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Level 3
May 29, 2020

MJS efile when spouse doesn't have SS#

  • May 29, 2020
  • 2 replies
  • 15 views

Can I efile a return when spouse on MFS return doesn't have a SS#. Spouse is a not a resident/citizen. 

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    2 replies

    Just-Lisa-Now-
    Intuit Community Champion
    May 29, 2020

    You can prepare the return as MFJ to go along with the W7 when they request the ITIN. 

    You wont be able to Efile without a SSN or ITIN.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    itonewbie
    Level 15
    May 29, 2020

    You can e-file an MFS return without the NRA spouse's ITIN.  However, some tax software may have limitations that would not permit e-filing of these returns.  Lacerte and PTO will allow e-filing of these returns provided you have checked the box that it is an MFS return and the spouse is an NRA without an ITIN.

    ---------------------------------------------------------------------------------Still an AllStar
    Just-Lisa-Now-
    Intuit Community Champion
    May 29, 2020
    Interesting, ProSeries does not appear to have this ability.
    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    itonewbie
    Level 15
    May 29, 2020

    @Just-Lisa-Now-Have seen other PS users complaining about that.  Not a problem with Lacerte/PTO with the right box checked.

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