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-   -   IRS W-7 Form clarification (https://www.askmehelpdesk.com/showthread.php?t=71072)

  • Mar 11, 2007, 06:19 PM
    skm2007
    IRS W-7 Form clarification
    Hi,
    I am on H1 and will be filing the Fed Tax as "married filing jointly" with my wife. I would need to submit a W-7 for my wife (on H4) as she does not have SSN. Looking at the revised W-7 at the IRS site - I want to know what's the correct option for my wife - for applying for ITIN
    Option (c) - U.S. resident alien (based on days present in the United States) filing a U.S. tax return
    OR
    Option (e) Spouse of U.S. citizen/resident alien

    Per the instructions I see that she does not qualify for (e) - so only (c) is left. Wanted to confirm if I am on the correct track.
    We are in US from April 2006 - so think we qualify as resident aliens based on the days present in US.

    Thanks in advance.

    Regards,
    SM
  • Mar 12, 2007, 10:56 AM
    AtlantaTaxExpert
    Select Option E. Since you are filing jointly with your wife, YOU are choosing to be treated as a resident alien for all of 2006.
  • Mar 12, 2007, 09:03 PM
    skm2007
    Hello - Many Thanks for the response.

    But I am a bit confused with the definition of (e) as given below - not sure if my
    Wife qualifies for either of them as she would also be probably be treated as a
    Resident alien as she is in US from April 2006. Can she be treated as non-resident alien as
    Both points below refer to it and does not mention resident alien. Please suggest.

    e. Spouse of a U.S. citizen/resident alien. This category includes:

    1. A nonresident alien husband or wife who is not filing a U.S. tax
    Return (including a joint return) and who is not eligible to obtain an
    SSN but who, as a spouse, can be claimed as an exemption, and

    2. A nonresident alien electing to file a U.S. tax return jointly with a
    Spouse who is a U.S. citizen or resident.

    Thanks Again.

    Regards,

    SM
  • Mar 15, 2007, 11:01 AM
    AtlantaTaxExpert
    SM:

    By filing jointly, you BOTH are choosing to be treated as resident aliens.

    Hence, choose Option E.

    Trust me; it IS the correct choice.
  • Mar 21, 2007, 10:34 AM
    jaisam
    Hi,

    I Have applied for ITIN for my wife along with my Federal Tax Return through Mail. Since I could not file Electronically without SSN.

    How many days it would take to get the TAX Return.

    Will they process my Returns before they send me the ITIN(Because I have read it would take 4-5 Weeks to get an ITIN)

    Thanks & Regards
    Sam
  • Mar 23, 2007, 10:18 AM
    AtlantaTaxExpert
    Sam:

    In January, the IRS was getting the ITIn issued and mailed in about three weeks.

    However, volume is a LOT heavier now, so 4-5 weeks is about right.

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