DanielV01
Expert Alumni

Get your taxes done using TurboTax

That's a great question.  If you had proof that the return from 2019 had been accepted/processed, then it is not necessary to provide a second statement opting to have your spouse treated as a resident for tax purposes.  But without the accepted 2019 return, there is a degree of "limbo" involved.

 

Having said this, my recommendation is to go ahead and file (e-filing is acceptable) without any statement.  Trust that your filing for 2019 will cover your situation, and, if the IRS questions it, then you can provide a copy of your 2019 filing and the statement that you attached.  But it is not necessary to attach a statement year after year.

 

Your other option is to wait to file your 2020 return until you have confirmation that the 2019 return has been processed.  And if the filing deadline is fast approaching, you can file an extension as well.

 

 

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