Apply for an ITIN through Certified Acceptance Agent (CAA)

          - Shilpa Jain of R R Accounting & Tax Services Inc. authorized by IRS as a CAA

If you’re working and earning money in the United States, but you don’t have and don’t qualify for a Social Security Number, you’ll need an ITIN. You can apply for an ITIN tax ID for you, your spouse, and your dependents when you prepare your tax return with us.

What Documentation required to apply for an ITIN number?

The documentation you provide must be current (that is, not expired) from below list. An X in the middle or right column means the document can be used to establish foreign status or identity.

Supporting Documentation

Foreign Status

Identity

Original Passport or Original Certified copy of Passport from the issuing agency including date of entry into the U.S. This is the best document to use and it proves both foreign status and identity.

X

X

U.S. Citizenship and Immigration Services (USCIS) photo identification

X

X

Visa issued by U.S. Department of State

X

X

U.S. driver’s license

 

X

U.S. state identification card

 

X

U.S. military identification card

 

X

Foreign driver’s license

 

X

National identification card (must be current and contain name, photograph, address, date of birth, and expiration date)

X

X

Foreign voter’s registration card

X

X

Civil birth certificate

X*

X

Medical records (valid only for dependents under age 6)

X*

X

School records (valid only for dependents under age 18 if a student))

X*

X

     

 * Can be used to establish foreign status only if they are foreign documents.

 

Please be aware that neither the IRS nor the CAA can guarantee the issuance of an ITIN if you use the services of a CAA.

 

Note: You can’t e-file a return using an ITIN in the calendar year the ITIN is assigned. Once your ITIN is assigned, you can e-file returns in the following years. For example, if you apply for and receive an ITIN in 2024, you may not e-file any tax return using that ITIN until 2025.

 

How long does it take to get an ITIN?

The IRS is in control of the timing. The use of a CAA might speed up the process, but there is no guarantee. The CAA does have the ability to speak with the IRS ITIN Unit for status updates and to make sure the process is moving along.  Typical turnaround time to receive a response from the IRS for an ITIN is 12-14 weeks, unless it is during their busy season. Then it could take up to 16 weeks.

When can I meet with the CAA?

CAA services are by appointment only. Shilpa Jain, CAA at RR Accounting & Tax Services Inc. is available Tuesdays, Wednesdays, and Thursdays (9:00am – 2:00PM) during the busy season so Schedule the appointment at the website www.rraccounting.net accordingly.

What is the cost?

The services provided include, but aren’t limited to, document verification, submission of the packet to the IRS, meeting with all applicants either in-person or by video-conference, assisting with suspended applications if needed, and contacting the IRS ITIN unit on behalf of the client.

The cost for CAA services depends upon whether we prepare the tax return that supports the ITIN request. The cost is less if we prepare the tax return.

The fee is $150 per applicant for the CAA services and the mailing cost between $8 to $16 depending upon the size of the packet being mailed.

The fee for CAA services, if we did not prepare the tax return is $200 per applicant for CAA services.

Renew Your ITIN

Your ITIN may expire if it was not used on a federal income tax return in the last three years OR You receive an letter from IRS to renew ITIN. An expired ITIN could delay your tax refund and make you ineligible for certain tax credits, such as the Child Tax Credit and the American Opportunity Tax Credit, until your ITIN is renewed. All family members who were issued an ITIN may submit a Form W-7 at the same time.

If you have filing requirement you should file the return with the renewing application. Be sure to attach all required supporting documentation from the table above.