Serbinski Accounting Firms

Hi Nelsona, can you please clarify? Do you mean Reason 1(d) or Exception 1(d). Reason 1(d) sounds more in line with my situation. It's called 'Dependent of U.S. citizen/resident alien'. Exception 1(d) reads "Individuals who are receiving distributions during the current tax year of income such as ...

We recently moved to the US, and A. I am on a TN Visa whereas my wife is on a TD and not working. Wondering if there is a way to get her an ITIN now rather than waiting until we file our taxes. Looking to open a non-registered account in her name and that's one of the things we'll need to do that ...