What problem does it solve?
This skill provides a complete, ready-to-use workflow for Form W-7 ITIN applications, guiding an AI agent to collect inputs, determine the correct reason code, assemble the required identification documents, and draft a compliant W-7 packet ready for the chosen submission channel.
Core Features & Use Cases
- Guided reason-code planning: Uses the IRS (a-h) decision tree to select the precise basis for ITIN filing, including special exceptions (FIRPTA, mortgage reporting, treaty income).
- Document preparation & validation: Lists required documents, verifies document types, and generates a draft W-7 with line-by-line fields and renewal logic.
- Submission choreography: Advises on mail, CAA, AA, or TAC submission, including COA and evidence assembly, with validation checks.
- Examples & edge cases: Spouse ITIN, dependent ITIN, ITIN renewals, and ITINs filed under exceptions without attached tax returns.
Quick Start
Provide a Form W-7 ITIN draft for a nonresident alien filing 1040-NR with a dependent on a return, including supporting evidence list and mailing channel.