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Renew ITINs for US Spouses

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bigrod:
Just saw this new requirement posted on the IRS site.

https://www.irs.gov/uac/irs-works-to-help-taxpayers-affected-by-itin-changes-renewals-begin-in-october

Chuck

Art, just a re(tired) Fil-Am:

--- Quote from: bigrod on August 15, 2016, 07:39:02 PM ---Just saw this new requirement posted on the IRS site.

https://www.irs.gov/uac/irs-works-to-help-taxpayers-affected-by-itin-changes-renewals-begin-in-october

Chuck

--- End quote ---
What an IRS fiasco! Luckily it does not affect my wife and myself directly! "Knock on wood"!
Who Has to Renew an ITIN
The IRS emphasizes that no action is needed by ITIN holders if they donít need to file a tax return next year. There are two key groups of ITIN holders who may need to renew an ITIN so it will be in effect for returns filed in 2017:
Unused ITINs. ITINs not used on a federal income tax return in the last three years (covering 2013, 2014, or 2015) will no longer be valid to use on a tax return as of Jan. 1, 2017. ITIN holders in this group who need to file a tax return next year will need to renew their ITINs. The renewal period begins Oct. 1, 2016.
Expiring ITINs. ITINs issued before 2013 will begin expiring this year, and taxpayers will need to renew them on a rolling basis. The first ITINs that will expire under this schedule are those with middle digits of 78 and 79 (Example: 9XX-78-XXXX). The renewal period for these ITINs begins Oct. 1, 2016. The IRS will mail letters to this group of taxpayers starting in August to inform them of the need to renew their ITINs if they need to file a tax return and explain steps they need to take. The schedule for expiration and renewal of ITINs that do not have middle digits of 78 and 79 will be announced at a future date.

suzukig1:
The difficult part of applying for an ITIN is you need a certified copy of the passport (or you can send in the actual passport).  The certified copy comes from the DFA and most (all?) local DFA offices cannot issue the certified copies.  So you have to go to the DFA in Pasay City.

BudM:
Now this doesn't make an damn ounce of sense to me.

"Beginning Oct. 1, 2016, the IRS will no longer accept passports that do not have a date of entry into the U.S. as a stand-alone identification document for dependents from countries other than Canada or Mexico or dependents of military members overseas. Affected applicants will now be required to submit either U.S. medical records for dependents under age six or U.S. school records for dependents under age 18, along with the passport. Dependents aged 18 and over can submit a rental or bank statement or a utility bill listing the applicantís name and U.S. address, along with their passport."

So, what does that mean?  My wife's ITIN will not expire for some time yet but apparently, the certified copy of her passport, which they returned after they assigned her an ITIN, will be no good as a stand alone anymore unless she has an entry in to the U.S. on it?  I wonder if this applys to her if she has yet to visit the U.S.  And when it is due for renewal, I don't even know if I will feel like taking a vacation there by then.  She doesn't have anything with her name and her U.S. address on it either since she does not have a U.S. address.  What a bunch of chit.  Guess I might have to call them to find out what to do when the time comes.

suzukig1:

--- Quote from: BudM on August 16, 2016, 11:40:16 PM ---Now this doesn't make an damn ounce of sense to me.

"Beginning Oct. 1, 2016, the IRS will no longer accept passports that do not have a date of entry into the U.S. as a stand-alone identification document for dependents from countries other than Canada or Mexico or dependents of military members overseas. Affected applicants will now be required to submit either U.S. medical records for dependents under age six or U.S. school records for dependents under age 18, along with the passport. Dependents aged 18 and over can submit a rental or bank statement or a utility bill listing the applicantís name and U.S. address, along with their passport."

So, what does that mean?  My wife's ITIN will not expire for some time yet but apparently, the certified copy of her passport, which they returned after they assigned her an ITIN, will be no good as a stand alone anymore unless she has an entry in to the U.S. on it?  I wonder if this applys to her if she has yet to visit the U.S.  And when it is due for renewal, I don't even know if I will feel like taking a vacation there by then.  She doesn't have anything with her name and her U.S. address on it either since she does not have a U.S. address.  What a bunch of chit.  Guess I might have to call them to find out what to do when the time comes.

--- End quote ---

Dependents.  Your spouse is not considered a dependent.  (I guess there are some U.S. residency requirements when you claim dependents that are not U.S. citizens.)

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