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How should I file my taxes?

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Why exactly would my W-7 get kicked back? I'm sending in exactly what you mentioned: the W-7, the return, her passport and the letter that Darnell mentioned. I'm doing exactly what others who have already got an ITIN are doing. Nothing has changed.

I just mentioned my DOR for info purposes only. The state return is going to the state DOR, not the IRS. It's not like I'm sending my state return to the IRS. That would be pointless and stupid.

Edited by r060106

Married in Edinburgh, Scotland: 07-06-2013

I-130 Package Sent to Chicago Lockbox: 09-04-2013

NOA1 from the National Benefits Center: 09-05-2013

I-130 Package Transferred to California Service Center: 02-25-2014

NOA2: 03-05-2014

NVC Received: 03-17-2014

Case # and IIN Assigned: 04-18-2014

DS-261 Generated and Completed: 04-26-2014

AOS Fee Invoiced and Paid: 04-29-2014

IV Fee Invoiced and Paid: 05-01-2014

AOS Fee Shows as Paid: 05-01-2014

IV Fee Shows as Paid: 05-05-2014

AOS and IV Packages Sent via UPS: 05-08-2014

AOS and IV Packages Received: 05-12-2014

AOS and IV Packages Input Into System: 05-14-2014

DS-260 Completed: 05-16-2014

Case Complete: 06-11-2014

Medical Exam: 07-08-2014

Interview in Warsaw, Poland: 08-28-2014 @ 8:30AM - APPROVED!

Visa Package Received: 09-01-2014

POE at Chicago O'Hare International Airport: 09-23-2014

I-751 Package Received: 07-11-2016

NOA1: 07-16-2016

I-751 Biometrics Apointment: 08-01-2016

ROC Approval (during citizenship interview): 12-20-2017

10-Year Green Card Received: N/A due to approved N-400

N-400 Filed Online: 08-28-2017

N-400 NOA1 Date: 08-29-2017

N-400 Biometrics Appointment: 09-22-2017

Status Changed to Interview Scheduled: 09-22-2017

Status Change to Interview Scheduled, read the letter we mailed: 11-15-2017

N-400 Interview: 12-20-2017 - APPROVED!

Oath of Allegiance Scheduled: 12-29-2017

Oath of Allegiance: 01-18-2018 

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

oops. it won't get kicked back the IRS, as he's including the actual passport.

Perhaps the DOR reference confused you? Some states have state income tax, and his is labelled as DOR - I am assuming Department of Revenue. His approach on the paperwork is perfect, IMO.

Sometimes my language usage seems confusing - please feel free to 'read it twice', just in case !
Ya know, you can find the answer to your question with the advanced search tool, when using a PC? Ditch the handphone, come back later on a PC, and try again.

-=-=-=-=-=R E A D ! ! !=-=-=-=-=-

Whoa Nelly ! Want NVC Info? see http://www.visajourney.com/wiki/index.php/NVC_Process

Congratulations on your approval ! We All Applaud your accomplishment with Most Wonderful Kissies !

 

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oops. it won't get kicked back the IRS, as he's including the actual passport.

Perhaps the DOR reference confused you? Some states have state income tax, and his is labelled as DOR - I am assuming Department of Revenue. His approach on the paperwork is perfect, IMO.

Yes, you are exactly right Darnell. I am required to send copies of everything I send to the Feds for the ITIN to my state Department of Revenue, per their instructions. I'm not sending stuff for the DOR to the IRS.

Darnell, how long did it take you to get the ITIN and for the IRS to process your return? Jw.

Married in Edinburgh, Scotland: 07-06-2013

I-130 Package Sent to Chicago Lockbox: 09-04-2013

NOA1 from the National Benefits Center: 09-05-2013

I-130 Package Transferred to California Service Center: 02-25-2014

NOA2: 03-05-2014

NVC Received: 03-17-2014

Case # and IIN Assigned: 04-18-2014

DS-261 Generated and Completed: 04-26-2014

AOS Fee Invoiced and Paid: 04-29-2014

IV Fee Invoiced and Paid: 05-01-2014

AOS Fee Shows as Paid: 05-01-2014

IV Fee Shows as Paid: 05-05-2014

AOS and IV Packages Sent via UPS: 05-08-2014

AOS and IV Packages Received: 05-12-2014

AOS and IV Packages Input Into System: 05-14-2014

DS-260 Completed: 05-16-2014

Case Complete: 06-11-2014

Medical Exam: 07-08-2014

Interview in Warsaw, Poland: 08-28-2014 @ 8:30AM - APPROVED!

Visa Package Received: 09-01-2014

POE at Chicago O'Hare International Airport: 09-23-2014

I-751 Package Received: 07-11-2016

NOA1: 07-16-2016

I-751 Biometrics Apointment: 08-01-2016

ROC Approval (during citizenship interview): 12-20-2017

10-Year Green Card Received: N/A due to approved N-400

N-400 Filed Online: 08-28-2017

N-400 NOA1 Date: 08-29-2017

N-400 Biometrics Appointment: 09-22-2017

Status Changed to Interview Scheduled: 09-22-2017

Status Change to Interview Scheduled, read the letter we mailed: 11-15-2017

N-400 Interview: 12-20-2017 - APPROVED!

Oath of Allegiance Scheduled: 12-29-2017

Oath of Allegiance: 01-18-2018 

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

we filed in November and got it in late january. That's what I remember. Might have been february.

The first year we filed was strange, as

for about 7 years prior, i never file personal income tax, only filing corporate taxes and not paying myself a salary.

that first year we filed, I shifted, paying myself a salary to show w-2 income.

Then, we filed late, as she had to get some notary work done at the Consulate in Chengdu. Although we filed late, there was no penalty cause the feds owed us monies.

I do know, when you file during tax season, expect 8 to 11 weeks .

Sometimes my language usage seems confusing - please feel free to 'read it twice', just in case !
Ya know, you can find the answer to your question with the advanced search tool, when using a PC? Ditch the handphone, come back later on a PC, and try again.

-=-=-=-=-=R E A D ! ! !=-=-=-=-=-

Whoa Nelly ! Want NVC Info? see http://www.visajourney.com/wiki/index.php/NVC_Process

Congratulations on your approval ! We All Applaud your accomplishment with Most Wonderful Kissies !

 

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Filed: IR-1/CR-1 Visa Country: Canada
Timeline

So uh question. I got Married in Jan of last year, so according to everything here I should put: Married, filing separately?

I make peanuts anyway from the odd job. All my taxes are done by an accountant, but he told me it doesnt matter what I put because I get no income help from my husband, and because my husbands not here yet.

1/15/2013 - Married

USCIS:
4/11: Mailed out IR-30 via FedEx Ground
4/15: Forms received by USCIS Chicago (Signed)

12/2: Case Transferred to CSC

12/17/2013: NOA-2!!!! (8 Months, 2 days)

NVC:

12/27/2013: Case received by NVC

1/23/2014: NVC Case #, BIN, & IIN received.

1/31/2014: DS-261 Available & filled out.

2/4/2014: AOS Invoice available & paid

2/7/2014: I-864(AOS) completed & sent

2/11/2014: IV Bill availiable and paid.

2/14/2014: DS-260 completed (IV)

2/14/2014: DS-260 support documents sent

2/26/2014: I-864 (AOS) documents received and logged by NVC.

3/4/2014: Checklist for AOS ( I knew it :|a)

3/5/2014: Checklist for AOS submitted

3/7/2014: DS-260 documents received & logged by NVC

3/13/2014: IV packet + documents approved and logged

4/14:2014: Case Complete!!! (3 months 2 weeks 4 days @NVC)

Consulate:

Medical: 05/28/2014

Interview: 06/03/2014 (?)

Consulate didn't like our police records, have to resend--> AP

APPROVED: 07/02/2014

visa in hand: 07/11/2014

PoE: Halifax Stanfield International (07/25/2014)

REMOVING CONDITIONS:

06/10/2016: Packet Mailed

06/16/2016: Check Cashed

7/11/2016: Biometrics Appointment

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

if'n you not go through the route of obtaining an ITIN for yer foreign spouse,

then married filing seperately is the way to go.

Sometimes my language usage seems confusing - please feel free to 'read it twice', just in case !
Ya know, you can find the answer to your question with the advanced search tool, when using a PC? Ditch the handphone, come back later on a PC, and try again.

-=-=-=-=-=R E A D ! ! !=-=-=-=-=-

Whoa Nelly ! Want NVC Info? see http://www.visajourney.com/wiki/index.php/NVC_Process

Congratulations on your approval ! We All Applaud your accomplishment with Most Wonderful Kissies !

 

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OP...firstly, listen to Darnell...that is correct. My taxes are in the mail as we speak...filed married, joint...sent to Austin Tx with w7 (spent hours on the phone with IRS confirming this process). Leave to ssn spot blank...IRS will fill it in once the number is assigned via the w7. Then IRS will forward for tax return processing. I was told 3 to 5 weeks for the w7 then another four to six to process the paper return....hope this helps...

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If you do the married filing seperately you have to do a paper return. You cannot efile. You put NRA in the SSN block and mail it in. Any company that you use will also have to do this. Do not, under any circumstances, file as single. You can always amend these taxes after your spouse arrives in the USA and has an SSN.

My husband is doing the e-filing and he was allowed to leave the SSN blank as long as he selected a reason why it was blank. He chose "Spouse is not a US citizen" and it accepted it. Is that incorrect?

Edit: Actually, I just went to H&R block and the option actually says "Spouse is not a citizen or resident alien". Seems good to go!

Edited by Ketsuban

ROC from CR-1 visa (Green Card expiration date was Nov 24th 2016)

 

Link to the evidence I submitted. Be sure to send evidence spanning your entire marriage (especially for K-1) or as far back as you can. Just one or two bank statements will not cut it. I primarily focused on the two years of living here since I came in on a CR-1. If you don't have the fundamentals (i.e. joint accounts/policies), you can explain why in the covering letter. E.g. "While we do not have joint utilities, we both contribute to them from our joint bank account".

 

September 26th 2016: I-751 package sent to CSC

September 28th 2016: Package delivered
September 30th 2016: Check cashed
October 3rd 2016: NOA1 received with receipt date of 09/28/16
November 3rd 2016: Biometrics received with appointment date of 11/14/16.
November 14th 2016: Attended biometrics appointment
October 30th 2017: Infopass appointment to get I-551 stamp
February 26th 2018: I-751 case number (aka the NOA1 receipt number) becomes trackable
March 14th 2018: Submitted service request due to being outside of processing time.

March 15th 2018: ROC approved. 535 days (1 year, 5 months and 17 days)

March 29th 2018: Card being produced

April 4th 2018: Card mailed out

April 6th 2018: Card in hand. Has incorrect "resident since" date. Submitted service request on I-751 case (typographical error on permanent resident card) and an I-90 online.

April 2018 - August 7th 2018: Tons of service requests, emails and now senator involvement to get my corrected green card back because what the heck, USCIS. Also some time in May I sent a letter to Potomac telling them I want to withdraw my I-90 since CSC were handling it.

August 8th 2018: Card in production thanks to the direct involvement of Senator Sherrod Brown's team

August 13th 2018: Card mailed

August 15th 2018: Card in hand with correct date. :joy:

October 31st 2018: Potomac sends out a notice stating they have closed out my I-90 per my request. Yay for no duplicate card drama.

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They must have updated their software! that's awesome!


I know my husband tried to do that but it wouldn't let him send it.. so try and see if it does.

You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose.  - Dr. Seuss

 

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They must have updated their software! that's awesome!

I know my husband tried to do that but it wouldn't let him send it.. so try and see if it does.

Ok :D he's going to finish it off tonight when he gets in from work, so I'll update the thread as soon as I hear from him.

ROC from CR-1 visa (Green Card expiration date was Nov 24th 2016)

 

Link to the evidence I submitted. Be sure to send evidence spanning your entire marriage (especially for K-1) or as far back as you can. Just one or two bank statements will not cut it. I primarily focused on the two years of living here since I came in on a CR-1. If you don't have the fundamentals (i.e. joint accounts/policies), you can explain why in the covering letter. E.g. "While we do not have joint utilities, we both contribute to them from our joint bank account".

 

September 26th 2016: I-751 package sent to CSC

September 28th 2016: Package delivered
September 30th 2016: Check cashed
October 3rd 2016: NOA1 received with receipt date of 09/28/16
November 3rd 2016: Biometrics received with appointment date of 11/14/16.
November 14th 2016: Attended biometrics appointment
October 30th 2017: Infopass appointment to get I-551 stamp
February 26th 2018: I-751 case number (aka the NOA1 receipt number) becomes trackable
March 14th 2018: Submitted service request due to being outside of processing time.

March 15th 2018: ROC approved. 535 days (1 year, 5 months and 17 days)

March 29th 2018: Card being produced

April 4th 2018: Card mailed out

April 6th 2018: Card in hand. Has incorrect "resident since" date. Submitted service request on I-751 case (typographical error on permanent resident card) and an I-90 online.

April 2018 - August 7th 2018: Tons of service requests, emails and now senator involvement to get my corrected green card back because what the heck, USCIS. Also some time in May I sent a letter to Potomac telling them I want to withdraw my I-90 since CSC were handling it.

August 8th 2018: Card in production thanks to the direct involvement of Senator Sherrod Brown's team

August 13th 2018: Card mailed

August 15th 2018: Card in hand with correct date. :joy:

October 31st 2018: Potomac sends out a notice stating they have closed out my I-90 per my request. Yay for no duplicate card drama.

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Can confirm that using H&R Block, my husband was able to file taxes using Married Filing Separately while recording that I am an NRA with no SSN :)

ROC from CR-1 visa (Green Card expiration date was Nov 24th 2016)

 

Link to the evidence I submitted. Be sure to send evidence spanning your entire marriage (especially for K-1) or as far back as you can. Just one or two bank statements will not cut it. I primarily focused on the two years of living here since I came in on a CR-1. If you don't have the fundamentals (i.e. joint accounts/policies), you can explain why in the covering letter. E.g. "While we do not have joint utilities, we both contribute to them from our joint bank account".

 

September 26th 2016: I-751 package sent to CSC

September 28th 2016: Package delivered
September 30th 2016: Check cashed
October 3rd 2016: NOA1 received with receipt date of 09/28/16
November 3rd 2016: Biometrics received with appointment date of 11/14/16.
November 14th 2016: Attended biometrics appointment
October 30th 2017: Infopass appointment to get I-551 stamp
February 26th 2018: I-751 case number (aka the NOA1 receipt number) becomes trackable
March 14th 2018: Submitted service request due to being outside of processing time.

March 15th 2018: ROC approved. 535 days (1 year, 5 months and 17 days)

March 29th 2018: Card being produced

April 4th 2018: Card mailed out

April 6th 2018: Card in hand. Has incorrect "resident since" date. Submitted service request on I-751 case (typographical error on permanent resident card) and an I-90 online.

April 2018 - August 7th 2018: Tons of service requests, emails and now senator involvement to get my corrected green card back because what the heck, USCIS. Also some time in May I sent a letter to Potomac telling them I want to withdraw my I-90 since CSC were handling it.

August 8th 2018: Card in production thanks to the direct involvement of Senator Sherrod Brown's team

August 13th 2018: Card mailed

August 15th 2018: Card in hand with correct date. :joy:

October 31st 2018: Potomac sends out a notice stating they have closed out my I-90 per my request. Yay for no duplicate card drama.

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OP...firstly, listen to Darnell...that is correct. My taxes are in the mail as we speak...filed married, joint...sent to Austin Tx with w7 (spent hours on the phone with IRS confirming this process). Leave to ssn spot blank...IRS will fill it in once the number is assigned via the w7. Then IRS will forward for tax return processing. I was told 3 to 5 weeks for the w7 then another four to six to process the paper return....hope this helps...

Did they send your identification documents back to you within 3 to 5 week timeline? I'll be sending my wife's passport and would like it back as soon as possible. Just curious. Thanks

Married in Edinburgh, Scotland: 07-06-2013

I-130 Package Sent to Chicago Lockbox: 09-04-2013

NOA1 from the National Benefits Center: 09-05-2013

I-130 Package Transferred to California Service Center: 02-25-2014

NOA2: 03-05-2014

NVC Received: 03-17-2014

Case # and IIN Assigned: 04-18-2014

DS-261 Generated and Completed: 04-26-2014

AOS Fee Invoiced and Paid: 04-29-2014

IV Fee Invoiced and Paid: 05-01-2014

AOS Fee Shows as Paid: 05-01-2014

IV Fee Shows as Paid: 05-05-2014

AOS and IV Packages Sent via UPS: 05-08-2014

AOS and IV Packages Received: 05-12-2014

AOS and IV Packages Input Into System: 05-14-2014

DS-260 Completed: 05-16-2014

Case Complete: 06-11-2014

Medical Exam: 07-08-2014

Interview in Warsaw, Poland: 08-28-2014 @ 8:30AM - APPROVED!

Visa Package Received: 09-01-2014

POE at Chicago O'Hare International Airport: 09-23-2014

I-751 Package Received: 07-11-2016

NOA1: 07-16-2016

I-751 Biometrics Apointment: 08-01-2016

ROC Approval (during citizenship interview): 12-20-2017

10-Year Green Card Received: N/A due to approved N-400

N-400 Filed Online: 08-28-2017

N-400 NOA1 Date: 08-29-2017

N-400 Biometrics Appointment: 09-22-2017

Status Changed to Interview Scheduled: 09-22-2017

Status Change to Interview Scheduled, read the letter we mailed: 11-15-2017

N-400 Interview: 12-20-2017 - APPROVED!

Oath of Allegiance Scheduled: 12-29-2017

Oath of Allegiance: 01-18-2018 

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Filed: IR-1/CR-1 Visa Country: Canada
Timeline

The sensible thing to do is to caclulate your taxes both as Married seaprate and married joint and file whichever one results in the lowest taxes. If you were married at any point up to Dec 31, 2013, you are considerd married for the whole taxable year. SHe does not have to live with you to qualify.

If you do joint, she will need a Socail Security number. And she will have to report any US income but not income from her native land or any other country on the return.

Can your confirm that no need to report income from foreign land for married filing jointly?

------------------------

17 APRIL 2013 : NOA1 Priority date
27 NOV: TSC; Transfered from NBC

3 Feb : NOA2 ( 296 days)

4 March: Shipped to NVC

11 March : Received at NVC

11 April: Case # assigned

18 April: paid both fees

9May: mailed AOS & IV packages

8May: DS260 completed

16May: packets scanned in NVC system

13 June: check list : missing page 7 of i864.

25 June : scan date AOS checklist

7 Aug: Case Complete...... BIG ACCOMPLISHMENT

14 Aug: interview date assigned

16 Aug: Email interview appointment received

18 Aug: Medical completed

23 Aug: biometric done,DS260 stamped, fingerprints taken.

10 Sep: interview day; interview took 511 days from I-130 NOA1

====================================================

11. 9/17/2016: I-751 packet received by CSC

12.Check Cashed : 9/21/2016

13. NOA1: 9/23/2016

14. BIOMETRICS : 10/12/2016

---------------------------

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Filed: IR-1/CR-1 Visa Country: Canada
Timeline

My spouse works in foreign and has foreign income and had SSN because used to live in USA few years back.

We want to to check which option yields lower taxes: Mfj or Mfs and go for that,

My question is I have my mother as my dependent in USA. Can I file as HEAD OF HOUSEHOLD ?

Can your confirm that no need to report income from foreign land for married filing jointly?

Because I heard due to new rules Global Income need to be reported?

------------------------

17 APRIL 2013 : NOA1 Priority date
27 NOV: TSC; Transfered from NBC

3 Feb : NOA2 ( 296 days)

4 March: Shipped to NVC

11 March : Received at NVC

11 April: Case # assigned

18 April: paid both fees

9May: mailed AOS & IV packages

8May: DS260 completed

16May: packets scanned in NVC system

13 June: check list : missing page 7 of i864.

25 June : scan date AOS checklist

7 Aug: Case Complete...... BIG ACCOMPLISHMENT

14 Aug: interview date assigned

16 Aug: Email interview appointment received

18 Aug: Medical completed

23 Aug: biometric done,DS260 stamped, fingerprints taken.

10 Sep: interview day; interview took 511 days from I-130 NOA1

====================================================

11. 9/17/2016: I-751 packet received by CSC

12.Check Cashed : 9/21/2016

13. NOA1: 9/23/2016

14. BIOMETRICS : 10/12/2016

---------------------------

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