Is this everything we need to send for Married-Filing Jointly, with ITIN application?

[Not a Tailor 1,370]

What it says on the tin.

We're putting together our tax returns. I am a non-resident alien. We want to file Married-Filing Jointly. We are therefore including an ITIN application for myself.

To do this, we should have the following, I think

a) documentation of my wife's income (w2, tuition waiver thingies etc)

b) a W7 for me
c) a letter signed by us both saying we wish to file jointly that also includes our addresses
d) a copy of my passport issued by Passport Canada with stamps and seals and so on saying yes, it's a certified copy from the issuing agency
e) the tax forms in paper form
f) documentation of my income

Should anything else be in there?

[Nich-Nick 3,353]

What it says on the tin.

We're putting together our tax returns. I am a non-resident alien. We want to file Married-Filing Jointly. We are therefore including an ITIN application for myself.

To do this, we should have the following, I think

a) documentation of my wife's income (w2, tuition waiver thingies etc)

b) a W7 for me

c) a letter signed by us both saying we wish to file jointly that also includes our addresses

d) a copy of my passport issued by Passport Canada with stamps and seals and so on saying yes, it's a certified copy from the issuing agency

e) the tax forms in paper form

f) documentation of my income

Should anything else be in there?

a) attach W2 to the first page of the 1040 with a staple. See the 1040 left margin. It indicates where to attach midway down. No idea of what a tuition waiver thingy is. If you mean the 1098-T from the university, that is for your use in preparing the return. It is not submitted with your return.

c) should state you are married and one spouse is a US citizen and the other is a non-resident alien, as well as you wish to be treated....etc. Besides the address, the SSN of the American should be included.

f) the IRS does not require documentation of the foreign income be submitted. Hold it with your 2014 tax records in case of an audit.

Edited March 21, 2015 by Nich-Nick