ITIN Tax Question

[Mr. Bama 46]

FILE USA TAX RETURNS: I just wanted everyone to know that I was able to file my USA tax return this year adding my wife on my return and applying for her ITIN number at the same time. Our PD date is January 2019 so hopefully this helps during the NVC phase. We filed married jointly without any problems. It took about 3 months to get the ITIN number, and now the tax return is processing and should be complete in 2 weeks. I just wanted to share my story for those that are considering filing taxes next year and want to add your spouse to prove more bonafide marriage evidence. So regardless of what you hear you can file a joint tax return even if your wife VISA is still pending or not approve.

[Jabberwocky1969 127]

After marriage and waiting on the EAD, Adjustment of status and all that .... can one file taxes with an ITIN and get all the tax deducations for spouse and child?  In my reading of the ITIN application form .. looks like a big fat no.  So I filed an extension ... but my refund is huge and I am getting impatient.

[Jabberwocky1969 127]

On 6/4/2019 at 12:50 AM, Mr. Bama said:

FILE USA TAX RETURNS: I just wanted everyone to know that I was able to file my USA tax return this year adding my wife on my return and applying for her ITIN number at the same time. Our PD date is January 2019 so hopefully this helps during the NVC phase. We filed married jointly without any problems. It took about 3 months to get the ITIN number, and now the tax return is processing and should be complete in 2 weeks. I just wanted to share my story for those that are considering filing taxes next year and want to add your spouse to prove more bonafide marriage evidence. So regardless of what you hear you can file a joint tax return even if your wife VISA is still pending or not approve.

Did they get you the tax breaks/deductions with the ITIN?

[Mr. Bama 46]

1 minute ago, Jabberwocky1969 said:

Did they get you the tax breaks/deductions with the ITIN?

Yes. My wife does not have much income so that help. Filing jointly you suppose to include your wife income as well. But yes I received maybe 4,000 dollars more filing jointly

[Jabberwocky1969 127]

Just now, Mr. Bama said:

Yes. My wife does not have much income so that help. Filing jointly you suppose to include your wife income as well. But yes I received maybe 4,000 dollars more filing jointly

OK, good info.  I'll go get an ITIN and at least scoop up my return.  I should have been more aggressive in pursuing this info but I have been extremely busy with a job change/re-careering and trying to get a drivers license for wifey.

[Mr. Bama 46]

Just now, Jabberwocky1969 said:

OK, good info.  I'll go get an ITIN and at least scoop up my return.  I should have been more aggressive in pursuing this info but I have been extremely busy with a job change/re-careering and trying to get a drivers license for wifey.

Is your wife in the USA already

[Jabberwocky1969 127]

4 hours ago, Mr. Bama said:

Is your wife in the USA already

Yes of course, look at my extensive signature.

 

We're K-1 Fiance Visa.

[sonicview 3]

On 6/4/2019 at 12:50 AM, Mr. Bama said:

FILE USA TAX RETURNS: I just wanted everyone to know that I was able to file my USA tax return this year adding my wife on my return and applying for her ITIN number at the same time. Our PD date is January 2019 so hopefully this helps during the NVC phase. We filed married jointly without any problems. It took about 3 months to get the ITIN number, and now the tax return is processing and should be complete in 2 weeks. I just wanted to share my story for those that are considering filing taxes next year and want to add your spouse to prove more bonafide marriage evidence. So regardless of what you hear you can file a joint tax return even if your wife VISA is still pending or not approve.

Hello, was your spouse overseas when you filed your taxes and applied for her ITIN?  

[Mr. Bama 46]

6 hours ago, sonicview said:

Hello, was your spouse overseas when you filed your taxes and applied for her ITIN?  

Yes she was and still overseas

[Nitas_man 3,100]

On 4/28/2019 at 8:23 AM, ADW & JOP said:

They don't issue ITINs on the same day. I filled ITINs at the IRS taxpayer assistance center with our joint tax return.

 

I was given a letter to expect it in 10-12 weeks at my mailing address. If it was outside of peak season (Jan to Apr), they said it would be roughly 7-9 weeks.

 

 

When I spoke with my accountant, he told me my state taxes and FBAR are automatically extended. I'm not sure if it is because I'm filing for ITIN but I was surprised I didn't need to fill out some forms. I asked him again whether I needed to fill some form for the extension and he replied that it was automatic so I plan to file after we get my ITIN.

If you live overseas you are automatically extended yes

[Scott001 128]

This thread is a little old but I wanted to add my update.

 

We went to the Honolulu IRS office to apply for the ITIN. We had selected "e" Spouse of USA for the reason requesting the ITIN. The guy at the counter told we needed to attach an original, unsigned, tax return to apply using that option. Which wasn't an option since it's September. 

 

Anyways, he showed (or read rather) the instruction book to us. After a slight scolding and making me feel dumb, he showed us the back that listed the exceptions. There was an exception (1c) for an interest bearing account. Exception 1c only requires a letter from the bank saying we have an interest bearing account. 

 

When we went to the bank to get the letter they had no idea what we were talking about. I showed them the instruction book and the parts the IRS agent so kindly circled for us. About 15 minutes later we got the letter from the bank. They didn't know what to write so the just wrote XXXX and XXX have a checking and savings account #'s and #'s with us blah blah blah. The whole letter was 4-5 sentences. 

 

Went back to the IRS office with the letter. The agent took our application, the letter, and made a copy of my wife's passport. All and all it took about 15 minutes with the IRS once we had the "correct" documentation. The agent was actually pretty nice too. And the process was painless.  But we'll see if the application is approved in 7 weeks. 

 

[Scott001 128]

Update 10/12/19

 

just got a rejection letter from the IRS. In the letter it stated we were rejected and needed to provide prof of forigen stats. 

 

The IRS off made a copy of my wife's passport and sent it in. So apparently they didn't accept the copy their office sent in.

 

The letter also said I can resubmit by sending the original passport, national ID card,  or a state issued ID. So they didn't accept the passport copy their own office made. 

 

I I guess I'll just wait until I file my taxes and attach the W-7.

 

F!  the IRS  [ventung over]

Edited October 13, 2019 by Scott001