How to File a Tax Extension If Your Spouse Doesn’t Have an SSN or ITIN

Short answer: file the extension using only the spouse who already has an SSN or ITIN. You can e-file Form 4868 for the person who has a valid number now, and then file a joint return later once the other spouse's number comes through. You do not need to wait for the missing SSN or ITIN to get your extension filed on time.

Why this works. Your filing status on the extension does not lock in your filing status on the return. So you can file the extension under the spouse who has a number (for example, as "Single" or "Married Filing Separately"), and still file your actual return as "Married Filing Jointly" once both numbers are issued. The extension's job is simply to give you more time to file the return — it doesn't commit you to anything.

How to file the extension now

1. Choose the spouse who already has a valid SSN or ITIN and enter their information on the extension.
2. E-file Form 4868 for that person before the filing deadline.
3. Keep your IRS confirmation — that's your proof the extension was accepted.

Getting an ITIN for the other spouse. If your spouse needs an ITIN, apply using IRS Form W-7, and can besubmitted with your tax return. The IRS says to allow about 7 weeks for processing (9–11 weeks during tax season, January 15–April 30). Filing your extension now gives you the extra time to complete this before your return is due. 

You can read more on the IRS ITIN page.

Still not sure how to handle your situation? Chat with Support and we'll help you sort it out.