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some81

Filling jointly tax returns, spouse overseas with SSN

By some81 in Tax & Finances During US Immigration

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some81 Contributor

some81   3

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Filed: Citizen (apr) Country: Bulgaria
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HI,

I am trying to fill my tax returns and I am so confused that I don't know what to do.

I got married on Jan, 2013 and my wife came in USA on Feb, 2014.

She already received her SSN and now I'm trying to fill our jointly taxes.

I use Turbotax, but when I try to e-file the taxes it says that I have to mail them, because NY state have such kind of requirement, because my wife was not a resident during 2013.

So what I have to do, any advise?

Does anyone went through this?

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Ryan H Grand Master

Ryan H   3,812

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Filed: Lift. Cond. (apr) Country: China
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Moved from IR-1/CR-1 Process & Procedures to Tax & Finances During US Immigration forum.

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novedsac Community Regular

novedsac   355

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Filed: Timeline
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To clarify, you were married in JAN 2013?

Filing status (single, married) is determined by your status on 31 DEC 2013 for the 2013 tax filing.

The IRS allows a USC/LPR to treat a nonresident spouse as resident for the purposes of filing a tax return. Please read IRS Publication 519, the section entitled Nonresident Spouse Treated as a Resident. You will need to file a short declaration of making this choice, which is explained in the publication. Very easy to do.

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some81 Contributor

some81   3

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Filed: Citizen (apr) Country: Bulgaria
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Posted

To clarify, you were married in JAN 2013?

Filing status (single, married) is determined by your status on 31 DEC 2013 for the 2013 tax filing.

The IRS allows a USC/LPR to treat a nonresident spouse as resident for the purposes of filing a tax return. Please read IRS Publication 519, the section entitled Nonresident Spouse Treated as a Resident. You will need to file a short declaration of making this choice, which is explained in the publication. Very easy to do.

We got married on Jan 03,2013

Now she is here and she has SSN, I used it to fill out the forms in Turbotax, but when I want to e-file the forms, the systems says that for NY I have to mail them.

So I am not sure, I have to mail the forms only for NY or I have to mail everything?

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novedsac Community Regular

novedsac   355

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Filed: Timeline
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Sorry to say, but NY is just plain weird …

http://www.tax.ny.gov/pit/efile/fed_agi.htm

Determination of e-filing seems partly dependent on your adjusted gross income; even still, doesn't look like TurboTax is supported for e-filing in NY.

You could file federal electronically and NY by paper/mail. You'll probably need to print out copies of your federal return as some states allow you to use, for example, Federal 1040 Schedule A, in lieu of a state form, and attach it to the state return.

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