Worried about my taxes filing for spouse [merged threads]

[Romin 1]

Hi guys, I have a slight dilemma. I am a USC whose wifes i130 just got approved. We are moving to the NVC stage. Last year, I got overzealous and filed for an ITIN number for my wife with my 2021 tax returns (married filing jointly). Finally after a year, she got that approved few weeks ago however, my 2021 tax return is still not processed and might take another few months per IRS...

 

I know the requirement is only latest tax year  which would be 2022 returns (correct me if wrong), so I am debating about just e-filing as married filing single this time around to avoid anymore headaches - despite having an ITIN number for her (I will get less refund back but that's ok). Do you think my strategy sounds right? 

 

P.s - there is no way for me to get a transcript for 2021 as IRS says they are processing it...and I keep hearing that sending last 3 tax returns is safe bet so I'm stressed. Thank you

 

 

 

 

 

[SteveInBostonI130 3,432]

9 minutes ago, Romin said:

Hi guys, I have a slight dilemma. I am a USC whose wifes i130 just got approved. We are moving to the NVC stage. Last year, I got overzealous and filed for an ITIN number for my wife with my 2021 tax returns (married filing jointly). Finally after a year, she got that approved few weeks ago however, my 2021 tax return is still not processed and might take another few months per IRS...

 

I know the requirement is only latest tax year  which would be 2022 returns (correct me if wrong), so I am debating about just e-filing as married filing single this time around to avoid anymore headaches - despite having an ITIN number for her (I will get less refund back but that's ok). Do you think my strategy sounds right? 

 

P.s - there is no way for me to get a transcript for 2021 as IRS says they are processing it...and I keep hearing that sending last 3 tax returns is safe bet so I'm stressed. Thank you

 

 

If you already have the ITIN number,  you should be able to e-file with it for 2022.

 

[BLC 112]

21 hours ago, Romin said:

Hi guys, I have a slight dilemma. I am a USC whose wifes i130 just got approved. We are moving to the NVC stage. Last year, I got overzealous and filed for an ITIN number for my wife with my 2021 tax returns (married filing jointly). Finally after a year, she got that approved few weeks ago however, my 2021 tax return is still not processed and might take another few months per IRS...

 

I know the requirement is only latest tax year  which would be 2022 returns (correct me if wrong), so I am debating about just e-filing as married filing single this time around to avoid anymore headaches - despite having an ITIN number for her (I will get less refund back but that's ok). Do you think my strategy sounds right? 

 

P.s - there is no way for me to get a transcript for 2021 as IRS says they are processing it...and I keep hearing that sending last 3 tax returns is safe bet so I'm stressed. Thank you

 

 

 

 

 

Why would you need to file single for 2022 since your spouse already has ITIN?
 

This is just what I would do — I would file 2022 asap via e-file, and if it processes quickly enough, I’d use those and also provide all documentation that you filed 2021 and paperwork from the IRS showing that it’s in process still, and then I would also provide 2020 and 2019, that way they would have 3 completed tax years, plus can see you did file 2021. Again, this is just the most rational thing I can think of to do in this situation, but others may have a better idea. 

[Chancy 6,241]

On 2/14/2023 at 5:44 PM, Romin said:

I know the requirement is only latest tax year  which would be 2022 returns (correct me if wrong)

 

As far as NVC is concerned, most recent tax documents required is for 2021 tax year until April 18, 2023, although you should submit your 2022 tax documents if you already filed them.  After the filing deadline, your 2022 tax documents will be required, and the 2021/2020 documents will be optional.  As others already mentioned, just e-file MFJ for 2022 with your spouse's ITIN.

 

[Romin 1]

To preface, I am filing for my wife as a USC and we just got to the NVC step. I make enough money but the issue is that last year I filed an ITIN for number which took a year + to get approved and as a result I still don't have my 2021 tax return or transcript yet. I e-filed for my 2022 tax return with the ITIN number, the website I filed shows approved but IRS website doesn't show my tax transcript yet (heard can take 21+ days). My dilemma ..... should I just submit 1040 + W2s for this year/maybe last 3 years (I have a full time and part time job) orr hope that IRS updates my latest tax year transcript in 21 days (could be lot longer)?  I know the site recommends TAX TRANSCRIPT, but have you guys seen 1040 + W2s get rejected before? I plan to submit employee verification and pay stubs with the documents...

[pushbrk 12,870]

10 hours ago, Romin said:

To preface, I am filing for my wife as a USC and we just got to the NVC step. I make enough money but the issue is that last year I filed an ITIN for number which took a year + to get approved and as a result I still don't have my 2021 tax return or transcript yet. I e-filed for my 2022 tax return with the ITIN number, the website I filed shows approved but IRS website doesn't show my tax transcript yet (heard can take 21+ days). My dilemma ..... should I just submit 1040 + W2s for this year/maybe last 3 years (I have a full time and part time job) orr hope that IRS updates my latest tax year transcript in 21 days (could be lot longer)?  I know the site recommends TAX TRANSCRIPT, but have you guys seen 1040 + W2s get rejected before? I plan to submit employee verification and pay stubs with the documents...

If you clearly qualify, only the latest tax return copy is needed.  Scan and upload a complete copy of your latest federal tax returns.  That little word "or" is there for a reason.  Believe it.

[TBoneTX 45,260]

Related threads have been merged.

Edited February 25, 2023 by TBoneTX