Another tax question: Can we e-file??

[monyfer 27]

First year we are filing married jointly. My then-fiance arrived in October and we got married in October. He is still waiting on Green Card but has his SSN. We will file jointly and declare him as a permanent resident for the whole year with a written letter signed by both.

My question is, can I e-file and send the declaration of our intent to do so in separately? Or do I have to paper file because I need to send in the signed statement?

Anyone who has done so and can answer this, your answer would be greatly appreciated.

[Gosia & Tito 199]

First year we are filing married jointly. My then-fiance arrived in October and we got married in October. He is still waiting on Green Card but has his SSN. We will file jointly and declare him as a permanent resident for the whole year with a written letter signed by both.

My question is, can I e-file and send the declaration of our intent to do so in separately? Or do I have to paper file because I need to send in the signed statement?

Anyone who has done so and can answer this, your answer would be greatly appreciated.

No need for that letter.

See http://www.irs.gov/businesses/small/international/article/0,,id=96734,00.html

[monyfer 27]

No need for that letter.

See http://www.irs.gov/businesses/small/international/article/0,,id=96734,00.html

Am I missing something? According to that page, you do need the letter.

How to Make the Choice

Attach a statement, signed by both spouses, to your joint return for the first tax year for which the choice applies.

That is why I am confused. It sounds like we cannot e-file if I have to separately sign a letter and send it in physically..

[KayDeeCee 4,896]

Am I missing something? According to that page, you do need the letter.

How to Make the Choice

Attach a statement, signed by both spouses, to your joint return for the first tax year for which the choice applies.

That is why I am confused. It sounds like we cannot e-file if I have to separately sign a letter and send it in physically..

You cannot e-file. Like you thought. You need to send the statement signed by both of you, so you need to mail in your taxes this year.

[Nich-Nick 3,354]

First year we are filing married jointly. My then-fiance arrived in October and we got married in October. He is still waiting on Green Card but has his SSN. We will file jointly and declare him as a permanent resident for the whole year with a written letter signed by both.

My question is, can I e-file and send the declaration of our intent to do so in separately? Or do I have to paper file because I need to send in the signed statement?

Anyone who has done so and can answer this, your answer would be greatly appreciated.

You do not qualify for e-file this year because of the special circumstance. I call IRS this morning and verified this info just to make sure nothing has changed since we did the statement thing a few years ago.

[Gosia & Tito 199]

No need for that letter.

See http://www.irs.gov/businesses/small/international/article/0,,id=96734,00.html

I was meaning the section about amended return, to be done at a later time (up to 3 years). Sorry I was not that specific.

The main reason for e-filing is the faster refund -which is what I assumed-; if that is the reason, then you can get your refund fast and then amend the return, but notice that this also implies that added work is to be done to make changes to reflect the status.

In most cases, I'd say that a joint return will get you a much sizable refund..-done the math and in our case it's a no-brainer.