Level 5

Married filing Joint with one not having social security

Forum|Forum|5 years ago
February 12, 2021
1 reply
14 views

I have a client that recently got married and wants to file Married filing Joint but the spouse does not have a SS number yet nor a ITIN. How should I file there taxes? I've never had this situation before.

This topic has been closed for replies.

itonewbie

Level 15

Recently married as in 2020?

If the spouse is a nonresident alien, your client can file MFS (or HoH, if qualified) without an ITIN for the spouse. Otherwise, it should be include on the return regardless of filing status; your client may then need to extend the return while waiting for the issuance of an SSN or ITIN, whichever one the spouse qualifies for.

---------------------------------------------------------------------------------Still an AllStar

itonewbie

Level 15

Especially if your client's spouse is an NRA (or dual-status resident alien) and they want to file a joint return, you should make sure and document that they both understand the downstream implications of these once-in-a-lifetime elections, having assessed the potential tax impacts beyond the immediate tax year.

---------------------------------------------------------------------------------Still an AllStar

T

Tiger5Author

Level 5

you should make sure and document that they both understand the downstream implications of these once-in-a-lifetime elections, having assessed the potential tax impacts beyond the immediate tax year.

Please explain future, not understanding?

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