Getting ready to file taxes

[AGF 146]

Hi guys.. I ( non-US resident, spouse of a USC) arrived in the US last Sept 2019 and we got married last Nov 2019.

 

1. I was working in the PHILIPPINES until August 30, 2019 ( in my home country, income taxes were automatically withheld)

2. No SSN yet ( screwed up with the SS Office, long story )

3. AOS ( filed last Dec 2019, biometrics on Jan 8, 2020 )

4. Not sure if I will get my EAD and SSN before April 2020, in time for the tax filing of my USC hubby

5. Obviously unemployed since Sept 2019 😂😂😂

6. want to get this right since it can be an added evidence if and when we do our AOS interview 😊

 

**** Question: do we have to file taxes as MFJ or MFS, taking into consideration that I don’t have my SSN yet. What are the forms that we need to submit ?

*** thanks in advance for your inputs.. I do apologize if this has been asked in other forums.. also tried researching in IRS website but I got overwhelmed by their  info 😂

[Nitas_man 3,100]

Your petitioner should be searching the IRS website, not you.
If you get a refund, wait until the SS number is approved and just file late.  No penalty if they owe you money.

Petitioner can file MFJ with ITIN application

Petitioner can file MFS then re-file a 1040X and correct it after the SS number is approved
Petitioner can file an extension which gives you until October to file taxes

 

Regardless of what you choose, your income from the Philippines is excludable under “bonafide residence” test.  The exclusion is prorated for days outside the US -360 + 364 (days outside the US + 34).  Your taxes can be filled out and ready to file as soon as your and your petitioner’s income documentation is in.

NOTE:  we selected the first option our first year

 

Edited January 2, 2020 by Nitas_man

[AGF 146]

7 minutes ago, Nitas_man said:

Your petitioner should be searching the IRS website, not you.
If you get a refund, wait until the SS number is approved and just file late.  No penalty if they owe you money.

Petitioner can file MFJ with ITIN application

Petitioner can file MFS then re-file a 1040X and correct it after the SS number is approved
Petitioner can file an extension which gives you until October to file taxes

 

Regardless of what you choose, your income from the Philippines is excludable under “bonafide residence” test.  The exclusion is prorated for days outside the US -360 + 364 (days outside the US + 34).  Your taxes can be filled out and ready to file as soon as your and your petitioner’s income documentation is in.

NOTE:  we selected the first option our first year

 

Sounds about right .. thank you! Will discuss this with him 😊 happy New Year!

[payxibka 10,045]

2 minutes ago, AGF said:

Sounds about right .. thank you! Will discuss this with him 😊 happy New Year!

There is an entire forum on VJ dedicated to the topic of taxes,  you might benefit from reading topics in that forum