Posts Tagged :

Tax returns Oxnard California

Photo of person organizing documents illustrates blog: "Can You File Your Taxes Without a Social Security Number?"

Can You File Your Taxes Without a Social Security Number?

Filing an income tax return is mandatory if you make more than a  certain amount for the year. But can you file your taxes without a social security number? Keep reading to discover the answer. 

Can You File Your Taxes Without a Social Security Number?

A Social Security Number (SSN) is a nine-digit number assigned to all United States citizens and other residents for identification purposes, including tracking their income information.

Now, although the Social Security Number is one of the most common ways to identify an individual in the U.S., not  every person living in the country is eligible for one.

In those cases, people who are not eligible for a Social Security Number can use an Individual Tax Identification Number or ITIN. 

So, in short, the answer is yes, you can file your taxes without a Social Security Number by using an ITIN instead.

What Is an ITIN?

As we mentioned earlier, the term ITIN stands for Individual Tax Identification Number. 

An ITIN is a tax processing number that the IRS issues to people who are required to file a tax return but don’t have a Social Security Number.

While you can have an ITIN regardless of your immigration status, you should keep in mind that an ITIN does NOT:

  • Authorize work in the U.S.
  • Provide eligibility for Social Security benefits
  • Qualify a dependent for Earned Income Tax Credit Purposes

How To Know if You Need an ITIN

You need an Individual Tax Identification Number if the following applies to you:

  1. You don’t have a Social Security Number (SSN)
  2. You have a requirement to file a tax return
  3. You belong to one of the following categories:
  • Nonresident alien who is required to file a U.S. tax return
  • U.S. resident alien who is (based on days present in the United States) filing a U.S. tax return
  • Dependent or spouse of a U.S. citizen/resident alien
  • Dependent or spouse of a nonresident alien visa holder
  • Nonresident alien claiming a tax treaty benefit
  • Nonresident alien student, professor or researcher filing a U.S. tax return or claiming an exception

Have Tax Questions? Contact the Experts at JT Tax Services

At JT Tax Services, we give you the peace of mind that comes with knowing that you are limiting your liability while staying compliant with all regulations.We are located in Oxnard, California. Contact us today by email (info@jttaxservices.com), telephone (805-984-8890), or through our social media accounts on Facebook, Twitter, and LinkedIn to schedule a consultation or to learn more about our services.

Need to Recover Tax Returns From Previous Years? Here’s What to Do

Need to Recover Tax Returns From Previous Years? Here’s What to Do

In theory, you are supposed to keep copies of your tax returns and all supporting documents for at least three years. If you lost your tax returns, or you couldn’t keep them for any other reason, don’t worry. These are your options if you need tax returns from previous years.

Ask Your Tax Preparer or Software Provider

If you work with a software provider or a tax preparer, the first step is asking them. They may be able to provide you with copies of past tax returns.

Request a Transcript

If you don’t work with a software provider or tax preparer, or if they don’t have copies of your returns, you can request a tax transcript from the Internal Revenue Service (IRS). This document is free but conceals some personal information to protect the identity of taxpayers. Other than that, all financial entries are fully visible. There are three ways to request a transcript:

  • Online: Use the tool Get Transcript to view, print, or download all types of transcripts. If you prefer so, you can also decide to get your transcript by traditional mail (in that case, consider that it may take five to 10 days for it to arrive).
  • By phone: Call the IRS at 800-908-9946.
  • By mail: Complete and send forms 4506-T (to request a transcript of your tax return) or 4506-T-EZ (to request other tax records such as W-2 information or 1099 information, among others).

Request a Copy of Your Tax Return

To get a copy of your tax return, complete Form 4506 and mail it to the IRS that appears on the form. Keep in mind that a fee of $50 for each copy applies and that it may take the IRS up to 75 days to process your request. Copies are available for the current tax year and up to six years prior.

More Tax Tips

Learning more about taxes is well worth the effort: It can save you time, money, and frustration! Check out these previous posts to learn more about deductions, deadlines, tax credits, and everything in between:

Get Advice From the Experts at JT Tax Services

Our experts at JT Tax Services stand ready to meet all your tax needs. We help you file your taxes with the peace of mind that comes with knowing that you are limiting your liability while staying compliant with federal and state tax regulations.

We are located in Oxnard, California. Contact us by email, telephone (805-984-8890), or through our social media accounts on FacebookTwitter, and LinkedIn to learn more about our services.

We will be closed Saturday, Sunday and Monday (July 2nd - 4th)
Close