Itin. Number at irs office appointment

[Insulder1 2]

We have a appt for itin number at irs office do they take and keep our documents and mail them away or are we allowed to return with them. The tax placed we called said they had to mail our passport in and irs would send it back but did not know if irs office is different 

[JeanneAdil 6,510]

You don't have to send the passport  and please don't

 

He probably said this as the passport is the only thing that does prove both ID and status

 

they need Proof of ID so a birth certificate will do /along with a marriage certificate  to show status

 

YOu can send scanned copies but IRS will delay the processing of your tax return and tell you to take the original document to an IRS office for an officer there to verify ,  copy and signed that he has witnessed the originals

 

and NO they do not return any of the documents you send so follow the IRS instructions and know the various documents are needed for proof and choose one that can be replaced easy 

BTW I had my husband do several birth certificates so we always have an original (state produced one)

 

• Passport (stand-alone document) *
• National identification card (must show photo, name, current address, date of birth, and expiration date)
• U.S. driver's license
• Civil birth certificate (required for dependents under 18 years of age)
• Foreign driver's license
• U.S. state identification card
• Foreign voter's registration card
• U.S. military identification card
• Foreign military identification card
• Visa
• U.S. Citizenship and Immigration Services (USCIS) photo identification
• Medical records (dependents only - under 6)
• School records (dependents only - under 14, under 18 if a student)

[Wuozopo 4,293]

9 hours ago, Insulder1 said:

We have a appt for itin number at irs office do they take and keep our documents and mail them away or are we allowed to return with them. The tax placed we called said they had to mail our passport in and irs would send it back but did not know if irs office is different 

You take a completed tax return and your proof of ID (passport) to an IRS office that certifies documents. They photocopy then certify your passport as valid. Then they mail it all off to Austin. Texas IRS. They will first issue the ITIN then add the new number to the return and process the return. They send you the ITIN.

 

When you do it yourself, you have to send the prepared tax return, an ITIN application, and the actual passport directly to Austin. They do the same thing about issuing the ITIN then process the return. They mail back the passport and send your ITIN number.

 

If you are able to go to an IRS office that certifies in person, then you save having to mail the actual passport off.  People with spouses abroad are not always able to visit an IRS office in person with the foreign spouse.  There are certifying agents in some countries, but not all. Anyway, nobody will keep your original documents forever. 

[Insulder1 2]

yes thats what we did made a appointment at local irs office . she said she can certify the passport for foreign spouse, so we do not have to mail in the actual passport

[kkmk 47]

On 1/31/2021 at 7:03 PM, Wuozopo said:

You take a completed tax return and your proof of ID (passport) to an IRS office that certifies documents. They photocopy then certify your passport as valid. Then they mail it all off to Austin. Texas IRS. They will first issue the ITIN then add the new number to the return and process the return. They send you the ITIN.

 

Do you happen to know if it's necessary to bring any uscis stuff as evidence for someone who is out of status (expired k1)? 

[JeanneAdil 6,510]

On 1/31/2021 at 7:03 PM, Wuozopo said:

You take a completed tax return and your proof of ID (passport) to an IRS office that certifies documents. They photocopy then certify your passport as valid. Then they mail it all off to Austin. Texas IRS. They will first issue the ITIN then add the new number to the return and process the return. They send you the ITIN.

 

When you do it yourself, you have to send the prepared tax return, an ITIN application, and the actual passport directly to Austin. They do the same thing about issuing the ITIN then process the return. They mail back the passport and send your ITIN number.

 

If you are able to go to an IRS office that certifies in person, then you save having to mail the actual passport off.  People with spouses abroad are not always able to visit an IRS office in person with the foreign spouse.  There are certifying agents in some countries, but not all. Anyway, nobody will keep your original documents forever. 

Hard to find open offices right now  

[Wuozopo 4,293]

1 hour ago, kkmk said:

 

Do you happen to know if it's necessary to bring any uscis stuff as evidence for someone who is out of status (expired k1)? 

I don’t think IRS cares so much about immigration and USCIS doesn’t dwell on how your taxes were filed. Not their job or expertise on either side. Two separate entities. Take whatever you feel might be helpful, but there is nothing on paper really except an expired K1. Marriage to a US citizen is a good one but I doubt they care. Illegal aliens are allowed ITIN numbers and they pay taxes on the income they earn without work authorization. I have tried to help someone in that situation sort out their tax return.  I spoke directly to the IRS...several departments. They didn’t ask ask about status. 
 

If you filled out your profile and timeline, it would be a good thing.

[Wuozopo 4,293]

31 minutes ago, JeanneAdil said:

Hard to find open offices right now  

It is, but they luckily already have an appointment according to their first post. 

[seekingthetruth 1,246]

33 minutes ago, Wuozopo said:

I don’t think IRS cares so much about immigration and USCIS doesn’t dwell on how your taxes were filed. Not their job or expertise on either side. Two separate entities. 

Agree.  Many ITINs are issued to people who never even been to the U.S.

[Celebi 136]

I just set up an appointment myself today at an IRS office here in Brooklyn. I decided to go there directly since my passport has already expired.

As per IRS website: " For dependents, CAAs (Certified Acceptance Agencies) can only verify passports and birth certificates"

I only have my foreign driver's license, voter's ID, marriage certificate and utility bills as accepted proofs of identity. I refuse to mail anything out as well as I do not want to risk losing any of my original IDs