Filing Married Jointly for W-7 for wife

[Wingsfan 2]

Hey everyone, i was Married aug 1, 2015. went to file my taxes for 2015, and my CPA had us do married jointly. so we sent in W7 for for ITIN number for wife. well they could not give out info about it because i didnt check a box about allowing info to be released. this was Monday. Now IRS says there is nothing in system about ITIN or my return. Do i refile taxes then instead as Married Seperate? Or do i try to run this gambit again for Married Joint??

Even though we were married since 2015 should i change my filing until she has either ITIN or SSN?

Bubba

[Russ&Caro 1,549]

Does she have a SSN yet? If so, re-file the same return (married filing jointly) with her SSN. You probably have already received a refund based on married filing separately (MFS) rates, and they won't give you the extra refund you're entitled to until you file as MFJ with proper SSN.

Back in 2014, I filed as MFJ, and applied for ITIN for my wife. We were denied the ITIN because they stated that she qualified for applying for an SSN. So if I were you, I'd abandon the ITIN and go for the SSN if she doesn't already have one.

Good luck!

[Wingsfan 2]

Does she have a SSN yet? If so, re-file the same return (married filing jointly) with her SSN. You probably have already received a refund based on married filing separately (MFS) rates, and they won't give you the extra refund you're entitled to until you file as MFJ with proper SSN.

Back in 2014, I filed as MFJ, and applied for ITIN for my wife. We were denied the ITIN because they stated that she qualified for applying for an SSN. So if I were you, I'd abandon the ITIN and go for the SSN if she doesn't already have one.

Good luck!

Russ&Caro,

I filed 2015 MFJ, so IRS lady told me to refile and try MFS, and i should still get refund just not as large. Well if the NVC will allow me to copy of my revised (MFS) taxes and send it then we can pursue SSN. Yeah even IRS lady said try to get SSN instead haha. So i am waiting on tax transcripts for 2013, and 2014 in mail. i need to call my CPA in AM about refile.

Thanks for the perspective and advice!! Cheers!!

[Pennycat 880]

If you haven't made any progress on this, I would highly recommend going to an IRS office. I know it sounds horrible, but we did it. In Washington, DC on April 14th and honestly, it was the easiest and most pleasant interaction I've had with the federal government probably ever (or maybe it's this USCIS experience that has tainted my perspective).

Anyway, we filed jointly before my husband had an SSN. We also did the W7 ITIN thing but it worked just fine for us-- maybe because we did it *at* the IRS? We didn't want to send his passport in, which is why we went to the IRS instead (they can check it there).

But for you, now it sounds like she has an SSN, but the fact they don't have any info on your return in the system is really weird.... just go in and try to clear it up. It *is* preferable to wait for an SSN instead of going the ITIN route (the IRS guy told us that, too, but only because the next tax year you'll have to roll the ITIN under the new SSN and it can be confusing), but our timing didn't really work out that way and we wanted the refund and they said it wasn't a problem.

Here's a list of places they can do the ITIN and maybe clear this up for you....

https://www.irs.gov/uac/tac-locations-where-in-person-document-verification-is-provided

[Russ&Caro 1,549]

If you haven't made any progress on this, I would highly recommend going to an IRS office.

I agree with this advice. I've never had a bad experience at an IRS office, and I had to deal with one very serious problem many years ago, and they were great in helping me.

[murfur 0]

I agree with this advice. I've never had a bad experience at an IRS office, and I had to deal with one very serious problem many years ago, and they were great in helping me.

Will they be able to help me with my filing status and obama care tax return? Or do i have to hire an accountant ? I am sorry i am asking a non related question.

[Russ&Caro 1,549]

Will they be able to help me with my filing status and obama care tax return? Or do i have to hire an accountant ? I am sorry i am asking a non related question.

You should probably create a new topic/thread and ask your question. Normally when you resurrect an old thread you don't get many responses.

To answer your question, you will probably get advice about your filing status and obamacare issues that relate to your federal taxes if you visit a local IRS office. Good luck!