Complete Form W-7

Follow these steps to complete and include Form W-7, Application for Individual Taxpayer Identification Number (ITIN) with your client's return.
  1. Go to the
    W7
    screen in the
    Other
    folder.
  2. Enter data in the fields to complete the form.
  3. Right-click and select
    Add Unit
    to add another
    W7
    screen. Use a separate
    W7
    screen for each person needing an ITIN.
  4. To indicate that Form W7 is attached to the return, go to the 1040 screen in the
    General
    folder and enter
    W
    in the
    SSN
    field.

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