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Can I claim my spouse who is abroad as dependent and file tax jointly?

joseph-vinnythom — Fri, 31 May 2019 23:45:08 GMT

I got married jan 2013 and my wife is still abroad waiting for her visa. I was sending money abroad to support her. She don't have SSN or ITIN. I am US Citizen. My questions is can I claim her as a dependent and file my tax as a married?

Thanks

Vinny

No, but you can file a Joint return by following the proc...

SweetieJean — Fri, 31 May 2019 23:45:10 GMT

No, but you can file a Joint return by following the procedure outlined here:

http://www.irs.gov/Individuals/International-Taxpayers/Nonresident-Spouse-Treated-as-a-Resident

Thanks SweetieJean for the quick response. Does it mean m...

joseph-vinnythom — Fri, 31 May 2019 23:45:11 GMT

Thanks SweetieJean for the quick response. Does it mean my foreign spouse should apply for ITIN?
And once we have the ITIN, can I file with the status 'Married Filing Joint'?

If you file jointly, you need to make the choice to treat...

SweetieJean — Fri, 31 May 2019 23:45:14 GMT

If you file jointly, you need to make the choice to treat your wife as a resident alien and attach a statement to your return. You would need to apply for an ITIN using form W7. In this case, her worldwide income becomes reportable/taxable. Under certain circumstances you can exclude foreign earned income (form 2555) or get a credit/deduction for foreign paid taxes (form 1116).

Thanks a lot. Your answer helps.

joseph-vinnythom — Fri, 31 May 2019 23:45:16 GMT

Thanks a lot. Your answer helps.

SweetiJean covered the ground thoroughly. Just a few com...

Judd — Fri, 31 May 2019 23:45:18 GMT

SweetiJean covered the ground thoroughly. Just a few comments on applying for ITIN - if your wife remains abroad you might want to read these: <a href="http://www.irs.gov/Individuals/International-Taxpayers/Obtaining-an-ITIN-from-Abroad" rel="nofollow" target="_blank">http://www.irs.gov/Individuals/International-Taxpayers/Obtaining-an-ITIN-from-Abroad</a> ,
<a href="http://www.irs.gov/Individuals/Acceptance-Agent-Program" rel="nofollow" target="_blank">http://www.irs.gov/Individuals/Acceptance-Agent-Program</a>. It takes a while to go through the process. They've changed procedures since I was a certifying Acceptance Agent, so I don't know the details, but the ITIN unit has a reputation for being very precise in checking the details.

Thanks a lot! You guys are the best!

joseph-vinnythom — Fri, 31 May 2019 23:45:20 GMT

Thanks a lot! You guys are the best!

I'm in the same situation as the OP. My wife is still in...

cate-justin — Fri, 31 May 2019 23:45:20 GMT

I'm in the same situation as the OP. My wife is still in the Philippines and is currently waiting to obtain a visa. Can't I just file as single to make things easier?

What I understand is that, if you are married then, you h...

joseph-vinnythom — Fri, 31 May 2019 23:45:21 GMT

What I understand is that, if you are married then, you have to file as married. Please check <a href="https://ttlc.intuit.com/questions/1925734-itin-and-fling-jointly?jump_to=comment_3393280" rel="nofollow" target="_blank">https://ttlc.intuit.com/questions/1925734-itin-and-fling-jointly?jump_to=comment_3393280</a> with the details of filing as married and jointly, also with applying for ITIN.

Another option is to file for a tax extension till Oct 15, assuming that your wife will be in USA by then and will get SSN/ITIN and then file as married jointly.

People outside the US can apply for ITINs - it's just a b...

Judd — Fri, 31 May 2019 23:45:22 GMT

People outside the US can apply for ITINs - it's just a bit more complex (like how to you get certified copies for the IRS. But if where they are living has means of certifying their own documents this can work.) And she might try the American Embassy - or perhaps a consulate. It was a bit easier (HAH!) when notaries could certify copies - all you needed from a foreign country was a notary stamp with an Apostille (A government document saying that the notary was a notary in that country.)

Thanks for the replies. Joseph: So my wife will probably...

cate-justin — Fri, 31 May 2019 23:45:24 GMT

Thanks for the replies. Joseph: So my wife will probably be here within 2 months as we are just waiting for an interview date from the Embassy in Manila. I can just file for an extension like you said and when she receives her SSN# in the mail we can file married/jointly? If we were to pass the April deadline and file sometime after that are we still eligible for a refund? Thanks!

Yes to all.

Judd — Fri, 31 May 2019 23:45:25 GMT

Yes to all.

ITIN_INFO In order to file US taxes, a person must have...

Judd — Fri, 31 May 2019 23:45:29 GMT

ITIN_INFO

In order to file US taxes, a person must have a taxpayer identification number. For those who are citizens or are allowed to work here legally, that number is the social security number. But if a person does not have a SS # and is not eligible to obtain one, that person must obtain an Individual Taxpayer Identification Number (ITIN). This requires filling out a Form (W-7) and presenting original or certified copies of proof of identity (must have photograph if applicant is 14 or older) and proof of foreign status. A current passport can be both. All documents must be current if they are the type which can expire (Birth certificates, which can be used for proof of foreign status, do not expire). Parents or guardians can apply on behalf of children. The documents presented must establish the relationship between parent and child. (Typically a birth certificate is used for this.)

The application must contain a completed and signed tax return, with the applicant's SS# space left blank. (Most tax software won't work if you don't put in a Taxpayer ID number. The trick is to use a dummy number (make sure it begins with 9. Only certain ranges of number works, so you may have to experiment. Then, depending on the software, you print the return out and use white-out on the number. (In some packages you can remove the # after the reviews and then print, but I don't think it does that with TurboTax.)

It gets tricky, because the application must go to Austin, Texas, and most people don't want to send their driver's license or passport off for 3 or 4 weeks. There is a way around this, however. You can locate a certifying acceptance agent (a person authorized by the IRS to inspect original documents and certify that the copy presented is identical to the original), who can then send the application and the certified copies to the IRS. IRS Taxpayer Assistance centers also provide this service. The IRS centers provide the service for free. The Certifying Acceptance Agents are permitted to charge for their services. You may also need to prove ineligibility for Social Security by presenting a denial letter. For those living abroad without access to a Certifying acceptance agent or an IRS office, t he government where you are may have a method of certifying copies of their own documents. Or you could try an American embassy or consulate.

http://www.irs.gov/pub/irs-pdf/p1915.pdf Publication 1915 - general description of the ITIN program

http://www.irs.gov/Individuals/Acceptance-Agent-Program - contains lists of Certifying Acceptance Agents

http://www.irs.gov/pub/irs-pdf/iw7.pdf Instructions for filling out Form -7

http://www.irs.gov/pub/irs-pdf/fw7.pdf Form W-7 (English)

http://www.irs.gov/pub/irs-pdf/fw7sp.pdf Form W-7 (Spanish)

http://www.irs.gov/Individuals/International-Taxpayers/Obtaining-an-ITIN-from-Abroad

Hope this is useful.

Hi, I am trying to file jointly with my wife, who came in...

some81 — Fri, 31 May 2019 23:45:31 GMT

Hi,

I am trying to file jointly with my wife, who came in the beginning of the year. But when there is a question did you live together in the same house and the app doesn't allow me to continue, because my answer is YES.

During 2013 we have been married but she was outside USA now, she is in USA and she has SSN, but lived separately during 2013. Why the app doesn't allow that?

Re: ITIN_INFO In order to file US taxes, a person must have...

Surfjr — Thu, 05 Dec 2019 03:59:36 GMT

Great Info on the non resident spouse. Thank you all!

Re: ITIN_INFO In order to file US taxes, a person must have...

Sudipto22 — Fri, 07 Apr 2023 13:27:47 GMT

The form W-7 instructions say - A spouse can be claimed as an exemption only for tax years prior to 2018.

In my case, I got married in June 2022, I have a green card, and I applied for spouse visa for her following our marriage. Currently, my wife is in India, can she still apply for ITIN from India and we can file jointly?

What is the best tax filing status I can use right now if not married filing jointly?

Re: ITIN_INFO In order to file US taxes, a person must have...

DianeW777 — Fri, 07 Apr 2023 14:01:49 GMT

Yes, she can apply for an ITIN. You have two options. Married filing jointly or Married filing separately

If you want to file jointly, you would need to make an election to claim your nonresident spouse as a resident.

Click here Nonresident Alien Spouse. You are required to report worldwide income from both of you and your spouse. Without your spouse's SSN or ITIN, you won't be able to e-file, unfortunately. IRS requires everyone on the tax return have either SSN or ITIN on the tax return. You might want to apply for an ITIN. In that case, you will have to file a Form W-7 for the ITIN and your taxes simultaneously with TurboTax program:
- -In the program, as you enter the information, leave the SSN space blank
- -After entering all your information, print out returns and required forms (write Applied in the SSN)
- -As TurboTax does not support the Form W-7, fill out the forms by following instructions here.
- -Attach to other required documentation
- -Submit everything including your tax forms to IRS address in the Form W-7 Instructions.

If you want to file Married Filing Separately.

You only need to report your own information and share of income (Your spouse remains as a nonresident). You would not need to apply for ITIN for your spouse. You will not able to e-file. You can still use the program to prepare the tax forms but will have to submit by mail.

To file separately without the SSN or ITIN:

In the program, leave the SSN space blank
After completing the return, print out the forms. Write “NRA” ** in the spouse's SSN space. (NRA = Nonresident Alien). Do not leave the space blank.
Submit all the forms and required documents to IRS based on the instructions on your print-out.
To see the advantages and disadvantages of MFJ and MFS, use the hyperlink.

If you want to see the difference in result between the two filing statuses, I would suggest you use the desktop version instead of the online. The desktop version allows you a feature for comparison. How can we compare MFJ vs MFS filing status?

**Note: If you are a US citizen and your spouse does not have SSN or ITIN and you are not applying for an ITIN with the tax return then you can only file your tax return as Married Filing Separately. Where asked to enter the spouse's Social Security number enter 999-88-9999. Only print and mail your tax return, it cannot be e-filed. When you print the tax return erase the Social Security number for your spouse and manually enter NRA for non-resident alien.

@Sudipto22