Hi,
I came to US on March 6th 2006 on a H-1 visa. On Sep 1st 2006 my wife joined from on a H-4B dependent visa.

I am staying and working in New Jersey state since the day I came to US in 2006.

I have never been to US in the year 2004 and 2005.

On Oct 2006 my visa L-1 petition got approved and on Dec 2006 my wife's L-2 visa got approved, while we are here.

Since my wife is on a dependent visa, she doesn't have either SSN or an ITIN.

In my W-4 form, that I submitted to my employer, I have federal exemption of 3 and my marital status is 'married'.

I would like to know,
For Federal tax filing:
1) As I meet SBT criteria I am considered as resident alien and my wife a non-resident, can I go for joint filing option?
2) If so, which federal tax filing form do I have to use?
3) Since I have to apply for ITIN for my wife, I cannot go for e-filing. So, for paper filing of tax returns what all documents do I have to use?
4) For obtaining ITIN along with filled up W-7 form, what all supporting documents are needed?

For State filing:
1) Which form do I have to use for NJ state tax filing?
2) Just like federal filing, do I have to opt for paper filing of tax return? If so, where do I send the tax filing form to? What documents are needed?

Can somebody please answer these questions?
Your answers will be greatly appreciated.

Thanks,
Ashsri

1) Yes.

2) File Form 1040, 1040A or 1040EZ jointly with your wife.

3 & 4) Form W-7 with a notarized photocopy of her passport, attached to the tax return, is all you need.

State:

1) NJ-1040.

2) You need to wait untilthe IRS sends you the ITIN. Then (and only then) can you file your New Jersey return.

If you need my professional help, contact me at [email protected].

Thank you very much for your answers. Yes it is indeed helpful.

Thanks,
Ashsri

Glad to help!