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QueenE

claiming Significant other on Taxes

By QueenE in Moving to the US and Your New Life In America

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dwheels76 Grand Master

dwheels76   5,469

Posted
Filed: Citizen (apr) Country: Nigeria
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Posted (edited)

My fiance is coming this month and we are trying to get married by the end of Dec. Would I claim him on my tax return?

Unless you have a ITIN for him you will have to file Married filing separate. If you get the ITIN you can file Married filing jointly. (that makes a difference in the refund if one is given).

I did my 2011 taxes and did Married filing separate.

Edited by dwheels76

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KayDeeCee Grand Master

KayDeeCee   4,896

Posted
Filed: Citizen (apr) Country: Mexico
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Posted

Unless you have a ITIN for him you will have to file Married filing separate. If you get the ITIN you can file Married filing jointly. (that makes a difference in the refund if one is given).

I did my 2011 taxes and did Married filing separate.

He will be eligible to apply for his SSN after he arrives in the US with his K-1. No need for ITIN. They can file jointly if they are married by Dec. 31st.

Link to K-1 instructions for Ciudad Juarez, Mexico > https://travel.state.gov/content/dam/visas/K1/CDJ_Ciudad-Juarez-2-22-2021.pdf

JimVaPhuong Veteran

JimVaPhuong   4,863

Posted
Filed: K-1 Visa Country: Vietnam
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Posted

He will be eligible to apply for his SSN after he arrives in the US with his K-1. No need for ITIN. They can file jointly if they are married by Dec. 31st.

Exactly correct, and this is exactly what we did. Married in December 28th, less than a week after she arrived in the US. About two weeks after she arrived we went to the Social Security office and applied for her SSN. We filed a joint return for that year.

One issue - Because my wife had never filed a tax return in the US before, she had no previous year's AGI on which to base a request for a PIN so that we could file electronically. We had to file a paper return.

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dwheels76 Grand Master

dwheels76   5,469

Posted
Filed: Citizen (apr) Country: Nigeria
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Posted

He will be eligible to apply for his SSN after he arrives in the US with his K-1. No need for ITIN. They can file jointly if they are married by Dec. 31st.

Sorry missed the "he is coming soon" meaning he is getting a SS# shortly after. My brain or reading comprehension is not working well . Sorry.:bonk:

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EminTX Community Regular

EminTX   131

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Depending on your tax bracket, this could cover the financial costs of the immigration. Plus, there'll be really awesome parties every year to choose from to celebrate your anniversary week.

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Darnell Grand Master

Darnell   8,479

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Filed: IR-1/CR-1 Visa Country: China
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Posted

Unless you have a ITIN for him you will have to file Married filing separate. If you get the ITIN you can file Married filing jointly. (that makes a difference in the refund if one is given).

I did my 2011 taxes and did Married filing separate.

whew. wrong.

the only 'rule' here is married before midnight, 31 dec 2012.

do that? can file 'married filing jointly' in 2012 tax year.

don't forget to get the ssn a few weeks after POE date.

---

Debbie - the OP is coming in on a K-1 visa, not need to pursue ITIN at all. beneficiary will have a SSN before the tax filing deadline date, if they walk into a SSA office 2 to 3 weeks after POE.

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dwheels76 Grand Master

dwheels76   5,469

Posted
Filed: Citizen (apr) Country: Nigeria
 Timeline
Posted

whew. wrong.

the only 'rule' here is married before midnight, 31 dec 2012.

do that? can file 'married filing jointly' in 2012 tax year.

don't forget to get the ssn a few weeks after POE date.

---

Debbie - the OP is coming in on a K-1 visa, not need to pursue ITIN at all. beneficiary will have a SSN before the tax filing deadline date, if they walk into a SSA office 2 to 3 weeks after POE.

Yes I know if you look two post up I corrected myself. :P

Case Complete to Interview spreadsheet

From now on your VJ Member name will be verified. If the name you put on form to be added to spreadsheet comes up not found, you will not be added to the spreadsheet. If you don't have a timeline you will not be added to the spreadsheet.

Please Please put your VJ member name only. Not nicknames or real names whatever your VJ name is. It's below your profile picture!!

 

Come join the current Interview thread: 

DQ-to-Interview-2023-all-countries

Case Complete to Interview Spreadsheet
Case Complete to Interview Form

 

 

 

ROC I-751
5/21/2018: Filed i751 ROC
6/12/2018: NOA1 Date
3/5/2019: Biometrics Appt
12/28/2019: 18 month Extension has expired
1/9/2020: InfoPass Appt to get stamp in Passport
2/27/2020: Combo Interview (ROC and Citizenship)
3/31/2020: submitted service request for being pass normal processing time
4/7/2020: Card being produced
4/8/2020: Approved
4/10/2020: Card mailed
4/15/2020: 10 year green card received
 
 
N-400
5/21/2019: Filed Online
5/21/2019: NOA1 Date
6/13/2019: Biometrics Appt
2/27/2020: Citizenship Interview
4/7/2020: In queue for Oath Ceremony to be scheduled
6/19/2020: Notice Oath Ceremony scheduled
7/8/2020: Oath Ceremony (Houston)

 

 

 

 

 

 

 

 

KTandTommy Rising Star

KTandTommy   31

Posted
Filed: K-1 Visa Country: Canada
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Posted

Just out of curiousity, because I've never filed American taxes before... does filing jointly make a HUGE difference?

We're planning on getting married on January 1, 2013... but would it save us a huge amount of money to switch that to December 31, 2012?

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Harpa Timsah Grand Master

Harpa Timsah   13,258

Posted
Filed: Lift. Cond. (apr) Country: Israel
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Posted

Just out of curiousity, because I've never filed American taxes before... does filing jointly make a HUGE difference?

We're planning on getting married on January 1, 2013... but would it save us a huge amount of money to switch that to December 31, 2012?

Around $3K I believe. Though, the comparison might be different if he already gets a lot of his taxes back for whatever reason (it is possible to max out in other words... If he only paid $1 in taxes he won't get $3K back, he'd have to pay that much to get it back).

You can always do mock tax returns both ways and calculate what the difference is.

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