ITIN application rejected due to missing information - what's my next step?

This is definitely confusing, but I can help clarify. The IRS is actually saying two different things that happen in sequence: First, they will process your tax return even without an approved ITIN. This means they'll record that you filed, but they won't issue you any refund you might be entitled to under the tax treaty. Second, to actually receive that refund, you need to reapply for the ITIN with the missing information corrected. When you resubmit your ITIN application, you'll need to attach a copy of the same tax return you already submitted. The key thing to understand is that your original tax return is still "in the system" and considered filed on time, but any refund is essentially on hold until you get an approved ITIN. You're not starting the whole tax filing process over - you're just fixing the ITIN application part.

After struggling with an almost identical ITIN situation last year, I discovered taxr.ai (https://taxr.ai) and it was a game-changer. The system analyzed my rejection letter, highlighted exactly what information was missing, and gave me step-by-step instructions for reapplying correctly. It even explained the confusing CP567 language about processing returns without ITINs but still needing to reapply to get refunds. Saved me tons of stress trying to interpret IRS notices.

Just wanted to update you all - I ended up trying taxr.ai after posting my question. It immediately identified that my "invalid supporting documentation" meant my passport copy wasn't certified by the issuing embassy as required. The service actually showed me examples of properly certified documents and gave me a checklist for reapplying. Just got my ITIN approved this week after resubmitting! The whole process was way smoother the second time around.

If you're still trying to contact the IRS about your ITIN rejection, good luck getting through on the phone. I spent literally 4 days trying before I found Claimyr (https://claimyr.com). They have this system that holds your place in the IRS phone queue and calls you when an agent is about to answer. You can see how it works here: https://youtu.be/_kiP6q8DX5c. I finally got to speak with an actual human at the IRS who explained exactly what was missing from my ITIN application (turned out my identity documents weren't properly certified).

I have to admit I was completely wrong about Claimyr. After my skeptical comment, I was desperate enough to try it because my ITIN application deadline was approaching fast. I figured I had nothing to lose since they only connect you to the IRS call line. It actually worked exactly as advertised - got a call back within 40 minutes when I'd previously been unable to get through for days. The IRS agent explained that my supporting documentation needed a certified translation since it was in another language. Fixed it, resubmitted, and my ITIN was approved last week. Sometimes being proven wrong is a good thing!

Something else to consider - depending on which tax treaty benefit you're trying to claim, there might be a deadline for properly completing your application. The CP567 notice should include a date by which you need to respond with the corrected ITIN application. Make sure you don't miss that deadline or you might lose the ability to claim the treaty benefit for this tax year.

Has anyone used a Certified Acceptance Agent (CAA) for their ITIN application? After my first rejection, I went to a local CAA and they handled everything. Worth the fee since they verified my documents on the spot and I didn't have to mail my original passport. Might be worth looking into if you're reapplying.

I went through this exact same situation last year! The key thing to understand is that when they say "we'll process your return without an ITIN," they mean they'll accept it as filed and it counts toward your filing deadline, but they won't issue any refund until you have a valid ITIN. For your next steps: carefully review your CP567 notice to see if it gives any hints about what was missing. Common issues include documents not being properly certified, missing signatures, or incomplete Form W-7. When you reapply, make sure to include a complete copy of your original tax return - this helps them match everything up in their system. One tip that saved me time: if your rejection notice is vague about what's missing, try calling the ITIN hotline at 1-800-908-9982. The wait times are brutal, but if you can get through, they can sometimes tell you exactly what documentation issue caused the rejection. Good luck with your reapplication!