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After you file
Your explanation is not clear. What "Dependent" taxes did you pay?
- As ITIN was expired for my Wife, Could not claim dependents (Wife +2 kids) tax exemption.
Is your spouse a US resident or non-resident for 2023? What dependents do you have and where did they live in 2023? (All lived in US during 2023)
You generally have the choice of filing as married filing separately, or married filing jointly. If you file separately, you only list your own income and deductions. You don't need your spouse's name or ITIN, you just enter "NRA" on your tax return. If you choose to file jointly, you must treat your spouse as a US resident and report all their world-wide income and pay tax on it. (They may get a credit or deduction if they also pay tax overseas on the same income.) When filing jointly, your spouse needs an ITIN. If the ITIN was expired, you still could have filed jointly, by mailing the tax return and new ITIN application to the IRS.
- I am outside USA and ITIN got renewed. However need to file 1040-Xamendment and will be filing Jointly
I'm not clear on whether claiming an overseas spouse on a joint return allows you to claim overseas dependents, if they don't live in the US. Is that your situation? @pk can help with that.
Please explain how you originally filed (joint or separate, with or without dependents), and what you want to now change (adding a spouse, adding dependents?). Tell us where your spouse and dependents actually lived in 2023. Do your dependents have ITINs? (Filed originally Joint and thats why I couldn't claim Tax benefits as ITIN for my wife was expired and hence IRS didn't consider even Child Credit)
And lastly, it is somewhat complicated to file an amended return using Turbotax if you did not use Turbotax for the original return. It's not impossible, but it takes more steps, and you will have to pay for Turbotax in addition to whatever you paid for your other service. Can you amend using your other service, once you have our thoughts on the steps you need to take? (Well How much Turbotax will charge and such situation can be another used case for TurboTax to support people for amendment for Post Tax consultancy.