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KierenHby

No eFile? spouse overseas, no income

By KierenHby in Tax & Finances During US Immigration

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KierenHby Experienced

KierenHby   899

Posted
Filed: IR-1/CR-1 Visa Timeline
Posted

Hey VJers,

I am clueless how to do my taxes now that I am married. The past several years, I qualified head of household (HoH) to claim parents as dependents.. USC, no income, and stay with me. I eFile Fed and State returns using TaxCut\TurboTax without any issues.

I got married this past November. Wife is overseas, though she had no income as she did not work last year.

Questions:

1) Can I still file HoH, as it seems to legally minimize taxes owed? I appear to still satisfy HoH conditions: Married; living apart from spouse latter half of 2014; paid over half the cost of parents’ living expenses in the US.

2) Would I have to hand-write “NRA” where her SSN would be on the 1040 form.

3) I suppose efile will not work as wife does not have a SSN.. must I print and mail (obviously not ideal, but no getting around?)

Thanks for your help in advance!

-Suds

USCIS

January 16, 2015 I-130 Mailed, Chi lockbox January 20, 2015 Priority Date, January 21, 2015 NOA1 notice date, Assigned VSC, January 23, 2015 Check Cashed, electronically March 5, 2015 NOA2

NVC

March 27, 2015 NVC received April 6, 2015 Case#, IIN# assigned April 8, 2015 Paid AOS + IV fee Invoices May 5, 2015 AOS + IV package submitted May 11, 2015 Scan Date

June 11, 2015 DS-260 submitted June 25, 2015 False checklist (for ds260).. hello? June 30, 2015 Answered checklist Aug 5, 2015 Escalated to Supervisor review Aug 13, 2015 Case Complete

Consular

Sept 10, 2015 Interview Scheduled Sept 11, 2015 P4 Letter received Sept 21, 2015 file In transit from NVC Sept 23, 2015 file at Embassy

Sept 28, 2015 Medical Oct 14, 2015 Biometrics Oct 15, 2015 Interview (Approved) Oct 19, 2015 IV visa Issued Oct 23, 2015 Passport Pickup

POE

Nov 2, 2015 Entered the US Nov 16, 2015 Applied for SSN, walk-in Nov 20, 2015 Social Security Card recd Jan 15, 2016 GC received

KierenHby Experienced

KierenHby   899

Posted
Filed: IR-1/CR-1 Visa Timeline
  • Author
Posted

Umm.. can anyone shed a light on my 3 ques please? I would like to start on my taxes soon, so advice would be helpful.

USCIS

January 16, 2015 I-130 Mailed, Chi lockbox January 20, 2015 Priority Date, January 21, 2015 NOA1 notice date, Assigned VSC, January 23, 2015 Check Cashed, electronically March 5, 2015 NOA2

NVC

March 27, 2015 NVC received April 6, 2015 Case#, IIN# assigned April 8, 2015 Paid AOS + IV fee Invoices May 5, 2015 AOS + IV package submitted May 11, 2015 Scan Date

June 11, 2015 DS-260 submitted June 25, 2015 False checklist (for ds260).. hello? June 30, 2015 Answered checklist Aug 5, 2015 Escalated to Supervisor review Aug 13, 2015 Case Complete

Consular

Sept 10, 2015 Interview Scheduled Sept 11, 2015 P4 Letter received Sept 21, 2015 file In transit from NVC Sept 23, 2015 file at Embassy

Sept 28, 2015 Medical Oct 14, 2015 Biometrics Oct 15, 2015 Interview (Approved) Oct 19, 2015 IV visa Issued Oct 23, 2015 Passport Pickup

POE

Nov 2, 2015 Entered the US Nov 16, 2015 Applied for SSN, walk-in Nov 20, 2015 Social Security Card recd Jan 15, 2016 GC received

Nich-Nick Grand Master

Nich-Nick   3,354

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

Hey VJers,

I am clueless how to do my taxes now that I am married. The past several years, I qualified head of household (HoH) to claim parents as dependents.. USC, no income, and stay with me. I eFile Fed and State returns using TaxCut\TurboTax without any issues.

I got married this past November. Wife is overseas, though she had no income as she did not work last year.

Questions:

1) Can I still file HoH, as it seems to legally minimize taxes owed? I appear to still satisfy HoH conditions: Married; living apart from spouse latter half of 2014; paid over half the cost of parents living expenses in the US.

2) Would I have to hand-write NRA where her SSN would be on the 1040 form.

3) I suppose efile will not work as wife does not have a SSN.. must I print and mail (obviously not ideal, but no getting around?)

Thanks for your help in advance!

-Suds

1) yes

2) maybe

3) try your TurboTax and see if it accepts NRA and allows an efile. It depends on how TurboTax wrote their coding. That is not an IRS ruling. It is a software issue. A user of TaxAct reported his software accepted NRA in the SSN field and allowed him to efile.

Edited by Nich-Nick

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

KierenHby Experienced

KierenHby   899

Posted
Filed: IR-1/CR-1 Visa Timeline
  • Author
Posted

Thanks Nich-Nick; appreciate the response mate.

I was browsing the concurrent "..tax filing for 2014.." thread and found those comments helpful too. TurboTax seems finicky about SSN fields, but I will look into TaxAct as that one user seemed to be able to enter NRA in the SSN field and eFile. Ability to efile with NRA would be ideal.

USCIS

January 16, 2015 I-130 Mailed, Chi lockbox January 20, 2015 Priority Date, January 21, 2015 NOA1 notice date, Assigned VSC, January 23, 2015 Check Cashed, electronically March 5, 2015 NOA2

NVC

March 27, 2015 NVC received April 6, 2015 Case#, IIN# assigned April 8, 2015 Paid AOS + IV fee Invoices May 5, 2015 AOS + IV package submitted May 11, 2015 Scan Date

June 11, 2015 DS-260 submitted June 25, 2015 False checklist (for ds260).. hello? June 30, 2015 Answered checklist Aug 5, 2015 Escalated to Supervisor review Aug 13, 2015 Case Complete

Consular

Sept 10, 2015 Interview Scheduled Sept 11, 2015 P4 Letter received Sept 21, 2015 file In transit from NVC Sept 23, 2015 file at Embassy

Sept 28, 2015 Medical Oct 14, 2015 Biometrics Oct 15, 2015 Interview (Approved) Oct 19, 2015 IV visa Issued Oct 23, 2015 Passport Pickup

POE

Nov 2, 2015 Entered the US Nov 16, 2015 Applied for SSN, walk-in Nov 20, 2015 Social Security Card recd Jan 15, 2016 GC received

 
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