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jigshafel

visa petition and filing taxes

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1) got married overseas in 2006 to a non-resident alien

2) wife is still overseas, I'm in the US

I'm having trouble deciding whether to file my 2006 income tax return as married or single. i talked to an IRS rep. and based on what he said, it looks like it's quite difficult to request for a tax id number for my wife as it involves numerous forms of ids whose copies need to be notarized at the US embassy.

My question is this: If i file as a single for my tax return, would it affect my petition during any point when the US gov't asks for my tax returns and sees that I filed as single instead of married?

Any advice would be helpful.

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Filed: AOS (apr) Country: Philippines
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1) got married overseas in 2006 to a non-resident alien

2) wife is still overseas, I'm in the US

I'm having trouble deciding whether to file my 2006 income tax return as married or single. i talked to an IRS rep. and based on what he said, it looks like it's quite difficult to request for a tax id number for my wife as it involves numerous forms of ids whose copies need to be notarized at the US embassy.

My question is this: If i file as a single for my tax return, would it affect my petition during any point when the US gov't asks for my tax returns and sees that I filed as single instead of married?

Any advice would be helpful.

You are married... how do you expect to file single? You would file married filing separate or head of household (if you have another qualifying person in the house).

YMMV

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Filed: Other Country: Israel
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I was married 2/2005 in Morocco, then left him there. 2/2006, I walked into an IRS office with a copy of my husband's passport and the form requesting an ITN so I could file married, filing jointly. The agent never even looked at the passport copy, and filed for the ITN for me. I got the number during a second visit to the IRS office, then filed 2005 taxes, married, filing jointly. Was not a big deal for us. I'll bet lots could do the same.

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1) got married overseas in 2006 to a non-resident alien

2) wife is still overseas, I'm in the US

I'm having trouble deciding whether to file my 2006 income tax return as married or single. i talked to an IRS rep. and based on what he said, it looks like it's quite difficult to request for a tax id number for my wife as it involves numerous forms of ids whose copies need to be notarized at the US embassy.

My question is this: If i file as a single for my tax return, would it affect my petition during any point when the US gov't asks for my tax returns and sees that I filed as single instead of married?

Any advice would be helpful.

You are married... how do you expect to file single? You would file married filing separate or head of household (if you have another qualifying person in the house).

IRS rep said i can file as single for tax purposes. head of household is not an option. married filing separately also requires that i provide SSN/ITIN of my wife

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Filed: AOS (apr) Country: Philippines
Timeline
1) got married overseas in 2006 to a non-resident alien

2) wife is still overseas, I'm in the US

I'm having trouble deciding whether to file my 2006 income tax return as married or single. i talked to an IRS rep. and based on what he said, it looks like it's quite difficult to request for a tax id number for my wife as it involves numerous forms of ids whose copies need to be notarized at the US embassy.

My question is this: If i file as a single for my tax return, would it affect my petition during any point when the US gov't asks for my tax returns and sees that I filed as single instead of married?

Any advice would be helpful.

You are married... how do you expect to file single? You would file married filing separate or head of household (if you have another qualifying person in the house).

IRS rep said i can file as single for tax purposes. head of household is not an option. married filing separately also requires that i provide SSN/ITIN of my wife

Trust me when I say you spoke to the IRS mis-information line.....

YMMV

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Filed: K-1 Visa Country: Mexico
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You cannot file as single when you are married. You can file as married filing separately.

Gettingn ITN for her would not be difficult and does not require notarizing at the embassy. Follow the instructions on the IRS site:

http://www.irs.gov/individuals/article/0,,...7,00.html#apply

How do I apply for an ITIN?

Use the January 2007 revision of Form W-7, Application for IRS Individual Taxpayer Identification Number to apply. Attach a valid federal income tax return unless you qualify for an exception, and include your original or certified proof of identity documents

Edited by kitkat1
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Filed: IR-1/CR-1 Visa Country: Egypt
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Do you only need an ITIN number if you file married, joint......or do you also need one if you file married, separately?

You cannot file as single when you are married. You can file as married filing separately.

Gettingn ITN for her would not be difficult and does not require notarizing at the embassy. Follow the instructions on the IRS site:

http://www.irs.gov/individuals/article/0,,...7,00.html#apply

How do I apply for an ITIN?

Use the January 2007 revision of Form W-7, Application for IRS Individual Taxpayer Identification Number to apply. Attach a valid federal income tax return unless you qualify for an exception, and include your original or certified proof of identity documents

I-130

8/07/06 mailed I-130 to VSC

8/17/06 NOA1

12/14/06 NOA2

1/24/07 sent I-824 to have I-130 forwarded to NVC

6/15/07 NVC case # assigned.............It's about time!!

9/16/07 case complete after 2 RFE's for DS230

10/9/07 Interview

10/16/07 VISA!!

I-129F

9/10/06 mailed I-129F

9/19/06 NOA1

12/15/06 NOA2

1/09/07 Packet 3 received from Cairo Embassy

2/12/07 Packet 3 returned to Cairo Embassy

5/6/07 Interview..........It's about time!!

ضَاقتْ فلّما استَحْكمَتْ حَلقا تها فُرِجَتْ..................وَ كِدْتُ أظنها لا تفرجُ

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Filed: AOS (apr) Country: Philippines
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Do you only need an ITIN number if you file married, joint......or do you also need one if you file married, separately?

From the instructions for form 1040:

If your spouse is a nonresident alien and you file a joint or separate return, your spouse must have either an SSN or an ITIN

YMMV

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Filed: IR-1/CR-1 Visa Country: Egypt
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thank you very much for your reply.

Do you only need an ITIN number if you file married, joint......or do you also need one if you file married, separately?

From the instructions for form 1040:

If your spouse is a nonresident alien and you file a joint or separate return, your spouse must have either an SSN or an ITIN

I-130

8/07/06 mailed I-130 to VSC

8/17/06 NOA1

12/14/06 NOA2

1/24/07 sent I-824 to have I-130 forwarded to NVC

6/15/07 NVC case # assigned.............It's about time!!

9/16/07 case complete after 2 RFE's for DS230

10/9/07 Interview

10/16/07 VISA!!

I-129F

9/10/06 mailed I-129F

9/19/06 NOA1

12/15/06 NOA2

1/09/07 Packet 3 received from Cairo Embassy

2/12/07 Packet 3 returned to Cairo Embassy

5/6/07 Interview..........It's about time!!

ضَاقتْ فلّما استَحْكمَتْ حَلقا تها فُرِجَتْ..................وَ كِدْتُ أظنها لا تفرجُ

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You cannot file as single when you are married. You can file as married filing separately.

Gettingn ITN for her would not be difficult and does not require notarizing at the embassy. Follow the instructions on the IRS site:

http://www.irs.gov/individuals/article/0,,...7,00.html#apply

How do I apply for an ITIN?

Use the January 2007 revision of Form W-7, Application for IRS Individual Taxpayer Identification Number to apply. Attach a valid federal income tax return unless you qualify for an exception, and include your original or certified proof of identity documents

I sent in the W-7 but without the IRS 1040 - it took 6 months to get a response (negative) an to get the "original documents" returned.

Here is the site where W-7's can be accepted overseas in person: http://www.irs.gov/individuals/article/0,,id=96304,00.html

Edited by beameup
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Filed: Other Country: Philippines
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Do you only need an ITIN number if you file married, joint......or do you also need one if you file married, separately?

From the instructions for form 1040:

If your spouse is a nonresident alien and you file a joint or separate return, your spouse must have either an SSN or an ITIN

When I read this instructions on the tax forms, and from the advice from Ray Bacon, I filed as single and then when my wife has her SSN/ITIN, I filed an amended return. It's as simple as that.
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Do you only need an ITIN number if you file married, joint......or do you also need one if you file married, separately?

From the instructions for form 1040:

If your spouse is a nonresident alien and you file a joint or separate return, your spouse must have either an SSN or an ITIN

When I read this instructions on the tax forms, and from the advice from Ray Bacon, I filed as single and then when my wife has her SSN/ITIN, I filed an amended return. It's as simple as that.

I want to file as married as additional documentation of a marriage when she goes for her visa interview.

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Filed: IR-1/CR-1 Visa Country: Egypt
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I am a US citizen, when I file form W-7 for my spouse who is still overseas, should I check box "b" (nonresident alien filing a US tax return) or "e" (spouse of US citizen). I think "e" would be the right option....correct?

I-130

8/07/06 mailed I-130 to VSC

8/17/06 NOA1

12/14/06 NOA2

1/24/07 sent I-824 to have I-130 forwarded to NVC

6/15/07 NVC case # assigned.............It's about time!!

9/16/07 case complete after 2 RFE's for DS230

10/9/07 Interview

10/16/07 VISA!!

I-129F

9/10/06 mailed I-129F

9/19/06 NOA1

12/15/06 NOA2

1/09/07 Packet 3 received from Cairo Embassy

2/12/07 Packet 3 returned to Cairo Embassy

5/6/07 Interview..........It's about time!!

ضَاقتْ فلّما استَحْكمَتْ حَلقا تها فُرِجَتْ..................وَ كِدْتُ أظنها لا تفرجُ

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Filed: IR-1/CR-1 Visa Country: Canada
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e makes sense to me, that's what I selected.

I am a US citizen, when I file form W-7 for my spouse who is still overseas, should I check box "b" (nonresident alien filing a US tax return) or "e" (spouse of US citizen). I think "e" would be the right option....correct?

Sandy

Michael's I-130:

NOA1: 5-10-2006----updated w/ citizenship: 9-25-06----had to call back 10/25, touch 10/26

12/06/06 - Approved!- - - 12/08/06 - Touch---01/25/07 - Touch

I130 at NVC

12/14/06 - case number assigned

12/25/06 - DS3032 & AOS Fee Bill Mailed (phone system updated 12/27)

12/27/06 - emailed choice of agent; 12/29/06 - received email from NVC confirming choice of agent!

01/01/07 - NVC generated IV Fee Bill (postmarked 1/17 though!)

01/03/07 - returned AoS Fee Bill via Priority Mail (James' shortcut)

01/15/07 - NVC generated AOS package

01/22/07 - received IV Fee Bill - overnighted back to NVC same day

01/27/07 - recieved I864 package; 01/29/07 - overnighted I864 to NVC

01/29/07 - DS230 generated (phone system not updated, email response 2/5/07)

02/05/07 - mailed DS-230 to NVC via express mail

02/20/07 - CASE COMPLETE!!

04/18/07 - INTERVIEW!!!! - APPROVED!!!!

Michael's K-3:

09/28/06 - NOA1

1/25/07 - approved ...NOA2 via snail mail - 1/29/07

03/16/07 - chose not to return packet 3 to Montreal

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Filed: AOS (apr) Country: Philippines
Timeline
When I read this instructions on the tax forms, and from the advice from Ray Bacon, I filed as single and then when my wife has her SSN/ITIN, I filed an amended return. It's as simple as that.

Excuse my ignorance but who is Ray Bacon?

YMMV

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