The Common mistake American Citizens do in the first year of their marriage is if their spouse is not a US Citizen or SSN holder. We do not know much about their personal mistake, but as American tax professionals dealing with worldwide US Personal taxes for American ex-pats, we hear it all the time that US Citizens who are legally married lie to the IRS on their 1040 Federal and State tax returns forms their filing status as “SINGLE” even if they are “MARRIED”, Well the lie on 1040 was not intentionally done but most of the time this would have been done just in the rush to file their tax return electronically because all the US Tax Software commonly does not allow E-filing service if the spouse does not have an SSN or ITIN
What is the correct law, If you are a US Citizen/Resident Alien legally married as of 31st Dec 2022 to a foreign national (i.e., any country other passport holders who are not born in the USA or hold an SSN) whom you need to apply for Individual Tax Identification Number often called as TIN or ITIN.
If you need assistance with the ITIN for your spouse we can assist as IRS Certified Approved agents. What you need to do before contacting us.
First, you need to have your 1040 Federal tax return ready
You can prepare the 1040 tax return yourself if you are confident to prepare or use the CPA who can assist with the tax return preparation.
Please ensure the filing status on the 1040 tax return is “Married Filing Jointly”. if you are applying for ITIN and choose the option “Married Filing Separately” then this application will be rejected because there is no benefit of additional personal exemption.
Please ensure the 1040 Federal tax return is signed by both taxpayer and spouse on 1040 Page 2, It’s important to ensure there is a wet signature as electronic e-signature on a 1040 tax return is not acceptable when ITIN application is in process.
If you filing for the first year you can also include the 6013(g) election statement to the 1040 tax return.
Once the tax return is ready you may contact us and our team can assist with the completion of the ITIN application, passport certification, ITIN application documents checks, and mailing of tax return along with the ITIN application to the IRS office.
For more information on the FAQ on ITIN for the spouse of the US Citizen please for our earlier blog click here
Most common FAQ Blog
NOTE: For the first year of the US Citizen application ITIN application process, you cannot e-file via turbo tax or any other US tax software. So you need to send the 1040 Federal tax return with the ITIN application via tracked post only to the ITIN operation department, wherein the ITIN (Tax ID) is to be allocated to your foreign national spouse and also the 1040 tax return to be processed.
We are one of the IRS-approved certified acceptance agents and we can certainly assist with all types of ITIN applications with a 100% success rate.
Please visit our website for FAQ related to ITIN and US Tax Assistance.
Our team specializes in international expatriate U.S. personal tax return services. If you need assistance with ITIN Renewal/US 1040 filing for refund claim/FATCA Compliance work/FBAR FINCEN114 Filing, ITIN/ Form W7 Application/E.I.N./Form W8BENE or Certified Acceptance Agents [C.A.A.] services/1040NR U.S. tax filing for refund claim of excess 1042S / 8288A/ 8805/ W2/ 1099. We are happy to assist our clients in a timely, efficient, and cost-effective way.
