Hello !
Based on your information, both of you are considered as dual status aliens. You are considered as a nonresident in January and a resident from February to December, 2017.
Without your spouse's ITIN, you cannot e-file your tax return with TurboTax. However, you can still use TurboTax program to
prepare your tax forms and submit them by mail. Please follow these steps:
-In the program, as you enter the information, leave the
SSN space blank
-After entering all your information, print out returns and
required forms ( write APPLIED in the SSN space)
-As TurboTax does not support the Form W-7, fill out the
forms by following
https://www.irs.gov/Individuals/General-ITIN-Information and attach to other required
documentation
-Submit everything including your tax forms to IRS Austin
location in Texas. ( Form W-7 instructions)
-Per IRS, if you were a U.S. resident on the last day of the tax year, file Form 1040. Enter “Dual-Status Return” across the top and attach a statement showing your income for the part of the year you were a nonresident. You can use Form
1040NR as the statement; enter “Dual-Status Statement” across the top. Do not sign Form 1040-NR.
You do not need to file an extension as long as you can mail out all your all tax forms and required documents by April 18, 2017. You are basically filing your joint return and applying for his ITIN at the same time.
I hope you will find the information helpful !
[Edited 4/8/2017]
