ITIN Coufusion

[tds0317 2]

HI, was wondering if anyone has some answers re an ITIN.  I pretty much understand the federal process....  you mail your w-7 application with the tax return and a certified copy of the passport from an agent on the IRS site.

 

I called New York state multiple times and nobody has a clear answer.  You can tell them have no clue as to the correct answer.

 

Does anyone know how you go about filing state returns if an ITIN number is pending with the IR?.  We live in New York and can't seem to get any type of definite answer.  Can you write in "ITIN pending" for the state where a SS number or ITIN number would go?

 

Thanks so much for any info!

[Leo & Angie 19]

Hello,

im going thru the same process and also from New York . I have my appointment next week at my local IRS office to drop off my prepared tax return and spouse's w-7 form.  On the tax return in the space for the ss# or ITIN you put "NRA" or non resident alien..once the ITIN is approved by the IRS they will replace those words with the ITIN # they've assigned and thus process your return and issue any refund if necessary. 

[tds0317 2]

Thank you.  If I understand correctly, if you go to one of their offices, you do not have to mail the passport?  They certify it there?

 

So, "NRA" goes under your spouses SS for the New York State return?

 

How did you go about doing your state return with no ITIN number as of now?

Edited February 4, 2017 by tds0317

[Leo & Angie 19]

Yes you go to their office and they will certify the passport. You have to make an appointment though no walk in allowed. I went to a tax man for my taxes. He just prepared the papers I will then take it to IRS next week at my appointment. You cannot file electronically without Itin so your taxes have to be done in the paper form. Your tax return have to be submitted at the same time with the w-7 

yes nra goes in place of the itin 

[MariaR323 199]

State returns are not processed the same way.

 

I always suggest to submit the Federal tax return with the W-7 first. Once you have the ITIN then you can send the State return with the ITIN number.

[Gitana 11]

We did out taxes last year together with ITIN application... we never put NRA on the form but rather left it blank. We filed state return as well since we were close to deadline date and i think we put on state form : itin applied for. As soon as we received my ITIN we forwarded it to state and they proceeded tax refund.

Edited February 7, 2017 by Gitana

[tds0317 2]

Ok, thank you.  What a crazy process!  How long did it take to get your ITIN number?

[Gitana 11]

We applied for ITIN late, i think end of march,around 20th and ITIN came back 30th April

[Mthldou 45]

On 2/12/2017 at 8:40 AM, Gitana said:

We applied for ITIN late, i think end of march,around 20th and ITIN came back 30th April

So it took a month for your ITIN to get back?

[Gitana 11]

around 5 weeks

[Leo & Angie 19]

Submitted W-7 with my federal return on 2/14/17 was received by IRS on 2/17/17. I called this morning 3/8/17 and was told it was approved today and ITIN # generated and mailed out. Was told to wait 7-15 days for ITIN # and letter in mail. So glad that's over I can do my state returns in time??

[Mthldou 45]

23 minutes ago, Leo & Angie said:

Submitted W-7 with my federal return on 2/14/17 was received by IRS on 2/17/17. I called this morning 3/8/17 and was told it was approved today and ITIN # generated and mailed out. Was told to wait 7-15 days for ITIN # and letter in mail. So glad that's over I can do my state returns in time??

Awesome!! Sent mine out the same day. What number did you call to get an update?

[Leo & Angie 19]

15 minutes ago, Mthldou said:

Awesome!! Sent mine out the same day. What number did you call to get an update?

I called 800-829-1040...good luck 

[Mthldou 45]

1 minute ago, Leo & Angie said:

I called 800-829-1040...good luck 

I did too but I couldn't find the ITIN status check  

[Leo & Angie 19]

Just now, Mthldou said:

I did too but I couldn't find the ITIN status check  

When I call I choose I choose the option for personal tax return info then I press 0 until it says it doesn't recognize my option and to hold for an operator. When the operator comes on tell them you need to speak to someone about the W-7 you submitted they should say hold on for transfer to accounting department.  once someone from accounts came online I told them they needed my hubby on the line since it's his W-7 but all she ask was name country of citizenship and documents we sent which was birth certificate and DL (all foreign) then she said it was approved today