Tax question for N-400 citizenship application

[VietJandD 2]

Hello everyone,

 

My wife is applying for citizenship.

My first question is related to estimated taxes. We pay estimated taxes every quarter, but I made one of those payments late. It didn't affect our taxes because we didn't owe anything on our income taxes and received a refund for that year. Will this be considered paying taxes late? Our taxes were up to date, but we did make one payment late. 

 

The second question concerns our income related to subsidies for Healthcare marketplace. We estimate our income every year and have insurance through the marketplace. Our CPA says that if we fall short of the minimum required income when we file our taxes, it is ok as long as we had a valid reason. Is there anything to worry about related to falling short of the minimum required annual income?

 

I wanted to make sure that these two issues are not something that will affect her application for citizenship. 

 

Thank you,

John

Edited February 5 by VietJandD

[OldUser 7,909]

5 minutes ago, VietJandD said:

Hello everyone,

 

My wife is applying for citizenship.

My first question is related to estimated taxes. We pay estimated taxes every quarter, but I made one of those payments late. It didn't affect our taxes because we didn't owe anything on our income taxes and received a refund for that year. Will this be considered paying taxes late?

Why does it matter whether it was on time or late? N-400 doesn't ask whether you ever filed taxes late, as far as I know.

[OldUser 7,909]

7 minutes ago, VietJandD said:

I wanted to make sure that these two issues are not something that will affect her application for citizenship. 

 

No, these two should not affect your wife's application.

[EmilyW 1,547]

Estimated payments, in my experience, are an offset against future tax liability, not actually incurred liability.  They are also voluntary and you are not obliged to pay them: early, late or never.

 

You'll be fine.

[VietJandD 2]

Thanks to each of you who replied. From my understand, establishing "good moral character" as part of the N-400 application includes paying your taxes on time. That's why I ws concerned about paying late on estimated payments. But, from your responses, I know that it will be fine because we don't have any outstanding taxes that haven't been paid. 

Thanks again for your responses!

[Taureti 13]

Don't worry! I know someone who had transcripts with him but was never asked for them. He had his interview last week.

[OldUser 7,909]

1 hour ago, Taureti said:

Don't worry! I know someone who had transcripts with him but was never asked for them. He had his interview last week.

Nobody knows whether they'd be asked for transcripts or not during the interview. USCIS has a right to ask for those.