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shobusun
New Member

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?

 
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1 Best answer

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DS30
New Member

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 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.


View solution in original post

5 Replies
DS30
New Member

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 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.


shobusun
New Member

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?

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

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?

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

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?

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?
2416ryan
New Member

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?

"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?
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