Amending Taxes

[ag8720 4]

Hello Everyone,

I am going to amend my taxes from the past 3 years now that my wife and daughter has immigrated here this past June 27th and I was wondering other than their Social Security number is there anything else I should bring as my wife wasn't employed? Would I be credited for my daughter and wife to potentially receive larger refunds, there are tax people that say yes then others that say no so I am confused?

[arken 4,197]

All you need is their SSN and somewhere you should mention that your wife wasn't working on that specific year and you want to treat your wife and child as residents for tax purposes. You are going to get a good load of money back depending on your income.

[nastra30 2,287]

Curious; even though the daughter was not in his physical custody for more than 6 months for each of the last 3 years, can he still claim the child tax credits?

[ag8720 4]

16 hours ago, nastra30 said:

Curious; even though the daughter was not in his physical custody for more than 6 months for each of the last 3 years, can he still claim the child tax credits?

That is what I am wondering, even though my wife and daughter weren't here physically is it possible for me to claim them as dependents as I did support both of them financially..

[Ayrton 965]

6 hours ago, ag8720 said:

That is what I am wondering, even though my wife and daughter weren't here physically is it possible for me to claim them as dependents as I did support both of them financially..

Not sure about the daughter, but you can never claim your wife as a dependent. She's gonna be filing jointly with you.

[ag8720 4]

On 7/11/2021 at 6:30 PM, Ayrton said:

Not sure about the daughter, but you can never claim your wife as a dependent. She's gonna be filing jointly with you.

Ah ok, so will we still get credit even though she wasn't here and she didn't work abroad?

[Wuozopo 4,293]

On 7/10/2021 at 12:45 PM, ag8720 said:

Hello Everyone,

I am going to amend my taxes from the past 3 years now that my wife and daughter has immigrated here this past June 27th and I was wondering other than their Social Security number is there anything else I should bring as my wife wasn't employed? Would I be credited for my daughter and wife to potentially receive larger refunds, there are tax people that say yes then others that say no so I am confused?

SSN is all that’s needed. There’s no salary to report from wife so no paperwork to know her earnings. Your taxes will be lower after amending so expect a refund. 

You can file jointly with your wife. Benefits:

—the extra standard deduction for her to reduce taxable income

—tax rate is lower for joint over separate

—rebates, incentive payments for her if your income is under the threshold

 

The child can be listed as a dependent now that she has a SSN. You provided more than half of her support so could claim her no matter where she lived. And her mother (whom she lived with) is a joint filer on the return  So even if you didn’t support the child, then her mother did and so the child is her dependent. You will receive any benefit a dependent adds to a tax return. 
 

On 7/11/2021 at 11:06 AM, ag8720 said:

That is what I am wondering, even though my wife and daughter weren't here physically is it possible for me to claim them as dependents as I did support both of them financially..

A wife is an equal filer with you if you file a joint return. Spouses are never called “dependents” in IRS terminology. A spouse adds extra tax benefits to a return, but is not a dependent.
 

Dependents (in IRS lingo) are mostly your children, but could be elderly parents you support and a few other circumstances.