Apply for an ITIN from Austria.
Certifying Acceptance Agent (CAA) in Austria. I authenticate your identity documents here in Austria. No need to mail your original passport to the IRS.
Why do you need an ITIN?
An ITIN (Individual Taxpayer Identification Number) is a US tax processing number for individuals who are not eligible for a Social Security number but need a taxpayer identification number for US tax purposes.
Filing a US tax return
You have a US filing requirement but aren't eligible for an SSN. Your ITIN application (Form W-7) is filed together with your return.
FIRPTA – selling US real estate
When a foreign person sells US real property, the buyer is generally required to withhold tax. You need an ITIN to claim credit for the withholding or to apply for reduced withholding. Supporting documents: purchase agreement or Closing Disclosure, plus Form 8288, 8288-A or 8288-B.
Spouse of a US person
Your spouse is a US citizen or resident alien, and you want to file a joint return (Form 1040, Married Filing Jointly). You apply for the ITIN with the joint return.
US withholding tax refund
If US tax was over-withheld on income such as dividends, partnership income or pensions, you claim a refund on Form 1040-NR, attaching your Form 1042-S. Your ITIN application (Form W-7) is filed with that return.
I work with your tax advisor. Your tax advisor handles the tax questions and prepares your return, including any supporting documents. I authenticate your identity documents, issue the Certificate of Accuracy and submit your application to the IRS.
Don't have a tax advisor yet? I'm happy to put you in touch with one.
Do you need an ITIN?
Send me an inquiry to schedule your document review in Austria.
Process
Inquiry
You receive a list of the documents to bring to the appointment.
Appointment
In person or by video (Microsoft Teams). Bring your original documents and your signed tax return.
Submission
I submit Form W-7, the Certificate of Accuracy (Form W-7-COA), copies of your identity documents and your tax return to the IRS. If you qualify for an exception, I include the supporting documentation.
Applying for a US tax number?
As a CAA, I authenticate your documents at the appointment and submit your application to the IRS.
Who can apply for an ITIN?
Who is eligible
- Individuals who need a US taxpayer identification number for federal tax purposes but are not eligible for a Social Security number
Who is not eligible
- US citizens and anyone who has or can get an SSN
What to bring
- A valid passport (original)
- Your signed original US tax return or the supporting documents for an exception. Don't have a tax advisor? I can put you in touch with one.
Frequently asked questions
Do you also prepare my US tax return?
No, but I'm happy to refer you to an independent tax advisor or tax preparer. You engage them directly.
Does my passport go to the IRS?
No. I review your original at the appointment and return it to you right away. The IRS receives copies and my Certificate of Accuracy. In some cases, the IRS may still request to see original documents. Learn more: What is a Certifying Acceptance Agent?
Do I need a certified copy of my passport?
No. I review the original at the appointment, so no certified copy is needed. More information on the role of a Certifying Acceptance Agent
Can the appointment take place by video?
Yes, via Microsoft Teams. I must have your original documents in hand during the call, so please send them to me in advance by mail or courier. I return them immediately after my review.