Yes, that makes sense regarding the election and potential exposure of her worldwide income. My spouse entered the U.S. in October 2024, so she was a nonresident for most of the year. We chose to file married filing jointly to claim the standard deduction, even though it means including her 2024 foreign income. But she paid taxes in other country so we can take credit overall we we will be getting a refund
Since the return was already submitted through the CAA, I’ll go ahead and have her check Box E where it says (spouse of a resident aliens) sign the letter and send the response letter unless you disagree she should check a different box
Do you know if I can paper file ny since I don’t have itin yet for my spouse? Ny says you can’t write anything on the return. The deadline is Oct 15 but we don’t owe anything, we should be getting refund
