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The CAA (Certified Acceptance Agent) already submitted my spouse’s W-7, supporting identity documents, and our 2024 Form 1040 (MFJ) to the IRS.
The letter is addressed to my wife, so shouldn’t she check Box E — “I am the spouse of a resident alien not eligible to file a return but can be claimed as an exemption on a U.S. tax return” — and then sign and return it without resending the Form 1040 or identity documents since they already should have that?
We didn’t include the election statement electing to be treated as a resident for tax purposes, so I was thinking of attaching that letter with the response as well.
For context, my spouse is Canadian, and I’m from the Middle East, in the U.S. on a work visa and considered a resident alien for tax purposes. My spouse is on a dependent visa and she came to the US only in October of 2024 so doesn’t meet the substantial presence test but we want to file mfj