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mjrabil20
New Member

Electing my nonresident alien spouse... technical questions

I am a resident alien for tax purposes married to a non resident alien. I want to elect her to be treated as a resident for tax purposes. We're filing jointly.

I read here: https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-credits-deductions/file-taxes-spouse...   that we can only print and mail the return.

I did print it. However, there are no instructions!!! Where to mail? which pages to sign? Turbotax mentioned earlier than instructions will be provided in the downloaded packed but it was not!

How to fix this?

 

Also, is it sure that I can't efile?? or it got updated this year?? I remember seeing when reviewing the return's pdf a sample statement that we can just sign below it. A statement where I elect her to be treated as a resident for tax purposes. But I did not see this statement in the printed package. It is weird. I was wondering if this means that I can efile and the efiled vresion will have the statement.

 

Finally, in case I want to switch back to efiling, I need to sort out how to do it. I followed the instructions on this link:  https://ttlc.intuit.com/turbotax-support/en-us/help-article/tax-return/change-mail-e-file-turbotax-o...  but I could not find the file button. Only the amend one... why??

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1 Reply
DaveF1006
Employee Tax Expert

Electing my nonresident alien spouse... technical questions

Yes, you may be able to efile if your spouse has a valid Social Security Number or ITIN listed for her in the return. If not, the return cannot be efiled. 

 

To get back into your return and if you followed the procedures in the link above, once you select add a state, which is at the bottom of the page, this should place you back into the return. Then, In the first landing page, you should see a file button in the left side of the page. See the first screenshot.

 

If you can't email, you can print your complete return, which would include the filing and mailing instructions.  This is done at the print center in the return.  that is also listed in the left side of the landing page that appears after you selected add a state. Here you need to select tax tools and then print center that appears in the drop down after tax tools is selected. See second screenshot. Here you will be given a choice to just print your tax return, or print your return plus government worksheets. You may wish to choose this option just to ensure you receive the filing and mailing instructions.

 

If you still are having difficulties, I would suggest you speak to a telephone support representative so that they would be able to assist you by sharing your screen with them. They can then recommend steps to help alleviate your issue. Please refer to this link for the customer support number.  Here are the screenshots that I mentioned above.

 

 

 

 

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