How to file CA State return while applying for ITIN for my spouse.

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I am filing as Married filing Jointly. My spouse doesn't have SSN nor an ITIN. I will be filing my spouse ITIN Application (W7) along with the federal return (aware of writing "APPLIED FOR" in the SSN and get it printed) but unsure about how to file the CA state return.

TurboTax Premier Online

Anonymous

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.

https://ttlc.intuit.com/replies/3302452

Hitansu

Level 2

It's confusing. I have paper filed my federal taxes as I needed ITIN for my son. Now I got ITIN, can i go ahead and efile CA state taxes? Somewhere in turbotax, I have read that, you won't be able to e-file your state if your federal return was, or will be, paper-filed. As I understand, since I have paper filed my federal taxes, I must need to paper file your state taxes as well. Is that correct?

shravanbidlur

Level 2

This is what I understood after talking to CA tax department -

For CA State Tax returns you just need to mention as "Applied For" in the SSN field and submit it. Once you receive the ITIN, send the details to CA tax office to update the details.

Drahsanali92

Level 2

I filed my Missouri refund with "Applied for" itin for my wife as I was told by HR block representatives and I have received substantially less return.

Should I file amended Missouri return after I get ITIN ?

JeffreyR77

Alumni - Intuit

Yes. You should file an amended return when you receive your spouse's ITIN. State in the reason for amending "to report spouse's issued ITIN and to claim tax benefits not previously available due to lack of tax ID number."