Client ITIN Application Checklist

🧾 ITIN APPLICATION – CLIENT DOCUMENT CHECKLIST

(Lista de Documentos para Solicitud de ITIN)

To apply for an ITIN (Individual Taxpayer Identification Number), please provide the following:

✅ 1. Completed Personal Information Form

Please make sure all information is accurate:

• Full legal name
• Mailing address
• Foreign address
• Date of birth
• Country of citizenship
• Country of birth
• Phone number

📄 2. Federal Tax Return

You must submit:

• A completed Federal Income Tax Return (Form 1040)
  (We will prepare this for you if needed)

⚠️ The ITIN application must be submitted together with your tax return in most cases.

🪪 3. Identity & Foreign Status Documents

✔️ OPTION 1 (Recommended)

Provide:

• ✅ Valid Passport

A passport is the ONLY document that proves both identity and foreign status.
No additional documents are required if a valid passport is submitted.

⚠️ OPTION 2 (If No Passport Available)

You must provide TWO of the following:

• National Identification Card
• Foreign Driver’s License
• U.S. Visa
• Birth Certificate
• Foreign Voter Registration Card
• U.S. State Identification Card
• Immigration Documents

👶 4. Dependents (If Applicable)

For each dependent listed on the tax return, please provide:

• Birth Certificate
• Passport (if available)

Additional documents may be required:

📌 IMPORTANT:

• Documents must be:
  • Original OR
  • Certified by the issuing agency

❌ Notarized copies are NOT accepted by the IRS.

📬 Submission Options:

• In person at our office
• Through a Certified Acceptance Agent (CAA)
• IRS Office (by appointment)

If you have questions, please contact us before submitting your documents.