Tax documents for N-400 application

[Sofitalian 134]

Hello VJ members,

 

I should be filing under the 3-year rule in the next month or so. My spouse and I filed tax jointly since I became LPR. However, we filed for extension for 2022 since we were both busy early this year. That said, we have the 2020 and 2021 income tax returns (MFJ). We never owed taxes and we even have credit with IRS.

 

My window for filing under the 3-year rule will open in a few weeks and let's say I file at the end of July. By the time I have my interview, we should have already filed tax for 2022. I can then either upload that 2022 tax document or bring to interview. I understand the key point is that "evidence that you have paid your income taxes to the IRS for the past 3 years".

 

Should I wait until we DID file the 2022 tax returns before submitting my N-400 application? 

 

 

 

[Mike E 11,739]

12 minutes ago, mave said:

Should I wait until we DID file the 2022 tax returns before submitting my N-400 application?

The high percentage bet is to file now.

 

Do you owe any 2022 taxes?

[Sofitalian 134]

23 minutes ago, Mike E said:

The high percentage bet is to file now.

 

Do you owe any 2022 taxes?

I don't think so. We have credit from 2021 filing as well.

[Mike E 11,739]

1 minute ago, mave said:

I don't think so. We have credit from 2021 filing as well.

If you answer that way to the ISO, expect problems. File your 2022 tax returns now so that you are certain in July when you file N-400.

[Crazy Cat 41,841]

Another vote to file now.

[mam521 2,062]

Just because you have an extension doesn't mean you should wait until the 11th hour to take advantage of that extension.  

 

Never leave yourself susceptible to scrutiny when dealing with USCIS.  File your taxes so you can confidently answer all questions as Mike E has stated.  

[Sofitalian 134]

Thank you for all the replies. The suggestions here seem to be filing the tax return BEFORE filing N-400. 

 

We're trying to find another CPA to work with and we target to get it done next month (and hope the CPA won't take too long to compile the tax return). I wasn't really in big hurry to file N-400 but thought I might be able to vote by Election next year if things move fast. lol.

[Mike E 11,739]

Why do you need a CPA?

[Sofitalian 134]

For our tax filing. 

[Adventine 3,196]

The only reason you would need a CPA is if you have a complicated tax situation (ex. significant foreign income or assets). Otherwise, it's extremely easy to DIY filing your own taxes with a program like TurboTax. 

[Sofitalian 134]

2 minutes ago, Adventine said:

The only reason you would need a CPA is if you have a complicated tax situation (ex. significant foreign income or assets). Otherwise, it's extremely easy to DIY filing your own taxes with a program like TurboTax. 

I don't disagree but every family may have different situations.