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Romeo Barrett

How to obtain ITIN for kids and claim them as dependents - first time filer on L1B visa

Title: How to obtain ITIN for kids and claim them as dependents - first time filer on L1B visa 1 Hello everyone! I recently moved to the US on an H1B visa and just passed the substantial presence test this year. I'm now preparing to file my taxes for the first time as a US resident for tax purposes. I want to claim my two children (ages 6 and 9) as dependents on my tax return, but they don't have ITINs yet. I understand I need to apply for ITINs for them to be able to claim them as dependents. My main question is: Can I apply for my children's ITINs and claim them as dependents on this year's tax return at the same time? Or do I need to first apply for their ITINs with this year's return and then wait until next year to actually claim them as dependents? I'm using TurboTax and it's kind of confusing me on this process. I don't want to miss out on claiming them this year if possible! Thanks for any help or guidance you can provide!

Romeo Barrett

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8 Yes, you can absolutely apply for ITINs for your children and claim them as dependents on the same tax return! This is a common situation for those on work visas. You'll need to file Form W-7 (Application for IRS Individual Taxpayer Identification Number) for each child along with your Form 1040. Make sure to check box "d" in the reason section which indicates "Dependent of U.S. citizen/resident alien" and also check box "e" for "Spouse/dependent of nonresident alien holding a U.S. visa." You'll need to include original documents or certified copies from the issuing agency to prove their identity (like passports or birth certificates). Don't worry - the IRS will return these documents to you. When you file, you'll claim the dependents normally on your return, listing "ITIN Applied For" in the space for their Social Security Numbers.

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Romeo Barrett

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12 Thanks for the info! Do I need to mail in physical copies of their documents? Or can I submit the ITIN application electronically? I'm worried about sending my kids' original passports through the mail.

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Romeo Barrett

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8 Unfortunately, for first-time ITIN applications, you generally need to submit original documents or certified copies from the issuing agency. The IRS is very strict about this. You have three options to avoid mailing original documents: 1) Use an IRS Taxpayer Assistance Center where they can verify your documents in person (call ahead for an appointment), 2) Use a Certifying Acceptance Agent who can certify your documents so you don't have to send originals, or 3) If your home country's embassy/consulate offers the service, they may be able to provide certified copies of passports.

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Romeo Barrett

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15 I went through this exact situation last year with my kids! I found this amazing service called taxr.ai (https://taxr.ai) that saved me so much hassle with the ITIN application process. I was totally confused about how to claim my kids while simultaneously applying for their ITINs, but their document review system caught several mistakes I'd made on my W-7 forms that would have definitely delayed the process. They have this feature where they analyze your ITIN application documents before you submit them to make sure everything is properly filled out. It helped me understand exactly what supporting documents I needed to include and how to properly complete the forms so I could claim my children right away instead of waiting until next year.

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Romeo Barrett

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17 How long did it take for you to get the ITINs for your kids after you submitted the application? And did taxr.ai help with the actual submission too, or just reviewing your documents?

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Romeo Barrett

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9 I'm a bit skeptical - is this service actually affiliated with the IRS? I'm nervous about sharing my kids' personal information with random companies. Did you have any concerns about that?

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Romeo Barrett

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15 It took about 7 weeks for us to get the ITINs after submission, which I was told is actually faster than average. They helped me review all my documents but I did the actual submission myself using their guidelines. They're not affiliated with the IRS, but they're a legitimate tax document review service. I was hesitant too about sharing information, but they have strong security protocols and don't actually store or keep your documents after review. They just analyze them for accuracy and completeness and provide feedback. I researched them pretty thoroughly before using them.

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Romeo Barrett

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17 Just wanted to update after using taxr.ai from the recommendation above. It was actually super helpful! My situation was nearly identical - H1B visa holder applying for ITINs for my two kids. The document review caught that I was using an outdated W-7 form (apparently the IRS updated it recently) and I had checked inconsistent boxes between my tax return and the W-7 forms. They also confirmed that my copies of birth certificates needed to be certified by the issuing agency - I would have definitely sent insufficient documentation. My ITIN applications were accepted without any issues and I was able to successfully claim both kids as dependents on this year's return! Saved me a ton in taxes and I didn't have to wait until next year. Definitely worth checking out if you're in the same boat.

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Romeo Barrett

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5 If you're struggling to get through to the IRS for questions about your ITIN application, I highly recommend using Claimyr (https://claimyr.com). I was stuck on hold for HOURS trying to get clarification about my kids' ITIN applications after I submitted them. With Claimyr, I got a call back from an actual IRS agent within 25 minutes! You can see how it works here: https://youtu.be/_kiP6q8DX5c. I was shocked because I'd been trying for days to get through the normal IRS phone lines with no luck. The agent was able to check my application status and confirmed they had received it. They also answered several questions I had about what documentation was acceptable and estimated processing time. Saved me so much frustration!

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Romeo Barrett

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20 How does this even work? The IRS phone system is notoriously impossible to get through. Are you saying this service somehow jumps the queue or something?

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Romeo Barrett

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9 This sounds too good to be true. I spent literally 3 hours on hold with the IRS last week and got disconnected. You're saying you got a call back in 25 minutes? No way that's legit.

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Romeo Barrett

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5 It uses a combination of automated technology and timing algorithms to navigate the IRS phone system efficiently. It's not queue jumping - it's just smart technology that keeps trying different pathways through the phone system until it gets through, then it calls you back and connects you. They don't have special access to the IRS - they just have a really efficient system for getting through the phone tree and hold times. I was skeptical too, but when you've been trying to reach the IRS for days with no success, it's worth trying. It worked exactly as advertised for me, and yes, I got connected in about 25 minutes when I had previously spent hours on hold.

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Romeo Barrett

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9 I have to admit I was wrong about Claimyr. After being so skeptical in my earlier comment, I decided to try it myself since I was desperate to check on my kids' ITIN application status. It actually worked! I got a call back from an IRS agent in about 40 minutes. The agent confirmed they had received my application but needed additional documentation for one of my children (apparently the copy of his birth certificate wasn't clear enough). If I hadn't been able to speak with an agent, my application would have been delayed for months, and I would have missed out on claiming my kids this year. Instead, I was able to quickly send in the missing document and keep the application moving. For anyone dealing with ITIN applications, being able to actually talk to a human at the IRS makes a massive difference. I'm honestly shocked this service exists and works.

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Romeo Barrett

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14 Just wanted to add that you should consider using a Certifying Acceptance Agent (CAA) if possible. I did this last year for my kids' ITINs, and it made the process so much smoother. The CAA verified all our original documents in person so we didn't have to mail them, and they helped make sure the forms were filled out correctly. Our ITINs came back much faster than my friends who applied directly with the IRS (about 4 weeks vs 12+ weeks). The service cost me about $250 per child, which seemed steep at first, but considering the tax benefits of claiming my kids (Child Tax Credit!), it was absolutely worth it.

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Romeo Barrett

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1 Is there a way to find reputable CAAs in my area? I live in a smaller city and I'm not sure if this service would be available locally. Also, did your kids need to be present for the document verification?

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Romeo Barrett

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14 The IRS has a directory of Certifying Acceptance Agents on their website - just search "IRS CAA directory" and you should find it. It lists CAAs by state and city. If there aren't any locally, some CAAs will work with you remotely and conduct verification via video call, though this became more common during the pandemic and policies vary. Yes, my kids did need to be present for the document verification. The agent needed to see them in person to verify they matched their passport photos. Some agents might have different requirements though, so it's best to call and ask about their specific process.

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Romeo Barrett

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3 Quick question - how much of the Child Tax Credit can you actually claim with an ITIN? I thought there were limitations for non-citizens?

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Romeo Barrett

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8 Great question! Children with ITINs don't qualify for the refundable portion of the Child Tax Credit (called the Additional Child Tax Credit) - they only qualify for the non-refundable portion. However, if you're on an H1B and have passed the substantial presence test, you're considered a resident alien for tax purposes. If YOU have a Social Security Number (not just an ITIN), and your kids have ITINs, you can claim the full Child Tax Credit including the refundable portion for your kids. This is a common misconception. The key is that the taxpayer (you) needs an SSN, but dependents can have ITINs and still qualify for the full credit.

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Ava Thompson

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Just wanted to share my experience as someone who went through this exact process last year with my two kids on an H1B visa! You can definitely apply for ITINs and claim your children as dependents on the same tax return. Here are a few key tips from my experience: 1. Make sure you're using the most current W-7 form - the IRS updates it periodically and they'll reject outdated versions 2. For the supporting documents, certified copies from the issuing agency work just as well as originals and are much safer to mail 3. When filling out your 1040, write "ITIN Applied For" in the SSN field for each child 4. Processing typically takes 7-11 weeks, but you can still e-file your return while the ITIN applications are pending The Child Tax Credit alone made this worth doing immediately rather than waiting until next year. For two kids, you're looking at potentially $4,000-$6,000 in tax benefits depending on your income level. One thing I wish I'd known earlier - if you have any issues or questions after submitting, calling the IRS directly can be nearly impossible. Consider keeping documentation of everything you submit and maybe look into services that can help you get through to an actual IRS agent if needed. Good luck with your first tax filing as a US resident!

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Thank you so much for sharing your experience! This is really helpful. Quick question - when you mention certified copies from the issuing agency, did you get those from your home country's consulate here in the US, or did you have to request them from back home? I'm trying to figure out the most efficient way to get certified copies of my kids' birth certificates without having to wait weeks for documents to be sent internationally. Also, you mentioned the processing time of 7-11 weeks - were you able to get any updates on the status during that time, or did you just have to wait it out?

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Luca Romano

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Great question about the certified copies! I was able to get certified copies of my kids' birth certificates from my home country's consulate here in the US, which was much faster than requesting them internationally. Most consulates offer this service for a small fee (around $25-50 per document in my experience). Just call ahead to confirm they provide this service and what documents you need to bring. For passport copies, I actually used a Certifying Acceptance Agent since my consulate couldn't certify those - it was worth the extra cost to avoid mailing originals. Regarding status updates - there's no online tracking system for ITIN applications unfortunately. I tried calling the IRS a few times but could never get through their phone system. The applications just showed up in my mailbox after about 9 weeks. One tip: they mail the ITINs in separate envelopes from any rejected applications, so don't panic if you only receive one child's ITIN initially - the others might arrive a few days later!

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