J R Sandoval EA Posted February 23, 2010 Report Share Posted February 23, 2010 Single client filed tax return using ITIN; software did not give her the credit but IRS changed her return and included the $400.00 in her refund. Has anything changed? Should she send it back? Quote Link to comment Share on other sites More sharing options...
Pacun Posted February 24, 2010 Report Share Posted February 24, 2010 Very interesting. I requested an ITIN today and software (even though I never entered a SS#) gave me the $400. I took it out. I have to verify because maybe the IRS changed the rules in the middle of the game. I know for fact that if one spouses has ITIN and the other has a valid for work SS card, they get $800. Honestly, they should give it to ITIN filers because the tables were changed across the board. Quote Link to comment Share on other sites More sharing options...
David1980 Posted February 25, 2010 Report Share Posted February 25, 2010 I've been seeing ITIN filers receiving the $400 on the credit, getting a letter that their refund was adjusted to give them the credit, and getting a second letter about a week later asking for the $400 back... Quote Link to comment Share on other sites More sharing options...
Pacun Posted February 25, 2010 Report Share Posted February 25, 2010 Based on my understanding: If TP has ITIN, she/he does qualify for the $400. If two TPs file joint and both have ITINs, they don't qualify for the $800. If one of them has ITIN and the other has a valid SS#, they get $800 credit. That's the way I have been doing it and I hope that's the way the IRS is doing it too. Quote Link to comment Share on other sites More sharing options...
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