W-7, acceptance agents update

[Matt1968 13]

Hello,

Just wanted to update people doing taxes for the first time with a foreign spouse. We all know that you have to fill out W-7 form for the ITIN number and mail it to austin,tx. I just spoke with a cerfied acceptance agent and this is what he told me. He said that what he and other acceptance agents do is review the documents that must be sent in to Austin, and make sure they're all correct. He then gives you a form that you send in with your tax return, w-7 form, declaration page, and form 2555. He stated that the form he gives you lets austin know that all forms are done correctly and saves them time and allows them to process right away. He also told me that if he checks the documents and see the copy of Proof of ID(ie. passport page) then you don't need to send it with the documents to austin. So basically he does the beginning part of the process for them and they do the rest. You still have to send it to Austin, according to him. His name is Jean burnell Dumel, and got his information from the link that Mr2fyre posted about acceptance agents. He is listed under Massachusetts.

Matt

[1love 2]

matt1968, it is me again. I am trying to file our taxes, so i got to the place on turbo tax that says we do not qualify for EIC because of the lacking SSN/ITIN number.

Were you able to get this credit, or you have to wait for the ITIN to be processed before IRS will recalculate the credit?

Thanks

[Matt1968 13]

matt1968, it is me again. I am trying to file our taxes, so i got to the place on turbo tax that says we do not qualify for EIC because of the lacking SSN/ITIN number.

Were you able to get this credit, or you have to wait for the ITIN to be processed before IRS will recalculate the credit?

Thanks

Sup 1love,

No, I couldn't get the credit. My wife doesn't have SS number, and If you filed a form 2555 you can't get the credit. I filed one to exclude her earnings.

Matt

[1love 2]

Just curious which additional money people talk about receiving as positive for filing jointly.

Thanks

[Matt1968 13]

Just curious which additional money people talk about receiving as positive for filing jointly.

Thanks

Sup,

When I did the turbo tax, I did it as married, seperately and then married, jointly. From what I understand, because I filed jointly i can claim my wife as an exemption and I was taxed at a lower rate because I filed jointly. I'm assuming that's why I got back more money. I'm not a tax expert, but comparing the two returns I did(seperatly vs jointly) this is what I noticed.

Matt