IRS ITIN Application Process Flashcards

Which form does a CAA attach to a W-7 to certify that the applicant's identity documents were reviewed and authenticated?

Answer: Form 14194, Certificate of Accuracy

CAAs attach Form 14194, the Certificate of Accuracy, to confirm they reviewed and authenticated the original or certified documents.

For dependent applicants, which documents may a CAA authenticate?

Answer: Only passports and civil birth certificates

CAAs may authenticate only passports and civil birth certificates for dependents.

Which type of document copy is NOT acceptable with an ITIN application?

Answer: A notarized copy

The IRS accepts originals or copies certified by the issuing agency, not notarized copies.

A dependent applicant under age 6 who lacks a passport may use which document to help establish identity?

Answer: Medical records

Medical records are acceptable identity documents for dependents under age 6.

When is a dependent's passport, by itself, insufficient as proof of U.S. residency?

Answer: When it has no date of entry into the U.S., unless an exception like Canada/Mexico or military overseas applies

A dependent's passport must show a U.S. date of entry to prove residency, unless the dependent is from Canada or Mexico or is a dependent of U.S. military overseas.

Where are ITIN applications mailed when not filed in person?

Answer: IRS ITIN Operation, Austin, TX

Mailed W-7 applications go to the IRS ITIN Operation in Austin, Texas.

During the peak filing season, roughly how long can ITIN processing take?

Answer: 9 to 11 weeks

Processing normally takes about 7 weeks, and 9 to 11 weeks during peak season (Jan 15 to Apr 30) or for applications filed from overseas.