KarenJ2
Expert Alumni

Get your taxes done using TurboTax

Yes, you are correct.  So you will have 2 statements attached to your return, First Year Choice and Election to File Married Filing Jointly. 

 

Once you have met the Substantial Presence Test in 2020, do not mail your return and W-7 application and documents.

Instead you need to find a TAC and make an appointment.  Bring your return and statements and W-7 and documents.  

 

You can apply for your ITIN by visiting designated IRS Taxpayer Assistance Centers (TACs). They can verify original documentation and certified copies of the documentation from the issuing agency for primary and secondary applicants and their dependents. For dependents, TACs can verify passports, national identification cards, and birth certificates. These documents will be returned to you immediately. Service at TACs is by appointment only. Appointments can be scheduled by calling 844-545-5640. See IRS.gov/W7DocumentVerification for a list of designated TACs that offer ITIN document authentication service. TACs that don’t offer ITIN document authentication service will mail the original documents, Form W-7, and the tax return to the IRS Austin Service Center for processing.

 

FYI, Your spouse can never be your dependent.  

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