Status J1 visa (in 3rd calendar year, in the USA since 2021). Spouse and child on J2 visa (in the USA since Sep 2022).
I filed the 2023 return as "Married filing jointly" and sent the paper return with w7 forms for spouse and child. I submitted the paper application at the Tax Assistance Center myself. Wanted to claim the child as dependent (TurboTax allowed 2000 child tax credit from the system, although I understand it is not allowed if the child does not have the SSN).
Decision: IRS rejected ITIN for the spouse but granted ITIN for the child.
The return was processed, and I received a lower refund than filed.
Question:
How do I re-apply for the spouse's ITIN? What documents will be needed?
Do i need to wait for 2024 return filing period? Or can the amendment be filed with a fresh ITIN application earlier with the documents for 2023 return?
I could not file the state return because I had to wait for the ITIN application to be processed. Will I be able to file the state return at a later time?
Thank you so much for the guidance.
