Need to get ITIN for my wife & child, can I file for an extension and file return once I get ITIN?

anonymous19 — Tue, 04 Jun 2019 00:36:56 GMT

Yes, you can file for an extension and file the return on...

ToddL — Tue, 04 Jun 2019 00:36:58 GMT

Yes, you can file for an extension and file the return once you get their ITINs.

There is no need to include the non-resident spouse on a resident alien taxpayer's application for automatic extension of time to file a federal tax return. At this point, the non-resident spouse is not required to file a tax return, and the resident alien taxpayer does not have to declare a filing status (MFS, MFJ) with the request for extension.

You can file a joint 2016 U.S. tax return with your non-resident spouse and she can be treated as a U.S. resident for U.S. Federal Individual Income Tax purposes.

She will have to obtain an Individual Taxpayer Identification Number (ITIN) using Form W-7, you will have to file your return by mail (along with the Form W-7) and you will have to include a statement, signed by both of you,declaring that one spouse was a nonresident alien and the other spouse a U.S. citizen or resident alien on the last day of your tax year, and that she chooses to be treated as U.S. resident for the entire tax year.

How do I apply for an ITIN? Use the latest revision of Form W-7, Application for IRS Individual Taxpayer Identification Number to apply. Attach a valid federal income tax return, unless you qualify for an exception, and include your original proof of identity or copies certified by issuing agency and foreign status documents.

See Instructions for Form W-7

Because you are filing your tax return as an attachment to your ITIN application, you should not mail your return to the address listed in the Form 1040, 1040A or 1040EZ instructions. Instead, send your return, Form W-7 and proof of identity and foreign status documents to:

Internal Revenue Service ITIN Operation

P.O. Box 149342

Austin, TX 78714-9342

For additional information, see the IRS web article Nonresident Spouse Treated as a Resident

Important: You can't prepare and print a tax return in TurboTax without an ITIN or SSN for you, your spouse and any dependents.

The work-around for this situation is to use "Dummy" SSN/ITINs for your dependents. to prepare the return. You can use your own SSN/ITIN with different last numbers.

Or use "305-44-0001, 0002, 0003 etc.", a dummy number we use for training.

This should allow you to get through the Smart Checks and Reviews and print your return for filing by mail. "Erase" or white-out the dummy SSN/ITINs and replace with "Applied For".

Thank you for the detail answer, it is very helpful

anonymous19 — Tue, 04 Jun 2019 00:36:59 GMT

Thank you for the detail answer, it is very helpful

In response is mentioned "At this point, the non-resident...

vivek2603 — Tue, 04 Jun 2019 00:37:01 GMT

In response is mentioned "At this point, the non-resident spouse is not required to file a tax return, and the resident alien taxpayer does not have to declare a filing status (MFS, MFJ) with the request for extension."

Whereas in TurboTax extension one has to select MFS or MFJ. Can we use MFS for extension purpose and then change it MFJ once I have spouses' ITIN?

topic Need to get ITIN for my wife &amp; child, can I file for an extension and file return once I get ITIN? in Get your taxes done using TurboTax

Need to get ITIN for my wife & child, can I file for an extension and file return once I get ITIN?

Yes, you can file for an extension and file the return on...

Thank you for the detail answer, it is very helpful

In response is mentioned "At this point, the non-resident...

topic Need to get ITIN for my wife & child, can I file for an extension and file return once I get ITIN? in Get your taxes done using TurboTax