Hello friends, Today I will give you a full solution to how I filled tax return married filing jointly.
My scenario - I got married in Jan 2019 and my wife did not come to the U.S until April 2020. So now I decided to file married filing jointly. I tried turbo-tax and H&R block online but I did not let me file married filing separately or jointly. The system keeps asking for my wife's social security number or ITIN number. I ask almost every agent in H&R block and other local to help with this but they had only one answer that I should file as single. I tried to file as single but I saw that there is a big amount waiting for me to pay back to IRS.
Solution: After a lot of research I came to know there is a way I can file ITIN number and that allows me to file as married filing jointly.
Step 1) go the IRS website and find agents located in your country where your souse resides ( for me it was India ).
Note: These agents are certified by IRS
Acceptance Agent Program
Step 2 ) call agents and tell your situation. They have a package for both ITIN and U.S basic tax returns cost about $250.
Step 3) since you are claiming your spouse's income. You must submit all his/her income to the US. For example, my wife only worked about 4 months.
Plus, you and your spouse's financial assets.
Step 4) Just trust agents, they will take care of everything. They take care of ITIN and extension if you need it.
Step 5 ) I received a final draft from the agent that was shocking. I received a refund almost twice the amount that I had to give IRS for filing as single.
Step 6) remember for single tax deduction is $12000 and for married, its $24000 plus you can claim your spouse and child as a dependent.
Taxes: Single vs. Married | How to File - SmartAsset.
