Help with the ITIN

Hi all,

I have a question for all of you who are non-US citizens and applied for the FE / PE exam in California.

California requires all foreign applicants to provide a ITIN (Individual Taxpayer Identification Number) on the application form in place of the Social Security Number. The ITIN can be requested to the IRS using Form W-7.

My question is: What reason for requesting an ITIN did you provide on IRS Form W-7?     (see screenshot below)

I submit Form W-7 months ago and the IRS got back to me saying I am not eligible because I'm requesting the ITIN for an invalid reason. According to them, the ITIN is only required for federal tax reporting. Today I tried explaining to them on the phone why I need one but I had no success.

How did you fill the top part of Form W-7? Did you tick the box next to h) ? What explanation did you provide?

Thank you!

Paul

Paul, what option did you select with your first application?  I am only guessing here but I'm guessing you picked h, other?  My recommendation, without knowing any more about this process, would be to pick a "predefined" option, like a - g (if they apply). 

ptatohed said:

Paul, what option did you select with your first application?  I am only guessing here but I'm guessing you picked h, other?  My recommendation, without knowing any more about this process, would be to pick a "predefined" option, like a - g (if they apply). 

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I was thinking the same. In a previous thread, you said you were moving to California to live and work. I would assume that would mean you could check box b, since you will ultimately be required to file a US tax return if you work in the US. Obviously not an accountant or lawyer, may be best to read instructions and get professional services.

Paul_uk, if I may add my two cents...the reason why BPELSG requires a SSN or ITIN is because the California Franchise Tax Board implemented this requirement in legislation for all licensing boards/bureaus so they can evaluate professional/occupational licensing in comparison to the state tax returns/reporting purposes.  FTB relies on their own assumption that anyone applying for licensure in California will be working here for some duration and therefore should be filing state income taxes and most likely Federal tax returns.

I've been told it is also being used to track down individuals that are avoiding child care or spousal expenses.

Hope this helps in understanding the rationale behind this requirement.

Paul_uk,

Did you get your ITIN? If so, how did you do it? My application was rejected and I don't know what to do now.

Jad said:

Paul_uk,

Did you get your ITIN? If so, how did you do it? My application was rejected and I don't know what to do now.

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Jad, can you provide any more information to your specific circumstance?

Has anyone found a way to do this? I am not planning on moving to the USA and I work for a foreign company. I am trying to get my California PE but I am running into the same issue that I don't have a relevant reason to get an ITIN according to the W-7 IRS form.