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How to generate Form W-7 in ProConnect

by Intuit Updated 2 years ago

Use Form W-7, Application for IRS Individual Tax Identification Number to apply for an individual tax payer identification number (ITIN) when the taxpayer doesn't have a Social Security number or an existing ITIN. Nonresident aliens are allowed to file returns without an Social Security number or ITIN as long as Form W-7 is attached to the return (these returns must be paper-filed).

  1. Go to the Input Return tab.
  2. Select Miscellaneous Forms from the left menu.
  3. Select Ind Taxpayer I.D. No. App. (W-7).
  4. Select the box Print Form W-7 with complete return.
  5. Complete all applicable information in the Reason for W-7 (a-h).
  6. Scroll to the Application Information section.
  7. Enter a 1 or 2 in 1=taxpayer, 2=spouse, if the W-7 is for the taxpayer or spouse entered on the Client Information screen.
    • Fields labeled [Override] will be populated automatically from Client Information.
    • If the W-7 is for a dependent, enter their information here.
  8. Complete any other applicable information on this screen.
  9. If another W-7 is needed, select the plus sign (+) near the top of your screen.

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