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VALU

Filing taxes 2019 with or without new spouse

By VALU in Tax & Finances During US Immigration

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Crazy Cat
Crazy Cat

W4 withholding is a different matter.  Don't confuse tax withholding and tax filing status.  They are different.  W4s do not affect tax liability at all........W4s affect only tax withholding........m

Crazy Cat
Crazy Cat

ALL of the conditions must apply.......if you were together in the last half of 2019, then HOH does not apply.

Crazy Cat
Crazy Cat

In your situation, your family  would almost certainly benefit from filing jointly.........you should compare the calculation for the taxes for BOTH spouses filing separately versus filing a joint ret

Crazy Cat Grand Master

Crazy Cat   41,982

Posted
Filed: Citizen (apr) Country: Taiwan
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Posted (edited)
5 minutes ago, VALU said:

Ok will find out. Thank you. It has to be reported in US$ at the filing exchange rate?

Yes.......but I'm not sure the IRS has posted the 2019 exchange rates yet......I need to find it also.

 

https://www.irs.gov/individuals/international-taxpayers/yearly-average-currency-exchange-rates

Edited by missileman

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geowrian Grand Master

geowrian   22,337

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Filed: Lift. Cond. (pnd) Country: Philippines
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Posted
10 minutes ago, VALU said:

To get the biggest refund possible, is it more beneficial to file as a resident alien for the entire year although he only lived in the USA since February 2019? Or is it more beneficial to claim worldwide income although he hasn't worked in DR since February, 2019. He quit his job after we got approved for the Visa. Not sure if living in DR and not working since February 2019 matters. I guess we are better off filing resident aliens for the entire 2019 because he arrived in the USA February 9th, 2019. Right?

Best thing is to run the numbers both ways. That will tell you for sure which way is better.

It likely will be via filing jointly. But that's not a certainty.

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

 

SalishSea Grand Master

SalishSea   17,952

Posted
Filed: Lift. Cond. (apr) Country: New Zealand
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Posted
5 hours ago, Sad.wasi said:

No sir it depends on how they did their w4 ,like allowances if they did married but holding with single rates then they should be able to file married  filing separately  n get some money back but they did just martied then filing jointly is gonna get them money back 

So much misinformation on this thread!

SalishSea Grand Master

SalishSea   17,952

Posted
Filed: Lift. Cond. (apr) Country: New Zealand
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Posted
31 minutes ago, landy88 said:

What have I told her thats inaccurate? 

For a start, this:  If you are married you must file together. If you file married filing separately you will not get nothing back. 

9 hours ago, landy88 said:

Yes they can, but they will not get as much as money if they file "married filing seperately" you better of filing "head of household".

Also this.

landy88 Explorer

landy88   16

Posted
Filed: IR-1/CR-1 Visa Country: Dominican Republic
 Timeline
Posted
18 minutes ago, WOODHIKER said:

Don't forget this inaccuracy:

 

Why dont you just say how it is so like that everybody knows the right way 🤔🤔 because you must know. All you doing now is saying inaccurate. 👂👂👂 

SalishSea Grand Master

SalishSea   17,952

Posted
Filed: Lift. Cond. (apr) Country: New Zealand
 Timeline
Posted
Just now, landy88 said:

Why dont you just say how it is so like that everybody knows the right way 🤔🤔 because you must know. All you doing now is saying inaccurate. 👂👂👂 

Okay:  

 

22 minutes ago, WOODHIKER said:

For my understand you have to file together the first years for a new immigrant.

is INCORRECT.

 
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