ITIN Taxpayer - Immigrant 1040 Tax Return walk through

This webinar will cover filing a 1040 tax return in the Online software for an Immigrant taxpayer who has an ITIN instead of a traditional Social Security Number. This will be completed using the new Tax Year 2024 tax law content. This presentation will cover starting a return, adding income, identifying what credits are relevant and which ones are not available to ITIN holders, how to properly account for W2 wages that are not in the Taxpayer Name or tax id number, how ITIN clients interact with bank products, and general questions and issues that we come across when dealing with this type of tax return. The first portion of this presentation will be dedicated to the return walk-through in the software followed by a live Q&A.