FOLLOW THESE INSTRUCTIONS IF YOU NEED TO APPLY FOR A DEPENDENTS TAX ID (ITIN) NUMBER ALONG WITH YOUR FEDERAL TAXES.Arranging Your Tax Documents

Step 1- Print OutTake a print out of the Tax Returns sent to you (electronically as a PDF file)

Do not change the order of the pages in the print-out.

The first 3-4 pages are the covering letter & summary of your tax returns. It also has information on what address the tax returns need to mailed. Please separate them out.

Step 2- ITIN ApplicationYour return starts from FORM W-7 which is the ITIN Application for getting the Tax Identification number for your dependent/dependents

An example form is shown here

Step 3- Sign ITIN ApplicationThis form should be signed by the dependent whose ITIN is being applied for. The taxpayer i.e. YOU should NOT sign this application. If you are applying for your spouse, he/she should sign the form. Dependent should sign here

Step 3- Sign ITIN Application( For Minors)If ITIN Application is for a minor like your child, then you as taxpayer should sign on behalf of the Minor and under the area which says DELEGATE you should put your name. Please also remember to complete the box for Delegate's relationship to the applicant Tax Payers/Your SignatureYour NameRelationship with the Dependent

Step 3- Attaching documents for ITINFrom 1 Jan 2013, IRS will only accept certain documents in original or certified copies.NO MORE NOTRIZATION ACCEPTEDYou have multiple options ( discussed In next few slides.)WorkMyTaxes Recommends Use Passport ( with Visa) and get a certifying copy.ELSEGo to nearby IRS TAC and get the documents validated.

ITIN DocumentsOnly accept original identification documents or certified copies of these documents from the issuing agency

ITIN Preparation OPTION 1original documents or certified copies of these documents from the issuing agency.Send your return, Form W-7 and these documents to:Internal Revenue ServiceAustin Service Center ITIN Operation P.O. Box 149342 Austin, TX 78714-9342Original documents you submit will be returned to you at the mailing address shown on your Form W-7. You do not need to provide a return envelope. Applicants are permitted to include a prepaid Express Mail or courier envelope for faster return delivery of their documents. The IRS will then return the documents in the envelope provided by the applicant. If your original documents are not returned within 60 days, you can call the IRS.

ITIN Preparation OPTION 2Visit some key IRS Taxpayer Assistance Centeyou may wish to apply in person at an IRS Taxpayer Assistance Center. Designated Taxpayer Assistance Centers (TACs) will be able to validate passports and National ID documents and return those documents immediatelyhttp://www.irs.gov/uac/Contact-Your-Local-IRS-Office-1

Step 4- Arrange Federal ReturnYour Federal Return starts with 1040 till the first page of state tax return .Attach copy of W2 with the federal tax return.

Step 5Sign Form 1040/1040NR/1040EZYour signature would be required on Form 1040/1040EZ.Signature is required on Bottom of Page 2 for Form 1040 and on bottom of Page 1 for 1040EZ.

Step 5- Sign Federal ReturnTaxpayer Sign HereSpouse Sign Here (if married filing jointly)

Final Step for your Federal ReturnThe ITIN application with documents ( original or certified copy) and Federal tax return together should be together in one envelop.

The order of documents/forms in your Federal Return would look like W7 ITIN Application Form for DependentOriginal documents or certified copy of the documents.W2Form 1040/1040-EZRest of the forms till state return.

Mail the Federal Tax Return to the Internal Revenue Services address given in the Tax Summary and Instructions for Filing 2012 Federal Individual Income Tax ReturnCongratulations ! Your Federal Tax Return is complete.

STATE RETURN INSTRUCTIONS

Please send the state tax return to the address mentioned in the covering letter along with the W-2.Taxpayer ( and spouse, in case of married filing jointly) have to sign the state return.

STATE RETURN INSTRUCTIONSFor those, whose state returns were not filedPlease get in touch with your tax preparer as soon as you get the ITIN for your dependents.Once you provide the ITIN , WorkMyTaxes will electronically file your state return.If you do not receive ITIN till April 10th 2013, please get in touch with your preparer so that WorkMyTaxes can file state extension.