I don't have an ITIN for my spouse- should I file an extension and wait until I receive the ITIN before completing my taxes? Is that the best option?

shobusun — Sat, 01 Jun 2019 00:37:06 GMT

No because you request an ITIN with your tax return filin...

DS30 — Sat, 01 Jun 2019 00:37:08 GMT

No because you request an ITIN with your tax return filing.

If you are applying for an ITIN, you will send in your tax return with your ITIN filing. Once the ITIN is issued, the IRS will include this information with your tax return and then process your return.

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

leave spouse's SSN blank and print a paper copy of your tax return.
skip error check section if only error is missing SSN for spouse.
under the file tab, you will need to select "file by mail" and print a copy of your federal income tax return.
if spouse is nonresident alien, you will need to 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 spouse’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 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.

Wow...that sums it all up very clearly- thanks!

shobusun — Sat, 01 Jun 2019 00:37:10 GMT

Wow...that sums it all up very clearly- thanks!

Can't believe found a right crystal clear answer the last...

yaxiapaer — Sat, 01 Jun 2019 00:37:12 GMT

Can't believe found a right crystal clear answer the last day!!

But wait, don't both spouses need an itin or ssn to file...

leahjbell — Sat, 01 Jun 2019 00:37:12 GMT

But wait, don't both spouses need an itin or ssn to file for an extension? How can you file for an extension without one?

"The name, address, and identification number of each spo...

2416ryan — Sat, 01 Jun 2019 00:37:13 GMT

"The name, address, and identification number of each spouse." If we're applying for the ITIN number for a spouse at the same time, what do we put down for their "identification number" on the statement?

topic I don't have an ITIN for my spouse- should I file an extension and wait until I receive the ITIN before completing my taxes? Is that the best option? in Get your taxes done using TurboTax

I don't have an ITIN for my spouse- should I file an extension and wait until I receive the ITIN before completing my taxes? Is that the best option?

No because you request an ITIN with your tax return filin...

Wow...that sums it all up very clearly- thanks!

Can't believe found a right crystal clear answer the last...

But wait, don't both spouses need an itin or ssn to file...

"The name, address, and identification number of each spo...