Just filed Income tax return...we are married since November 2009.....PLEASE HELP ME ON WHAT THE IRS JUST HAVE TOLD MY HUSBAND!!!

[naypime 8]

My husband filed his Income tax return almost 2 weeks ago for the year 2009....his always on a short tour overseas thats why just filed his tax return...Our case is already at the NVC...My husband called the IRS to follow up and know the status of his tax return and a guy from there told him that his tax return might get rejected since he didnt put and i don't have the SSN....he told the guy from IRS that im here in the Philippines and processing my visa,and yet the guy told him that i have to get my SSN first...does anyone experienced this?my case is CR1 petition...Help me please fellas...should we call again and verify what the guy from IRS said......

[LotofPatience 65]

My husband filed his Income tax return almost 2 weeks ago for the year 2009....his always on a short tour overseas thats why just filed his tax return...Our case is already at the NVC...My husband called the IRS to follow up and know the status of his tax return and a guy from there told him that his tax return might get rejected since he didnt put and i don't have the SSN....he told the guy from IRS that im here in the Philippines and processing my visa,and yet the guy told him that i have to get my SSN first...does anyone experienced this?my case is CR1 petition...Help me please fellas...should we call again and verify what the guy from IRS said......

The beneficiary will not get SSN in your case.

You need to send the tax return to IRS Austin, Texas address with completed W-7 and documents. Completed W-7 will process your ITIN (Individual Tax Identification Number).

If you need to know more about the process, let us know.

Also, this process can take around 8 weeks since it is paper based processing.

Loto

[marriedtomrg 141]

You need an SSN before your spouse can add you onto his tax return.

If you wish to be included as his beneficiary, then you need to submit an application for an ITIN (just as Loto mentioned) along with his tax return, so he may qualify for a refund.

My husband filed his Income tax return almost 2 weeks ago for the year 2009....his always on a short tour overseas thats why just filed his tax return...Our case is already at the NVC...My husband called the IRS to follow up and know the status of his tax return and a guy from there told him that his tax return might get rejected since he didnt put and i don't have the SSN....he told the guy from IRS that im here in the Philippines and processing my visa,and yet the guy told him that i have to get my SSN first...does anyone experienced this?my case is CR1 petition...Help me please fellas...should we call again and verify what the guy from IRS said......

[George & Gina 29]

The beneficiary will not get SSN in your case.

You need to send the tax return to IRS Austin, Texas address with completed W-7 and documents. Completed W-7 will process your ITIN (Individual Tax Identification Number).

If you need to know more about the process, let us know.

Also, this process can take around 8 weeks since it is paper based processing.

Loto

+1 Yes, tax return should have been submitted with a form W7 for you. See here http://www.irs.gov/p...rs-pdf/p519.pdf for the IRS publication that covers your situation. You husband should consult with someone at the base legal office (it's free) in situations like this. Anyway, you want to pay special attention to pages 10 and 26, and once again the legal office is there to help out with anything he doesn't understand.

If the form is rejected just refile with the W7 and the "declaration of choice" letter and you should be fine. BTW, on the 1040, etc. just put "applied for" in the block where it asks for SSN/ITIN.

DISCLAIMER: I only know all of this through my own recent research on the subject that came about because I'll be filing for myself and my own foreign spouse very soon.

George

[LotofPatience 65]

George,

I have done it in 1999 and 2007

Loto

[naypime 8]

The beneficiary will not get SSN in your case.

You need to send the tax return to IRS Austin, Texas address with completed W-7 and documents. Completed W-7 will process your ITIN (Individual Tax Identification Number).

If you need to know more about the process, let us know.

Also, this process can take around 8 weeks since it is paper based processing.

Loto

thanks loto....you'r always to the rescue... can i just scan the w-7 and email it to my husband??or it has to be the original w-7 form and send it to him on mail so he can mail it off...what about his pending tax return on IRS?I told my husband before that its ok if we cant get a refund for me as his dependent and thats what we did but he still put married but we didnt apply for ITIN...are u the petitioner loto?thanks again

[George & Gina 29]

George,

I have done it in 1999 and 2007

Loto

Thanks Loto, it's great to have affirmation that I'm not steering the train down the wrong track.

[LotofPatience 65]

thanks loto....you'r always to the rescue... can i just scan the w-7 and email it to my husband??or it has to be the original w-7 form and send it to him on mail so he can mail it off...what about his pending tax return on IRS?I told my husband before that its ok if we cant get a refund for me as his dependent and thats what we did but he still put married but we didnt apply for ITIN...are u the petitioner loto?thanks again

It gets bit complicated in your case now.

W-7 signature must be original normally (for any govt. forms, they prefer original signature. They might accept scanned, but don't take any chance!). Also, I don't remember other supporting docs, I think notarized foreign passport copy of the beneficiary too.

Entire tax return must be submitted with W-7 and supporting docs. Address to mail is in W-7 instructions.

I don't know what will happen to your other IRS package already submitted, they will reject it for sure.

BTW, I am the petitioner.

Loto

[naypime 8]

It gets bit complicated in your case now.

W-7 signature must be original normally (for any govt. forms, they prefer original signature. They might accept scanned, but don't take any chance!). Also, I don't remember other supporting docs, I think notarized foreign passport copy of the beneficiary too.

Entire tax return must be submitted with W-7 and supporting docs. Address to mail is in W-7 instructions.

I don't know what will happen to your other IRS package already submitted, they will reject it for sure.

BTW, I am the petitioner.

Loto

thank for the info...loto!i will tell my husband to call the IRS tomorrow and i will send the w-7 later today...should we put the marriage certificate too??

TO all the KUYA'S: George and gina ,marriedtomrg i see your wifes are filipinas too...salamat po...

[LotofPatience 65]

thank for the info...loto!i will tell my husband to call the IRS tomorrow and i will send the w-7 later today...should we put the marriage certificate too??

TO all the KUYA'S: George and gina ,marriedtomrg i see your wifes are filipinas too...salamat po...

Include notarized passport copy and marriage certificate with completed and signed W-7 form to your husband.

Loto

[jkelly07 120]

GOOD JOB LOTO jk07

[Julie y Pat 67]

I think you will also need an apostille for the notarized copy.

[Wayne and Claudia 40]

Just my two cents' worth: My accountant just had me file a straight tax form for last year instead of going through the chronicles of ITIN. Once my wife arrives (around the end of this year, yeah) and she is issued her SSN he will file an amended tax return. I had to agree with him that this seemed much easier and we are allowed 2 years to amend tax returns for this reason.

[Brian113 0]

I asked my accountant about putting my wife on my tax return and she told me it was way more trouble than its worth until she has a SS#.

[Zava 1]

Include notarized passport copy and marriage certificate with completed and signed W-7 form to your husband.

Loto

Dear Lito,

Do you know...if you are supporting your fiance financially during the year can you include the expenses as your tax deductions?

Thank you,

Victoria