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Marie & Tom

To Apply for ITIN or not?

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Filed: Country: Ireland
Timeline

Hey everyone!

I've been getting ready to file my taxes for 2015 and am getting a little confused about the ITIN for my husband.

My husband did not work at all in 2015 while he was living in Ireland or while he's been here in the states. We were planning to file as Married Filing Jointly. He does not have his SSN.

Since he has no work history for 2015, and he's only being included as he's my husband, do we need to file for an ITIN with our taxes, or can I file without it? (Trying to get it ASAP as we really need the money, but I know ITIN takes up to 12 weeks or more).

Thanks! And sorry if it's been asked already!

Feb. 21st, 2014 - The message that started it all, on OkCupid

March 2nd-3rd, 2014 - He asked me to be his 

May 7th, 2014 - First met in person (in Ireland) 

May 25th, 2014 - First actual long distance date

Oct 8th, 2014 - Second in person visit (in Washington)

Oct 31st, 2014 - First holiday spent together

March 16th, 2015 - He Proposed!!

April 15th, 2015 - Sent the K1 visa packet to Texas

April 18th, 2015 - CVS received our petition

May 28th, 2015 - Request for Evidence...

June 8th, 2015 - RFE received

June 12th, 2015 – K-1 APPROVED!!

July 16th, 2015 - Consulate received package and we received our Packet 3

Aug 11th, 2015 - Packet 3 emailed back

Aug 25th, 2015 - Still haven't received anything back from the embassy, Packet 3 emailed again

Aug 26th, 2015 - Packet 4 received, our interview is set for September 15th!!

Sept 15th, 2015 - APPROVED!

Oct 6th, 2015 - Arrived in Washington

Nov 12th, 2015 – Legally MARRIED!!! ♡  

Dec 24th, 2015 - USCIS receives AOS packet

Jan 27th, 2016 - Biometrics appointment

Feb 5th, 2016 - Request for Evidence...

Feb 16th, 2016 - RFE received

March 31st, 2016 – Interview scheduled for May 9th,

May 11th, 2016 – APPROVED!!!

Sept 22nd, 2016 – Handfasting Ceremony

Oct 30th, 2016 – We’re going to have a baby!!

June 26th, 2017 – Our son is born!!! ♡

May 3rd, 2018 - Mailed I-751 (forgot to include payment though!  )

May 4th, 2018 - Tracking indicates package received at CSC. Also mailed out the payment that was forgotten.

May 5th, 2018 - Tracking indicates payment package received at CSC.

May 11th, 2018 – Visa expired...

June 9th, 2018 - Packet returned... didn't check a box in one section, and didn't include a photocopy of my husband's permanent resident card.

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

Hey everyone!

I've been getting ready to file my taxes for 2015 and am getting a little confused about the ITIN for my husband.

My husband did not work at all in 2015 while he was living in Ireland or while he's been here in the states. We were planning to file as Married Filing Jointly. He does not have his SSN.

Since he has no work history for 2015, and he's only being included as he's my husband, do we need to file for an ITIN with our taxes, or can I file without it? (Trying to get it ASAP as we really need the money, but I know ITIN takes up to 12 weeks or more).

Thanks! And sorry if it's been asked already!

You do not have to obtain an ITIN.

You can file MFS, write his name where it belongs on page 1 of 1040 and type NRA on his SSN field.

or you can do this, which it entitles you to claim his tax exemption:

http://www.visajourney.com/forums/topic/583970-case-complete-to-interview-march-2016/?p=7996153

You can not file electronically either way.

CR-1 VISA

STAGE 1: USCIS

CALIFORNIA SERVICE CENTER US EMBASSY BOGOTA

09-08-2015 Express mailed my I-130 package to Chicago Lock-box.

09-11-2015 Received NOA1 via email with a PD of 09-09-2015

09-19-2015 Received I-797C via snail mail. (NOA1)

10-21-2015 My wife came to visit me on a B1/B2. No problems at POE Miami :P

11-04-2015 Received NOA2 via email. (56 days after NOA1)

11-08-2015 My wife ends visit and returns to Colombia to wait for interview :(

11-09-2015 Received I-797 via snail mail. (NOA2)

STAGE 2: NVC

11-16-2015 NVC received our case,(12 days after NOA2).

12-07-2015 Emailed inquiry to NVC to inform them my email. http://travel.state.gov/content/visas/en/contact.html

12-08-2015 NVC assigned case and invoice ID number,(34 days after NOA2) Case was assigned after 13:00 PM. I called at 12:30 then at 19:00 PM

12-08-2015 Completed Choice of Agent DS-261

12-09-2015 Received 2 emails with Welcome Letters for my wife and I, they were sent by ASKnvc@state.gov

12-09-2015 AOS bill became available and I paid it. (IN PROCESS)

12-12-2015 Mailed AOS and IV packages.

12-14-2015 Received via email IV bill from ASKnvc@state.gov and paid the IV fee.

12-14-2015 AOS fee updated to PAID

12-15-2015 USPS tracking shows AOS/IV packages were delivered to NVC. Waiting for a SCAN date.

12-16-2015 IV fee updated to PAID and completed DS-260

12-19-2015 Scan Date (45 days after NOA2). I called on 01-13-16 and I was told my scan date is 12-15-15????

01-26-2016 Case complete. (83 days after NOA2)

01-29-2016 Called NVC, I was informed my CO Interview will be on 03-01-2016 at 08:00.

02-02-2016 Received Interview Letter (P4) via email.

02-09-2016 Package picked-up by DHL at 15:29 Waybill 5992952011. CEAC status "IN TRANSIT"

STAGE 3: US Embassy Bogota

02-11-2016 US Embassy Bogota received my package at 10:39.

02-12-2016 CEAC Visa Status changed from "IN TRANSIT" to "READY"

02-24-2016 Lab exams at the clinic and Bio-metrics at the CAS center.

02-25-2016 Medical Exams.

03-01-2016 Interview Date (175 days after I mailed I-130) VISA APPROVED. CEAC status changed to AP

03-02-2016 Paid Immigrant Visa Fee via ELIS account. CEAC status changed to ISSUED

03-03-2016 US Embassy Bogota sends Passport and Visa package via DHL Waybill 2900131780 to Cali.

03-04-2016 My wife picked up at DHL sealed approved IV package and her passport with a stamped I-551 IV Category CR1.

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Filed: Country: Ireland
Timeline

Oh my gosh, thank you so so much!

Feb. 21st, 2014 - The message that started it all, on OkCupid

March 2nd-3rd, 2014 - He asked me to be his 

May 7th, 2014 - First met in person (in Ireland) 

May 25th, 2014 - First actual long distance date

Oct 8th, 2014 - Second in person visit (in Washington)

Oct 31st, 2014 - First holiday spent together

March 16th, 2015 - He Proposed!!

April 15th, 2015 - Sent the K1 visa packet to Texas

April 18th, 2015 - CVS received our petition

May 28th, 2015 - Request for Evidence...

June 8th, 2015 - RFE received

June 12th, 2015 – K-1 APPROVED!!

July 16th, 2015 - Consulate received package and we received our Packet 3

Aug 11th, 2015 - Packet 3 emailed back

Aug 25th, 2015 - Still haven't received anything back from the embassy, Packet 3 emailed again

Aug 26th, 2015 - Packet 4 received, our interview is set for September 15th!!

Sept 15th, 2015 - APPROVED!

Oct 6th, 2015 - Arrived in Washington

Nov 12th, 2015 – Legally MARRIED!!! ♡  

Dec 24th, 2015 - USCIS receives AOS packet

Jan 27th, 2016 - Biometrics appointment

Feb 5th, 2016 - Request for Evidence...

Feb 16th, 2016 - RFE received

March 31st, 2016 – Interview scheduled for May 9th,

May 11th, 2016 – APPROVED!!!

Sept 22nd, 2016 – Handfasting Ceremony

Oct 30th, 2016 – We’re going to have a baby!!

June 26th, 2017 – Our son is born!!! ♡

May 3rd, 2018 - Mailed I-751 (forgot to include payment though!  )

May 4th, 2018 - Tracking indicates package received at CSC. Also mailed out the payment that was forgotten.

May 5th, 2018 - Tracking indicates payment package received at CSC.

May 11th, 2018 – Visa expired...

June 9th, 2018 - Packet returned... didn't check a box in one section, and didn't include a photocopy of my husband's permanent resident card.

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Hey everyone!

I've been getting ready to file my taxes for 2015 and am getting a little confused about the ITIN for my husband.

My husband did not work at all in 2015 while he was living in Ireland or while he's been here in the states. We were planning to file as Married Filing Jointly. He does not have his SSN.

Since he has no work history for 2015, and he's only being included as he's my husband, do we need to file for an ITIN with our taxes, or can I file without it? (Trying to get it ASAP as we really need the money, but I know ITIN takes up to 12 weeks or more).

Thanks! And sorry if it's been asked already!

Can you get him a SSN? EAD card? GC? more than two weeks left on the I-94? If not, get his SSN as soon as you are able. Should April 18th gets close, file for an extension to give you until October 15th to file your taxes. Make certain you are either getting a refund or pay the taxes you owe. The reason I suggest this is that MFJ with him not working will be better tax wise than MFS. Filing for an ITIN is really only for those that are not eligible for a SSN--your husband is eligible for a SSN and therefore should not apply for an ITIN. Too many people seem to be afraid of filing an extension, but the IRS allows for this so why not take advantage of the system for your benefit? If he was not in the US long enough to be considered a resident for TAX purposes, you can both sign a statement stating he wants to be considered as a LPR for TAX purposes, but you will need to file a paper return.

Dave

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Filed: Country: Ireland
Timeline

Can you get him a SSN? EAD card? GC? more than two weeks left on the I-94? If not, get his SSN as soon as you are able. Should April 18th gets close, file for an extension to give you until October 15th to file your taxes. Make certain you are either getting a refund or pay the taxes you owe. The reason I suggest this is that MFJ with him not working will be better tax wise than MFS. Filing for an ITIN is really only for those that are not eligible for a SSN--your husband is eligible for a SSN and therefore should not apply for an ITIN. Too many people seem to be afraid of filing an extension, but the IRS allows for this so why not take advantage of the system for your benefit? If he was not in the US long enough to be considered a resident for TAX purposes, you can both sign a statement stating he wants to be considered as a LPR for TAX purposes, but you will need to file a paper return.

Dave

We can't get him a SSN at the moment because the I-94 is expired and we haven't received the EAD yet. He's only had his biometrics done. We're hoping, based on the averages listed on this site, that he should receive the EAD within the next month (fingers crossed).

I'm not familiar with the LPR. What is that? Is he supposed to be here for a certain amount of time? I was told that as long as we were married between Jan 1st 2015 and Dec 31st 2015, we can file as married.

Feb. 21st, 2014 - The message that started it all, on OkCupid

March 2nd-3rd, 2014 - He asked me to be his 

May 7th, 2014 - First met in person (in Ireland) 

May 25th, 2014 - First actual long distance date

Oct 8th, 2014 - Second in person visit (in Washington)

Oct 31st, 2014 - First holiday spent together

March 16th, 2015 - He Proposed!!

April 15th, 2015 - Sent the K1 visa packet to Texas

April 18th, 2015 - CVS received our petition

May 28th, 2015 - Request for Evidence...

June 8th, 2015 - RFE received

June 12th, 2015 – K-1 APPROVED!!

July 16th, 2015 - Consulate received package and we received our Packet 3

Aug 11th, 2015 - Packet 3 emailed back

Aug 25th, 2015 - Still haven't received anything back from the embassy, Packet 3 emailed again

Aug 26th, 2015 - Packet 4 received, our interview is set for September 15th!!

Sept 15th, 2015 - APPROVED!

Oct 6th, 2015 - Arrived in Washington

Nov 12th, 2015 – Legally MARRIED!!! ♡  

Dec 24th, 2015 - USCIS receives AOS packet

Jan 27th, 2016 - Biometrics appointment

Feb 5th, 2016 - Request for Evidence...

Feb 16th, 2016 - RFE received

March 31st, 2016 – Interview scheduled for May 9th,

May 11th, 2016 – APPROVED!!!

Sept 22nd, 2016 – Handfasting Ceremony

Oct 30th, 2016 – We’re going to have a baby!!

June 26th, 2017 – Our son is born!!! ♡

May 3rd, 2018 - Mailed I-751 (forgot to include payment though!  )

May 4th, 2018 - Tracking indicates package received at CSC. Also mailed out the payment that was forgotten.

May 5th, 2018 - Tracking indicates payment package received at CSC.

May 11th, 2018 – Visa expired...

June 9th, 2018 - Packet returned... didn't check a box in one section, and didn't include a photocopy of my husband's permanent resident card.

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Filed: K-1 Visa Country: Mexico
Timeline

The easiest, fastest, and if you need the money option you have is this:

Wait for the EAD card, get his SSN and file MFJ choosing to treat him as a U.S. resident for tax purposes for the entire year 2015. This generally gives you the best and most beneficial filing status = usually a higher refund.

Maria ~ U.S. Citizen

 

K-1 & K-2 Process (Completed in 4 mos. 8 days)

 

1/19/16: I-129F Package recv'd by USCIS via FedEx overnight

4/1/16: NOA2 Approval :dancing:

5/17/16: Interview :star: - APPROVED :dance:

5/25/16 Visas in hand! :thumbs: 

Aug 2016: Wedding (L)

AOS/EAD/AP Process, K-1 & K-2 (Completed in 4 mos. 15 days)

 

9/21/16: Package recv'd by USCIS via FedEx overnight [Day 1]

10/24/16: AOS Cases (I-864) RFIE recv'd hardcopy [Day 29]

12/23/16: AOS Case Status Updates - Interview Scheduled, text recv'd [Day 94] :dancing:

1/17/17: EAD/AP Combo Card recv'd via USPS Priority Mail [Day 119]

1/27/17: AOS Interview :star: - APPROVED!! :dance:  [Day 129 / 120 w/ 9day RFIE delay]

1/27/17: AOS Case status update - Approved | 1/31/17: New Card in Production | 2/1/17: Card Was Mailed

2/4/17: Green Cards Arrived :thumbs:

ROC Process, Spouse & 2 Step-Sons (Completed in 23 mos. 22 days)

 

1/25/19: Package recv'd by USCIS via FedEx overnight [Day 1]

1/29/19: NOA notice date, text & email recv'd, routed to CSC

2/1/19: NOA 18mo. Extension Letter arrived in the mail, for wife only [Day 7]

3/13/19: Filed SR for non-receipt of NOA for I-751A dependents [Day 48] | 3/21/19: Recv'd NOA for 2 stepsons [Day 56]

4/29/19: Biometrics (Scheduled) Appt Completed [Day 95]

8/28/20: Case Status Update - RFE [Day 582 ~ 19 mos. 4 days] | 11/20/20: Case Status Update - RFE response recv'd [Day 666 ~ 21 mos. 27 days]

1/7/21: Case Status Update - New Card in Production :dance: [Day 714 ~ 23 mos. 14 days] 

1/15/21: Green Cards Arrived :thumbs:[Day 722 ~ 23 mos. 22 days]

Naturalization Process for Spouse - in research stage (Completed in X mos. X days)

 

8/7/24: started research and prep for upcoming filing of N-400 Online

TBD: Filed N-400 Online

 :)

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