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Posted

I've tried looking through the various resources already and I'm feeling overwhelmed at this point so I'm looking for a rough step by step. My situation:

Moved to IN Jun 8 2012, was working up till Jun 6 2012 in the UK.

Married Jun 28 to a US citizen.

Started employment as full time Nov 26 (I have the W2s for that).

My first confusion arises from whether I'm dual status or a nonresident alien for the current tax filing. I think I can choose to be treated as a resident alien but am uncertain as to whether I'm reading the IRS publication 519 correctly. If I can make this choice, am I correct in saying that my spouse and I cannot file online due to the need for a signed declaration of this?

I have e-mail copies of my payslips from my job in the UK so putting that amount under foreign income won't be a problem, and I believe it's below the threshold for which the US would tax it (it's a few thousand). Is it the case then that I'll just be assessed under my US job?

Given the situation I've explained (and obv., am happy to give more detail if that will help), are there any major issues that I'm missing, which status do I fit, and do I need any special forms?

Thank you for ANY help in this matter, I'm feeling truly lost/overwhelmed by my first experience with the US tax system as an immigrant.

Posted

I've tried looking through the various resources already and I'm feeling overwhelmed at this point so I'm looking for a rough step by step. My situation:

Moved to IN Jun 8 2012, was working up till Jun 6 2012 in the UK.

Married Jun 28 to a US citizen.

Started employment as full time Nov 26 (I have the W2s for that).

My first confusion arises from whether I'm dual status or a nonresident alien for the current tax filing. I think I can choose to be treated as a resident alien but am uncertain as to whether I'm reading the IRS publication 519 correctly. If I can make this choice, am I correct in saying that my spouse and I cannot file online due to the need for a signed declaration of this?

I have e-mail copies of my payslips from my job in the UK so putting that amount under foreign income won't be a problem, and I believe it's below the threshold for which the US would tax it (it's a few thousand). Is it the case then that I'll just be assessed under my US job?

Given the situation I've explained (and obv., am happy to give more detail if that will help), are there any major issues that I'm missing, which status do I fit, and do I need any special forms?

Thank you for ANY help in this matter, I'm feeling truly lost/overwhelmed by my first experience with the US tax system as an immigrant.

This thread might help you. Comment or ask questions at the end to bump it to the first page of the forum again. http://www.visajourney.com/forums/topic/412125-turbotax-help-for-joint-filing-2012/

There is an explanation of how the exclusion works. It figures the tax your foreign income would incur, then subtracts that amount from the calculated tax. It doesn't simply take your foreign income away.

England.gifENGLAND ---

K-1 Timeline 4 months, 19 days 03-10-08 VSC to 7-29-08 Interview London

10-05-08 Married

AOS Timeline 5 months, 14 days 10-9-08 to 3-23-09 No interview

Removing Conditions Timeline 5 months, 20 days12-27-10 to 06-10-11 No interview

Citizenship Timeline 3 months, 26 days 12-31-11 Dallas to 4-26-12 Interview Houston

05-16-12 Oath ceremony

The journey from Fiancé to US citizenship:

4 years, 2 months, 6 days

243 pages of forms/documents submitted

No RFEs

  • 3 weeks later...
Posted

The first year I did taxes here, there was nothing about foreign anything.

I HATE miles, gallons, pints, words spelled without u's, and all that other jazz...

07/21/07 Entered United States on K1 visa

08/18 Married

10/20 Sent AOS package to Chicago; arrived on 10/22

11/21 Biometrics appointment

12/14 EAD card production ordered; AP approved

12/15 AOS transferred to CSC

12/22 AP arrives in mail

12/27 Received EAD in mail

02/15/08 Green Card production ordered

02/25 Received Welcome letter in mail

02/28 Green card arrived in mail. Done with USCIS for now

01/12/10 Sent I-751 to California Service Center; arrived on 1/14/2010

02/09 Biometrics appointment in Michigan City, Indiana

02/10 Case updated

02/23 Received NOA

03/08 Card production ordered

03/10 ROC approval letter arrives

03/15 Ten year Green card arrives

02/17/12 Mailed citizenship application

forget day Biometrics appointment in Michigan City, Indiana

05/14 Interview and test in Indianapolis, Indiana

05/23 Received oath letter

06/15 Oath ceremony...end of the line.

 
Didn't find the answer you were looking for? Ask our VJ Immigration Lawyers.

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