Gsouls
Level 3

Hi,

A taxpayer got married in 2019 to a non-resident alien. Taxpayer wants to use MFJ status. She is in the process of applying for ITIN for the spouse. The challenge now is, due to COVID-19, getting supporting documents from the non-resident alien spouse for the ITIN application has delayed and July 15 filing deadline is getting close.

Taxpayer wants to file for extension, while waiting for the ITIN application documents. How should the taxpayer file for the extension?

a. File for the extension using the taxpayer information alone. In this case, non-resident alien spouse name will not appear on the form 4868

b. File for the extension with the non-resident alien spouse name included on form 4868 , but no SSN nor ITIN.

Thank you for your input.

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