Hi, My wife and daughter are on TD visa. I am on TN Visa for last year i.e., 2015. We dont have ITIN for my wife and my daughter. I want to file extension.

vansree — Sat, 01 Jun 2019 00:31:23 GMT

They are currently visiting outside USA. Can I file ITIN on behalf of them. Also how to file extension? What is 6013 g form ? Can I use 6013 g for my wife and my daughter ? Do I have to use Form 4868 or both forms? Thanks

If your family needs to file ITINs, you will need certain...

DS30 — Sat, 01 Jun 2019 00:31:24 GMT

If your family needs to file ITINs, you will need certain documentation from them to file this application so you may want to file an extension (Form 4868) until you can get this documentation.

There is no "form" for the IRS Section 6013(g) election. This is just a statement that is attached to your federal income tax return where you both elect to be treated as US residents for US income tax purposes.

Here is information about filing your extension and your joint tax return with ITINs included.

For your extension (Form 4868):

You will need to mail in your extension (Form 4868).

If you are currently applying for an SSN, write “SSN TO BE REQUESTED” on the tax form individual's Social Security Number is required. (This applies to filing an extension if applying for an ITIN with Form W-7. Just use ITIN TO BE REQUESTED" on extension form).

Here is a link to IRS for 4868. It includes the mailing address for filing your 4868:

https://www.irs.gov/pub/irs-pdf/f4868.pdf

For your tax return filing with a nonresident spouse and child:

You have 2 main options for filing your income tax return:

Option 1 - Married Filing Jointly and you claim an exemption for your NRA spouse. (your NRA spouse will be treated as a US resident alien for US tax purposes and all of your spouse's worldwide income in USD will be subject to taxable as a US citizen or resident alien. Click here for more information about Claiming Non-Citizen Spouse and Children On Your Taxes.

Additionally, if you file as married filing jointly and your NRA spouse lives outside the US and meets the Bona Fide Residence Test, your NRA spouse might be able to claim an IRS - Foreign Earned Income Exclusion that would exclude a portion of your NRA spouse's foreign source earned income (up to $100,800 for 2015). TurboTax will guide you on taking the foreign earned income exclusion when you enter your NRA spouse's foreign source income under Federal Taxes> Wages and Income>I'll choose what I work on (or jump to full list)> Less Common Income (show more)> Foreign Earned Income and Exclusion.

Here are some additional steps for filing married filing jointly if spouse needs an ITIN.

leave NRA spouse's and child's SSN blank and print a paper copy of your tax return.
skip error check section if only error is missing SSN for spouse and child.
under the file tab, you will need to select "file by mail" and print a copy of your federal income tax return.
attach a statement, signed by both spouses, to your joint return for the first tax year for which the choice applies (Nonresident Spouse Treated as a Resident). It should contain the following information:

A declaration that one spouse was a non-resident alien and the other spouse a U.S. citizen or resident alien on the last day of your tax year, and that you choose to be treated as U.S. residents for the entire tax year.
The name, address, and identification number of each spouse.

apply for NRA spouse’s and child's Individual Taxpayer Identification Number (ITIN) using Form W-7 (Click ITIN).
attach a copy of your Form W-7 (along with the necessary supporting documents) to your tax return (For the supporting documents, one option is for your spouse/child to get a certified copy of his/her passport which will need to be included with your tax return filing.) Click here for IRS website ITIN - Frequently Asked Questions .
mail your tax return along with your declaration statement, Form W-7 and supporting documents to the IRS. According to the IRS, 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
     Austin Service Center
     ITIN Operation
     P.O. Box 149342
     Austin, TX 78714-9342

You may also apply using the services of an IRS-authorized Acceptance Agent or visit some key IRS Taxpayer Assistance Center in lieu of mailing your information to the IRS in Austin

State filing - You will want to file an extension for your state until you receive your ITIN. This is because the application for your ITIN is a federal filing. Most state will not process your return without either a SSN or an ITIN. (However some states will accept state filings with W-7 attachments. You will need to contact your state's Department of Revenue and ask if your state will accept a state tax return with a Form W-7 attached).
When the IRS assigns you an ITIN, update your returns (both federal and state) in TurboTax with this new information and then you should be able to e-file your state return.
Because many states give an automatic extension when you file the federal extension Form 4868, just file a federal extension even if you don't think you will need it for your federal tax return. But check with your state's Department of Revenue to make sure that your state doesn't have a separate state extension filing.

Option 2 - Married Filing Separately (includes head of household (HoH), if you have a "qualified relative"- see US citizens and Resident Aliens Abroad - Head of Household). Please note that you may be able to claim an exemption for your NRA spouse (You can claim an exemption for your spouse only if your spouse had no US source income, isn't filing a US tax return, and isn't the dependent of another person)

select married filing separately option in TurboTax under the personal info section.
leave NRA spouse's SSN blank.
Under the Personal Information section, choose the box for "NRA spouse" option and select all the questions on the next screen regarding your NRA spouse.
hand-write "NRA" in all of the places on your tax return that require your NRA spouse's SSN (IRS - Married Filing Separately).
skip the error check section as long as your only error is missing spouse's SSN.
mail in your return (you will not be able to efile your tax return so choose "file by mail" in TurboTax).
mail to IRS address printed with your return.

1) Thank you. It is lot of info. I need to understand the...

vansree — Sat, 01 Jun 2019 00:31:25 GMT

1) Thank you. It is lot of info. I need to understand the language used here. I may post other follow up questions. I have all the info including copies of passport / visa of my wife and my child. I visited Today San Jose IRS office after seeing your post, they said that my wife and my child has to be present to get ITIN. They also suggested the same, file extension.

2) Meanwhile, I tried to file extension using this website, it is asking my wife SSN. I cannot type the way you suggested. (FYI, I am planning to file an extension and do not have ITIN or SSN for my wife and my daughter.) When I try to enter my SSN, I am getting this error:
"You and your spouse cannot have the same SSN"

3) If I file the extension using your site, do I still have to post or visit San Jose IRS office and give in person?

4) I did the tax estimate using your web, it shows as tax refund. (Positive value)
Both State and Federal.

5) My wife and child had some income in Canada. I have some interest income. Do I have to file both Canada and USA return? Do my wife has to file both Canada and USA return? Where does our income goes into?

Please advice.

You will have to file by mail using the IRS website info...

DS30 — Sat, 01 Jun 2019 00:31:27 GMT

You will have to file by mail using the IRS website info that I provided in my answer. As for your Canadian income, you may need to file a Canadian tax return to report this Canadian source income. You will need to check with the Canadian tax department regarding this information. Here is a link to this information: <a rel="nofollow" target="_blank" href="http://www.cra-arc.gc.ca/menu-eng.html">http://www.cra-arc.gc.ca/menu-eng.html</a>

If you are including your wife on your US income tax return, you will also need to include this Canadian source income on your US income tax return. You will be able to take a foreign tax credit on your US tax return for any Canadian taxes you also have to pay on this income.

topic Hi, My wife and daughter are on TD visa. I am on TN Visa for last year i.e., 2015. We dont have ITIN for my wife and my daughter. I want to file extension. in Get your taxes done using TurboTax

Hi, My wife and daughter are on TD visa. I am on TN Visa for last year i.e., 2015. We dont have ITIN for my wife and my daughter. I want to file extension.

If your family needs to file ITINs, you will need certain...

1) Thank you. It is lot of info. I need to understand the...

You will have to file by mail using the IRS website info...