pk
Level 15
Level 15

After you file

@Mariacaropis , as I understand from your post --

1. you filed jointly  ( I am assuming that your Name/ SSN was shown first and that you are a resident/ citizen ) along with a request for his ITIN and a statement that  he is to be treated as a resident for the year ---YES?

2. You have at last received the ITIN for him but the return is still in limbo -- no refund issued.   And since your state is awaiting IRS  disposition of the file, they are also waiting.

 

In such a case -- (a) call or visit the local IRS office  and they should be able to tell where the processing is ;  (b) contact the state tax office and also try to get this resolved -- show them the ITIN application disposition;  (c) do not amend  / refile the return with his ITIN or SSN -- it will just create more confusion. (c) if after  chasing this with the IRS , you do not get a satisfactory  answer, then with all the documentation of efforts to get this thing resolved , approach the  local tax-payer advocate's office -- they will not  get involved unless you can show that you have tried to normal channels  to get IRS to resolve this .

I would be very interested in the progress of this case , so please share if you can --- no personally identifiable  information , please .

 

pk