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charlierussell

how to do taxes

By charlierussell in Tax & Finances During US Immigration

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charlierussell Rookie

charlierussell   0

Posted
Filed: AOS (pnd) Timeline
Posted

hey all...require some advice... my USC spouse and I are in a twist as to how to file his taxes.. he wants to file them as 'head of household' as he normally does before we met and claim me as a dependent. I would rather he file as 'married filing jointly'.. now I have no clue about tax returns but i gather the return is different depending on the way one files it...so need an understanding as to which way to proceed

kzielu Experienced

kzielu   1,149

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

hey all...require some advice... my USC spouse and I are in a twist as to how to file his taxes.. he wants to file them as 'head of household' as he normally does before we met and claim me as a dependent. I would rather he file as 'married filing jointly'.. now I have no clue about tax returns but i gather the return is different depending on the way one files it...so need an understanding as to which way to proceed

https://turbotax.intuit.com/tax-tools/tax-tips/General-Tax-Tips/Guide-to-Filing-Taxes-as-Head-of-Household/INF23153.html

Marco&Bettina Proficient

Marco&Bettina   502

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

I read that as the OP should file married.

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Hypnos Grand Master

Hypnos   6,577

Posted
Filed: Citizen (apr) Country: United Kingdom
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Posted

A spouse can never be a dependent.

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Owen_London Enthusiast

Owen_London   65

Posted
Filed: Citizen (apr) Country: United Kingdom
 Timeline
Posted

If you are married, the choice is between married filing jointly and married filing separately.

However, this is the tax return for 2014. If you didn't get married until 2015, then he should file as single. Please fill in your timeline to help.

novedsac Community Regular

novedsac   355

Posted
Filed: Timeline
Posted

As noted above, a spouse is never a dependent for tax purpose, but you can claim an exemption for your spouse if you file 'married joint'. If your status on December 31st was 'married' then your only viable filing options are 'married joint' or 'married separate' for that tax year. The dependents claimed when he filed as 'head of household' should still be viable as long as they continue to meet the criteria for being a dependent. 'married joint' most often results in a favorable tax position for the tax payer.

mesnuggles30 Newbie

mesnuggles30   2

Posted
Filed: Timeline
Posted

hey all...require some advice... my USC spouse and I are in a twist as to how to file his taxes.. he wants to file them as 'head of household' as he normally does before we met and claim me as a dependent. I would rather he file as 'married filing jointly'.. now I have no clue about tax returns but i gather the return is different depending on the way one files it...so need an understanding as to which way to proceed

mesnuggles30 Newbie

mesnuggles30   2

Posted
Filed: Timeline
Posted (edited)

hey all...require some advice... my USC spouse and I are in a twist as to how to file his taxes.. he wants to file them as 'head of household' as he normally does before we met and claim me as a dependent. I would rather he file as 'married filing jointly'.. now I have no clue about tax returns but i gather the return is different depending on the way one files it...so need an understanding as to which way to proceed

Nonresident alien spouse. You are considered unmarried for head of household purposes if your spouse was a nonresident alien at any time during the year and you do not choose to treat your nonresident spouse as a resident alien. However, your spouse is not a qualifying person for head of household purposes. You must have another qualifying person and meet the other tests to be eligible to file as a head of household.

source: Publication 501 (2014)

http://www.irs.gov/publications/p501/ar02.html#en_US_2014_publink1000220721

Edited by mesnuggles30
 
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