Taxes

[Peter&Jaime 1]

I filed married jointly last year and it was a complete nightmare!!!!!!!!! We used his Peruvian name (father's last name and mother's lastname) and his ITIN to file last year. Anyway, now I am having problems efiling my 2009 taxes, I think because my husband's name changed when he came into the USA (they dropped his mother's last name on his green card) and he received a SSN. So I am wondering if anyone else is in the situation and if I will have to amend last year's taxes to reflect his current last name and new ssn number. I am using turbo tax if that helps.

[payxibka 10,047]

I filed married jointly last year and it was a complete nightmare!!!!!!!!! We used his Peruvian name (father's last name and mother's lastname) and his ITIN to file last year. Anyway, now I am having problems efiling my 2009 taxes, I think because my husband's name changed when he came into the USA (they dropped his mother's last name on his green card) and he received a SSN. So I am wondering if anyone else is in the situation and if I will have to amend last year's taxes to reflect his current last name and new ssn number. I am using turbo tax if that helps.

no amending needed... just file using SSN going forward

[Darnell 8,479]

ya - first time filers have nightmarish issues when efiling.

He is a first time filer, because:

1. first time use of SSN

2. ITIN name not match SSN name

Suggest you paperfile, instead, but have the monies direct-deposited.

Don't worry to 'fix' the names problem for now - is huge nightmare and red tape, might take several months.

So - file paper return THIS year, using 'SSN name' - and

NEXT YEAR, should be no problems.

Good Luck !

[Peter&Jaime 1]

ya - first time filers have nightmarish issues when efiling.

He is a first time filer, because:

1. first time use of SSN

2. ITIN name not match SSN name

Suggest you paperfile, instead, but have the monies direct-deposited.

Don't worry to 'fix' the names problem for now - is huge nightmare and red tape, might take several months.

So - file paper return THIS year, using 'SSN name' - and

NEXT YEAR, should be no problems.

Good Luck !

Ok, glad to know that I am not the only one having this problem.

[jm&mcs 2]

Jaime,

I had the same problem last year trying to e-file for the first time.

I used the Tax Cut software. Called H&R Block who couldn't solve the problem.

A call to the IRS found the solution. They said he had no income last year with his SSN.

Somewhere in the e-file part, it should ask about last year's AGI (adjusted Gross Income) and how you filed last year.

I ended up with this:

I indicated that we did not file together last year. I don't remember if it said single or what, but use separate.

Then I was able to put in an AGI for me and one for Manuel.

I put the total AGI from last year as my AGI.

I put zero (0) for Manuel.

The IRS accepted the return with no problems.

After another conversation with IRS at an office, they really don't connect the ITIN with the SSN.

Hope this helps.

Joanne

[Peter&Jaime 1]

Jaime,

I had the same problem last year trying to e-file for the first time.

I used the Tax Cut software. Called H&R Block who couldn't solve the problem.

A call to the IRS found the solution. They said he had no income last year with his SSN.

Somewhere in the e-file part, it should ask about last year's AGI (adjusted Gross Income) and how you filed last year.

I ended up with this:

I indicated that we did not file together last year. I don't remember if it said single or what, but use separate.

Then I was able to put in an AGI for me and one for Manuel.

I put the total AGI from last year as my AGI.

I put zero (0) for Manuel.

The IRS accepted the return with no problems.

After another conversation with IRS at an office, they really don't connect the ITIN with the SSN.

Hope this helps.

Joanne

Joanne,

I did the same exact thing and my taxes were excepted for Efile. Hope all is well for you and Manuel!!

Thanks!!

Jaime