Marriage Visa and Taxes

[bletchley 0]

Hello Everyone,

 

I had a question regarding insurance and taxes. After marriage, the forms for the visa need to be submitted to kick off the process. Since my spouse would not be with me during this time nor in the country, my question is: how does this effect filing taxes and health insurance here in the states? Would I have to fill out another W-4 saying Married and no longer single? Or does this not take place until my spouse has gone through the process and is residing with me in the USA. Thank you for reading and taking the time to provide some help!

 

Best,

 

Bletchley

[Just Paul 4,595]

10 minutes ago, bletchley said:

how does this effect filing taxes

She can be on your taxes as a NON RESIDENT ALIEN if she it not is the US for the Tax Year.

 

10 minutes ago, bletchley said:

health insurance here in the states

Only when she comes to the States and it is up to you.

 

10 minutes ago, bletchley said:

Would I have to fill out another W-4 saying Married and no longer single?

If you are married you are no longer single.

 

Edited July 4, 2019 by Paul & Mary

[Crazy Cat 41,850]

3 minutes ago, bletchley said:

Hello Everyone,

 

I had a question regarding insurance and taxes. After marriage, the forms for the visa need to be submitted to kick off the process. Since my spouse would not be with me during this time nor in the country, my question is: how does this effect filing taxes and health insurance here in the states? Would I have to fill out another W-4 saying Married and no longer single? Or does this not take place until my spouse has gone through the process and is residing with me in the USA. Thank you for reading and taking the time to provide some help!

 

Best,

 

Bletchley

If married (no matter where your spouse lives), you can not legally FILE your taxes as single.  Generally, you would FILE taxes as either Married Filing Separately or MARRIED FILING JOINTLY (If your spouse has a SSN or ITIN).  However, your filing strategy depends on several factors.  If in doubt, I would suggest seeing a knowledgeable tax professional.  

 

A W-4 is simply a document you use to tell your employer how much to deduct from your pay........normally, it can be changed with your employer at any time.

[Crazy Cat 41,850]

6 minutes ago, Paul & Mary said:

If you are married you are no longer single.

 

You can still legally indicate "single" for tax withholding purposes on a W-4.......whether married or not.

Edited July 4, 2019 by missileman

[Jeanne Adil 1,651]

you can apply as married filing jointly to claim spouse by filing out the W7 form to get the ITIN

need to follow the instructions on IRS site

 

https://www.irs.gov/individuals/international-taxpayers/nonresident-alien-spouse

 

this is extremely helpful for anyone dealing with a high fraud country

 

It is important to let the VJ community know the country and helpful to us (for best answers ) to see a timeline on your profile

[NikLR 13,227]

~~moved to taxes and finances during immigration from IR1/CR1 process and procedures.  Topic is not about IR1/CR1 process~~

[Nitas_man 3,100]

6 hours ago, bletchley said:

Hello Everyone,

 

I had a question regarding insurance and taxes. After marriage, the forms for the visa need to be submitted to kick off the process. Since my spouse would not be with me during this time nor in the country, my question is: how does this effect filing taxes and health insurance here in the states? Would I have to fill out another W-4 saying Married and no longer single? Or does this not take place until my spouse has gone through the process and is residing with me in the USA. Thank you for reading and taking the time to provide some help!

 

Best,

 

Bletchley

I added my wife on insurance right after we got married.  Marriage re-opens an enrollment window that won’t open again until annual enrollment.  

 

They added her “pending social security number”.  Being added to insurance is helpful at the interview when they are deciding if she might become a public charge or if its a bonafide marriage.  

 

You can get your wife an ITIN and marry/file jointly

 

She can file jointly with you as resident alien even if she is overseas.  You have to add her income then just exclude it under the foreign earned income exclusion.

 

Withholding for yourself can be adjusted anytime.

 

Good luck

Edited July 5, 2019 by Nitas_man

[Madison S. 48]

19 hours ago, missileman said:

If married (no matter where your spouse lives), you can not legally FILE your taxes as single.  Generally, you would FILE taxes as either Married Filing Separately or MARRIED FILING JOINTLY (If your spouse has a SSN or ITIN).  However, your filing strategy depends on several factors.  If in doubt, I would suggest seeing a knowledgeable tax professional.  

 

A W-4 is simply a document you use to tell your employer how much to deduct from your pay........normally, it can be changed with your employer at any time.

Agreed. Some 'salaries' (particularly stipends for graduate students) don't receive a W-2 and are not taxed via the W-4 deduction allowance. If this is the case (and your spouse is a non-resident alien and has no SSN/ITIN) your employer may maintain your W-4 as "single". However, like missileman said, this is just stating how much should be deducted. When you go to file your actual taxes and make your estimated payments, you should file those as married (as quoted above).

Edited July 5, 2019 by Madison S.