How to get tax deadline extension when wife's ITIN won't arrive until after April 15?

[Bjh 39]

Hey guys - my wife will be applying for her ITIN next week in-person (so she doesn't have to wait for her passport to be mailed back from the IRS), but the ITIN won't be available until 11 weeks after her applying. This will be past the standard April 15th deadline for taxes.

I'm trying to file an extension for this deadline, however the e-filing programs I'm using require that I put a SSN or ITIN for my wife. As you can tell, the whole reason I'm doing this is because she DOESN'T have a SSN or ITIN, and will likely receive the latter after the aforementioned deadline.

So what do I do?

Edited January 29, 2021 by Bjh

[SteveInBostonI130 3,471]

You can file your 2020 taxes along with the ITIN application.

[Bjh 39]

4 minutes ago, SteveInBostonI130 said:

You can file your 2020 taxes along with the ITIN application.

Only issue is that she would have to send her passport with it, and she will need her passport for ID purposes in the meantime.

[payxibka 10,047]

Just now, Bjh said:

Only issue is that she would have to send her passport with it, and she will need her passport for ID purposes in the meantime.

File for an automatic 6 month extension (form 4868)

 

Vist and read the tax forum for tax questions 

[SteveInBostonI130 3,471]

You can submit your 2020 taxes, using paper 1040 form, at her ITIN appointment.

[Chancy 6,243]

3 hours ago, Bjh said:

I'm trying to file an extension for this deadline, however the e-filing programs I'm using require that I put a SSN or ITIN for my wife. As you can tell, the whole reason I'm doing this is because she DOESN'T have a SSN or ITIN, and will likely receive the latter after the aforementioned deadline.

 

Your wife will need to prove she has need and qualifies for an ITIN.  Her filing taxes is proof.  So the ITIN application is usually submitted along with the tax filing.  I tried to apply for an ITIN last year before filing our taxes, but the IRS TAC staff as well as the CPA certified acceptance agent didn't let me (although the CAA did sign my W-7 form to be attached later when we were ready to file our taxes).

 

You likely won't be able to e-file, unless your wife gets her EAD and SSN before the tax filing deadline.  As others mentioned, either request for an extension or paper-file your taxes at your wife's ITIN appointment.

 

[TBoneTX 45,705]

Thread is locked in favor of thread in Tax & Finances forum.

Edited January 29, 2021 by TBoneTX