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Taxpayer filing for ITIN, how to file state tax return?

Technical topics regarding tax preparation.
#1
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720
Joined:
15-May-2014 12:26pm
Location:
USA
Taxpayer is a foreign national who sold a property in the US in 2022. Both federal and state (California) withholding tax were taken in the escrow.

I am quite familiar with the Federal procedure. She will need Form W-7, her original passport, Form 8288-A, and the tax return to be sent in one package to the IRS office in Austin, Texas.

My question is what to do with the state which is California. She does not have an ITIN yet. Therefore, the state tax return, if filed now, will be without any tax ID number. So does she have to wait until an ITIN has been issued before she files the California tax return? But the due date is coming close and I don't think she will get the ITIN before 10/16. Any advice on how to deal with this situation?
 

#2
Guya  
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844
Joined:
21-Apr-2014 8:08am
Location:
London, United Kingdom
The client could have applied for an ITIN in 2022. As this did not happen, one would wait the 4 months it will take the IRS to issue an ITIN before filing in California.
PS – Greeting from London, England. Grey and rainy ...
 


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