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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!
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!
Thank you so much for sharing your experience! This gives me hope that it's actually a straightforward fix. The "Republic of Korea" vs "Korea, Republic of" example is really helpful - I never would have thought such a small formatting difference could cause issues. Quick question - when you say you submitted a "corrected W-7 marked as reapplication," did you fill out the entire form again or just the sections that had the errors? And did you have to go back to an acceptance facility or could you mail it directly to the IRS? Also, did they send you a new CP565 after the corrected application was processed, or just some other confirmation that the issue was resolved?
Pro tip: Check your wage and income transcript. If theres any mismatch between what you reported vs what employers reported, thats usually why theyre reviewing. Even a few dollars off can trigger it.
try taxr.ai - it breaks everything down way better than the irs site. saved me hours of headache
Going through the same thing right now - filed 3 weeks ago and still waiting on income verification. The uncertainty is killing me! I've been obsessively checking my transcript daily but honestly can't make heads or tails of all the codes and dates. Really hope it resolves soon because like you said, bills don't wait for the IRS π
22 One thing nobody mentioned - if you're getting married in April, consider if you want to change your name before or after filing this year's taxes (assuming you're changing names). It can be a nightmare to file if your social security card, W2, and ID all have different names. My wife and I got married last June and she waited until after tax season to officially change her name. Made things much easier!
11 That's really smart! Did your wife have any issues with the timing of the name change with other stuff? Like health insurance or bank accounts? I'm trying to figure out the least painful way to handle all the name change logistics.
22 No issues at all! She continued using her maiden name legally until after we filed taxes in February. Then she changed her social security card first, followed by her driver's license, and finally started updating banks, credit cards, etc. The key is doing social security first, then everything else. For health insurance through our employers, she just informed HR that she'd be changing her name after tax season so they could make a note in the system. It was actually their suggestion to wait until after filing to avoid confusion.
4 Watch out for the marriage tax penalty! My wife and I both make around $80k and we ended up owing an extra $2,100 when we filed jointly after our October wedding. We had to adjust our withholdings big time for the next year. If you both make similar salaries in that $70-100k range, you might want to have extra withheld just to be safe.
16 Is it really that bad? My fiancΓ© and I are in a similar income bracket (both around $75k) and getting married this summer. Should we maybe just file separately to avoid this penalty?
Filing separately rarely helps with the marriage penalty situation. The tax brackets for married filing separately are actually worse than single filer brackets in most cases. You'll likely still pay more total tax than when you were both single, just split between two returns instead of one. The real solution is proper withholding adjustment. Use the IRS withholding calculator or one of the tools mentioned above to figure out exactly how much extra to withhold. At $75k each, you're right in that zone where the penalty hits, but it's usually only a few hundred to maybe $1,500 extra per year - not the end of the world if you plan for it. The key is updating both your W4s after marriage and potentially having some additional amount withheld from each paycheck to cover the difference. Much better than getting surprised at tax time!
Chris King
Called them and the rep said these letters dont mean anything anymore cause theyre so backed up. might as well be using carrier pigeons at this point lmaooo
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Rachel Clark
β’carrier pigeons might be faster tbh π
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Aisha Mahmood
Been waiting 67 days since my review letter and finally got some movement yesterday! My transcript updated with a release date for next Friday. Hang in there everyone - they're definitely working through the backlog, just super slowly. The waiting is brutal but there's light at the end of the tunnel π
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