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

[calibob 73]

I'm in the same boat for 2010. I researched and in Angeles City, there is an approved agent for issuing/taking the ITIN info. I'll see if my wife, who's in Manila, can contact them to see if she could obtain the number there. There's also approved agents in other countries listed on the site.ITIN Acceptance Agent list I hope post adds to the solution........and not the problem. Also my accountant stated that in order for us to file jointly, we'd need SSN or ITIN and that if we got the ball rolling, we should have our ITIN's in plenty of time for tax season. Good luck!

Bob

[George & Gina 29]

I'm in the same boat for 2010. I researched and in Angeles City, there is an approved agent for issuing/taking the ITIN info. I'll see if my wife, who's in Manila, can contact them to see if she could obtain the number there. There's also approved agents in other countries listed on the site.ITIN Acceptance Agent list I hope post adds to the solution........and not the problem. Also my accountant stated that in order for us to file jointly, we'd need SSN or ITIN and that if we got the ball rolling, we should have our ITIN's in plenty of time for tax season. Good luck!

Bob

Here you go Bob...

http://www2.mozcom.com/~rao_cabr/

The phone number is right there on the front page. They're great folks that operate off of donations only. I don't believe you have to be associated with the military to get help from them but I'm not sure (since I'm retired mil). They helped me file a Tricare claim.

You have to actually file your taxes through them also if you want their help getting an ITIN. Remember, the W7 has to be attached to a tax return, so you can't get the ITIN in advance for tax season. You'll just write applied for on the 1040 with the attached W7.

George

Edited November 30, 2010 by George & Gina

[jhilly143 0]

WOW THESE ARE GREAT INFORMATION! :thumbs:

[calibob 73]

Thanks George,

Our plan is to get a copy of Elsa's passport certified/notarized at the US Embassy in Manila while there and use it as proof as required to establish the right to have an ITIN and include the completed W-7 and it when I file next Spring. We'll already have our ducks in a row by the time it happens. I was under the false assumption we could pre-file but since we don't fall into an exception, the paperwork must be sent to Texas as Loto stated and you clarified for me. If I read the directions correctly, the certified copy of the passport is the only document that can stand alone for both proofs. IRS Obtaining an ITIN from Abroad Hope this helps and thanks again George,Loto!!!

Bob

[drakkon84 1]

For the Philippines specifically as I just did this a few months ago and just got my return. You need to fill form w-7 and send it in with the tax return or an ammended return. Documents to include: NSO copies of her Birth certificate, Marriage liscence a copy of Passport both notarized by a notary and also have the spouse go to dfa and get them to authenticate true copy. This is usually a picture with the DFA putting her passport number ect and stamping it with thier raised seal. In this case considering it is already in they might just adjust status to single this is what my state did without even consulting me. But send in amended return to Austin Texas like Loto said with above documentation, w-7 and amended return. Of course you also have teh option since you are already in NVC process to just wait. It was a major pain for me as the one who processed my package was unfamiliar with phil i guess and ended up having to send her orginal passport which they lost "in the mail" but i got 3g's extra on my return because of situtation. So she had to go file and get a new passport which she finally gets the 16th of this month. But for 3 grand it was worth the trouble i guess. considering the post and a new passport only cost around 100 bucks If you get soemone there that says the orginal passport is needed DO NOT LISTEN! The can take DFA authenticated copy if accompanied by copy of passport notarized by notary there.

[drakkon84 1]

Thanks George,

Our plan is to get a copy of Elsa's passport certified/notarized at the US Embassy in Manila while there and use it as proof as required to establish the right to have an ITIN and include the completed W-7 and it when I file next Spring. We'll already have our ducks in a row by the time it happens. I was under the false assumption we could pre-file but since we don't fall into an exception, the paperwork must be sent to Texas as Loto stated and you clarified for me. If I read the directions correctly, the certified copy of the passport is the only document that can stand alone for both proofs. IRS Obtaining an ITIN from Abroad Hope this helps and thanks again George,Loto!!!

Bob

you know this is what i didn't think of if ya just get it notrized there it would work. The problem the IRS kept running orund and round with me was it needed to be a notarized copy and due to high fraud rate in phil there was not authorized notary for us tehre. But if you go to embassy have it done there I guess that solves that. That is why i had to send in all the "extra documents" because of teh no authorized notary bs.

[drakkon84 1]

but then after it was all said and done they said DFA authenticated copy should have worked I guess I just got bad agent on my case

[utst10 0]

I filed my taxes with my wife W-7 and got rejected (they wanted an original document and I couldn't get it to them on time).

I called them up after I got the rejected letter and they said since it has been over 8 weeks, they will process my tax return WITHOUT the W-7 and adjust the return money appropiately.

They say that they get the situation all the time and if you don't do anything further after receiving the letter, the IRS will process the tax return and make correction themselves (they will alway make correction to their benefits). Like someone suggested, I will file an appeal now for my wife (she has her SSN now).

FYI, paper tax return takes up to 8 weeks AND the W-7 takes up to 8 weeks so if you file a W-7 with your tax return, it could take up to 16 weeks.

The IRS has also told me that electronic filing is much much faster than paper filing (up to 4 weeks for electronic filing but usually get done in 2 weeks)!

[drakkon84 1]

FYI, paper tax return takes up to 8 weeks AND the W-7 takes up to 8 weeks so if you file a W-7 with your tax return, it could take up to 16 weeks.

The IRS has also told me that electronic filing is much much faster than paper filing (up to 4 weeks for electronic filing but usually get done in 2 weeks)!

They say this and with w-7 it is always a paper filing. I got mine after everything was cleared up in 8 weeks total time it was about 5 weeks to get itin and 3 weeks after itin was assigned got my money. But i also filed late (july) living in phil for part of the year. So during peak season i am sure 16 weeks would be about right.....

[LotofPatience 65]

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

That's not possible.

Loto

[Zava 1]

That's not possible.

Loto

Thaks

[George & Gina 29]

Thanks George,

Our plan is to get a copy of Elsa's passport certified/notarized at the US Embassy in Manila while there and use it as proof as required to establish the right to have an ITIN and include the completed W-7 and it when I file next Spring. We'll already have our ducks in a row by the time it happens. I was under the false assumption we could pre-file but since we don't fall into an exception, the paperwork must be sent to Texas as Loto stated and you clarified for me. If I read the directions correctly, the certified copy of the passport is the only document that can stand alone for both proofs. IRS Obtaining an ITIN from Abroad Hope this helps and thanks again George,Loto!!!

Bob

Hi Bob,

Here's an excerpt from the instructions for the form W7 that apply for folks in our situation...

*******************************************************************

3. The original documents, or certified or notarized copies of

documents, that substantiate the information provided on the

Form W-7. The supporting documentation must be consistent

with the applicant's information provided on Form W-7. For

example, the name, date of birth, and country(ies) of citizenship

must be the same as on Form W-7, lines 1a, 4, and 6a.

You can submit copies of original documents if you do any of

the following.

Have the copies certified by the issuing agency or official

custodian of the original record.

• Have the copies notarized by a U.S. notary public legally

authorized within his or her local jurisdiction to certify that the

document is a true copy of the original. To do this, the notary

must see the valid, unaltered, original document and verify that

the copy conforms to the original. Consular offices at U.S.

Embassies and Consulates overseas may not certify true

copies of foreign public documents and will refer applicants to

the foreign authority that issued the document.

******************************************************************

When I called the folks at the link I gave you earlier, they basically told me the same thing that the instructions above did.

Your choices are:

1. Get a certified true copy of you wife's passport from the DFA. This is acceptable by itself.

2. Get a notarized copy of your wife's passport. Any notary in the US is acceptable

- THEY CANNOT DO THIS AT THE US CONSULATE/EMBASSY. (see instructions above)

**While I'm in the Philippine for Christmas I plan to have my wife sign several copies of W7 and W8BEN and I plan to bring my wife's passport

back to Guam(USA) with me and have it notarized here on the military base where I work. I'll then send her passport back to her via FEDEX,

etc. (do NOT trust the Philippines postal system to transport your vital documents.)

The W8BEN is so I can add her as a joint owner of our bank account. This will allow the tax refund to be direct deposited to our account.

This way we wont have the hassle of trying to cash a joint check (she's not here in the US to cash it and cashing a large check with my name in PI is difficult also.)

YOU DO NOT NEED BOTH A DFA CERTIFIED AND A NOTARIZED COPY. I'M NOT SURE WHERE THEY WOULD HAVE GOTTEN THIS MISINFORMATION

George

[George & Gina 29]

For the Philippines specifically as I just did this a few months ago and just got my return. You need to fill form w-7 and send it in with the tax return or an ammended return. Documents to include: NSO copies of her Birth certificate, Marriage liscence a copy of Passport both notarized by a notary and also have the spouse go to dfa and get them to authenticate true copy. This is usually a picture with the DFA putting her passport number ect and stamping it with thier raised seal. In this case considering it is already in they might just adjust status to single this is what my state did without even consulting me. But send in amended return to Austin Texas like Loto said with above documentation, w-7 and amended return. Of course you also have teh option since you are already in NVC process to just wait. It was a major pain for me as the one who processed my package was unfamiliar with phil i guess and ended up having to send her orginal passport which they lost "in the mail" but i got 3g's extra on my return because of situtation. So she had to go file and get a new passport which she finally gets the 16th of this month. But for 3 grand it was worth the trouble i guess. considering the post and a new passport only cost around 100 bucks If you get soemone there that says the orginal passport is needed DO NOT LISTEN! The can take DFA authenticated copy if accompanied by copy of passport notarized by notary there.

DFA authenticated copies of Filipino passports do NOT need to be notarized or accompanied by a notarized copy.

New passports in the Philippines cost PHP 950 standard or PHP 1200 rush, plus PHP 200 for the lost passport fee and PHP 120 for the delivery fee. The most you should have paid for a Filipino passport is PHP1520 or about $34.50. My wife also had the bad habit of going to "fixers" or "travel agents" that she knew. They are unable to provide any value added since you wife had to show up at DFA anyway with all of her authenticating documents. The appointment for the new passport could have been made by calling 737-1000 or going online to http://epassport.com.ph/. I've only placed this info here for future reference for anyone searching for it.

[George & Gina 29]

I filed my taxes with my wife W-7 and got rejected (they wanted an original document and I couldn't get it to them on time).

I called them up after I got the rejected letter and they said since it has been over 8 weeks, they will process my tax return WITHOUT the W-7 and adjust the return money appropiately.

They say that they get the situation all the time and if you don't do anything further after receiving the letter, the IRS will process the tax return and make correction themselves (they will alway make correction to their benefits). Like someone suggested, I will file an appeal now for my wife (she has her SSN now).

FYI, paper tax return takes up to 8 weeks AND the W-7 takes up to 8 weeks so if you file a W-7 with your tax return, it could take up to 16 weeks.

The IRS has also told me that electronic filing is much much faster than paper filing (up to 4 weeks for electronic filing but usually get done in 2 weeks)!

Do not appeal. Just file an AMENDED tax return that includes your wife, you have up to three years to do this. (1040X I think, look it up).

Also, the to 8 week periods run concurrently. That's one of the reasons they make you file them together.

[calibob 73]

Thanks George,

Only bad thing about the joint bank accounts is the ones I deal with in CA require her to sign the form , in person. No ways around it but I'll ask again to make sure.

Bob