Just a quick question for all of you who've dealt with this - which tax software did you use to file with a foreign spouse's ITIN? I used TurboTax last year and it was a nightmare with the ITIN application. Looking for something better for 2023 taxes.

I went through almost the exact same situation with my husband's ITIN application last year. The CP565 followed by CP567 is frustrating but surprisingly common. In our case, the rejection was due to a mismatch in how his birth country was listed - I had put "Republic of Korea" on the W-7 but his passport showed "Korea, Republic of" and apparently that tiny difference was enough to trigger a rejection. The key thing to understand is that your 2022 return is completely safe and processed. The ITIN they assigned is in their system and won't be retroactively invalidated. However, you'll need to resolve this before filing your 2023 taxes. Here's what worked for us: I called the ITIN unit and they explained the exact discrepancy. Then I submitted a corrected W-7 marked as "reapplication" with the original ITIN number referenced, included a copy of both the CP565 and CP567 notices, and provided fresh certified copies of all documentation with the exact spelling/formatting from the passport. The whole process took about 8 weeks to get the corrected approval. Don't stress too much - this is fixable and your current tax situation is secure!

in the same boat rn waiting for my appointment next month. let us know how it goes!

Also bring a backup copy of everything! I had my appointment last year and the agent made copies of my documents but it's good to have your own set just in case. And if you have any bank statements or other supporting docs that relate to the amended portions, bring those too. The more documentation you have to support your case, the smoother the process will be. Good luck with your appointment!

Has anyone had experience with the IRS actually verifying the information on a Form 4852? I'm in a similar situation but worried about potential audit issues if my estimates aren't exact.

I went through this exact situation two years ago when my employer closed down completely and I had no way to contact them. Here's what I learned: You absolutely do NOT need to call the IRS first to use Form 4852. The form is designed specifically for situations like yours where you can't get your W-2 despite reasonable efforts. Since you moved and lost contact info, that counts as a reasonable effort being impossible. For the numbers on Form 4852, you'll need to be as accurate as possible. Check your bank deposits from that job, any pay stubs you might have saved, or even text messages about your work schedule. The IRS has the employer's copy of your W-2 on file, so they can verify your estimates later. The printing issue is real - Form 4852 must be paper filed with your return. But don't let that stress you out! Most libraries, UPS stores, and even some grocery stores have printing services for under $1. You can fill out the form online, save it as a PDF, then print it anywhere. One thing I wish I'd known: keep detailed records of why you couldn't get your W-2. Write down that you moved, lost contact info, and when you realized the W-2 was missing. The IRS sometimes asks for this documentation if they have questions later. The whole process was way less scary than I expected. My return was processed normally and I got my refund without any issues.

According to my records from assisting clients, verification completion dates and transcript update dates follow a specific pattern. For verifications completed between March 1-15, 2024, updates appeared within 8-10 business days. For verifications completed between March 16-31, 2024, updates took 12-14 business days. For April verifications (like yours), we're currently seeing 14-16 business day processing times due to increased seasonal volume.

I went through ID verification about 3 weeks ago and just saw my transcript update yesterday! The waiting was brutal, especially when you need the money for important life changes like yours. One thing I learned is that calling the IRS actually helped - not to speed things up, but to confirm my verification was properly processed. The agent told me that sometimes there's a delay between completing verification and it being reflected in their system. Also, check your transcript on Wednesdays and Fridays like someone mentioned - that's when I finally saw my codes change from 570 to 571. Hang in there, it's coming!

Hi, Aisha, did you ever get this resolved? I have the same situation, and saw Stripe has this on their website saying the do not support disregarded entities, which is what my (and your) company is. https://support.stripe.com/express/questions/how-do-i-enter-my-disregarded-entity-that-needs-to-sign-the-w-8-or-w-9 I'm just wondering if you found a way around it.

@Write Angles I ran into the exact same issue with Stripe's policy on disregarded entities! After all the helpful advice here, I contacted Stripe support multiple times with the IRS documentation about W-8BEN-E being the correct form for foreign-owned single-member LLCs. What finally worked was escalating to their merchant services team (not just regular support) and providing them with official IRS guidance that clearly states disregarded entities owned by foreign persons should use W-8BEN-E. I also included the tax treaty information for my country of residence. It took about 3 weeks of back-and-forth, but they eventually created an exception for my account. The key was being persistent and providing official documentation rather than just explaining the situation. If you're still stuck, I'd recommend trying the Claimyr service that others mentioned to get official IRS confirmation in writing - that seemed to carry more weight with Stripe's compliance team.