Required documents

Documents the IRS accepts

You must prove both who you are and your connection to a foreign country. A passport can do both alone. Otherwise you need at least two documents.

The rules that matter most

  • Documents must be originals or copies certified by the agency that issued them, with an official stamped seal.
  • Notarized copies are not accepted. A copy certified by a notary is not the same as a copy certified by the issuing agency.
  • Documents must not be expired when the application is submitted. Civil birth certificates are always current.
  • At least one document needs your photograph, unless the applicant is a dependent under 14 (under 18 if a student).
  • The information on your documents must match the name, date of birth, and country on your Form W-7.
  • If a document is not in English, the IRS may ask for a certified translation.

The 13 acceptable documents

DocumentProvesNotes
PassportIdentity and foreign statusStands alone. Needs a U.S. entry date for some dependents.
USCIS photo identificationIdentity and foreign status
Visa issued by the U.S. Department of StateIdentity and foreign status
National identification cardIdentity and foreign statusMust show name, photo, address, date of birth, and expiration.
Foreign voter registration cardIdentity and foreign status
Foreign military identification cardIdentity and foreign statusA CAA cannot authenticate this document.
U.S. driver's licenseIdentity
U.S. state identification cardIdentity
Foreign driver's licenseIdentity
U.S. military identification cardIdentity
Civil birth certificateIdentity and foreign statusRequired for applicants under 18 who have no passport.
Medical recordsIdentity and foreign statusDependents under 6 only.
School recordsIdentity and foreign statusDependents under 24 only.

Birth certificates, medical records, and school records prove foreign status only when they are foreign documents.

Dependents and spouses

  • A dependent or spouse needs an allowable tax benefit, or their own return, and must be listed on the attached return.
  • A CAA can authenticate only a dependent's passport and civil birth certificate. Every other dependent document, such as school or medical records, must go to the IRS as an original or issuing-agency certified copy.
  • Dependents claimed by a U.S. citizen or resident alien must generally show U.S. residency, with a passport that has a U.S. date of entry or a U.S. record such as a school record, state ID, or visa. There are exceptions for dependents of U.S. military personnel stationed overseas and for some dependents from Canada or Mexico.

Documents for exceptions (no return)

An exception replaces the tax return with specific documents, such as a bank letter, a withholding agent letter, or a mortgage document. For partnership income (Exception 1(a)), effective June 1, 2026 the copy of the partnership or LLC agreement must show the partnership name, EIN, and the applicant's name and signature.

Why the IRS wants originals

The point of the interview is to see the security features on the real document. That is why a photo, a scan, or a notarized copy cannot replace it. In our interview, we must hold your originals or your issuing-agency certified copies.

Upload early, present the original laterYou can upload photos or scans in your account so our CAA can review your documents early and tell you what is missing. The upload is a convenience. It does not replace the original.