Just a quick background story about my wife and me (U.S citizen): We filed our AOS application (I-485, I-765, I-131) last year in July 2020. I haven t gotten any notice about my wife s biometrics appointment yet.
This is the first year I will file under the married filed jointly status. I have read through countless forums here and on reddit about how I should proceed. I just wanted to see if I would be taking the correct steps throughout this process. Any advice or clarification is greatly appreciated!
I booked an appointment for early March at my local tax assistance center, where I will submit my completed 1040 tax return form and w-7 form (ITIN application for wife). I am doing this because I don t want her to send in her passport. Now, I have two questions:
1. (For those in California) Obviously, my wife won t have an SSN or ITIN to enter when filing my California state tax return. Should I file for an extension and then submit my state tax return after I receive my ITIN? Or, should I file my California state tax return before the deadline and just put applied for ITIN in the appropriate space?
2. I know it takes quite a long time to receive an ITIN and refund nowadays with paper returns. If my wife ends up receiving her SSN while the ITIN application or tax refund is pending, do I have to send an amended return with her SSN? Or, can I just use this SSN when filing for my taxes next year?
Thank you in advance for your assistance!