1040-US: Form W-7 information included in filing instructions

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Question

Do the filing instructions include information for filing Form W-7?

Answer

Yes. The filing instructions will include specific information for the unique filing location when Form W-7 is included with a completed tax return. If a completed tax return is not required to be attached to Form W-7 as a result of meeting one of the exceptions, the filing instructions will need to be customized for the particular exception.

Related topic: Filing instructions information FAQs (1040)

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