Advice

[Jonesinc 0]

Will filing tax separate even when you are married to a USC affects IR1 when neutralizing under the 3 years rule? 

[SteveInBostonI130 3,489]

It may lead to questions.   And I believe you meant "naturalizing"?  N400?

[Jonesinc 0]

3 minutes ago, SteveInBostonI130 said:

It may lead to questions.   And I believe you meant "naturalizing"?  N400?

Yes N400. But can we still change to file jointly After filing separate on our first tax together?

[SteveInBostonI130 3,489]

Yep.  File 1040x,  Amended U.S. Individual Income Tax Return, for the year/years in question. 

[Timona 4,208]

1 hour ago, Jonesinc said:

Will filing tax separate even when you are married to a USC affects IR1 when neutralizing under the 3 years rule? 

No.

MFJ works for some while at the same time, does not for others. Go with whatever leaves more $$ in your pockets. 

[Bob in Boston 767]

we filed married filing seperatly because she was getting 2500 back and I had to pay 3000. Together we would have had to pay almost 4000. Just the way it worked out. saved me 3500. didnt even question it at interview.

Edited September 1, 2022 by Bob in Boston

[Adventine 3,216]

Some people have complicated tax situations and it makes more sense for them to file MFS. For the vast majority though, it's better to file MFJ. As long as you don't file as a single person and don't owe any back taxes (in which case you should have a payment plan with the IRS), you shouldn't have any issues with naturalization.

[Demise 1,366]

17 hours ago, Jonesinc said:

Will filing tax separate even when you are married to a USC affects IR1 when neutralizing under the 3 years rule? 

As long as you remain married and living together it shouldn't be an issue. Just have an answer as to why you chose to file separately. Ideally have the number for how much you saved in taxes by doing that written down.