filing 1040 with dependent without SSN or ITIN

[quantcook]

I just want to clarify that IRS isn't requiring original docs attached with a W7 when submitted by a CAA. They are still required if sending directly to IRS without the use of a CAA.

No

No, you do not file your 1040 without them. You include them, but with no number
You include ITIN applications for them with your tax return, that you mail in to the IRS
Since Dave says that the IRS no longer requires original ID documents, you send them certified copes.
The IRS will process the ITIN applications first. They will then process the tax return.
It will take probably at least six months for the process to happen.

You can opt to file your tax return without them and then file an amended return with their ITIN applications. They should NOT file a return for themselves.

sorry quoting both.
so I file the 1040 with them without their ITIN on it? is it for my regular tax filing or for their W7 application? i'm bit confused since both my tax return and their W7 application go to IRS.

 

[quantcook]

No

No, you do not file your 1040 without them. You include them, but with no number
You include ITIN applications for them with your tax return, that you mail in to the IRS
Since Dave says that the IRS no longer requires original ID documents, you send them certified copes.
The IRS will process the ITIN applications first. They will then process the tax return.
It will take probably at least six months for the process to happen.

You can opt to file your tax return without them and then file an amended return with their ITIN applications. They should NOT file a return for themselves.

actually here is what i did, a bit mistake actually.
I mailed my paper tax return with them, but without their ITIN to IRS on monday.
then on tuesday I realized I need to file my return without them first, after reading the post here.
then tuesday night, i efiled my return without them online.
I believe the efile will arrive at IRS first and when IRS received the paper tax return, they will reject the paper return since efile already received. right?

then when I get the efiled tax return transcript, i will file their W7 application with the transcript?
or then I file their own 1040-NR tax return with W7 application?

confused....

 

[Zigner]

actually here is what i did, a bit mistake actually.
I mailed my paper tax return with them, but without their ITIN to IRS on monday.
then on tuesday I realized I need to file my return without them first, after reading the post here.
then tuesday night, i efiled my return without them online.
I believe the efile will arrive at IRS first and when IRS received the paper tax return, they will reject the paper return since efile already received. right?

then when I get the efiled tax return transcript, i will file their W7 application with the transcript?
or then I file their own 1040-NR tax return with W7 application?

confused....

Speak to a tax pro directly. I would say "in person", but that's not the norm now.

 

[davew9128]

actually here is what i did, a bit mistake actually.
I mailed my paper tax return with them, but without their ITIN to IRS on monday.
then on tuesday I realized I need to file my return without them first, after reading the post here.
then tuesday night, i efiled my return without them online.
I believe the efile will arrive at IRS first and when IRS received the paper tax return, they will reject the paper return since efile already received. right?

then when I get the efiled tax return transcript, i will file their W7 application with the transcript?
or then I file their own 1040-NR tax return with W7 application?

confused....

Perhaps you should stop messing around and go to someone who handles these things. You've now made a monumental mess that will take a year (not exaggerating) to fix.