K3 FAMILY - HANGOUT, week of March 16

[Serendipity_ 0]

From the list above the following two reasons would apply:

An alien spouse claimed as an exemption on a U.S. tax return who is not eligible to obtain an SSN.

- A nonresident alien individual not eligible for an SSN who elects to file a joint U.S. tax return with a spouse who is a U.S. citizen or resident alien.

Do I need my wife to send anything other documentation in terms of foreign income?

You need certified copies of the passport...that's all I remember, I will chevk with my husband and get back to you.

[queuedup 1]

Thanks JAVC - That would be of great help. I am filling out the W-7 for my wife now, and a power of attorney form, so that she can sign and drop in the mail for me ASAP. I will wait for your answer before she puts anything in the mail today

Q, why do u need power of attorney? Do I need one too? Do the forms ever end?

JAVC, i'm looking forward to your reply too. Do you think I'll need an extension at this point or can I get it all done in time? I usually always wait until the last minute, since I always owe. Maybe this year I won't!

NVC said something to me about an extension too, though not sure what that means. I have been owing for the past 2 yrs. So not funny! I usually like to wait till last minute, but I agree it's probably not such a great idea this year!!

Doesn't the spouse need to sign the tax return when filing MFJ? So the only way to do that is to send your SO the tax return to sign or get a power of attorney.

I didn't think it was ever going to end either

[Serendipity_ 0]

I ended up going to the park and walking a few laps. I really should have run but hey.... I'm not pushing it. I'm so stressed out. I will fedex that letter tomorrow at work. I have my own fedex account. Its all good.

Really, what is one more dreaded day anyway?????

I am hoping the calander will bring us luck....I had to add it on

[queuedup 1]

From the list above the following two reasons would apply:

An alien spouse claimed as an exemption on a U.S. tax return who is not eligible to obtain an SSN.

- A nonresident alien individual not eligible for an SSN who elects to file a joint U.S. tax return with a spouse who is a U.S. citizen or resident alien.

Do I need my wife to send anything other documentation in terms of foreign income?

You need certified copies of the passport...that's all I remember, I will chevk with my husband and get back to you.

That's the one thing that I already have!! I am sending my wife the W-7 form tonight, the only issue I have is which address do you put for applicant's mailing address, her address in India, or my address here? Because the next question is the foreign address. Also it asks for date of entry into the U.S. do you just leave that blank?

GS - I also sent you a PM, can you take a look?

[LoveMyTico 999]

I ended up going to the park and walking a few laps. I really should have run but hey.... I'm not pushing it. I'm so stressed out. I will fedex that letter tomorrow at work. I have my own fedex account. Its all good.

Really, what is one more dreaded day anyway?????

I am hoping the calander will bring us luck....I had to add it on

Yep, I put it back too. I need all the luck I can get these days. It worked last time.

I had my husband sign the W-7 when I was in CR and I had a copy of his passport certified. I wasn't sure how I was going to file. But I didn't need it afterall. The certified copy of the passport cost me $20. Freakin swindlers...

Edited March 18, 2009 by esposadetucho

[queuedup 1]

I ended up going to the park and walking a few laps. I really should have run but hey.... I'm not pushing it. I'm so stressed out. I will fedex that letter tomorrow at work. I have my own fedex account. Its all good.

Really, what is one more dreaded day anyway?????

I am hoping the calander will bring us luck....I had to add it on

Yep, I put it back too. I need all the luck I can get these days. It worked last time.

I had my husband sign the W-7 when I was in CR and I had a copy of his passport certified. I wasn't sure how I was going to file. But I didn't need it afterall. The certified copy of the passport cost me $20. Freakin swindlers...

Jen, how did you file? Single?

[JAVC 0]

Que,

This was the package that I sent...

- Form W-7 signed by my wife

- US Notarized copy of her passport (you can do this at any US consulate)

- W-2

- Form 1040

[Y's_habibitk 2]

stopping in to say goodnight guys

[JAVC 0]

Queue..You definitely need to find a new knowledgeable accountant...

I agree!!

Just read this... I took it from the W-7 form instruction...

Who Must Apply

Any individual who is not eligible to obtain an SSN but who must furnish a taxpayer identification number must apply for an ITIN on Form W-7. Examples include the following.

- A nonresident alien individual eligible to obtain the benefit of reduced withholding under an income tax treaty. See Pub. 515,

- A nonresident alien individual not eligible for an SSN who is required to file a U.S. tax return or who is filing a U.S. tax return only to claim a refund. Withholding of Tax on Nonresident Aliens and Foreign Entities.

- A nonresident alien individual not eligible for an SSN who elects to file a joint U.S. tax return with a spouse who is a U.S. citizen or resident alien.

- A U.S. resident alien (based on the substantial presence test) who files a U.S. tax return but who is not eligible for an SSN. For information about the substantial presence test, see Pub. 519, U.S. Tax Guide for Aliens.

- An alien spouse claimed as an exemption on a U.S. tax return who is not eligible to obtain an SSN.

- An alien individual eligible to be claimed as a dependent on a U.S. tax return but who is not eligible to obtain an SSN. To determine if an alien individual is eligible to be claimed as a dependent on a U.S. tax return, see Pub. 501, Exemptions, Standard Deduction, and Filing Information, and Pub. 519.

- A nonresident alien student, professor, or researcher who is required to file a U.S. tax return but who is not eligible for an SSN, or who is claiming an exception to the tax return filing requirement.

- A dependent/spouse of a nonresident alien holding a U.S visa who is not eligible for an SSN.

ITIN Not Needed for Forms 4868, 1040-ES, or 1040-ES(NR). If you are filing an application for an extension of time to file using Form 4868, or making an estimated tax payment using Form 1040-ES or Form 1040-ES(NR), do not file Form W-7 with those forms. Enter “ITIN TO BE REQUESTED” wherever your SSN or ITIN is requested. An ITIN will be issued only after you file a tax return and meet all other requirements.

From the list above the following two reasons would apply:

An alien spouse claimed as an exemption on a U.S. tax return who is not eligible to obtain an SSN.

- A nonresident alien individual not eligible for an SSN who elects to file a joint U.S. tax return with a spouse who is a U.S. citizen or resident alien.

Do I need my wife to send anything other documentation in terms of foreign income?

I'm going home now but a soon as I get there I will revise what exactly I sent so you know what to send. I will be here in an hour. See you later....

Thanks JAVC - That would be of great help. I am filling out the W-7 for my wife now, and a power of attorney form, so that she can sign and drop in the mail for me ASAP. I will wait for your answer before she puts anything in the mail today

I don't know why you would need a power of attorney form. Can you explain why??

[Serendipity_ 0]

The Luck of the Irish didn't quite work for us today. Oh well! coming up to Lucky Thursday...

Seeya all tomorrow...

Edited March 18, 2009 by Serendipity_

[queuedup 1]

Queue..You definitely need to find a new knowledgeable accountant...

I agree!!

Just read this... I took it from the W-7 form instruction...

Who Must Apply

Any individual who is not eligible to obtain an SSN but who must furnish a taxpayer identification number must apply for an ITIN on Form W-7. Examples include the following.

- A nonresident alien individual eligible to obtain the benefit of reduced withholding under an income tax treaty. See Pub. 515,

- A nonresident alien individual not eligible for an SSN who is required to file a U.S. tax return or who is filing a U.S. tax return only to claim a refund. Withholding of Tax on Nonresident Aliens and Foreign Entities.

- A nonresident alien individual not eligible for an SSN who elects to file a joint U.S. tax return with a spouse who is a U.S. citizen or resident alien.

- A U.S. resident alien (based on the substantial presence test) who files a U.S. tax return but who is not eligible for an SSN. For information about the substantial presence test, see Pub. 519, U.S. Tax Guide for Aliens.

- An alien spouse claimed as an exemption on a U.S. tax return who is not eligible to obtain an SSN.

- An alien individual eligible to be claimed as a dependent on a U.S. tax return but who is not eligible to obtain an SSN. To determine if an alien individual is eligible to be claimed as a dependent on a U.S. tax return, see Pub. 501, Exemptions, Standard Deduction, and Filing Information, and Pub. 519.

- A nonresident alien student, professor, or researcher who is required to file a U.S. tax return but who is not eligible for an SSN, or who is claiming an exception to the tax return filing requirement.

- A dependent/spouse of a nonresident alien holding a U.S visa who is not eligible for an SSN.

ITIN Not Needed for Forms 4868, 1040-ES, or 1040-ES(NR). If you are filing an application for an extension of time to file using Form 4868, or making an estimated tax payment using Form 1040-ES or Form 1040-ES(NR), do not file Form W-7 with those forms. Enter “ITIN TO BE REQUESTED” wherever your SSN or ITIN is requested. An ITIN will be issued only after you file a tax return and meet all other requirements.

From the list above the following two reasons would apply:

An alien spouse claimed as an exemption on a U.S. tax return who is not eligible to obtain an SSN.

- A nonresident alien individual not eligible for an SSN who elects to file a joint U.S. tax return with a spouse who is a U.S. citizen or resident alien.

Do I need my wife to send anything other documentation in terms of foreign income?

I'm going home now but a soon as I get there I will revise what exactly I sent so you know what to send. I will be here in an hour. See you later....

Thanks JAVC - That would be of great help. I am filling out the W-7 for my wife now, and a power of attorney form, so that she can sign and drop in the mail for me ASAP. I will wait for your answer before she puts anything in the mail today

I don't know why you would need a power of attorney form. Can you explain why??

Thanks Javc

I was just thinking that it might be necessary since you are filing jointly don't you need both people to sign??

On the W-7 for the applicants address do I list my wife's address in India, or my address here?

Edited March 18, 2009 by queuedup

[JAVC 0]

JAVC, i'm looking forward to your reply too. Do you think I'll need an extension at this point or can I get it all done in time? I usually always wait until the last minute, since I always owe. Maybe this year I won't!

If you have all your W-2's you will be fine. The only thing is the notarized copy of the passport that it must be notarized by an US notary, I don't know how difficul will be for your hubby to take the passport to a US consulate or embassy to do it but if he/she can do it quickly you won't need to worry for extension.

I was reading the W-7 form to see what they say about a non-US notary and they say that the copy must have attached an "apostille" which will be the certification where the non-US notary certified that the document is a true copy of the original but also, they say that this can only be used in countries that have joined the Hague Convention. Since I'm not familiar with this Hague convetion don't know what to say here. My recommendation is, if you can't get an US notarized copy of your hubby's passport at hubby's country just ask hubby to send you the original passport together with the signed W-7 and take the passport to your nearest UPS and ask them to make a notarized copy it will only cost you 5 dolars to do the notarized copy.

[queuedup 1]

Thanks Javc

I was just thinking that it might be necessary since you are filing jointly don't you need both people to sign??

On the W-7 for the applicants address do I list my wife's address in India, or my address here?

[GS4EVER 0]

The Luck of the Irish didn't quite work for us today. Oh well! coming up to Lucky Thursday...

Seeya all tomorrow...

OMGGGGGGGG I was just getting ready to go to bed and said to myself check ur email one more time or call NVC maybe something new transpired!! AND WHAT DO I GET IN MY INBOX??? THE COMBO BILL FOR AOS AND IV BILL!! DO U KNOW WT THIS MEANS???? AS SOON AS IT'S PAID WE CAN SEND ALL OF OUR DOCSSSSSS!! OMG LUCK OF THE IRISH WORKED FOR ME @ 11:00 P.M.!! SEREN, CALL NVC ASAP!! OR CHECK UR EMAIL!!

CALLING HUBBY NOW THOUGH HE IS SLEEPING TOO EXCITED TO GO BACK TO BED OR SLEEPPPPPPP!! GOD I AM HOPING WE CAN COMPLETE OUR CASE BY END OF MONTH AND GET A MAY INTERVIEW!!!

Edited March 18, 2009 by GS4EVER

[JAVC 0]

Thanks Javc

I was just thinking that it might be necessary since you are filing jointly don't you need both people to sign??

On the W-7 for the applicants address do I list my wife's address in India, or my address here?

Yes, that is correct. Both people need to sign the 1040 form. You can ask hubby just to sign a blank copy of W-7 and 1040 form and send them to you. In the mean time you can prepare the taxes thinking that you already have the two signed form and the notarized copy of the passport then when you received the original you will only need to fillout those we the information that you already have.

About the addres, in your case will be the address in India.

The Luck of the Irish didn't quite work for us today. Oh well! coming up to Lucky Thursday...

Seeya all tomorrow...

OMGGGGGGGG I was just getting ready to go to bed and said to myself check ur email one more time or call NVC maybe something new transpired!! AND WHAT DO I GET IN MY INBOX??? THE COMBO BILL FOR AOS AND IV BILL!! DO U KNOW WT THIS MEANS???? AS SOON AS IT'S PAID WE CAN SEND ALL OF OUR DOCSSSSSS!! OMG LUCK OF THE IRISH WORKED FOR ME @ 11:00 P.M.!! SEREN, CALL NVC ASAP!! OR CHECK UR EMAIL!!

CALLING HUBBY NOW THOUGH HE IS SLEEPING TOO EXCITED TO GO BACK TO BED OR SLEEPPPPPPP!! GOD I AM HOPING WE CAN COMPLETE OUR CASE BY END OF MONTH AND GET A MAY INTERVIEW!!!

Great!!! I told you GS4EVER. It took them exactly the same time as me.

Congratulation with your new step!!!!

Edited March 18, 2009 by JAVC