Taxpayer Identification Numbers (TIN)
What Is an ITIN?
An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the Internal Revenue Service (IRS) to individuals who are required to have a U.S. taxpayer identification number but are not eligible to obtain a Social Security Number (SSN).
Who Needs an ITIN?
You may need an ITIN if you:
- Do not have a Social Security Number (SSN)
- Are not eligible to receive an SSN
- Have a U.S. tax filing requirement
This includes:
- Non-resident aliens required to file a U.S. tax return
- U.S. resident aliens (based on substantial presence)
- Dependents or spouses of U.S. citizens or resident aliens
- Dependents or spouses of non-resident visa holders
- Individuals applying for tax benefits (e.g., Child Tax Credit)
What Is an ITIN Used For?
An ITIN is used only for federal tax reporting. It:
- Allows you to file your taxes legally
- Enables claiming certain tax credits (when eligible)
- Is required for dependents without SSNs
- Does not authorize work in the U.S.
- Does not provide legal immigration status or eligibility for Social Security benefits
Required Documents to Apply or Renew an ITIN
To apply for an ITIN, you’ll need:
- A completed IRS Form W-7
- A valid federal tax return (unless an exception applies)
- Original identification documents (or certified copies), such as:
- Passport (standalone document)
- National ID card
- Birth certificate (for dependents under 18)
- U.S. Visa (if applicable)
At Legacy Financial Haven, we’ll guide you through the process, help gather required documentation, and ensure your application is properly submitted.
When Should You Apply?
- When you are ready to file your taxes
- Before tax season if you know you will need an ITIN
- At least 8–10 weeks before any IRS deadlines to allow for processing
Need Help With an ITIN?
Whether you're applying for the first time or renewing an expired number, Legacy Financial Haven is here to help. We provide secure, accurate ITIN preparation and submission support, so you can meet IRS requirements and protect your financial future.
Understanding ITIN and How We Help
Navigating the IRS requirements for individuals without a Social Security Number can be complex. At Legacy Financial Haven, we specialize in guiding clients through the ITIN (Individual Taxpayer Identification Number) application process, making it as simple and secure as possible.
To better assist you, we are proud to be recognized as a Certified Acceptance Agent (CAA) by the IRS. Below is what you need to know about ITINs and the advantages of working with a CAA.
What Is an ITIN?
An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the IRS to individuals who are required to have a U.S. taxpayer ID but are not eligible for a Social Security Number. ITINs enable taxpayers to file federal tax returns and comply with U.S. tax laws.
What Is a Certified Acceptance Agent (CAA)?
A Certified Acceptance Agent (CAA) is an IRS-authorized individual or entity trained and approved to assist taxpayers with the ITIN application process. As a CAA, Legacy Financial Haven can:
- Verify your identification documents in person, so you don’t have to mail original documents to the IRS
- Help complete and submit IRS Form W-7 on your behalf
- Expedite your ITIN application with expert guidance
Choosing a CAA simplifies and secures your ITIN application process, saving you time and reducing the risk of errors or delays.
Why It Matters
By working with Legacy Financial Haven, a certified CAA, you gain peace of mind knowing your ITIN application is handled professionally, accurately, and securely—getting you one step closer to meeting your tax obligations and financial goals.