I-944 House hold income question

[YvetteS 178]

Hi all,

 

For reference I am currently in the US on a K-1 visa and in the process of filing for AOS. I have never worked in the US before.

My question refers to the below section of the I-944:

 

Where it says... 

 

Would you say 'yes' or 'no' if the tax return was filed in a foreign country? I filed my tax return for 2019 in Australia, so technically I did file a federal tax return but it was an Australian one, not for the US. Or would I select 'no' and then tick 'other' and explain that I filed taxes in Australia and provide evidence of my tax return transcripts?

 

I understand that at this point most advice is just personal opninion as we are the guinea pigs of this new form, but I welcome your thoughts.

 

Thanks.

[K1visaHopeful 2,814]

This question refers to your USC spouse household member.

[Viking 142]

2 hours ago, YvetteS said:

Hi all,

 

For reference I am currently in the US on a K-1 visa and in the process of filing for AOS. I have never worked in the US before.

My question refers to the below section of the I-944:

 

Where it says... 

 

Would you say 'yes' or 'no' if the tax return was filed in a foreign country? I filed my tax return for 2019 in Australia, so technically I did file a federal tax return but it was an Australian one, not for the US. Or would I select 'no' and then tick 'other' and explain that I filed taxes in Australia and provide evidence of my tax return transcripts?

 

I understand that at this point most advice is just personal opninion as we are the guinea pigs of this new form, but I welcome your thoughts.

 

Thanks.

i selected/ not required to file / and wrote us entry date on mine and submitted the details for my Wife. . (I get happy every time i write that) 

[Crazy Cat 41,844]

6 hours ago, YvetteS said:

Hi all,

 

For reference I am currently in the US on a K-1 visa and in the process of filing for AOS. I have never worked in the US before.

My question refers to the below section of the I-944:

 

Where it says... 

 

Would you say 'yes' or 'no' if the tax return was filed in a foreign country? I filed my tax return for 2019 in Australia, so technically I did file a federal tax return but it was an Australian one, not for the US. Or would I select 'no' and then tick 'other' and explain that I filed taxes in Australia and provide evidence of my tax return transcripts?

 

I understand that at this point most advice is just personal opninion as we are the guinea pigs of this new form, but I welcome your thoughts.

 

Thanks.

This question concerns a US tax return......not any tax return anywhere in the world.......you are over thinking this.  

[YvetteS 178]

8 hours ago, Lucky Cat said:

This question concerns a US tax return......not any tax return anywhere in the world.......you are over thinking this.  

When you read the instructions for the I-944 it says to provide transcripts for any foreign tax returns you have filed. I personally do not think I'm over thinking it, as why else would they ask you to provide foreign tax returns? 

[Diane and Chris 651]

So, did your spouse file a return?  If yes, check yes. 

[Viking 142]

On 3/28/2020 at 12:27 AM, Viking said:

i selected/ not required to file / and wrote us entry date on mine and submitted the details for my Wife. . (I get happy every time i write that) 

i change my mind- and now beleive ......

Just now, Viking said:

"Submit any tax transcripts for any income taxes that you or your household members filed with any foreign government if you or your household members were residing outside of the United States during any time within the most recent tax year and you
were not required to file a federal individual income tax return with the United States government."

 

I am speculating they will evaluate your ability to maintain an income..  i cant see it would harm your case if it proves to be  an unnecessary document  - i trust it propably Is best to cross the Ts and dot the i s in this early state of process as the form is new - the guidlines are propably being followed with much scrutiny from the agents going through your caseload.. 

 

just my two cents worth ...    NOW... anyone with an english guide to the Danish tax documents..... i know what i will be doing for the next day or two... 

 

[Ontarkie 14,220]

~~One post removed as requested by the poster and another for quoting.~~

[Duke & Marie 1,389]

On 3/28/2020 at 6:56 AM, Lucky Cat said:

This question concerns a US tax return......not any tax return anywhere in the world.......you are over thinking this.  

Is the correct answer not variable based on if filed MFJ and using world wide income.? 

[Duke & Marie 1,389]

On 3/28/2020 at 3:15 PM, YvetteS said:

When you read the instructions for the I-944 it says to provide transcripts for any foreign tax returns you have filed. I personally do not think I'm over thinking it, as why else would they ask you to provide foreign tax returns? 

I put No and then under reason said I was not a US Resident for tax filing purposes and filed 18/19 return on 27/7/19 in Australia and attached a copy of the ATO Return from MyGov as evidence 

Edited April 5, 2020 by Duke & Marie

[Gak 24]

My husband hasn't filed his 2019 tax return yet because the deadline is extended to July this year. Should we check "plan to file the tax return before the due date for this year." and write his 2018 tax return result in the box below the options? Or We should just check that we will plan and no need to write the 2018 tax result and attach his tax reports only? Also these evidences are already included as supporting documents for i-864. Do we need to duplicate and submit separately for i-944?

 

 

 

[Viking 142]

4 hours ago, Gak said:

My husband hasn't filed his 2019 tax return yet because the deadline is extended to July this year. Should we check "plan to file the tax return before the due date for this year." and write his 2018 tax return result in the box below the options? Or We should just check that we will plan and no need to write the 2018 tax result and attach his tax reports only? Also these evidences are already included as supporting documents for i-864. Do we need to duplicate and submit separately for i-944?

 

 

 

I would write the 2018 

 

If you are filing Form I-944 between January 1 and April 15 of any year, and you and/or your household members have not yet filed the current year’s federal income tax return, submit IRS transcripts for the most recent tax year. At the time of interview on your application, an officer may request the tax return transcripts for the current tax year. 

 

copy from the instructions..

 

I would include documentation for your income report from 2019 too 

 

Edited April 11, 2020 by Viking

[Flowerfame 57]

4 hours ago, Gak said:

My husband hasn't filed his 2019 tax return yet because the deadline is extended to July this year. Should we check "plan to file the tax return before the due date for this year." and write his 2018 tax return result in the box below the options? Or We should just check that we will plan and no need to write the 2018 tax result and attach his tax reports only? Also these evidences are already included as supporting documents for i-864. Do we need to duplicate and submit separately for i-944?

 

 

 

You don’t have to send duplicates for the supporting documents you will already have included with I-864. It says one copy of those is enough for both forms in the instructions. However, I personally will include a cover letter for Form I-944 listing those specific documents and saying they are enclosed with Form I-864 just in case. 

Edited April 11, 2020 by Flowerfame

[COOCOOBIRD 3]

On 3/28/2020 at 4:15 PM, YvetteS said:

When you read the instructions for the I-944 it says to provide transcripts for any foreign tax returns you have filed. I personally do not think I'm over thinking it, as why else would they ask you to provide foreign tax returns? 

I agree with you and I am going to submit my mom's tax returns from her country. She is applying for AOS.

[Linnn 108]

On 4/17/2020 at 9:56 AM, COOCOOBIRD said:

I agree with you and I am going to submit my mom's tax returns from her country. She is applying for AOS.

I also ticked yes, since I did file a foreign tax return for 2019. Should I tick No and then explain that I filed a German tax return and include a copy? This form is just ridiculous!!