chilton747 Posted January 17, 2009 Report Share Posted January 17, 2009 How would you handle state income tax retrun? I handled the state income tax return by giving the same info that I gave with the federal return. I also sent them a copy of the W7 application that was sent with the federal return along with the notarized copy of her passport as well as a cover letter explaining everything. Everything went smooth. Link to comment
Inailit88 Posted January 17, 2009 Report Share Posted January 17, 2009 You could still use 'married filing jointly' but then you'll have to file the W-7 - so you'll have to do a complete paper return (nothing electronic except for the rebate) and send the return with W-7 into the special 'w-7' address in austin. You won't qualify for any 'tax break' from the stimulus package for 2 ppl , as she doesn't have a ssn, but you do benefit from the 2 exemptions. defendo - you can file an amended return for 2007, include the w-7 paperwork, and send it all in to the austin irs service center, again at the 'w-7 mailing address' . can you still file for an amended return for 2006? is it too late? i got married in 2006, but i filed as single for that year not knowing that i could file jointly without the SS#. defendo- I don't think your spouse's visa being denied majorly has anything to do with u having filed separately. did you get a white or blue?.. Link to comment
Sebastian Posted January 17, 2009 Report Share Posted January 17, 2009 Amended return - sure ! if you owe money, there might be some penalties, but thats ok.. Link to comment
Inailit88 Posted January 17, 2009 Report Share Posted January 17, 2009 Amended return - sure ! if you owe money, there might be some penalties, but thats ok.. how long can you go back for an amended return? is there a time limit? thanks much in advance. Link to comment
Sebastian Posted January 17, 2009 Report Share Posted January 17, 2009 I can't remember the exact answer, but my cpa regularly handles amended returns going back 8 years for his other clients. I know there is an IRS ruling about 'how far back' you can go, I don't have the info in front o me at all. Link to comment
mikepellicore Posted January 17, 2009 Report Share Posted January 17, 2009 Has anyone seen the form for claiming the stimulus money on the 2008 1040? I am under the impression we will receive the money even with the ITIN, at worst we will get the $600 for ourselves. I will be looking for that form later today. Mike & Yizhen Link to comment
Randy W Posted January 17, 2009 Report Share Posted January 17, 2009 (edited) Has anyone seen the form for claiming the stimulus money on the 2008 1040? I am under the impression we will receive the money even with the ITIN, at worst we will get the $600 for ourselves. I will be looking for that form later today. Mike & Yizhen Of course, it's available on the IRS web site (download the 1040). As I understand it, no change from last year, except that you use this year's information to calulate a new rebate. Then subtract any rebate amount you might have received last year. So if your wife now has an SSN, you get the full rebate, if you didn't last year. Page 61Recovery Rebate CreditThis credit is figured in the same manner as the economic stimulus payment you may have received in 2008 except that 2008 tax information is used to figure this credit. Your 2007 tax information was used to figure your economic stimulus payment. Edited January 17, 2009 by Randy W (see edit history) Link to comment
defendo Posted January 17, 2009 Author Report Share Posted January 17, 2009 You could still use 'married filing jointly' but then you'll have to file the W-7 - so you'll have to do a complete paper return (nothing electronic except for the rebate) and send the return with W-7 into the special 'w-7' address in austin. You won't qualify for any 'tax break' from the stimulus package for 2 ppl , as she doesn't have a ssn, but you do benefit from the 2 exemptions. defendo - you can file an amended return for 2007, include the w-7 paperwork, and send it all in to the austin irs service center, again at the 'w-7 mailing address' . can you still file for an amended return for 2006? is it too late? i got married in 2006, but i filed as single for that year not knowing that i could file jointly without the SS#. defendo- I don't think your spouse's visa being denied majorly has anything to do with u having filed separately. did you get a white or blue?.. She got blue at the interview in October and the white on Dec 27. Link to comment
defendo Posted January 17, 2009 Author Report Share Posted January 17, 2009 Here is my experience in more detail with an opinion. But it is only my opinion. I choose to prepare my tax returns with a tax preparation software program and to file my tax returns electronically. The tax preparation software I have used for 5 years requires that a Social Security Number be entered when choosing the filing status of ¡°Married filing separately¡± or ¡°Married filing jointly¡±. The software does not permit any alphabetical characters to be typed in the space for recording a social security number. The filing status of an individual is used to determine the taxes owed to the IRS. The 2007 Tax Tables reflect that the tax liability for individuals with a filing status of ¡°Single¡± and an individual with a filing status of ¡°Married filing separately¡± is the exact same amount. The IRS advises that an individual can file under the status of ¡°Married filing separately¡± when married to a nonresident alien spouse by writing ¡°nonresident alien spouse¡± in the space where a social security number is required. The IRS states that in this case, the IRS will know why no tax return is filed by the spouse. But since the tax liability is exactly same, I selected the ¡°Single¡± filing status so I could prepare my taxes with the assistance of tax preparation software and file my return electronically. I could choose to file under the status of ¡°Married, filing jointly¡± but that requires that I obtain an Individual Taxpayer Identification Number (ITIN) for my wife, who has no tax liability whatsoever. Actually, filing ¡°Married filing jointly¡± offers me an additional exemption and a reduction in the amount of taxes I would pay, but I choose not to take advantage of the reduction because she will not be dependent on me until she arrives in the United States. There is also the rebate issue and than comparing the difference in tax amount to be paid or refunded. As far as I can determine, if I had filed jointly, I my taxes would have been reduced by $315.00, but no rebate. Link to comment
Randy W Posted January 17, 2009 Report Share Posted January 17, 2009 (edited) Here is my experience in more detail with an opinion. But it is only my opinion. I choose to prepare my tax returns with a tax preparation software program and to file my tax returns electronically. The tax preparation software I have used for 5 years requires that a Social Security Number be entered when choosing the filing status of ¡°Married filing separately¡± or ¡°Married filing jointly¡±. The software does not permit any alphabetical characters to be typed in the space for recording a social security number. The filing status of an individual is used to determine the taxes owed to the IRS. The 2007 Tax Tables reflect that the tax liability for individuals with a filing status of ¡°Single¡± and an individual with a filing status of ¡°Married filing separately¡± is the exact same amount. The IRS advises that an individual can file under the status of ¡°Married filing separately¡± when married to a nonresident alien spouse by writing ¡°nonresident alien spouse¡± in the space where a social security number is required. The IRS states that in this case, the IRS will know why no tax return is filed by the spouse. But since the tax liability is exactly same, I selected the ¡°Single¡± filing status so I could prepare my taxes with the assistance of tax preparation software and file my return electronically. I could choose to file under the status of ¡°Married, filing jointly¡± but that requires that I obtain an Individual Taxpayer Identification Number (ITIN) for my wife, who has no tax liability whatsoever. Actually, filing ¡°Married filing jointly¡± offers me an additional exemption and a reduction in the amount of taxes I would pay, but I choose not to take advantage of the reduction because she will not be dependent on me until she arrives in the United States. There is also the rebate issue and than comparing the difference in tax amount to be paid or refunded. As far as I can determine, if I had filed jointly, I my taxes would have been reduced by $315.00, but no rebate. Some of us prefer to donate to a different charity. Doesn't that bother you that your tax preparation software would limit your options? Edited January 17, 2009 by Randy W (see edit history) Link to comment
chilton747 Posted January 17, 2009 Report Share Posted January 17, 2009 Here is my experience in more detail with an opinion. But it is only my opinion. I choose to prepare my tax returns with a tax preparation software program and to file my tax returns electronically. The tax preparation software I have used for 5 years requires that a Social Security Number be entered when choosing the filing status of ¡°Married filing separately¡± or ¡°Married filing jointly¡±. The software does not permit any alphabetical characters to be typed in the space for recording a social security number. The filing status of an individual is used to determine the taxes owed to the IRS. The 2007 Tax Tables reflect that the tax liability for individuals with a filing status of ¡°Single¡± and an individual with a filing status of ¡°Married filing separately¡± is the exact same amount. The IRS advises that an individual can file under the status of ¡°Married filing separately¡± when married to a nonresident alien spouse by writing ¡°nonresident alien spouse¡± in the space where a social security number is required. The IRS states that in this case, the IRS will know why no tax return is filed by the spouse. But since the tax liability is exactly same, I selected the ¡°Single¡± filing status so I could prepare my taxes with the assistance of tax preparation software and file my return electronically. I could choose to file under the status of ¡°Married, filing jointly¡± but that requires that I obtain an Individual Taxpayer Identification Number (ITIN) for my wife, who has no tax liability whatsoever. Actually, filing ¡°Married filing jointly¡± offers me an additional exemption and a reduction in the amount of taxes I would pay, but I choose not to take advantage of the reduction because she will not be dependent on me until she arrives in the United States. There is also the rebate issue and than comparing the difference in tax amount to be paid or refunded. As far as I can determine, if I had filed jointly, I my taxes would have been reduced by $315.00, but no rebate. Some of us prefer to donate to a different charity. Doesn't that bother you that your tax preparation software would limit your options? My tax software had the same limit but I managed to work around it somehow. Not sure how I did it but the IRS could plainly see what I was doing. Link to comment
defendo Posted January 17, 2009 Author Report Share Posted January 17, 2009 Here is my experience in more detail with an opinion. But it is only my opinion. I choose to prepare my tax returns with a tax preparation software program and to file my tax returns electronically. The tax preparation software I have used for 5 years requires that a Social Security Number be entered when choosing the filing status of ¡°Married filing separately¡± or ¡°Married filing jointly¡±. The software does not permit any alphabetical characters to be typed in the space for recording a social security number. The filing status of an individual is used to determine the taxes owed to the IRS. The 2007 Tax Tables reflect that the tax liability for individuals with a filing status of ¡°Single¡± and an individual with a filing status of ¡°Married filing separately¡± is the exact same amount. The IRS advises that an individual can file under the status of ¡°Married filing separately¡± when married to a nonresident alien spouse by writing ¡°nonresident alien spouse¡± in the space where a social security number is required. The IRS states that in this case, the IRS will know why no tax return is filed by the spouse. But since the tax liability is exactly same, I selected the ¡°Single¡± filing status so I could prepare my taxes with the assistance of tax preparation software and file my return electronically. I could choose to file under the status of ¡°Married, filing jointly¡± but that requires that I obtain an Individual Taxpayer Identification Number (ITIN) for my wife, who has no tax liability whatsoever. Actually, filing ¡°Married filing jointly¡± offers me an additional exemption and a reduction in the amount of taxes I would pay, but I choose not to take advantage of the reduction because she will not be dependent on me until she arrives in the United States. There is also the rebate issue and than comparing the difference in tax amount to be paid or refunded. As far as I can determine, if I had filed jointly, I my taxes would have been reduced by $315.00, but no rebate. Some of us prefer to donate to a different charity. Doesn't that bother you that your tax preparation software would limit your options? Its TurboTax and I have been using it for many years and it automatically imports my data from the previous years. Who knew I would get married in 2007? I just wanted to keep in simple. Link to comment
Sebastian Posted January 17, 2009 Report Share Posted January 17, 2009 A Note to Defendo and anyone else filing any type o Tax Return... If your wife doesn't have a SSN, you won't be able to use any tax prep software for electronic filing. You can use it to PREPARE the return, but you'll need an ITIN for yer lass. If you don't have an ITIN, you can get one by filing a W-7, along with this paper-return (1040) to the Address on the W-7 paperwork. So, this will be a paper return, not an electronic return. You can receive the payment electronically, and thats it. Don't expect a RAL with any service for that tax return, either. The whole point is to get her the ITIN, along with claiming her as a dependent, even if she is in China still (yup, it's allowed). Good Luck ! (No, I'm not a tax preparer, but wrote software for EROs for many years - I had to learn the regs) Link to comment
defendo Posted January 18, 2009 Author Report Share Posted January 18, 2009 A Note to Defendo and anyone else filing any type o Tax Return... If your wife doesn't have a SSN, you won't be able to use any tax prep software for electronic filing. You can use it to PREPARE the return, but you'll need an ITIN for yer lass. If you don't have an ITIN, you can get one by filing a W-7, along with this paper-return (1040) to the Address on the W-7 paperwork. So, this will be a paper return, not an electronic return. You can receive the payment electronically, and thats it. Don't expect a RAL with any service for that tax return, either. The whole point is to get her the ITIN, along with claiming her as a dependent, even if she is in China still (yup, it's allowed). Good Luck ! (No, I'm not a tax preparer, but wrote software for EROs for many years - I had to learn the regs) Your point is well taken Darnell, but how did you get the W-7 signed? Did you send it to China and have your wife sign and return it to you? Link to comment
Sebastian Posted January 18, 2009 Report Share Posted January 18, 2009 I did it half way. I emailed the PDF form to her, she printed it out, filled it out, signed it, and sent it back to me via postal mail. Link to comment
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