Married filling jointly spouse nra

[Abcd1234 102]

My spouse is overseas, dont have social.

I want to file tax jointly, want to get itin no for her.

 Is the process easy? How long it takes? Where should i start ? 

  Thank you sooo much in advance.

[geowrian 22,337]

* Moved from IR-1/CR-1 P&P to Tax and Finances During US Immigration where similar questions are asked. The topic of the question is primarily about taxes, not immigration specifically. *

[SuznAaron 121]

33 minutes ago, Abcd1234 said:

My spouse is overseas, dont have social.

I want to file tax jointly, want to get itin no for her.

 Is the process easy? How long it takes? Where should i start ? 

  Thank you sooo much in advance.

Try starting here: https://www.irs.gov/pub/irs-pdf/iw7.pdf 

[Abcd1234 102]

23 minutes ago, SuznAaron said:

Try starting here: https://www.irs.gov/pub/irs-pdf/iw7.pdf 

So it seems i will need power of attorney from my spouse and attested passport copy of her to start it? 

[SuznAaron 121]

1 hour ago, Abcd1234 said:

So it seems i will need power of attorney from my spouse and attested passport copy of her to start it? 

The applicant, your spouse signs it as they are the one supposed to fill it out. Have him/her sign and mail it back to you its a simple form. Otherwise then yes i suppose you'd have to have power of attorney as you cant sign for your spouse. Yes on the passport copy.

[Abcd1234 102]

5 hours ago, SuznAaron said:

The applicant, your spouse signs it as they are the one supposed to fill it out. Have him/her sign and mail it back to you its a simple form. Otherwise then yes i suppose you'd have to have power of attorney as you cant sign for your spouse. Yes on the passport copy.

So, i am going to ask her to send documents to me, are these only 2 things that i need from her in physical form ? Did you go through this process as well? Thanks a lot

[Abcd1234 102]

Also do i need to apply for itin no with tax returns at beginning of year or i can apply for itin no. Now and just file tax return jointly at beginning of year if i get itin no.  by then

[SuznAaron 121]

13 hours ago, Abcd1234 said:

So, i am going to ask her to send documents to me, are these only 2 things that i need from her in physical form ? Did you go through this process as well? Thanks a lot

Hi!  No I looked in to the process but did not go through it. My husband is here and adjusting status so is eligible for social security number.  You will need other supporting documents proving who your spouse is and connection to the foreign country. Please read page 2 of the link I gave you. It says what is needed. Also there is a number for you to call if you have additional questions. It is 800-829-1040 if in the US. 

[carmel34 3,639]

You file the W-7 to get an ITIN when you file a tax return.  I went through this with my spouse when we filed our 2018 tax return as married filing jointly.  At that time he lived in Brazil, and he did not want to send his passport by mail for me to send with the W-7, so when we were in London together in April we found a Certifying Acceptance Agency, basically a registered accountant who filled out the W-7 at Heathrow Airport with an attached certification that she saw his passport, attached a copy of it, and then she filed our 2018 tax return with the W-7.  So the W-7 has to be filed with a tax return.  Good luck!

[Abcd1234 102]

15 minutes ago, carmel34 said:

You file the W-7 to get an ITIN when you file a tax return.  I went through this with my spouse when we filed our 2018 tax return as married filing jointly.  At that time he lived in Brazil, and he did not want to send his passport by mail for me to send with the W-7, so when we were in London together in April we found a Certifying Acceptance Agency, basically a registered accountant who filled out the W-7 at Heathrow Airport with an attached certification that she saw his passport, attached a copy of it, and then she filed our 2018 tax return with the W-7.  So the W-7 has to be filed with a tax return.  Good luck!

Thanks 4 sharing ur experience, So, you cannot apply w7 ahead of time, you need to wait till tax return time, Correct?

[Gitana 11]

On 9/10/2019 at 6:34 PM, Abcd1234 said:

Thanks 4 sharing ur experience, So, you cannot apply w7 ahead of time, you need to wait till tax return time, Correct?

yes, you file for ITIN together with tax return 

[Edddie&Beatrice 64]

On 10/25/2019 at 8:26 PM, Gitana said:

yes, you file for ITIN together with tax return 

If you file for ITIN together with will you fill electronically or send by mail? 

[Gitana 11]

On 11/11/2019 at 2:53 PM, Edddie&Beatrice said:

If you file for ITIN together with will you fill electronically or send by mail? 

by mail only

 

[Edddie&Beatrice 64]

7 hours ago, Gitana said:

by mail only

 

Thank you