreign Military Identification Card
  • School Records (valid only for dependents under age 14 (under age 18 if a student)) **
  • Visa issued by United States Department of State
  • United States Citizenship and Immigration Services (USCIS) Photo Identification

**May be used to establish "foreign status" only if the documents are foreign.

FIRPTA Solutions, Inc. has 4 certified acceptance agents on staff. This means that we have been authorized to determine if your documents are authentic. We will make an official copy of your original document, attach our certification, then send the copy to the IRS for processing. This way, you get to keep your original documents!

If we are not able to make the official copy ourselves, then you will need to make an appointment with the passport or government office in your country that issues the documents you will be using to confirm your identity. If your local office does not offer this service, you will need to make an appointment with the US Embassy or US Consulate in your country. Please note that a notarized document from a solicitor, mayor, judge, town hall, public notary, minister, or any of the like are ABSOLUTELY NOT ACCEPTABLE. The copy must be made by FIRPTA Solutions, The US Embassy, The US Consulate, or the passport office or government office that first issued the document.

Identity Confirmation
Once it has been determined which of the acceptable documents will be used for your ITIN application, we will need to confirm your identity.

Ideally, we would love to meet with you in person but if that is not possible then we have several other options to choose from. After we receive your identification documents, we will need to conduct an interview with you over the internet using Skype, Zoom, Join.Me, FaceTime, WeChat, or WhatsApp.

For this part of the process, you will need to have internet access. You will also need to use a device that has a camera such as a smart phone, tablet, or webcam on your computer or laptop. If you don’t have access to the internet, or if we are not able to meet with you in person, then we will not be able to help you apply for the ITIN.

Frequently Asked Questions

An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the Internal Revenue Service. It is a nine-digit number that always begins with the number 9.

The IRS issues ITINs to individuals who are required to have a U.S. taxpayer identification number but who do not have, and are not eligible to obtain, a Social Security Number (SSN) from the Social Security Administration (SSA).

ITINs are issued regardless of immigration status because both resident and nonresident aliens may have U.S. tax return filing responsibilities under the Internal Revenue Code.

Individuals must have a filing requirement and file a valid federal income tax return to receive an ITIN, unless they meet an exception.

A tax ID must be included on returns, statements, and other tax related documents. A tax ID can be in the form of a social security number (SSN), an Employer Identification Number (EIN), or an Individual Taxpayer Identification Number (ITIN).

If you do not have an SSN and are not eligible to obtain an SSN, but you have a requirement to furnish a federal tax identification number or file a federal income tax return, you must apply for an ITIN. By law, an alien individual cannot have both an ITIN and an SSN.

The IRS will only processes returns for individuals that show their correct SSN or ITIN. The IRS no longer accepts, and will not process, forms showing “applied for.”

The IRS issues ITINs to foreign nationals and others who have federal tax reporting or filing requirements and do not qualify for SSNs. A non-resident alien not eligible for an SSN, who is required to file a U.S. tax return only to claim a refund of tax under the provisions of a U.S. tax treaty, needs an ITIN.

Examples of individuals who need ITINs include:

  • U.S. driver’s license
  • Non-resident aliens filing a U.S. tax return and not eligible for an SSN.
  • Dependent or spouse of a U.S. citizen/resident alien.
  • Dependent or spouse of a non-resident alien visa holder.

ITINs are for federal tax reporting only, and are not intended to serve any other purpose. An ITIN does not authorize work in the U.S. or provide eligibility for Social Security benefits or the Earned Income Tax Credit. ITINs are not valid identification outside the tax system.

One of the requirements for the ITIN application is to have proof of your identification.

The IRS has streamlined the number of documents the agency will accept as proof of identity to obtain an ITIN. There are now 13 acceptable documents.

An original passport is the only document that is accepted for both identity and foreign status. If you do not have a passport, you must provide a combination of current documents that contain expiration dates, show your name and photograph, and support your claim of foreign status.

The IRS will accept a combination (two or more) of the following documents, in lieu of a passport:

  • Passport (Must be current and signed)
  • National Identification Card (Must be current and contain name, photograph, address, date of birth and expiration date)
  • United States Driver’s License
  • Civil Birth Certificate (Required for applicants under 18 if passport is not provided) **
  • Medical Records (Valid only for dependents under age 6) **
  • Foreign Driver’s License
  • United States State Identification Card
  • Foreign Voters Registration Card
  • United States Military Identification Card
  • Foreign Military Identification Card
  • School Records (valid only for dependents under age 14 (under age 18 if a student)) **
  • Visa issued by United States Department of State
  • United States Citizenship and Immigration Services (USCIS) Photo Identification

**May be used to establish "foreign status" only if the documents are foreign.

Please note, according to IRS.gov, a certified document is one that the original issuing agency provides and certifies as an exact copy of the original document and contains an official stamped seal from the Agency. These documents will be accepted. A notarized document is one that the taxpayer provides to a public notary who bears witness to the signing of the official document and affixes a seal assuring that the document is legitimate. These documents will not be accepted for ITIN applications.

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