My wife doesn't have SSN/ITIN. I have a TN Visa, she has a TD & she can't work or request a SSN. For filing jointly and claiming her 4000 exemption what should I do?

[LuisGZ]

Hi @jorge-77  how did your appointment go?

[jorge-77]

Sorry, I was trying to reply like two weeks ago but I did not find the post.

My wife went to the IRS offices alone, and they said that the primary taxpayer must be present too. So, they did not give her anything. They did check the documents and said their were ok ( Federal tax returns + W7 form)

However, it is not over yet. We have an appointment on Wednesday 15th.  I will give an update by Wednesday.

[jorge-77]

Hi Luis,

The guy from IRS took our documents ( W7 +  Federal Tax Return Form). He said that he was going to send the docs to the IRS offices in Texas.

Now, we have to wait 11 weeks to know if they will give her the ITIN.

The possible answers from the IRS will be:

1) Approved

2) They will ask for more documents

3) Rejected. If rejected, we need to start the whole process again.

If you still need to ask for an ITIN for you wife, the steps are:

1) Make an appointment to go to the IRS office (both of you must go to the IRS = Primary tax payer + wife)

2) Fill the W7 form + Your federal tax returns (if the software does not allow to calculate your taxes because your wife is missing an ITIN use a mock one. Then you will have to delete it from your tax return and write "Applied for") ( Don't forget her passport or government ID + certificate of marriage) 

3) Go to your appointment and pray that it will ok.

Good luck

[LuisGZ]

Hey thanks for replying!!

I actually went last week to the IRS office and we are currently waiting for my wife's ITIN. We actually followed the steps that you mentioned haha.

Thank you and hopefully all goes well for everyone!

[jorge-77]

Hey Luis,

Did you file your state returns? They told me not file anything before getting their response about my wife's ITIN, but I getting afraid because I have not heard from the IRS yet and tomorrow is the deadline to file.

Jorge

[LuisGZ]

Hey Jorge,

I'm in the same situation as you, still waiting for my wife's ITIN. They told me the same thing at the IRS, but don't worry because the tax deadline has been extended in California! 

https://www.nbcbayarea.com/news/local/california-irs-tax-deadline-2023/3202159/#:~:text=The%20IRS%20....

I guess we are lucky haha

Luis

[jorge-77]

Thanks man! I was a little bit worried about it!!

[albertolmj97]

Hey Jorge, did you received and update for your process ?

Asking because my wife and I just came to USA this year and I know next year I have to do my taxes but as yours,  my wife cannot get a SSN.

Please let me know how is your process going so far, I'll appreciate your help.

Best regards.