What is an ITIN?An Individual Tax Identification Number (ITIN) is issued by the Internal Revenue Service (IRS), which is the U.S. tax collection agency. The number is for nonresidents who need to file a tax return because of taxable income (like some scholarships) but are not eligible for a Social Security Number (SSN). SSN are only issued to nonresidents who are employed. For more information, review the IRS Publication 1915. Show
Who needs an ITIN?You should apply for an ITIN if:
Note: the ISS office can only provide ITIN support letters for students receiving scholarships/fellowships from the UW. If you or your spouse need an ITIN to file a tax return because of other taxable non-employment income, you will need to apply for the ITIN directly to the IRS along with your tax return. How to Apply
F-1 Students: Request ITIN Support Letters
The University/OIA does not currently provide assistance to students wanting to apply for an ITIN. Students needing an ITIN will be able to use SPRINTAX to apply for one with their tax return filings in February/March. For more information regarding taxes and how to file, please see Tax Responsibilities for International Students and Scholars. ITIN stands for Individual Taxpayer Identification Number. The Internal Revenue Service (IRS) created the ITIN for use by anyone who is not eligible to apply for a Social Security Number (SSN) and who receives taxable money, such as scholarships, stipends, or awards from the University. If you already have a SSN, have ever had an SSN, or are eligible to apply for an SSN, you are not eligible to apply for an ITIN. Should you apply for an ITIN now and later get a SSN, this will not cause any problems. You will simply start to use the SSN instead of the ITIN (to file taxes, submit to payroll, etc.) as soon as you receive it. If you are receiving a scholarship, grant, or monetary award from the University, you may require proof that you have applied for an ITIN before you can receive your check. You might use an ITIN to:
Do I Need an ITIN?The the most common reasons F-1 students apply for an Individual Taxpayer Identification Number (ITIN) is to (1) receive payment for a stipend, fellowship or grant, (2) complete an application for an educational loan, or (3) open an interest-bearing or brokerage account. In most cases, someone in your Dean of Students office, departmental HR, or financial administrator for your department will let you know if you need an ITIN. Additionally, you may receive an email from Payroll letting you know you need to apply for an ITIN and provide a signed ITIN Application Receipt to receive your award. Do not submit an ITIN application if you are employed or have a job that will start soon. If you are or will be employed, you will be eligible to apply for a Social Security Number (SSN) instead. The ITIN application is to apply for a tax ID number only; you will need to work with your Dean of Student's office directly to receive your award. How Do I Apply for an ITIN at OIA? 1: Prepare ITIN Application DocumentsApplying for an ITIN is only an application for a U.S. tax identification number through the U.S. Internal Revenue Service (IRS), the government agency that manages taxes in the U.S. Although an ITIN application is needed to receive your award from the University, the ITIN application is completely separate from the University process of receiving your award money. The documents listed below are for the governmental ITIN application only and may not be the same documents you need to complete your paperwork with the University. Follow up with your Dean of Student's office if you have any questions about documents needed to process your award. ITIN Application Documents:
*NOTE: certified copies of a passport can be obtained through your home country's consulate. For a list of consulates located in Chicago: https://www.embassypages.com/city/chicago Please do not send your original passport to the IRS as it will not be returned! Instructions to complete the W-7It is important that you read and follow these instructions, section by section. The IRS is very particular on how you file this form (especially the address portion). Type on form or use black ink. Do not leave any blanks; write 'N/A' if something does not apply to you. If you are unsure, leave a field blank and we will cover it during the workshop.
Instructions to complete the W-8BEN
2: Submit ITIN Application to IRSPlease follow these steps to complete and submit your ITIN application to the IRS.
How can I receive my scholarship/award?Applying for an ITIN is just one step in receiving your University award. You do not need to have the actual ITIN number to receive your award, but may be asked to apply for an ITIN as part of the process of receiving these funds. If you have any questions, please follow up with your department or Dean of Student's office directly. ITINs and TaxesIf you are receiving a taxable scholarship or stipend, you will require your actual ITIN number to file your tax return. The IRS takes about 6-8 weeks to process ITIN applications. If you need your ITIN to file taxes, you will be able to do so utilizing tax assistance software sent to international students in late-February/early March each calendar year. If you are from a tax treaty country and you have your actual ITIN number, you may be able to reclaim some or all of the withheld tax from your University award or stipend. Contact your departmental HR or financial office for more information. Because advisers in our office are not tax experts, OIA will not be able to advise you on if or how you can get a tax refund or other individual tax matters. How do I get an Individual Taxpayer Identification Number?To obtain an ITIN, you must complete IRS Form W-7, IRS Application for Individual Taxpayer Identification Number. The Form W-7 requires documentation substantiating foreign/alien status and true identity for each individual.
Can I apply for an ITIN online?U.S. resident and non-resident aliens, as well as their dependents or spouses, can fill out all the necessary paperwork for an ITIN number online. Applications are accepted by mail or in person at the IRS anytime you need an ITIN number throughout the year.
How much does it cost to apply for an ITIN number?The cost to apply for your ITIN number is free. If you have already applied for one in the past and are trying to locate a copy of the number, you can call the IRS at 1-800-829-1040.
What documents are needed to apply for ITIN?Below is the list of the only acceptable documents:. 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.. |