Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
Your taxes, your way. Get expert help or do it yourself. >> Get started
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

cancel
Showing results for 
Search instead for 
Did you mean: 
dbuffett04
New Member

I want count my spouse as deduction but she is not a resident yet as she is filing for green card. She hopes to have it within two months. She won't have an SSN for 2 or 3 months. How can we file jointly without her having an SSN?

 
1 Best answer

Accepted Solutions
Opus 17
Level 15

I want count my spouse as deduction but she is not a resident yet as she is filing for green card. She hopes to have it within two months. She won't have an SSN for 2 or 3 months. How can we file jointly without her having an SSN?

You can't file jointly without either an SSN or an ITIN.  Since you are expecting a SSN soon, you can file a request for automatic extension which will extend the deadline to October 18.  You may be unable to e-file the extension request without an SSN either,  but you can print the form and write "NRA" in the space for the SSN.

There are two other options.  One is to file now as married filing separately, and file an amended return when you get the SSN to file jointly.  But, amended returns take a long time to process, and there are some new rules that limit the tax benefits you can get if you amend to add an SSN  that you did not have when you filed originally.

Or, you can file jointly now, and include a form W-7 application for an ITIN (international tax ID number).  You would need a fake ITIN to get through the health insurance interview, then cover it with some white out and write "applied for" and print and mail your return along with the W-7.  After you get the SSN, you would write a letter to the IRS telling them to cancel the ITIN and transfer your spouse's information to the new SSN.

All in all, your best option is to wait for the SSN.

*Answers are correct to the best of my ability at the time of posting but do not constitute legal or tax advice.*

View solution in original post

1 Reply
Opus 17
Level 15

I want count my spouse as deduction but she is not a resident yet as she is filing for green card. She hopes to have it within two months. She won't have an SSN for 2 or 3 months. How can we file jointly without her having an SSN?

You can't file jointly without either an SSN or an ITIN.  Since you are expecting a SSN soon, you can file a request for automatic extension which will extend the deadline to October 18.  You may be unable to e-file the extension request without an SSN either,  but you can print the form and write "NRA" in the space for the SSN.

There are two other options.  One is to file now as married filing separately, and file an amended return when you get the SSN to file jointly.  But, amended returns take a long time to process, and there are some new rules that limit the tax benefits you can get if you amend to add an SSN  that you did not have when you filed originally.

Or, you can file jointly now, and include a form W-7 application for an ITIN (international tax ID number).  You would need a fake ITIN to get through the health insurance interview, then cover it with some white out and write "applied for" and print and mail your return along with the W-7.  After you get the SSN, you would write a letter to the IRS telling them to cancel the ITIN and transfer your spouse's information to the new SSN.

All in all, your best option is to wait for the SSN.

*Answers are correct to the best of my ability at the time of posting but do not constitute legal or tax advice.*

About Community

Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement.

3.49m
Members

2.62m
Discussions

Manage cookies
v