Tax Transcript

[RobertHopkins 4]

Hello! For our 2022 joint tax return, my wife’s name does not appear on the IRS websites tax return transcript as she was a non-resident at the time however, I do have the full filing return my accountant did in which he included her name and labeled as “non resident alien” married filing jointly.

 

She does appear on the 2023 IRS tax receipt because by then she has her CR1 card and a social security number.

 

Will this be an issue? I was planning on including the tax return page the accountant created for 2022 and for 2023 have his and the IRS transcript together. Just wasn’t sure if it would be wierd to have transcript for one year and not for the other.

[JKLSemicolon 423]

For consistency it might be worthwhile to include the transcripts for all years, plus whatever additional documents you want to include for 2022.

 

You mention filing jointly in 2022 but are you sure the status wasn’t married filing separatly? If filing jointly you would have had to submit a paper return along with form W-7, supporting documents, and a statement from both of you requesting she be treated as a resident for tax purposes. This is not something an accountant could have done the way you described. Also, if you had filed jointly both of you would have appeared on the return transcript (I know because we did this our first year).

[RobertHopkins 4]

Actually yes you are right it was married separately because she was a non resident. Should I still include that? Unfortunately, we are filing before 2024 tax return so won’t be able to include this past year’s.

[JKLSemicolon 423]

14 hours ago, RobertHopkins said:

Actually yes you are right it was married separately because she was a non resident. Should I still include that? Unfortunately, we are filing before 2024 tax return so won’t be able to include this past year’s.

Yes, since the instructions say to include evidence starting from the date of marriage, the first year’s return is relevant. Like I mentioned earlier, I would still include the transcript (as that proves that the IRS accepted it) along with the complete return which connects the dots to your MFS filing status.

Edited yesterday at 04:42 PM by JKLSemicolon