You'll need to sign in or create an account to connect with an expert.
@oiselet , I cannot comment on your experience of a few years ago., However, my considered opinion is :
(a) TurboTax Windows downloaded / CD version of Home & Business is my favorite for preparing and filing reasonable complex returns,
(b) All the forms required for the situation you are describing -- ExPat with NRA spouse living abroad & filing joint or MFS-- are available and Step-by-step questions works quite well. These are not perfect in some cases but between the software and the volunteers/ experts there are no gaps/ issues in [prep[aring a correct return. In specific situations , can it be improved ? Absolutely. Is it sufficient ? Yes.
(c) many of us volunteers are retired tax professionals while others are extremely well versed in the use of the software tool. Thus you have a good support system, if you want to ;prepare a return by yourself.
(d) obviously there may be areas where it could have been done better, but this is common for all DIY tax prep. software ( geared towards the uninitiated masses ).
Full disclosure --- I am a volunteer, do not have any relationship / interest ( financial or otherwise ) with Intuit / TurboTax, do receive a free copy of TurboTax of my choice ( if I request ) and occasional "de-minimus" gifts but I do spend , hundreds of hours helping users of TurboTax. Ny comments above are purely based on my own experience using the product of my choice
Is there more I can do for you ?
If you are a US citizen or US resident and your spouse does not have a Social Security number or an ITIN and you are not applying for an ITIN with the tax return then you can only file your tax return as Married Filing Separately. Where asked to enter the spouse's Social Security number enter 999-88-9999. You can only print and mail your tax return, it cannot be e-filed. When you print the tax return erase the Social Security number for your spouse and manually enter NRA for non-resident alien.
See this TurboTax support FAQ for the procedure to print and mail a tax return using the online editions - https://ttlc.intuit.com/questions/1944348-how-do-i-print-and-mail-my-return-in-turbotax-online
If you decide to file your tax return as Married Filing Jointly you must apply for an ITIN with the tax return and you would need to be providing a statement with your tax return that you want your Nonresident Alien Spouse Treated as a Resident. See IRS Publication 54 Tax Guide for U.S. Citizens and Resident Aliens Abroad page 7 - https://www.irs.gov/pub/irs-pdf/p54.pdf
Go to this IRS website for ITIN information - https://www.irs.gov/individuals/international-taxpayers/general-itin-information
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
green2ski
Level 2
bjorn_helgaas
New Member
minike
Level 2
02d57792880f
New Member
Tax_Lego
Returning Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.