ITIN Application Guide and Checklist

What an ITIN is, the documents the IRS accepts, and how to apply or renew without costly mistakes.

WHAT'S INSIDE

• Who needs an ITIN, and what it does not do

• New or renewal: how expiry works

• The 13 accepted documents, explained

• Three ways to apply, compared

• A checklist for each family member

WHO IT'S FOR

• People who cannot get a Social Security number

• Spouses and dependents on a tax return

• Anyone whose ITIN has expired

GOOD TO KNOW

• Spanish version coming soon. Versión en español muy pronto.

• Bring your documents to us in person; never send ID photos to strangers.

FORMAT

Fillable PDF. Fill it in on a phone, tablet or computer, or print it.

UNBRANDED, READY TO SHARE

The files carry no business name or logo. Each one has a blank box for your tax professional's details.

INSTANT DOWNLOAD

Your file downloads right after payment, and a link arrives by email.

For record-keeping only. Not tax, legal or financial advice. Tax rules change; confirm figures with a tax professional before you file.