ProConnect HelpIntuit HelpIntuit

Generating Form W-7 in Lacerte

SOLVEDby Intuit27Updated over 1 year ago

To generate the Form W-7 Application for IRS Individual Taxpayer Identification Number:

  1. Go to Screen 83, Application for Taxpayer I.D. # (ITIN).
  2. Check the box, Print Form W-7 with complete return.
  3. Complete all necessary information under the Reason for W-7 (a-h) subsection.
  4. Scroll down to the Application Information section.
  5. Enter a 1 or 2 in, 1 = taxpayer, 2 = spouse.
  6. Complete all other information for Form W-7.

Note: The following information will be pulled from Screen 1, Client Information based on the selection above:

  • First and Last Name
  • Mailing Address
  • Date of Birth

The W-7 form is used when a taxpayer does not have a SSN (social security number) or an ITIN (Individual Taxpayer Identification Number). This issue occurs when you have a NR (non-resident) alien who must file a tax return. The Federal return will allow you to file without a SSN or ITIN as long as you attach a W-7 with the return. The return will have to be mailed, it can not be e-filed.

Was this helpful?

You must sign in to vote, reply, or post
Lacerte Tax

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.

More like this

Dynamic AdsDynamic Ads