KarenJ2
Expert Alumni

Get your taxes done using TurboTax

Please see this link for The TurboTax Guide to Avoiding Estimated Tax Penalties.  which can help in your situation.  You can use the annualized installment methods.

 

Also, the IRS can waive the penalty due to unusual circumstance and it would be inequitable to impose a penalty.

 

IRS Penalty for Underpayment of Estimated Tax.

 

As you are not a full year resident, you and your spouse need to make an election to file a married filing jointly tax return.  You need to sign a statement that you attach to your tax return.  You will need to mail your return.  The statement should be attached to your return before mailing.

 

Please see Publication 519, page 8, Choosing Resident Alien Status.

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