Status J1 visa (in 3rd calendar year, in the USA since 2021). Spouse and child on J2 visa (in the USA since Sep 2022).
I filed the 2023 return as "Married filing jointly" and sent the paper return with w7 forms for spouse and child. I submitted the paper application at the Tax Assistance Center myself. Wanted to claim the child as dependent (TurboTax allowed 2000 child tax credit from the system, although I understand it is not allowed if the child does not have the SSN).
Decision: IRS rejected ITIN for the spouse but granted ITIN for the child.
The return was processed, and I received a lower refund than filed.
Question:
How do I re-apply for the spouse's ITIN? What documents will be needed?
Do i need to wait for 2024 return filing period? Or can the amendment be filed with a fresh ITIN application earlier with the documents for 2023 return?
I could not file the state return because I had to wait for the ITIN application to be processed. Will I be able to file the state return at a later time?
Thank you so much for the guidance.
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@gkg1 before you do anything, suggest you read the letter from the IRS to find the reason for rejection of ITIN for the spouse. If nothing else go back to TaxPayer Assistance center ( at IRS local office ) and take all the curative actions ( usually some document issue ) required to get the ITIN issued. You should not file any amended return till the ITIN issue is resolved. Make sure that spouse is NOT eligible for SSN ( depends on her visa conditions ).
@gkg1 , I would follow the exact instructions of CP 567. Prepare the ITIN application W-7, attach all the documents requested in CP 567 and go to local IRS office for help and then follow their suggestions.
1. Take with you a copy of the 2023 return as suggested in CP 567. Take the originals of spouse's passport etc. Hopefully this can be resolved on your visit.
2. Do not amend your filed / processed return for 2023, leave it as is. IRS will already have changed/amended the return per their decision to not issue ITIN for the spouse.
3. Hold off filing your 2024 return till 2023 is resolved -- because you still do not have ITIN for the spouse. You have all the way till Oct 15th of 2025. However, you can indeed prepare your 2024 return assuming issuance of ITIN ( for TurboTax use a dummy ITIN) , so you know and are able to pay-in any taxes due.
4. Note that CP 567 issuance and the ITIN of the child generally implies that your spouse is eligible for a tax id ( TIN), its just a paperwork issue .
Good Luck.
Is there more I can do for you ?
@gkg1 before you do anything, suggest you read the letter from the IRS to find the reason for rejection of ITIN for the spouse. If nothing else go back to TaxPayer Assistance center ( at IRS local office ) and take all the curative actions ( usually some document issue ) required to get the ITIN issued. You should not file any amended return till the ITIN issue is resolved. Make sure that spouse is NOT eligible for SSN ( depends on her visa conditions ).
@pk Thank you so much for the insight.
We received the notice CP567, and it has some steps mentioned as "What you need to do".
Looks like we need to take a new form w7, IDs, the notice CP567 copy, and a copy of the tax return.
What I did not understand:
Since the return was processed and we received some refund, shall we take the 2023 return's copy again for this application again?
AND
If we submit this fresh ITIN application, shall we wait for its outcome before filing 2024 return?
@gkg1 , I would follow the exact instructions of CP 567. Prepare the ITIN application W-7, attach all the documents requested in CP 567 and go to local IRS office for help and then follow their suggestions.
1. Take with you a copy of the 2023 return as suggested in CP 567. Take the originals of spouse's passport etc. Hopefully this can be resolved on your visit.
2. Do not amend your filed / processed return for 2023, leave it as is. IRS will already have changed/amended the return per their decision to not issue ITIN for the spouse.
3. Hold off filing your 2024 return till 2023 is resolved -- because you still do not have ITIN for the spouse. You have all the way till Oct 15th of 2025. However, you can indeed prepare your 2024 return assuming issuance of ITIN ( for TurboTax use a dummy ITIN) , so you know and are able to pay-in any taxes due.
4. Note that CP 567 issuance and the ITIN of the child generally implies that your spouse is eligible for a tax id ( TIN), its just a paperwork issue .
Good Luck.
Is there more I can do for you ?
@pk I understand and will follow as you suggested.
For the "Reason you’re submitting Form W-7", I selected 2 options: e: Spouse of U.S. citizen/resident alien, and h: Other.
I believe I should not have selected h: Other. This, in my opinion, led to the rejection, since all other documents were as required (Passport, legal stay). Filling only option "e" this time in a fresh W-7.
Thank you so much for the detailed instructions.
@gkg1 , you are correct --- her ITIN is required ONLY for purposes of joint filing ( with spouse whom is a US person).
Is there more i can do for you ?
pk
@pk Thank you for affirming.
Since we are not eligible for the child tax credit, how do we opt for the dependent credit for our child for the 2023 return? We should amend the 2023 return (for dependent credit) after we receive ITIN for the spouse?
Any link with this information / suggestion will be very helpful.
Thank you so much for your patience; I really appreciate it.
Hi @pk..
We received the ITIN for both the J2 visa holders (greatly appreciated your advice).
We have received a refund (CP12 notice) for this federal return already; both the ITINs have been issued as well.
Turbotax somehow applied the child tax credit of $2000 to our original return, which was denied by IRS.
We wish to claim our child as a dependent for the $500 credit using the ITIN-issued. Can you please let us know the steps to follow to amend the return for the year 2023 to file for this?
I changed the information to turbotax account information for the year 2023 after selecting "amend the return" option. After updating the child's ITIN, it reduces the credit from $2000 to $500. But the interface does not let us go ahead, and keeps bringing to the Review page with the message to be posted for the amendment (a text box with 160 characters allowed), after checking the return.
Looking forward your kind advice. Thank you so much in anticipation.
Regards,
gkg1
What the program is asking for is for you to type a statement explaining of why you are amending your return. You need to be as detailed as possible on what changes were made and why.
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