Resident or non resident?

[Seemoreglass83 18]

So my wife and I got married on dec 27, 2021 on a k1 visa. I'm trying to file our joint taxes using turbotax and it is asking if she is a resident alien or non resident alien. If I try to select nonresident, it says turbotax doesnt offer those forms. I understand I can ask that she be treated as a resident alien since we were married. Do I just check resident alien?

 

Anyone with experience with turbotax would be greatly appreciated 

[arken 4,197]

Does she have the SSN?

[Seemoreglass83 18]

18 minutes ago, arken said:

Does she have the SSN?

Yes

[arken 4,197]

22 minutes ago, Seemoreglass83 said:

Yes

You can select her as resident. Usually you are supposed to provide a statement that you chose to treat her as resident alien for that year. Some mail the tax return to provide such statement while some hace successfully filed online without providing such statements.

[Wuozopo 4,293]

8 hours ago, Seemoreglass83 said:

So my wife and I got married on dec 27, 2021 on a k1 visa. I'm trying to file our joint taxes using turbotax and it is asking if she is a resident alien or non resident alien. If I try to select nonresident, it says turbotax doesnt offer those forms. I understand I can ask that she be treated as a resident alien since we were married. Do I just check resident alien?

 

Anyone with experience with turbotax would be greatly appreciated 

Yes if you choose for her to be a resident alien, then answer all questions that she is a RA. She will need a SSN or ITIN to file jointly with you. You will also report her UK income found in TurboTax under “Less Common Income”. That’s where it will ask if you had foreign income. TurboTax will not let you include the statement with an efile. You would have to print for mailing. 

 

The reason answering nonresident isn’t working is because nonresidents can’t file jointly. They also file 1040NR instead of a 1040.

 

 

 

 

 

[Seemoreglass83 18]

On 4/2/2022 at 7:19 PM, Wuozopo said:

Yes if you choose for her to be a resident alien, then answer all questions that she is a RA. She will need a SSN or ITIN to file jointly with you. You will also report her UK income found in TurboTax under “Less Common Income”. That’s where it will ask if you had foreign income. TurboTax will not let you include the statement with an efile. You would have to print for mailing. 

 

The reason answering nonresident isn’t working is because nonresidents can’t file jointly. They also file 1040NR instead of a 1040.

 

 

 

 

 

Thanks so much. Do you know if I need to include that statement when mailing state returns or just federal?

Edited April 4, 2022 by Seemoreglass83

[Wuozopo 4,293]

1 hour ago, Seemoreglass83 said:

Thanks so much. Do you know if I need to include that statement when mailing state returns or just federal?

 Probably not.