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sylwester · Sep 21, 2006, 08:08 AM

Hi,

My friend has been inhered a pension from her grandfather who died. She must fill out a W-7 form to get an ITIN from IRS. The main problem is a filling a reason (the top of first page). The IRS recently not accepted W-7 form and said : "You did not provide the exception you have met, your country of residence or the applicable treaty article number"
Can somebody help with this?

Regards,
Sylwester

AtlantaTaxExpert · Sep 22, 2006, 04:39 PM

Why can she not wait until tax time?

sylwester · Sep 24, 2006, 03:53 AM

She need to get ITIN first and next get a pension

AtlantaTaxExpert · Sep 24, 2006, 08:11 AM

She needs a letter from the pension plan administrator stating that she needs an ITIN. Attach a copy of that letter to the W-7, and the IRS will then issue her one.

sylwester · Sep 24, 2006, 08:56 AM

Hi,

I don't know what is pension plan administrator. Her grandfather worked plumber. She is Polish resident.

AtlantaTaxExpert · Sep 24, 2006, 04:41 PM

If she is to inherit a pension, someone will be sending a monthly check or, if it is a lump sum, one BIG check.

The writer of that check needs to draft a simple letter to the IRS stating that your Polish friend needs an ITIN so they can issue the check.

Your friend may want to consider getting professional help.

sylwester · Sep 27, 2006, 03:23 PM

Hi again,

This cause is a long story - about 3 years. My friend gave me old correspondence with plan administrator who write her that ITIN number will be issued by mail. Unfortunately IRS returns W-7 forms cause it is not correctly filled. She didn't received help how to fill out the W-7 form.

Lately IRS sent a green form (Notice 1051) where point 12 says: "...You did not provide the exception you have met, your country of residence or the applicable treaty article number."

So I have checked W-7 instructions to find out what is going on with these four exceptions (to fill out at Reason point H).

Lately she fill A (as the reason) and I think is the most accurate for her situation, but looks like not exactly, cause IRS return W-7.

Regards,
Sylwester

AtlantaTaxExpert · Sep 27, 2006, 04:57 PM

She needs to get professional help to fill the form, or you need to explain in detail why she meets the exception.

sylwester · Oct 3, 2006, 03:56 AM

Lately IRS sent a green form (Notice 1051) and have checked a point 12 says: "...You did not provide the exception you have met, your country of residence or the applicable treaty article number."
So, they need to know more and I don't know what exception from 4 to fill out.

AtlantaTaxExpert · Oct 3, 2006, 08:00 PM

Okay, if you want to try to help, download IRS Pub 901 from www.irs.gov and see if there is a tax treaty between Poland and the United States.

I still advise she get professional tax help!

sylwester · Oct 8, 2006, 12:54 AM

Thank you for response.
Where can she get professional help? How much it cost?

Regards,
Sylwester

AtlantaTaxExpert · Oct 8, 2006, 05:25 PM

If she is in Poland, have her contact the local US consulate. They can recommend someone local to help her.

Cost should be somewhere in the $100-200 range.