IRS Tax returns with certified CPA letter (merged)

[Chane S Steele 1]

Just now, Ashshwee said:

I filed by paper in April and it still hasn't even been processed. I called the IRS after 7 weeks of waiting and they told me to wait another 6 weeks 😩

oh no, that sucks alot! have you got yours yet now atleast?

 

[Suze1 366]

7 hours ago, Chane S Steele said:

A registered CPA in the US said hat he did not need to file taxes

On what basis? Income? Residency?

[Chane S Steele 1]

Just now, Suze1 said:

On what basis? Income? Residency?

based on income in the non- US country he earned , but we have established now that he has to, what is in question is would a tax return with a added registered certified CPA letter stating that his taxes have been filed with the IRS be accepted- the chances at least of them accepting that over still requesting the tax transcript that would delay us a lot.

 

  

[Suze1 366]

We filed electronically using Turbo Tax the day before the deadline. Got confirmation of receipt and approval within one day (federal and state).  Got refund two weeks later.

It is possible to  request tax transcripts online,  immediately (once they have been processed, of course).

[Chane S Steele 1]

Just now, Suze1 said:

We filed electronically using Turbo Tax the day before the deadline. Got confirmation of receipt and approval within one day (federal and state).  Got refund two weeks later.

It is possible to  request tax transcripts online,  immediately (once they have been processed, of course).

Thank you very much, now however what is in question from our CPA is that they are filing his status married , but separately,  they notified us today that it can take around 4 months for us to get his tax transcript because they have to mail it , can't file online. this is very confusing. 

 

[Chane S Steele 1]

3 minutes ago, Suze1 said:

We filed electronically using Turbo Tax the day before the deadline. Got confirmation of receipt and approval within one day (federal and state).  Got refund two weeks later.

It is possible to  request tax transcripts online,  immediately (once they have been processed, of course).

Did the (change of) marriage status not restrict you to filing online ?

Edited June 24, 2021 by Chane S Steele

[Suze1 366]

Yes, I understand "the" question.

The issue is  - one cannot provide what does not exist. Understood.

If they were filed electronically, you provide the receipt confirmation, along with the electronic return, and the CPA's letter.

And any other tax transcripts for years that were filed.

If that is what you have, that is what you have.

If that is enough or not will be decided by consular  officers.

 

(And, yes, as you now know - Being/Earning out of the country does not  exempt US citizens from having to a US tax return, from wherever you are).

Edited June 24, 2021 by Suze1

[Chane S Steele 1]

Just now, Suze1 said:

Yes, I understand "the" question.

The issue is  - one cannot provide what does not exist. Understood.

If they were filed electronically, you provide the receipt confirmation, along with the electronic return, and the CPA's letter.

And any other tax transcripts for years that were filed.

If that is what you have, that is what you have.

If that is enough or not will be decided by consular  officers.. WHere

 

(And, yes, as you now know - Being/Earning out of the country does not  exempt US citizens from having to a US tax return, from wherever you are).

Yes unfortunately we had to find that out the hard way now a year later, we at the time , a year ago, asked a family member in the US if he had to and she a registered CPA said he was exempted

 

yeah it makes sense right  , giving them what we have now , hoping they would accept rather than waiting another 4 months 

[Suze1 366]

I am sorry, did you speak with the IRS yourself directly about this?

Find out if you can still file electronically or not.

[Chane S Steele 1]

Just now, Suze1 said:

I am sorry, did you speak with the IRS yourself directly about this?

Find out if you can still file electronically or not.

No we did not, we did some research though and does not make sense why the CPA can not file online.

We both are not in the US at this time, is there a way we could contact them ? 

[Scott-Ilyn 81]

8 hours ago, Chane S Steele said:

As you know a tax transcript takes around 4 months.

I received mailed transcripts in about 10 days.  I also received online transcripts almost immediately.   Perhaps you are thinking that the actual filing takes 4 months? 

[Suze1 366]

We used TurboTax, to do federal (IRS) and state.

Cost $60...did it ourselves and DONE.

You can download the software and do it yourself.

And accountants, cpa's,  etc.  are like everyone else...there are knowledgeable ones and ones who are not.

[Chane S Steele 1]

ok so from the date of the actual filing up until the date that you can get the tax transcript takes a average of 4 months then?

[Suze1 366]

It you guys did not think you had to file, then it sounds like to me you might have a fairly simple/common tax situation.

So, TurboTax ought to handle it for you,  immediately.

We filed once married filing separately, and then married filing jointly, using tax software.

Had no issues.

So, just find out if from the IRS if you can still file late returns electronically.

Contact the IRS...this is important...

[Chane S Steele 1]

I do not have a social security number, when filing electronically they say that his taxes can not be filed there(because i don't have a SS number) and my information needs to be adjusted / added manually only ?

Edited June 24, 2021 by Chane S Steele