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New Member
posted Jun 1, 2019 5:56:14 AM

My wife (F2) and I (F1) live in the US for 5 years. Can we fill tax jointly? She doesn't have a SSN or ITIN.

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1 Best answer
Intuit Alumni
Jun 1, 2019 5:56:21 AM

Yes, you can.  As F-visa holders, you are considered as a nonresident from 2012-2016.  Starting from January 1, 2017, if you meet Substantial Presence Test  SPT, you both will be a resident for tax purposes and can file jointly on a Form 1040. 

As IRS does not accept e-filing for tax returns without a SSN or ITIN, for your spouse, you will have to manually apply for an Individual Taxpayer Identification Number ITIN on a Form W-7 for her.  Please see ITIN.

Although you cannot e-file, you can still use the TurboTax program to prepare your tax return and required forms. Print, attach to the Form W-7 with the required documentation and submit by mail all the paperwork to the IRS Austin location in Texas.

9 Replies
Intuit Alumni
Jun 1, 2019 5:56:16 AM

When did you both first enter the US?

New Member
Jun 1, 2019 5:56:18 AM

2012 Aug

Intuit Alumni
Jun 1, 2019 5:56:20 AM

Please see answer below.

Intuit Alumni
Jun 1, 2019 5:56:21 AM

Yes, you can.  As F-visa holders, you are considered as a nonresident from 2012-2016.  Starting from January 1, 2017, if you meet Substantial Presence Test  SPT, you both will be a resident for tax purposes and can file jointly on a Form 1040. 

As IRS does not accept e-filing for tax returns without a SSN or ITIN, for your spouse, you will have to manually apply for an Individual Taxpayer Identification Number ITIN on a Form W-7 for her.  Please see ITIN.

Although you cannot e-file, you can still use the TurboTax program to prepare your tax return and required forms. Print, attach to the Form W-7 with the required documentation and submit by mail all the paperwork to the IRS Austin location in Texas.

New Member
Jun 1, 2019 5:56:23 AM

However, when I use turbotax, it keep asking me to input the ITIN so I cannot proceed to finish my form.

Intuit Alumni
Jun 1, 2019 5:56:24 AM

As you enter the information, leave the SSN space blank
print out returns and required forms ( write APPLIED in the SSN space) 

New Member
Jun 1, 2019 5:56:26 AM

Thank you very much for the help.

Intuit Alumni
Jun 1, 2019 5:56:28 AM

My pleasure!

Level 1
Sep 10, 2019 1:20:12 PM

I am on the same situation.  Did you have to mail any document for your wife's W7 form ?