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Isa&Sam

filing 2017 taxes, receiving SSN in 2018 help!

By Isa&Sam in Tax & Finances During US Immigration

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Isa&Sam Explorer

Isa&Sam   50

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Good morning all! My husband will be having his interview on 1/29/2018. I marked off the option for him to be sent a SSN on his IV application so he can expect that in the mail some time in February. My question is, can we go ahead and file income taxes for 2017 using his new SSN or do we still need to use his ITIN? Any input is appreciated ^_^

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Crazy Cat Grand Master

Crazy Cat   41,888

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Once he has his Social Security Card (and number), he can use that number.  He won't get his SS card until after he arrives in the US.  In our case, my wife entered the US on Jun 22.  She received her SS card on July 3.  She then received her Green Card on July 15th.

 

 

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Thozelle Enthusiast

Thozelle   16

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2 hours ago, Isa&Sam said:

Good morning all! My husband will be having his interview on 1/29/2018. I marked off the option for him to be sent a SSN on his IV application so he can expect that in the mail some time in February. My question is, can we go ahead and file income taxes for 2017 using his new SSN or do we still need to use his ITIN? Any input is appreciated ^_^

You can use the ITIN, then when he gets his SSN notify IRS. 

2013/05/03 Married

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payxibka Grand Master

payxibka   10,045

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14 minutes ago, Thozelle said:

You can use the ITIN, then when he gets his SSN notify IRS. 

No notification required.  You simply stop using the ITIN and it expires on its own

YMMV

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MariaR323 Proficient

MariaR323   199

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If you *need* to file the tax return sooner  rather than later then go ahead and file with his ITIN. If you can wait, use his SSN when you receive it. It will be much cleaner to use the newly established SSN.

 

The ideal procedure is to notify IRS to combine any records under the ITIN to the new SSN so that the history will be maintained.

 

Maria

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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Isa&Sam Explorer

Isa&Sam   50

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On 1/10/2018 at 7:50 PM, MariaR323 said:

If you *need* to file the tax return sooner  rather than later then go ahead and file with his ITIN. If you can wait, use his SSN when you receive it. It will be much cleaner to use the newly established SSN.

 

The ideal procedure is to notify IRS to combine any records under the ITIN to the new SSN so that the history will be maintained.

 

Maria

Yea that's what we are planning on doing but I read somewhere that if he didn't receive his SSN in the year that you are filing taxes for then he cannot use his SSN? I'll call my tax prepare and clarify,

On 1/10/2018 at 10:56 AM, missileman said:

Once he has his Social Security Card (and number), he can use that number.  He won't get his SS card until after he arrives in the US.  In our case, my wife entered the US on Jun 22.  She received her SS card on July 3.  She then received her Green Card on July 15th.

 

 

Wow that was pretty fast. Hopefully my husband receieves his just as fast

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Isa&Sam Explorer

Isa&Sam   50

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Filed: IR-1/CR-1 Visa Country: El Salvador
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On 1/10/2018 at 12:57 PM, Ksenia_O said:

January 29 is the "start" for a Tax Season this year . So, you wont' be able to send  it till that day anyway. 

Wow they keep pushing the start date for filing further and further Lola thanks for the info

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MariaR323 Proficient

MariaR323   199

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2 hours ago, Isa&Sam said:

Yea that's what we are planning on doing but I read somewhere that if he didn't receive his SSN in the year that you are filing taxes for then he cannot use his SSN? I'll call my tax prepare and clarify,

Wow that was pretty fast. Hopefully my husband receieves his just as fast

He can indeed use his SSN. The (e-File) system used to not allow you to e-File if the SSN was issued in the year of filing, however, last year I know for a fact that was not the case (at least for a couple that I personally filed). [I'm a CA registered tax preparer.]

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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Isa&Sam Explorer

Isa&Sam   50

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Filed: IR-1/CR-1 Visa Country: El Salvador
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15 hours ago, MariaR323 said:

He can indeed use his SSN. The (e-File) system used to not allow you to e-File if the SSN was issued in the year of filing, however, last year I know for a fact that was not the case (at least for a couple that I personally filed). [I'm a CA registered tax preparer.]

oh ok wow thanks! hmmm do you know if we can go back and fix taxes for previous years as well? we started filing together since 2015 (we got married in 2015).

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MariaR323 Proficient

MariaR323   199

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On 1/16/2018 at 8:52 AM, Isa&Sam said:

oh ok wow thanks! hmmm do you know if we can go back and fix taxes for previous years as well? we started filing together since 2015 (we got married in 2015).

You can amend prior year tax returns filed with the ITIN so that it properly reflects the newly assigned SSN. However, keep in mind certain credits are not retroactive so the bottom line (refund or liability) would not change.

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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Isa&Sam Explorer

Isa&Sam   50

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Filed: IR-1/CR-1 Visa Country: El Salvador
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On 1/17/2018 at 10:58 AM, MariaR323 said:

You can amend prior year tax returns filed with the ITIN so that it properly reflects the newly assigned SSN. However, keep in mind certain credits are not retroactive so the bottom line (refund or liability) would not change.

ok thanks again for all that info, you were of great help!!!! I was a little confused with this whole income tax filing issue but now I can see the light!! lol thanks again ^_^

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