ProConnect HelpIntuit HelpIntuit

How to generate Form W-7 in ProConnect

SOLVEDby Intuit14Updated July 13, 2022

Use Form W-7, Application for IRS Individual Tax Identification Number to apply for an individual tax payer identification number (ITIN) when the taxpayer doesn't have a Social Security number or an existing ITIN. Nonresident aliens are allowed to file returns without an Social Security number or ITIN as long as Form W-7 is attached to the return (these returns must be paper-filed).

  1. Go to the Input Return tab.
  2. Select Miscellaneous Forms from the left menu.
  3. Select Ind Taxpayer I.D. No. App. (W-7).
  4. Select the box Print Form W-7 with complete return.
  5. Complete all applicable information in the Reason for W-7 (a-h).
  6. Scroll to the Application Information section.
  7. Enter a 1 or 2 in 1=taxpayer, 2=spouse, if the W-7 is for the taxpayer or spouse entered on the Client Information screen.
    • Fields labeled [Override] will be populated automatically from Client Information.
    • If the W-7 is for a dependent, enter their information here.
  8. Complete any other applicable information on this screen.
  9. If another W-7 is needed, select the plus sign (+) near the top of your screen.

Related topics

Was this helpful?

You must sign in to vote, reply, or post
ProConnect Tax

Sign in for the best experience

Ask questions, get answers, and join our large community of Intuit Accountants users.