Can I Get an ITIN Number If I Live in Mexico?

If you are living in Mexico and need to file U.S. taxes, you might be wondering if you can get an Individual Taxpayer Identification Number (ITIN). This number is very important to any individual who must report income to the Internal Revenue Service (IRS) but doesn’t have a Social Security Number (SSN).

Let’s break down everything you need to know about getting an ITIN while living in Mexico.

What is an ITIN?

Let’s define first what an ITIN is. An Individual Taxpayer Identification Number is a unique, nine-digit number issued by the IRS.

It’s like a Social Security Number, but for people who are not eligible to get an SSN. ITINs are required for any person who is required to file a tax return with the United States government. This would include nonresident aliens, foreign nationals, and even dependents.

Why Do You Need an ITIN?

You might need an ITIN for a variety of reasons:

Filing U.S. Taxes: If you have income that has a source in the United States, you must file a tax return with the IRS. This can include money earned by working for a U.S. company or even interest earned from a U.S. bank account.
Claiming Tax Credits: Some of the tax credits you can qualify for, such as the Child and Dependent Care Credit, need an ITIN. It can be challenging to claim the actual benefit you might qualify for unless you have your number.
Opening up a U.S. Bank Account: Most financial institutions require having an ITIN, especially in the case when one is a non-U.S. citizen and/or permanent resident.

How To Obtain an ITIN From Mexico

If you think you require an ITIN, applying for one looks rather daunting, but it is quite easy. This is how you can do it from Mexico:

Step 1: Fill out Form W-7

First, fill out Form W-7. That’s the application for an ITIN. You will find this form on the IRS website. Fill this out carefully making sure that all the information in it is correctly filled out.

Step 2: Gather Required Documents

You will be required to provide proof of identity and foreign status. The IRS accepts several documents for this purpose. Here is a list of acceptable documents:

A Foreign Passport: This is the best document to submit since it proves both your identity and foreign status.
Other Identification: If you do not have a passport, you can provide a combination of documents, such as:
- A national ID card
- A U.S. driver’s license
- Birth certificates
- Other government documents with your name and photo

Make sure that if you’re sending copies of your documents, they should be certified copies from the issuing agency.

Step 3: Submit Your Application

There are three main ways to submit your application for an ITIN from Mexico:

By Mail: You can send your Form W-7 with the attachments required by mail to the IRS. Please ensure you forward it to the right address provided in the instruction of the form.
Via a Certifying Acceptance Agent: If you feel you can’t send out the originals, then use a CAA. A CAA is a pre-approved agent that can help prepare and authenticate the W-7 for you. CAAs cannot be sent the documents to the IRS. CAAs are found in Mexico, as well.
In Person: If you are planning a visit to the United States, you can file in person at an IRS Taxpayer Assistance Center. Call ahead and schedule an appointment to avoid lengthy waits.

Step 4: Attach a Tax Return

Normally, you’ll attach a U.S. federal tax return to your application for an ITIN, unless you qualify for an exception. This explains to the IRS why you need an ITIN. If you are applying because of a work situation or to claim some benefits, attach all relevant supporting documents.

What Happens Next?

Once you’ve submitted your application, the IRS will process it. This can take several weeks, so be patient. If everything is in order, you’ll receive your ITIN in the mail.

Important Points to Remember

Keep Your ITIN Safe: Treat your ITIN like your Social Security Number. Do not share it unnecessarily.
Renewal: If you haven’t used your ITIN on a tax return for several years, you may need to renew it. The IRS has specific rules about which ITINs expire.
Filing Status: Ensure that you understand how your filing status works with your ITIN. Make sure to follow IRS guidelines when filing a tax return.

Frequently Asked Questions

Can a spouse or dependent receive an ITIN? Yes, if your spouse or dependents are not eligible for an SSN, they can apply for an ITIN using Form W-7. You’ll need to provide documentation for them as well.
Will having an ITIN allow me to work in the U.S.? No, it doesn’t mean that an ITIN lets you work in the United States; it’s used strictly for tax purposes. For a proper stay and legal employment in the U.S., one must obtain a valid work visa.
If I lose my ITIN card, what happens? The IRS does not issue an ITIN card. You can always refer to your tax returns or other documents where it has been used when needed. Just call the IRS in case you want to confirm if it is indeed valid.

Conclusion

It is possible and also important that you get your ITIN, especially if you need to file and comply with tax laws in the United States. These steps are essential to help you apply in confidence. Please make sure to have all of your information accurately so that nothing will delay it. You may now file your taxes, claim any benefits, or open U.S. bank accounts with your new ITIN.

If you have further questions or need help, do not hesitate to contact a tax professional or a Certifying Acceptance Agent!

If you’re a Mexican resident looking to apply for a US ITIN, check out our detailed guide: 6 Things You Didn’t Know You Could Use Your ITIN For. This article explains the various benefits of having an ITIN, including tax filing, opening US bank accounts, and building credit.

For official IRS instructions on how to apply, visit: Individual Taxpayer Identification Number (ITIN) – IRS. This resource provides step-by-step details on Form W-7, required documents, and submission methods to ensure a smooth application process.