Many people from different countries visit the United States either for employment or to start their own businesses. The visa which makes them eligible to do business in the United States is the E2 visa. When individuals work or start their own business in the United States, they need to reside there for its development, directions, and overall operations.
Individuals who start their businesses in the United States are often married and have a family. For this reason, often individuals living and operating their business in the United States wish to call their family members and ask how to get ITIN for H4. Basically, they are the dependents of the individual business owners. As a result, they need to obtain a dependent visa in order to call the family members in the United States. H4 visa is issued to people who wish to live in the United States.
What is an H4 Visa?
If you are wondering how to get ITIN for H4, you should first understand what an H4 visa is. An H4 visa is a dependent visa that is issued by the United States Citizenship and Immigration Services (USCIS). It is issued to the immediate family members i.e. the spouse and the children of the H1 visa holders. If you are still concerned about how to get ITIN for H4 for your children, keep in mind that you can only issue for children under 21 years of age. If your child is over 21 years of age, you need to apply for a separate visa.
The family members who wish to accompany their principal investors during their period of stay in the United States can get H4 visa. In such a situation, usually the principal applicant has an H – 1B visa which makes the immediate family members, the spouse and children of 21 years of age eligible for the H4 visa. The children and the spouse are not allowed to work; however, they can just reside in the United States with the principal investor.
There are certain things that are required to apply for an H4 visa. If you are wondering how to get ITIN for H4, you need to submit application. Also you must fill out the application form properly because an incorrect will be considered invalid. So, you must first look for a nearest and local immigration lawyer and understand the legalities, fill out the application form and forward it to the United States Citizenship and Immigration Services (USCIS). They will also require you to submit some documents as evidence of your children and spouse. If you want to know more about how to get ITIN for H4, read on.
What is an ITIN?
When one resides in a particular state, they need to pay the taxes. Similarly, when a family member of the principal investor resides in the United States, they need to pay taxes for being in the country. If you are asking how to get ITIN for H4, you must first understand what an ITIN is. ITIN is the Individual Taxpayer Identification Number (ITIN). It is a tax processing number that is issued to the family members of the principal investor by the Internal Revenue Service (IRS).
Additionally, it is followed by a nine digit number which begins with a number 9 followed by a range of 70 – 88 in the fourth and fifth digit. After the amendment on April 12, 2011 in the ITIN, the range was extended. People living in the United States can work and are granted with a Social Security Number (SSN). Since the dependent or the family members of the principal investor are not allowed to work as a result, they are not issued a Social Security Number (SSN) from the Social Security Administration (SSA).
For this reason, they are issued ITINs which makes them eligible to reside in the United States with the principal investor for their period of stay. ITINs are issued to the dependent individuals regardless of their immigration status. Also, it is only issued to individuals who have a filing requirement and should meet the expectation and requirements of the ITIN. If you are still worried about how to get ITIN for H4, you need to consider the further sections.
What is an ITIN Used for?
The ones who are asking how to get ITIN for H4 may also want to know what it is used for. The principal investors who want to bring their family members in the United States often ask how to get ITIN for H4 but they must keep in mind that the ITIN is only granted to the individuals who report for the federal tax only. They must not serve any other purpose except federal tax. Moreover, ITIN is only issued to help individuals comply with the United States tax laws.
Also, the ITIN grants the opportunity to efficiently process and account tax payments and returns for the ones who are not eligible for the Social Security Numbers (SSNs). If you are still wondering how to get ITIN for H4, you must not forget that the individual will only get the benefits related to federal tax and will not get the opportunity to work in the United States. Also, they cannot enjoy the benefits of Earned Income Tax Credit or the Social Security. But if they wish to work, they need to apply for a separate E2 visa.
Who Needs an ITIN?
Prior to understanding how to get ITIN for H4, you should also know who needs an ITIN and who qualifies for it. The Internal Revenue Service grants ITINs to foreign locals and other individuals who have a federal tax filing or reporting requirements. Also, it issued to the ones who do qualify for the Social Security Number (SSN). A non resident individual do not qualify for the Social Security Number but they are required to file a United States tax return in order to claim a refund of tax under the provisions of tax treaty needs.
There are some more individuals who qualify for the ITIN, they are listed as under.
- A spouse or dependent of a principal investor or the US citizen alien
- A spouse or dependent of a non resident alien holding a visa
- A non resident alien who is required to file a US tax return
- A US citizen alien who is required to file US tax returns on the basis of the days present in the United States
Why Do You Need an ITIN?
Principal investors residing in the United States often ask how to get ITIN for H4 visa; they may also be interested in understanding why do they need it. Though, it cannot give the benefits or an earned income and as of Social Security Number (SSN) but it have some of its own benefits. Let’s have a look to why do individuals need an ITIN and how is it helpful.
- It permits an individual to file tax returns and claim the dependents that support in the United States.
- ITIN is basically a person’s identification number to file their federal taxes.
- It allows you to get a return or refund from the income withdrawn by the Internal Revenue Service (IRS).
- ITIN gives you the benefit to open a bank account.
- Individuals having ITIN can apply for a mortgage loan.
Revised Application Process for an ITIN
If you want to learn the core of how to get ITIN for H4 visa, you must read to this section very carefully. The Internal Revenue Service (IRS) has revised the procedures i.e. they have updated the application procedures and standards for ITINs. The changes were made back in the month of January, 2013. Since then, the United States individuals have to follow the revised application laws of ITIN.
If you are also concerned about how to get ITIN for H4 visa, you must follow the revised application in order to efficiently obtain the ITIN. The changes made in the ITIN process are named as ‘Revisions in the Application Standards for ITIN’. If you want really want to know how to get an ITIN for H4, read on.
- The applicant has to apply for ITIN for H4 visa by filing out the current W – 7 form
- They will also require to attach a federal income tax return to the form W – 7 or
- They need to qualify under the exception to the federal tax filing requirement
So any applicant who meets the criteria and exception to the requirement of filing federal tax return, they must provide the required documentation as mentioned above in order to support the exception.
Why Did the IRS Revise the ITIN card to Authorization Letter?
The ones who want to identify how to get ITIN for H4 visa, they should also know that the IRS has revised the ITIN card number to authorization letter. Te core reason to this is to avoid the potential similarities with a Social Security Number (SSN) card. However, the current ITIN holders card cannot be replaced as a result they should continue using the numbers that were previously issued when they require the identification number for tax purposes.
What is the Reason to Revise the ITIN Application Process?
While many people who are concerned about how to get ITIN for H4 visa, there are many who want to know the reason behind the changes in the ITIN application process. The core reason as mentioned by the IRS is to revise the ITIN application process is to ensure that the ITINs are used for the intended tax administration purposes.
Are You Pondering How to Get ITIN for H4 Visa? Consider the Required Documents First!
Prior to applying for anything, there are a set of requirements. Similarly, there are certain requirements in form of documents to proof the identity and foreign status of an individual. So if you are wondering, how to get ITIN for H4 visa, you should first see the required documents for it. The Internal Revenue Service has updated the list of required documents which are accepted by the agency as a proof of foreign status and identity to obtain an ITIN.
Basically there are 13 documents that are accepted by the Internal Revenue Service. All the documents must be recent, current and include the expiration date or validity date. If the validity is not mentioned, the Internal Revenue Service (IRS) accepts the documents issued within 12 months or 1 year of the application. Each and every document must include the full legal name and a photograph of the individual. Also, it should support the claim of foreign status.
The documents that are accepted by the IRS to obtain ITIN for H4 visa are listed below.
- National Identification card including the following details
- Full legal name
- Colored and recent photograph
- Current address
- Current city and state
- Date of birth
- Expiration or validity date
- The stand alone document: Passport
- United States’ driving license
- Civil birth certificate for dependents under 18 years of age
- US military identification card
- Foreign driving license
- US state identification card
- Foreign voter’s registration card
- Foreign military identification card number
- Medical records – required for dependents under 16 years of age, it is usually required for children
- School records – required for dependents under 14 -18 years of age, 18 in case of a student
- United States Citizenship and Immigration Services (USCIS) photo identification
What are the Required Form and Publication?
If you are pondering how to get ITIN for H4 visa, you need to consider the forms and publications after the documents. After the amendment of the ITIN application process, the IRS has made requires some other forms and publications as well. The forms and publications required are listed as follows.
- Form 13551
- Form W – 7
- Form W – 7 (COA) – Certificate of Accuracy for IRS Individual Taxpayer Identification Number
- Publication 1915
- Publication 4393
Overall Revised Changes in ITIN Application Procedure
The Internal Revenue Service has affirmed the revised application procedure in order to fortify the Individual Taxpayer Identification Number (ITIN) program requirements. The new modifications are done to protect the documentation standards and the integrity of the ITIN application process.
ITIN plays a vital role in the tax administration process and the collection of taxes from resident aliens, non resident aliens and foreign locals who either have filing or payment obligations under the United States laws. Now that you know how to get ITIN for H4 visa, you must also understand the overall revision in the ITIN application process.
· Individual Applicants
The ones who are applying directly to the IRS for an ITIN, the original copies and documents by the issuing agency will be required by them. Moreover, the IRS will only accept original identification documents from the issuing agency with the help of form W- 7 and attached federal tax return. The individual applicant will be required to give the following documents.
- National identity card
- Visas issues by the US Department of State
- Civil birth certificates
- US or foreign military identification card
- Medical records
- School records
- US stare or foreign driving license
- US state identification card
- Foreign voter’s registration card
- USCIS photo identification
· Documents for Children as a Dependent
In order to know how to get an ITIN for H4 visa, you must understand the documents requirement for the children. The individuals will be required to submit all the ITIN applications directly to the IRS in order to identify the foreign status of important child tax credits. They will be required to submit national identification cards for dependents and passports in person.
Not only this, they need to submit the original documents by the issuing agency. In case your child is under 6 years of age, one of the documents should include their original medical records. If your child is school going, the documents should include the current, original or copies of school records, it could be a report card.
· ITINs Have an Expiration Date
Like all other things in life have an expiry, similarly, an ITIN also has an expiration date. If you want to identify how to get ITIN for H4 visa, you should know the limitation to it. As per the revised law of ITIN application process, the new ITINs are issues for five years period instead of an indefinite period. This change has helped in ensuring that the ITINs are used for the legitimate tax purposes and not any other.
The tax payers who have an ITIN but it has expired, can get it renewed. But they would have to reapply for it at the end of the expiration period. This act has provided safeguard to the ITIN program and helped in ensuring the people with legitimate tax purposes.
· Circular 230
If you are still concerned about how to get ITIN for H4 visa, you must first understand about the Circular 230 of Certifying Acceptance Agents (CAAs). The CAAs play a major role in the ITIN application process. The process has attorneys, Certified Public Accountants (CPAs), enrolled agents, and registered tax preparers. As per the new law, the CAAs cannot be under suspension or disbarment from practice before the Internal Revenue Services (IRS).
· New Training Requirement for the CAA
Often people ask how to get ITIN for H4 visa, but they must first know about the new laws and amendments for the ITIN application procedure. Previously the training process for the Certifying Acceptance Agents (CAAs) was different. But now the CAAs will be required to complete the forensic document for the identification training course. The new process will help them in assessing and reviewing the renewed application using form 13551 during the next annual season.
Obtaining ITIN for H4 visa is not a very lengthy process though it can become complicated if one does not seek for help from their local immigration lawyer. Now that you know how to get ITIN for H4 visa, you can apply for it seamlessly. Good Luck!