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TenderHearted

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  1. Thank you for your input! I'm going to take my computer and sit down with my CPA shortly to discuss this. Your logic only makes sense, so he needs to see this. This is new territory for him. The last 2 years I filed were learning experiences for him, and he's been a CPA for around 50 years. This is just a weird circumstance that isn't encountered much in CPA world which he works in. But I'm patient, which helps.
  2. You're right. The first statement was a typo, I meant "married filing separately" Sorry about that. Both of the years I did that, I had to send the returns in by hardcopy, and they had to be manually processed. It took forever to get the refunds each year, but now that's water under the bridge, at least unless I file amendments. I'm going to look into what you've linked, and I'm going to read it very closely, but I'll have to do that tomorrow or Wednesday just because I'm so slammed with work. I'm interested in how you took care of things, and no doubt I will ask you questions once I digest what you've written. I have a few months to file, as this has been delayed by filing for an extension, but I really would like to get that money back right now. And thank you for your input. I greatly appreciate it! The CPA I am using just isn't experienced in this sort of situation. I need to do just a little digging and present the evidence to him. If he doesn't wish to use her SSN for this year, based on what I understand, I'll do the taxes myself. But I need to know what to tell him so he can either do the taxes or he choose not to do them.
  3. Guys, I've done some research here, but I cannot exactly find out what need. Here's a quick rundown... 1) The last two years I filed "married filing jointly", since we were in the middle of waiting for her CR-1 / IR-1 visa. This is for the 2020 and 2021 tax years. 2) Now we are at the current 2022 tax year. I have filed an extension, and now we finally have her social security number. She entered January 15, 2023, and she got here Social Security card in the middle of February 2023. So, she entered after the conclusion of the 2022 tax year (this is where I have some problems, please see the next paragraph).... The CPA I am working with has never seen a case like this (he does a lot of executive / corporate work), and so he had to learn how to do the tax work properly while me and my wife waited on the immigration process. I did some research here on VisaJourney and got the info he needed, and the last two tax years (2020 and 2021) went well because of that in part. However, he is reluctant to use my wife's Social Security number on the current 2022 taxes due to when my wife got her card issued. He said something about the number "being in the system". He said that I needed to get a paper form the Social Security Administration stating when she was issued here Social Security number. I'm almost positive that's not necessary, but I know he's trying to protect himself. However, due to this, I need help to help him. So my question is twofold: First, since my wife did not receive her Social Security number until mid February of this year (2023), does anyone know where on the IRS website, or in their other literature, where it states the rules for this? I need something tangible to show my CPA. Not being able to use her Social Security number doesn't make any sense, since I've been read many people amended their tax returns once their spouses finally got their Social Security numbers, after finally entering in as permanent residents. Second, since she is finally here and has her SSN, how do I go amending these last 2 years of tax returns (2020 and 2021), since I had to file "married filing separately" because she hadn't entered yet? And again guys, I know there is a lot here. Please help out if you can. Thank you in advance!
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