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Mara0899

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Filed: IR-1/CR-1 Visa Country: Cambodia
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Hello guys, my USC wife is gonna make tax return to petition sponsoring me as spouse. Does she need to declare as married or single ? and what they will need document from me if she declared as married? Thank you. 

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Filed: Citizen (apr) Country: Tunisia
Timeline
7 minutes ago, Mara0899 said:

Hello guys, my USC wife is gonna make tax return to petition sponsoring me as spouse. Does she need to declare as married or single ? and what they will need document from me if she declared as married? Thank you. 

softwares like turbotax help you.. We files me and my wife freely through it.

 

She has to file married. But she can files jointly (for her and u) or separately.  Generally it is bette to do jointly.

 

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If you were married on the last day of 2017, then you must file as such. You cannot file as single while married.

Edited by geowrian

Timelines:

ROC:

Spoiler

7/27/20: Sent forms to Dallas lockbox, 7/30/20: Received by USCIS, 8/10 NOA1 electronic notification received, 8/1/ NOA1 hard copy received

AOS:

Spoiler

AOS (I-485 + I-131 + I-765):

9/25/17: sent forms to Chicago, 9/27/17: received by USCIS, 10/4/17: NOA1 electronic notification received, 10/10/17: NOA1 hard copy received. Social Security card being issued in married name (3rd attempt!)

10/14/17: Biometrics appointment notice received, 10/25/17: Biometrics

1/2/18: EAD + AP approved (no website update), 1/5/18: EAD + AP mailed, 1/8/18: EAD + AP approval notice hardcopies received, 1/10/18: EAD + AP received

9/5/18: Interview scheduled notice, 10/17/18: Interview

10/24/18: Green card produced notice, 10/25/18: Formal approval, 10/31/18: Green card received

K-1:

Spoiler

I-129F

12/1/16: sent, 12/14/16: NOA1 hard copy received, 3/10/17: RFE (IMB verification), 3/22/17: RFE response received

3/24/17: Approved! , 3/30/17: NOA2 hard copy received

 

NVC

4/6/2017: Received, 4/12/2017: Sent to Riyadh embassy, 4/16/2017: Case received at Riyadh embassy, 4/21/2017: Request case transfer to Manila, approved 4/24/2017

 

K-1

5/1/2017: Case received by Manila (1 week embassy transfer??? Lucky~)

7/13/2017: Interview: APPROVED!!!

7/19/2017: Visa in hand

8/15/2017: POE

 

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she can file married jointly or  married separate. Do you have SSN or ITIN number? if not then  it will be best  if she  file married separate. If she file married separate  and not claim you as exemption .  you will not need SSN or ITIN number  now. After you arrived in USA and get SSN.  She  can  amen her tax form  to married jointly

or you can apply for an ITIN number then she can file married jointly

https://www.irs.gov/pub/irs-pdf/i1040gi.pdf

Edited by j&ana

ROC
Service Center : Nebraska Service Center
Consulate : Manila, Philippines
Marriage (if applicable): 2014-05-20
I-130 Sent : 2014-10-06
I-130 NOA1 : 2014-10-09
I-130 RFE for NSO copy of marriage certificate: 2014-11-03
I-130 RFE Sent : 2014-11-18
I-130 Approved : 2014-12-07
NVC Received : 2014-12-23
NVC case number: 2015-02-04
Received DS-261 / AOS Bill : 2015-02-04
Pay AOS Bill : 2015-02-05
Submit DS-261 : 2015-02-05
Sent AOS Package : 2015-02-09
Sent IV Package : 2015-02-09
Scan date : 2015-02-10
Receive IV Bill : 2015-03-03
Pay IV Bill : 2015-03-06
Submit DS-260: 2015-3-12
Case Completed at NVC : 2015-03-20
Receive Instruction and Interview appointment letter: 2015-3-27
Medical complete: 2015-04-08
Interview Date : 2015-05-08
Interview Result : Approved
Visa Received : 2015-05-13

Date of US Entry : 2015-06-09
 

Date of Social Security card receive : 06-2015

Date of Green Card received 07-2015

Date of ROC FILE 05-19-2017

 I-751 NOA Date 05-26-2017

   

http://jerryjja.wix.com/filipinasaswa?_ga=1.194674661.91538870.1441656248

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

I filed married jointly and assuming no SSN yet, you will need to go to a tax preparer that is also an ITIN acceptance agent.  You'll need her passport, so she'll have to FedEx it to you.  No online filing as the ITIN forms must be attached to the paper tax return (you can't just apply for an ITIN as a standalone transaction). 

 

The tax break for being married will cover these costs and then some! 

 

Having a joint tax return is also proof of a bona-fide relationship. 

Edited by bakphx1@aol.com
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Filed: IR-1/CR-1 Visa Country: Honduras
Timeline
1 minute ago, bakphx1@aol.com said:

I filed married jointly last year before my husband arrived. Assuming no SSN yet, you will need to go to a tax preparer that is also an ITIN acceptance agent.  You'll need her passport, so she'll have to FedEx it to you.  No online filing as the ITIN forms must be attached to the paper tax return (you can't just apply for an ITIN as a standalone transaction). 

 

The tax break for being married will cover these costs and then some! 

 

Having a joint tax return is also proof of a bona-fide relationship. 

 

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your  wife  can file married separate then you will not need ITIN number you might get less back now but she can amend it when you get here and get back any more  money that is owe to her but she can not claim you as an exemption on tax form

 

If your spouse is a nonresident alien, he or she must have either an SSN or an ITIN if:

You file a joint return,

You file a separate return and claim an exemption for your spouse, or

Your spouse is filing a separate re-turn

Edited by j&ana
for got to add something

ROC
Service Center : Nebraska Service Center
Consulate : Manila, Philippines
Marriage (if applicable): 2014-05-20
I-130 Sent : 2014-10-06
I-130 NOA1 : 2014-10-09
I-130 RFE for NSO copy of marriage certificate: 2014-11-03
I-130 RFE Sent : 2014-11-18
I-130 Approved : 2014-12-07
NVC Received : 2014-12-23
NVC case number: 2015-02-04
Received DS-261 / AOS Bill : 2015-02-04
Pay AOS Bill : 2015-02-05
Submit DS-261 : 2015-02-05
Sent AOS Package : 2015-02-09
Sent IV Package : 2015-02-09
Scan date : 2015-02-10
Receive IV Bill : 2015-03-03
Pay IV Bill : 2015-03-06
Submit DS-260: 2015-3-12
Case Completed at NVC : 2015-03-20
Receive Instruction and Interview appointment letter: 2015-3-27
Medical complete: 2015-04-08
Interview Date : 2015-05-08
Interview Result : Approved
Visa Received : 2015-05-13

Date of US Entry : 2015-06-09
 

Date of Social Security card receive : 06-2015

Date of Green Card received 07-2015

Date of ROC FILE 05-19-2017

 I-751 NOA Date 05-26-2017

   

http://jerryjja.wix.com/filipinasaswa?_ga=1.194674661.91538870.1441656248

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For reference, USCIS and the embassies do not care if you file MFJ or MFS. That's a tax decision based on whatever situation has the lowest tax liability. No reasonable person expects you to file jointly if your taxes are lower filing separately (it usually isn't anyway).

Just don't file as single.

Timelines:

ROC:

Spoiler

7/27/20: Sent forms to Dallas lockbox, 7/30/20: Received by USCIS, 8/10 NOA1 electronic notification received, 8/1/ NOA1 hard copy received

AOS:

Spoiler

AOS (I-485 + I-131 + I-765):

9/25/17: sent forms to Chicago, 9/27/17: received by USCIS, 10/4/17: NOA1 electronic notification received, 10/10/17: NOA1 hard copy received. Social Security card being issued in married name (3rd attempt!)

10/14/17: Biometrics appointment notice received, 10/25/17: Biometrics

1/2/18: EAD + AP approved (no website update), 1/5/18: EAD + AP mailed, 1/8/18: EAD + AP approval notice hardcopies received, 1/10/18: EAD + AP received

9/5/18: Interview scheduled notice, 10/17/18: Interview

10/24/18: Green card produced notice, 10/25/18: Formal approval, 10/31/18: Green card received

K-1:

Spoiler

I-129F

12/1/16: sent, 12/14/16: NOA1 hard copy received, 3/10/17: RFE (IMB verification), 3/22/17: RFE response received

3/24/17: Approved! , 3/30/17: NOA2 hard copy received

 

NVC

4/6/2017: Received, 4/12/2017: Sent to Riyadh embassy, 4/16/2017: Case received at Riyadh embassy, 4/21/2017: Request case transfer to Manila, approved 4/24/2017

 

K-1

5/1/2017: Case received by Manila (1 week embassy transfer??? Lucky~)

7/13/2017: Interview: APPROVED!!!

7/19/2017: Visa in hand

8/15/2017: POE

 

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a joint tax return is not that great proof of a bona-fide relationship. it is good for income purpose

Edited by j&ana

ROC
Service Center : Nebraska Service Center
Consulate : Manila, Philippines
Marriage (if applicable): 2014-05-20
I-130 Sent : 2014-10-06
I-130 NOA1 : 2014-10-09
I-130 RFE for NSO copy of marriage certificate: 2014-11-03
I-130 RFE Sent : 2014-11-18
I-130 Approved : 2014-12-07
NVC Received : 2014-12-23
NVC case number: 2015-02-04
Received DS-261 / AOS Bill : 2015-02-04
Pay AOS Bill : 2015-02-05
Submit DS-261 : 2015-02-05
Sent AOS Package : 2015-02-09
Sent IV Package : 2015-02-09
Scan date : 2015-02-10
Receive IV Bill : 2015-03-03
Pay IV Bill : 2015-03-06
Submit DS-260: 2015-3-12
Case Completed at NVC : 2015-03-20
Receive Instruction and Interview appointment letter: 2015-3-27
Medical complete: 2015-04-08
Interview Date : 2015-05-08
Interview Result : Approved
Visa Received : 2015-05-13

Date of US Entry : 2015-06-09
 

Date of Social Security card receive : 06-2015

Date of Green Card received 07-2015

Date of ROC FILE 05-19-2017

 I-751 NOA Date 05-26-2017

   

http://jerryjja.wix.com/filipinasaswa?_ga=1.194674661.91538870.1441656248

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Filed: IR-1/CR-1 Visa Country: Cambodia
Timeline
1 hour ago, j&ana said:

she can file married jointly or  married separate. Do you have SSN or ITIN number? if not then  it will be best  if she  file married separate. If she file married separate  and not claim you as exemption .  you will not need SSN or ITIN number  now. After you arrived in USA and get SSN.  She  can  amen her tax form  to married jointly

or you can apply for an ITIN number then she can file married jointly

https://www.irs.gov/pub/irs-pdf/i1040gi.pdf

if she will file married jointly, what document from me to proceed that? EX: Marriage certificate, Date of birth certificate, passport ?

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you will need your passport to get an ITIN number. it is so much easier to file married separate and then amend it. That is what I did when I was in the process of getting my wife visa. then when she arrived here I amended it and sent the amended version into the IRS

 

 I believe you have up to 3 years to amend your taxes

Some people confuse filing married separated as being separated or divorce from  your spouse  but that is not what this means It just means your are filing your taxes separate then your spouse

Edited by j&ana

ROC
Service Center : Nebraska Service Center
Consulate : Manila, Philippines
Marriage (if applicable): 2014-05-20
I-130 Sent : 2014-10-06
I-130 NOA1 : 2014-10-09
I-130 RFE for NSO copy of marriage certificate: 2014-11-03
I-130 RFE Sent : 2014-11-18
I-130 Approved : 2014-12-07
NVC Received : 2014-12-23
NVC case number: 2015-02-04
Received DS-261 / AOS Bill : 2015-02-04
Pay AOS Bill : 2015-02-05
Submit DS-261 : 2015-02-05
Sent AOS Package : 2015-02-09
Sent IV Package : 2015-02-09
Scan date : 2015-02-10
Receive IV Bill : 2015-03-03
Pay IV Bill : 2015-03-06
Submit DS-260: 2015-3-12
Case Completed at NVC : 2015-03-20
Receive Instruction and Interview appointment letter: 2015-3-27
Medical complete: 2015-04-08
Interview Date : 2015-05-08
Interview Result : Approved
Visa Received : 2015-05-13

Date of US Entry : 2015-06-09
 

Date of Social Security card receive : 06-2015

Date of Green Card received 07-2015

Date of ROC FILE 05-19-2017

 I-751 NOA Date 05-26-2017

   

http://jerryjja.wix.com/filipinasaswa?_ga=1.194674661.91538870.1441656248

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Filed: IR-1/CR-1 Visa Country: Cambodia
Timeline
2 minutes ago, j&ana said:

you will need your passport to get an ITIN number. it is so much easier to file married separate and then amend it. That is what I did when I was in the process of getting my wife visa. then when she arrived here I amended it and sent the amended version into the IRS

as I'm here in Cambodia, can I scan my passport then send to her ?

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Filed: IR-1/CR-1 Visa Country: Cambodia
Timeline
1 minute ago, Londonergirl said:

Do you live in the US.....? DO you have a social security number?

I'm here in Cambodia, my USC wife will make tax return for petition to sponsor me in form i-864ez required 3 years tax return info. 

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yes I guess you could but I still recommend filing married separate I just don't see the reason to file jointly now when you can file married separate and then amend your taxes later

 you can still use the tax form on the I-184  I did for my wife and it was no problem

Edited by j&ana

ROC
Service Center : Nebraska Service Center
Consulate : Manila, Philippines
Marriage (if applicable): 2014-05-20
I-130 Sent : 2014-10-06
I-130 NOA1 : 2014-10-09
I-130 RFE for NSO copy of marriage certificate: 2014-11-03
I-130 RFE Sent : 2014-11-18
I-130 Approved : 2014-12-07
NVC Received : 2014-12-23
NVC case number: 2015-02-04
Received DS-261 / AOS Bill : 2015-02-04
Pay AOS Bill : 2015-02-05
Submit DS-261 : 2015-02-05
Sent AOS Package : 2015-02-09
Sent IV Package : 2015-02-09
Scan date : 2015-02-10
Receive IV Bill : 2015-03-03
Pay IV Bill : 2015-03-06
Submit DS-260: 2015-3-12
Case Completed at NVC : 2015-03-20
Receive Instruction and Interview appointment letter: 2015-3-27
Medical complete: 2015-04-08
Interview Date : 2015-05-08
Interview Result : Approved
Visa Received : 2015-05-13

Date of US Entry : 2015-06-09
 

Date of Social Security card receive : 06-2015

Date of Green Card received 07-2015

Date of ROC FILE 05-19-2017

 I-751 NOA Date 05-26-2017

   

http://jerryjja.wix.com/filipinasaswa?_ga=1.194674661.91538870.1441656248

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