Complete the W7 screen to produce a Form W-7.
The IRS released an updated W-7 form in September 2016. The updated version of Form W-7 was added to UltimateDR15 with program update 92. The updated version of Form W-7 is accessed by clicking the link September 2016 Version of Form W-7 on the W7 screen (in UltimateDR15, it located on the first Other Forms tab, beginning in UltimateDR16, this screen is located on the Foreign tab). See "IRS - ITIN Changes and Renewals" in Related Links below for information about the 2016 changes and requirements.
Where possible, name, address, and birth date information will pull from other data entry on the return (as indicated by override fields). All other fields should be completed as applicable. If the ITIN applicant is the taxpayer or spouse, choose either T or S respectively in the T/S drop down box. For dependents, enter the number of the dependent whose information should be used in the Dependent box. This number corresponds to the order in which dependents are entered on screen 2. Multiple W-7 forms may be generated by pressing page down for a new screen.
For details, see the Instructions for Form W-7.
This form cannot be electronically filed. Form W-7 must be submitted on paper with the tax return and appropriate documentation
- in person at any IRS Taxpayer Assistance Center in the U.S.,
- by mail to:
Internal Revenue Service
P.O. Box 149342
Austin TX 78714-9342
- or by private delivery service to
Internal Revenue Service
3651 S. Interregional, Hwy 35
Mail Stop 6090-AUSC
Austin, TX 78741-0000
(In some cases, a W-7 can be submitted without a tax return. See the W-7 instructions.)
Allow 6 weeks for the IRS to notify you of your ITIN (8-10 weeks if submitted during peak processing periods or if you are filing from overseas).
In UltimateDR15, if the ITIN applicant is the primary taxpayer, you will have to open a new return with a dummy number, since the primary taxpayer has neither SSN nor ITIN. You can clear the dummy number from the SSN field on screen 1 and print the return with a blank SSN (this function is not available to PPR users). The dummy number will continue to be the file number by which the return is identified. Once the ITIN is assigned, you can change the file number (Tool > File Maintenance > Change SSNs on File) and enter the correct number in the return.
Beginning in UltimateDR16, a new Temporary ITIN feature is available. It is not recommended that PPR users utilize this new feature due to limitations regarding the Change ID Number on Return function. See Related Links below for instructions on using this feature.
For PPR users, the function Change SSNs on File will use a second PPR return, in addition to the one used to first open the return. This is the same for all years of UltimateDR that are in PPR mode.
The taxpayer previously received a TIN or an EIN which I have to enter on the W7 screen. The field for it formats it as an SSN, and when I press F1 for help, the software tries to validate it as an SSN.
That field (If Yes, enter TIN or EIN) is an SSN field in the software. However, the W-7 cannot be e-filed. When you print the form, the field prints without dashes.
How do I enter the W7 agent’s office code?
Form W7 Application for IRS Individual Taxpayer Identification Number cannot be e-filed. Print the W7 and enter the office code manually. The office code is an 8-digit number issued to the W7 agent by the IRS ITIN Program Office (see page 6 of the instructions for Form W7).