Filing Taxes with CR1 in process

[Russianlove 0]

Hello VJ members I wanted to know if anyone has filed their taxes. I need some guidance as to how i'm suppose to file. My husband and i are awaiting our interview date to be schedule by the NVC. I want to go ahead and file my taxes for 2014 but im unsure how im suppose include my husband seeing that he has no SSN issued as yet. Any advice?

[aaron2020 11,651]

Since he does not have an SSN, he will need to get an ITIN in order to file a joint tax return with you.

Alternatively, you can file as married filing separately. Once he has a SSN, you can amend the return to file jointly.

[Russianlove 0]

I tried to file separately on TurboTax but in order to move forward it is requiring his SSN. I'm searching the ITIN now if anyone has any info that can help with this process please HELP.

[Ryan H 3,812]

***Moved from IR-1/CR-1 Progress Reports to Tax & Finances During US Immigration. Hijack posts split into separate thread.***

[Nich-Nick 3,354]

I tried to file separately on TurboTax but in order to move forward it is requiring his SSN. I'm searching the ITIN now if anyone has any info that can help with this process please HELP.

It is too difficult to get an ITIN for someone abroad. It basically requires you to have her actual passport in the US and either show it at select IRS centers or mail it off. There are other ways in some countries abroad but not easy, free or quick. She needs her passport right now so forget the ITIN and wait for her SSN.

When you file separately and your spouse has no SSN or ITIN, the IRS says to write in NRA (means non-resident alien). See if Turbo will accept that. If not, you can always over-ride TurboTax and fill that in, but it won't pass you on to e-file. You can print the return from TutboTax and mail it.

Things to keep in mind when you amend your return to a joint return after she gets a SSN--

To file jointly with a non-resident alien (during 2014) spouse of a USC, the IRS says you must both choose for her to be treated as a resident alien for tax purposes. There is a statement to write and she must sign it. I made up an example statement in this post http://www.visajourney.com/forums/topic/533915-filling-taxes-while-aos-is-pending/?p=7450634

And to file jointly you must also include all money earned in 2014 by both spouses. That means if she worked in her country, you include it. She is eligible for the Foreign Income Exclusion Form 2555 so you still should come out ahead and get some money back with your amended return.

[Ms Hogan 295]

My husband filed without my SSN and without a tax ID for me the first year after we were married. He had to include how much I made but because it was less than a specific threshold there were no taxes do and it was all exempt. I don't know all the details but I do know that he was using Turbo Tax and was able to file without any problems.