Hi,
I have come to US on H1B in Oct 2005. This is the first time I will be filing my taxes. I have a SSN no. I am a software engineer working in CT, USA.

My spouse is on H4 and joined me in Dec 2005. We don't have any children.

From what I have understood after reading other related links in this forum, that my spouse has to fill W7 form and that has to be sent to PA IRS office along with my federal tax returns. IRS office will give ITIN to my spouse which I will use on my state return form? Is that so ? My federal taxes will get filled when I apply for my spouse's ITIN number ? No ITIN number of my spouse is required for filing my federal returns ?

2) I want to know what form do I need to download to file my federal tax returns and from where can I get the form ?

3) IRS office will take abt 4-6 weeks to give me ITIN no after they receive W& form with federal returns. I will use that ITIN number to fill my state returns ? What form will I need for filing state returns. From where can I donwload the form to file state returns? I have been staying and working in CT since Oct 2005.
Will I be able to file my state taxes online or will I have to send the filled form in a mail to IRS office after getting the ITIN number ?

4) My tax filing status will be what ? Married and Filing jointly ?


Thanks

AtlantaTaxExpert

Select item E.

wadherag

Hi,

I also need to send a W-7 along with my federal return, which I have not sent as of yet.

How do I convey this to the state tax authrorities i.e. my wife will not have an ITIN in the next week within which I need to file my return.

Please Advise.

AtlantaTaxExpert

File an extension with the state tax authorities and wait until the IRS issues you the ITIN. Once you get your wife's ITIN back from the IRS, then (and only then) file the state tax return.

wadherag

Hi,

I forgot to mention that I was on F1 till June and am therefore considered a non-resident alien for 2005.

Can I still file under "Married filing jointly"?

This was the main reason why I was applying for an ITIN for my wife so that I can file jointly with her.

Otherwise, what other options do I have?

Please Advise.

wadherag

Sorry, I was on F1 till Dec (including Optional Practical Training)

prapro

Hi,

I am holding H1B visa living in us since jan 2005 and I am filing tax returns jointly with wife and showing my kid as dependent. Now I am applying TIN number for my wife and kid both having H4 visa. Can you please advice me , what are all the options need to take in these reasons listed in W7 form for my wife and kid ?

a.Nonresident alien required to obtain ITIN to claim tax treaty benefit
b.Nonresident alien filing a U.S. tax return
c.U.S. resident alien (based on days present in the United States) filing a U.S. tax return
d.Dependent of U.S. citizen/resident alien
e.Spouse of U.S. citizen/resident alien
f.Nonresident alien student, professor, or researcher filing a U.S. tax return
g.Dependent/spouse of a nonresident alien holding a U.S. visa
h.Others


Thanks,
Durga

AtlantaTaxExpert

Durga:

Answer on other post: Item E for wife, Item D for child.

anks_007

Hi,

I am on H1 and my wife is on H4. I am filing the W7 form to get an ITIN for her.
I ahve one question on the form.
My wife came to the US in Oct 2005. We went to India in Feb 06 and she came back to the US in Feb 06. So the altest I94 shows a Feb entry date.

In the W7 form section 6d - What entry date should i put. Feb06 or Oct 05.

Thanks,
AS

AtlantaTaxExpert

Since the W-7 applies for Tax Year 2005, put Oct 05

anisirohi

I came here on H1B on June 2007, and my wife and son came here on H4 on Dec 17, 2007. Can I claim my son as dependent for 2007?