给申请ITIN的提个醒

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bluebluesky
楼主 (北美华人网)
如果申请人的visa已过期,不要填那项,留空就好了。
 
考古看到很多人被据是因为visa过期,我上周到tax service center交表,特别问了此事。。。给各位提个醒。
 
更新:(参考贴子如下)
 
分享父母申请ITIN的经验
http://www.huaren.us/dispbbs.asp?BoardID=336&ID=303160&replyID=&skin=1

 
今年父母申请税号itin被据的进来看看
http://www.huaren.us/dispbbs.asp?BoardID=333&ID=451279&replyID=&skin=1
 
 
[此贴子已经被作者于2009-3-24 12:25:15编辑过]
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happydew
2 楼
 谢谢楼主的提醒。打扰楼主,正想申请,请教几个问题:
随老公报税的文件一起寄申请可以吗?还是必须要到local的tax service center。

谢谢。
o
oryong
3 楼
谢谢,谢谢
 
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bluebluesky
4 楼
以下是引用happydew在2009-3-24 10:19:00的发言:
 谢谢楼主的提醒。打扰楼主,正想申请,请教几个问题:
随老公报税的文件一起寄申请可以吗?还是必须要到local的tax service center。

谢谢。


可以一起寄,不过不是寄去federal tax的地方,去local tax service center的好处是当面检收,可以避免被据的可能。
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shoppingyaya
5 楼
应该是                     
[此贴子已经被作者于2011/1/7 22:03:58编辑过]
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happydew
6 楼
以下是引用bluebluesky在2009-3-24 10:25:00的发言:

    
    
     可以一起寄,不过不是寄去federal tax的地方,去local tax service center的好处是当面检收,可以避免被据的可能。
    
谢谢!
另外,还想问一下 ,如果去local的center,是不是就不必公证护照了,带护照原件就可以啦。
~
~龙猫菲菲~
7 楼
 我上周刚去交了税表和税号申请表,在local 的IRS办公室交的,带了护照原件,很快就办好了,不需要公证。
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bbm
8 楼
 a?还会被拒的?
我们的表已经都寄出去了。。。
如果被句了,退回来,能重填了w7,空着visa日期那个,再申请一次吗??

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bluebluesky
9 楼
以下是引用bbm在2009-3-24 12:07:00的发言:
 a?还会被拒的?
我们的表已经都寄出去了。。。
如果被句了,退回来,能重填了w7,空着visa日期那个,再申请一次吗??


 
请参考 。。。
 
今年父母申请税号itin被据的进来看看
http://forums.huaren.us/showtopic.aspx?boardid=333&topicid=451279&replyid=&skin=1
 
希望大家都顺利拿到号。。
 
e
evenline
10 楼
税表已经交掉了。明年要回国了,今年我婆婆会呆满六个月,能先去申请个ITIN吗?
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bluebluesky
11 楼
以下是引用evenline在2009-3-24 13:06:00的发言:
税表已经交掉了。明年要回国了,今年我婆婆会呆满六个月,能先去申请个ITIN吗?
No, you have to wait until next year to apply. You can ask your mother-in-law to sign the w-7 prior to departure and notarize the passport before she leaves.
 
BTW, has she been here before? If not, I don't think she qualifies for the 183 days substantial test.
[此贴子已经被作者于2009-3-24 13:54:10编辑过]
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jacyl
12 楼
以下是引用~龙猫菲菲~在2009-3-24 11:16:00的发言:
 我上周刚去交了税表和税号申请表,在local 的IRS办公室交的,带了护照原件,很快就办好了,不需要公证。
现在才上交,会不会号下来太晚,结果州税赶不上?
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bluebluesky
13 楼
以下是引用jacyl在2009-3-24 14:25:00的发言:

现在才上交,会不会号下来太晚,结果州税赶不上?
In this case, the worse scenario will be to file an extension form for the state tax. At least this is what we plan for 4/15... we also just submitted the ITIN application last week.
 
 
j
jacyl
14 楼
以下是引用bluebluesky在2009-3-24 14:36:00的发言:

In this case, the worse scenario will be to file an extension form for the state tax. At least this is what we plan for 4/15... we also just submitted the ITIN application last week.
 
 
这个会有影响吗
[此贴子已经被作者于2009-3-24 14:54:55编辑过]
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francesjj
15 楼
以下是引用bluebluesky在2009-3-24 9:52:00的发言:

如果申请人的visa已过期,不要填那项,留空就好了。
 
考古看到很多人被据是因为visa过期,我上周到tax service center交表,特别问了此事。。。给各位提个醒。
 
更新:(参考贴子如下)

分享父母申请itin的经验
http://forums.huaren.us/showtopic.aspx?boardid=336&topicid=303160&replyid=&skin=1

 
今年父母申请税号itin被据的进来看看
http://forums.huaren.us/showtopic.aspx?boardid=333&topicid=451279&replyid=&skin=1

 
[此贴子已经被作者于2009-3-24 12:25:15编辑过]
 
引我的帖子有版权费的哈
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fancyfang
16 楼
SO what should we fill in W-7, the place to ask what visa, the visa number and expiration date?
Can I just write B-2 and the visa number. Thanks!
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bluebluesky
17 楼
以下是引用fancyfang在2009-3-24 15:21:00的发言:

SO what should we fill in W-7, the place to ask what visa, the visa number and expiration date?
Can I just write B-2 and the visa number. Thanks!
 
If the visa expired at the time you applied for itin, then you don't have a VALID visa... thus the field should be blank.
 
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bluebluesky
18 楼
以下是引用jacyl在2009-3-24 14:47:00的发言:

这个会有影响吗
[此贴子已经被作者于2009-3-24 14:54:55编辑过]
If you owe the state money, you can file an extension but I believe you have to pay for the amount that you owe. If you don't pay before 4/15 even if you have an extension, then yes, there might be issue afterwards.
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jiajiamama
19 楼
进来看看是个啥......
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jacyl
20 楼
以下是引用bluebluesky在2009-3-24 16:12:00的发言:

If you owe the state money, you can file an extension but I believe you have to pay for the amount that you owe. If you don't pay before 4/15 even if you have an extension, then yes, there might be issue afterwards.
哦,是这样!那么如果是state欠我钱,也就是很晚才能拿到,是吧?还有这个extension form是什么时候交呢?谢谢!!1
[此贴子已经被作者于2009-3-24 16:33:34编辑过]
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dazzlingfall
21 楼
以下是引用bluebluesky在2009-3-24 10:25:00的发言:

    
    
     可以一起寄,不过不是寄去federal tax的地方,去local tax service center的好处是当面检收,可以避免被据的可能。
    
去local service center是不是要federal tax return form和w7一起交,他们验收啊?
还有一个笨问题:如果我妈和宝宝是不是就是有两个dependent,在宝宝那个地方勾上qualifying for child tax。
谢谢!!!
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bluebluesky
22 楼
以下是引用jacyl在2009-3-24 16:33:00的发言:

    
    
     哦,是这样!那么如果是state欠我钱,也就是很晚才能拿到,是吧?还有这个extension form是什么时候交呢?谢谢!!1
     [此贴子已经被作者于2009-3-24 16:33:34编辑过]

    
I don't think you will receive the payment before you filed your state tax

The extension form should be postmarked by April 15, same as tax forms.
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bluebluesky
23 楼
以下是引用dazzlingfall在2009-3-24 19:22:00的发言:

    
     去local service center是不是要federal tax return form和w7一起交,他们验收啊?
还有一个笨问题:如果我妈和宝宝是不是就是有两个dependent,在宝宝那个地方勾上qualifying for child tax。
谢谢!!!

    
They will check the W7 form and the supporting documents. They will make a copy of your W7 and then stamped on the copy as a receipt.

Yes, you have two dependents. I use tax software to prepare... so not sure about the checkbox you are referring to. Sorry.
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bluebluesky
24 楼
以下是引用francesjj在2009-3-24 14:57:00的发言:

    
    
      
     引我的帖子有版权费的哈
    

wow... it will be great to share your experience... It is always interesting to know what happened next...

Did you get your ITIN after the denial? What happened after the denial and how long to get the approval? I hope ours got approved soon.

I also have a naive question. If my mother comes again say this year, can I claim her to be my dependent next year when I file the tax form? Is there any requirement in claiming her as my dependent? Thanks
m
mingrimingyue
25 楼
以下是引用dazzlingfall在2009-3-24 19:22:00的发言:

去local service center是不是要federal tax return form和w7一起交,他们验收啊?
还有一个笨问题:如果我妈和宝宝是不是就是有两个dependent,在宝宝那个地方勾上qualifying for child tax。
谢谢!!!

Co ask! Do we need to submit the 1040 as well or just a copy?
f
francesjj
26 楼
以下是引用bluebluesky在2009-3-24 22:33:00的发言:



wow... it will be great to share your experience... It is always interesting to know what happened next...

Did you get your ITIN after the denial? What happened after the denial and how long to get the approval? I hope ours got approved soon.
Yes. We submitted a new W7 and got approval.

I also have a naive question. If my mother comes again say this year, can I claim her to be my dependent next year when I file the tax form? Is there any requirement in claiming her as my dependent? Thanks

 
Yes if she can can pass the substantial presence test. See link below:
 
http://www.irs.gov/businesses/small/international/article/0,,id=129390,00.html
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francesjj
27 楼
以下是引用mingrimingyue在2009-3-27 14:40:00的发言:

Co ask! Do we need to submit the 1040 as well or just a copy?
 
You need to submit 1040 as well.
b
bluebluesky
28 楼
以下是引用francesjj在2009-3-27 15:46:00的发言:
 
Yes if she can can pass the substantial presence test. See link below:
 
http://www.irs.gov/businesses/small/international/article/0,,id=129390,00.html
Thank you
y
yqaz
29 楼
以下是引用shoppingyaya在2009-3-24 10:30:00的发言:
应该是寄到texas的一个tax service center,w7表上写的很明白,我们家已经收到号了,
 请问从寄出到收到号一共多久? 多谢啦
l
lollimom
30 楼
state tax也可以extend吗?
谁是谁的谁
31 楼
以下是引用bluebluesky在2009-3-24 9:52:00的发言:

如果申请人的visa已过期,不要填那项,留空就好了。
 
考古看到很多人被据是因为visa过期,我上周到tax service center交表,特别问了此事。。。给各位提个醒。
 
更新:(参考贴子如下)

分享父母申请ITIN的经验
http://www.huaren.us/dispbbs.asp?BoardID=336&ID=303160&replyID=&skin=1

 
今年父母申请税号itin被据的进来看看
http://www.huaren.us/dispbbs.asp?BoardID=333&ID=451279&replyID=&skin=1

 
[此贴子已经被作者于2009-3-24 12:25:15编辑过]
should we leave the whole box blank or fill the visa type and visa number and just leave the expiration date blank?
 
 
b
bluebluesky
32 楼
以下是引用谁是谁的谁在2009-3-31 9:55:00的发言:

should we leave the whole box blank or fill the visa type and visa number and just leave the expiration date blank?
 
 
If the visa has expired, they you don't have a visa... thus visa type, visa number and expiration date should all be blank.
b
bluebluesky
33 楼
以下是引用lollimom在2009-3-27 18:27:00的发言:
state tax也可以extend吗?

I believe so... honestly we are thinking of submitting the state anyway, even if we haven't received the itin. I will wait until the last day to do so. I have checked that my state (IL) does not request to file state tax return with a copy of federal return, so we will try to risk it.
 
Check your state filling to see if federal tax form needs to be sent.
N
Novbao
34 楼
 一般多久才能知道税号批了没有呢?可不可以online check status?
c
cake1993
35 楼
以下是引用evenline在2009-3-24 13:06:00的发言:
税表已经交掉了。明年要回国了,今年我婆婆会呆满六个月,能先去申请个ITIN吗?
no.  W-7 has to be accompanied by tax return.
明日明月
36 楼
Hi, all,
I called IRS this morning. They said on instruction of w-7, it says: "Do not attach expired documents.". What they told me was to fill the information on W-7 about the visa, but don't attach the expired visa.
 
I also found on page 5 of instruciton:
Note. Any visa information shown on a passport must be entered on line 6c.
 
Now I am so confused.
b
bluebluesky
37 楼
以下是引用明日明月在2009-4-1 10:10:00的发言:

Hi, all,
I called IRS this morning. They said on instruction of w-7, it says: "Do not attach expired documents.". What they told me was to fill the information on W-7 about the visa, but don't attach the expired visa.
 
I also found on page 5 of instruciton:
Note. Any visa information shown on a passport must be entered on line 6c.
 
Now I am so confused.
Why don't you just bring the documents to the Tax Service Center? And double confirm with them. I went there in March and they wiped out the visa information and told me to hold onto the visa copy.
 
As far as I can understand if a visa has expired, you don't have a valid visa. so why bother to fill that field. But again, just for the safe side, why not go to the Tax Service Center yourself.
明日明月
38 楼
以下是引用bluebluesky在2009-4-1 10:29:00的发言:

Why don't you just bring the documents to the Tax Service Center? And double confirm with them. I went there in March and they wiped out the visa information and told me to hold onto the visa copy.
 
As far as I can understand if a visa has expired, you don't have a valid visa. so why bother to fill that field. But again, just for the safe side, why not go to the Tax Service Center yourself.
Yes, I am going to do that. Our local office is so hard to find. It is not on my GPS. I tried this morning and couldn't find it.  I may try at lunch break again.
 
By the way, did they tell you not to attached the visa copy?
 
Thank you so much for sharing the informaiton with us!
b
bluebluesky
39 楼
以下是引用明日明月在2009-4-1 10:42:00的发言:

Yes, I am going to do that. Our local office is so hard to find. It is not on my GPS. I tried this morning and couldn't find it.  I may try at lunch break again.
 
By the way, did they tell you not to attached the visa copy?
 
Thank you so much for sharing the informaiton with us!
That's right.
j
jjguan
40 楼
进来学习
明日明月
41 楼
I just went to the local office. Too many ppl and waiting line is too long. I didn;t get chance to talk to any specialist today about my question. But they gave me a number to call. That is specifically for the ITIN related issues. The number is 1-800-908-9982. You can call with any w-7 related questions. I called twice and talked with 2 ppl. Pretty much got same info. Here are what they told me;
 
1. If you submit a expired visa, we will reject you.
 
2. if you choose d--Dependent of U.S. citizen/resident alien as the reason (the first question on the W-7), then you don't have to submit a visa. You can just leave the 6c blank and do NOT mail us the copy of your visa. BUT, you have to have some kind of document to support the applicant's identity and foreign status which has the applicant's picture, such as passport. But you have to make sure that the passport is valid.
 
Then she confirmed with me that I only need to give her the notorized passport (the page with the picture and expiration date), the W-7 form, and the 1040 form.
 
Hope this helps.
 
bluebluesky, is that what you submitted? Did you gave them I-94? It looks like they only need the first page of the passport.
 
b
bluebluesky
42 楼
以下是引用明日明月在2009-4-1 13:37:00的发言:
 
bluebluesky, is that what you submitted? Did you gave them I-94? It looks like they only need the first page of the passport.
 
I submitted notarized passport with the passport page and pages of the custom stamps, W7, Federal tax returns. I also submitted copies of the boarding passes.
 
My mother and mother in law left the US, so no more I-94.
[此贴子已经被作者于2009-4-1 15:29:20编辑过]
d
dazzlingfall
43 楼
以下是引用明日明月在2009-4-1 10:42:00的发言:

    
    
     Yes, I am going to do that. Our local office is so hard to find. It is not on my GPS. I tried this morning and couldn't find it.  I may try at lunch break again.
      
     By the way, did they tell you not to attached the visa copy?
      
     Thank you so much for sharing the informaiton with us!
    
我昨天去了我们这里的IRS local office,visa number空着,没有人要我填。然后他们就复印了一张passport第一页。
我还问她如果我妈妈去年入境两次,填哪一次呢?她也不知道,后来也不回答我的问题就把东西收走了。
明日明月
44 楼
以下是引用bluebluesky在2009-4-1 15:28:00的发言:

I submitted notarized passport with the passport page and pages of the custom stamps, W7, Federal tax returns. I also submitted copies of the boarding passes.
 
My mother and mother in law left the US, so no more I-94.
[此贴子已经被作者于2009-4-1 15:29:20编辑过]
i have the custom stamps and visa on the same page of my notorized copy.
 
My understanding is that the w-7 form is used to apply for the ITIN only. It does not care whether the applicant meets the 183 days rule or not. It is our resposibility to ensure that the 183 days rule is met when we claim parents in our 1040 form, right?  
明日明月
45 楼
以下是引用dazzlingfall在2009-4-1 15:54:00的发言:

我昨天去了我们这里的IRS local office,visa number空着,没有人要我填。然后他们就复印了一张passport第一页。
我还问她如果我妈妈去年入境两次,填哪一次呢?她也不知道,后来也不回答我的问题就把东西收走了。

I just read the w-7 instruction again, it says:
If you submit an original valid passport (or a notarized or
certified copy of a valid passport), you do not need to submit
any other documents.
Otherwise, you must submit at least two of
the documents listed below. The documents must be current, verify
your identity (that is, contain your name), and support your claim of
foreign status. At least one document must contain your photograph,
but a photograph is not required if documents are submitted for a
dependent under age 14 (under age 18 if a student). Do not attach
expired documents.
 
It is on page 3. The other documents lists below this paragraph includes visa. So my understanding is that if you have passport, it is enough for applying a ITIN.
 
Correct me if I was wrong.
明日明月
46 楼
Now my only questions is when we claim parents in 1040 as the dependent, how do we prove that they have been here with us for 183 days? I know lots of ppl have parents passport notorized when parents are still here. That case there is no custom stamp to show their legth of stay, right? I guess we just need to keep the evidence. As long as we can provide it if IRS questions us later, we should be fine.
b
bluebluesky
47 楼
以下是引用明日明月在2009-4-1 16:55:00的发言:

Now my only questions is when we claim parents in 1040 as the dependent, how do we prove that they have been here with us for 183 days? I know lots of ppl have parents passport notorized when parents are still here. That case there is no custom stamp to show their legth of stay, right? I guess we just need to keep the evidence. As long as we can provide it if IRS questions us later, we should be fine.
I copy and notarized the boarding passes... the tax service center didn't really look at them, but just took all the materials that I provided.
小老鼠
48 楼
以下是引用bluebluesky在2009-3-24 14:36:00的发言:

    
    
     In this case, the worse scenario will be to file an extension form for the state tax. At least this is what we plan for 4/15... we also just submitted the ITIN application last week.
      
      
    
这要看那个州了.有些州,不用的.象CA.去年我就是11号才申请的.税表也是那天寄的.
t
thatsummer
49 楼
我也要给我妈在2008年的税claim dependent申请税号。她还在这儿,护照已公证,签证也没过期。不过2008年她没呆够183天,要算上2006和2007的才够。可是2006和07的签证早过期,那visa expiration那一项应该怎么填呢?
 
我是不是应该把怎么计算的183天,和我妈的出入境的记录都附上啊?
f
fobbygirl
50 楼
现在申请会不会太晚了?好像4月份就要把税报上去了?迟报的话是什么PENALTY?
 
我父母都回去了。还要他们扫描护照然后发过来吧。