Retirement tax questions

You are correct.  If your spouse doesn’t have a Social Security number or ITIN, you’ll need to apply for one when you mail in your return. To do this, follow steps 1–3 above and then do this:

1. Fill out Form W-7 and attach it to your return, as well as all necessary documentation.
2. Mail the return to the address specified in the Form W-7 instructions.

Here is a TurboTax article that discusses how to file if your spouse is a nonresident alien.

@Sabrina Brown