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Married Filing Separately with Non resident spouse no TIN

swongtax
Level 4

Can someone confirm if the instructions below is correct to use "NRA" if the non - resident alien spouse does not have TIN and lives overseas?

When your spouse is a non-resident residing overseas and does not have an SSN or ITIN,  and you want to file your tax return using Married Filing Separately status......

 

-In the program, as you enter the information, leave the SSN space blank

-After you complete entering all the required information, print out returns and required forms.  Enter “NRA” in the space    for Spouse's identifying number. ( NRA stands for Nonresident Alien) Do not leave the space blank. 

 

-Submit all the forms and required documents to IRS based on the instructions on your print-out.

 

Sui

Labels (1)
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14 Replies 14
itonewbie
Level 15

PS does not support e-filing with NRA as SSN.  Your only option is to paper-file the return.

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GFS
Level 1

Is there an Efile option or workaround available when spouse is non-resident and has no ITIN?  Please help

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sjrcpa
Level 15

Maybe with other software.


ex-AllStar
itonewbie
Level 15

PTO offers PPR and can efile MFS without any TIN from NRA spouse.

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GFS
Level 1

I'm sorry, Which company is PTO?

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itonewbie
Level 15

No worries, PTO is ProConnect Tax Online from Intuit.  It's a cloud-based tax product from Intuit and runs on the Lacerte engine (except it lacks various features from Lacerte and feels clunkier).

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Still an AllStar
JU
Level 1

Does ProSeries Professional offer the same feature as PTO and Lacerte to efile MFS with a foreign spouse without a SSN/ITIN? Or does it have the same limitation as ProSeries Basic? Is there any plan to fix that in future versions?

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itonewbie
Level 15

My understanding is that Basic and Professional have the same limitation in this regard.

As to whether they will fix that in the future?  The safe answer is they might.  I learned never to say never.  But seriously, we are just fellow users like you, so we don't have any insight as to what Intuit may or may not do.

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brianalanlang
Level 2

It it sad that you feel obligated to answer when you don't know the answer, you must have better things to do then give incorrect information....

As in ProSeries/Lacerte, you can efile a MFS return with a NRA spouse.

  1. Under General > Misc. Info./Direct Deposit, click on the Miscellaneous tab
  2. Scroll down to the line for Spouse is a nonresident and does not have an SSN/ITIN (MFS Only) and check the box.
itonewbie
Level 15

@brianalanlang What you described is from Lacerte/PTO, which is consistent with the responses above.  Not so sure about ProSeries...

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Still an AllStar
brianalanlang
Level 2

In ProSeries, leave the SSN blank for the NRA.   When efiling, disable "enable conversion error checking"

MGM59
Level 1

Please explain how to disable the "enable conversion error checking"

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itonewbie
Level 15

@MGM59 wrote:

Please explain how to disable the "enable conversion error checking"


@MGM59This thread is not about conversion.  Please start a new thread of your own and provide some context as well as more details about your question so that someone may stop by to help.

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Still an AllStar
Puravidacpa
Level 2

Brian -- thank you so much for that helpful information. I was not even aware of that checkbox. By leaving the ssn field blank in the Client info for the NRA spouse, Lacerte automatically enters NRA with the check box clicked. Thanks again!