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David & Kezia

Income Tax Returns with Fiancee

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Hi!

My fiancee arrived here on Dec 30th, and I have been giving her money (during my visits) and sending her money for our K1 application and processing expenses. Can I claim for her on my income tax return as a qualified dependent?


2009/12/30 - Met online

2010/03/27 - 1st Visit to the Phils

2010/04/03 - Left the Phils back to the US

2010/05/__ - Engagement (unofficial)

2010/07/19 - Filed I-129F

2010/07/27 - Check cleared

2010/08/21 - 3rd Call to USCIS call center, finally got our Case #, still no mail

2010/09/01 - NOA1 official date

2010/09/07 - NOA1 received, FINALLY!!!

2010/10/06 - Touched (expedite request callback from USCIS, giving us the requirements)

2010/10/07 - Finally got the papers from the doctor and submitted requirements for expedite

2010/10/07 - Touched with callback

2010/10/14 - USCIS website says it's APPROVED!!! mailed

2010/10/19 - received at NVC

2010/10/21 - NVC sent documents to the US Embassy in Manila

2010/10/23 - 2nd Visit the the Phils, touchdown in Manila & flight to Samar, Pamamanhikan for brunch, Engagement Party for dinner

2010/10/24 - Picnic with close family and friends

2010/10/25 - Engagement Party with family in Manila

2010/10/26 - Leave the Phils back to the US

2010/11/22 - Interview at the US Embassy in Manila - VISA APPROVED!!!

2010/12/30 - POE in Las Vegas. TOGETHER AT LAST!

2011/03/06 - Married in Las Vegas

2011/05/03 - AOS, EAD & AP filing date

2011/05/11 - NOA1 for all

2011/05/24 - successful walk-in biometrics (originally 6/10)

2011/06/20 - got online status update and hardcopy of interview appointment dated 6/16 but scheduled for 7/26

2011/07/22 - AP approved, EAD card in production

2011/07/26 - AOS interview. RFE coz they LOST MY MEDICAL!!! GRRR!

2011/07/30 - EAD/AP combo card in the mail

2011/10/21 - finally got my GREENCARD after several complaints all over the place

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Filed: Citizen (apr) Country: China
Timeline

Can only file a joint IRS return if you married before Dec 31, if after, then Joint return would be filed next year.

And NO you cannot claim her as a "dependent"


OUR TIME LINE Please do a timeline it helps us all, thanks.

Is now a US Citizen immigration completed Jan 12, 2012.

1428954228.1592.1755425389.png

CHIN0001_zps9c01d045.gifCHIN0100_zps02549215.gifTAIW0001_zps9a9075f1.gifVIET0001_zps0a49d4a7.gif

Look here: A Candle for Love and China Family Visa Forums for Chinese/American relationship,

Visa issues, and lots of info about the Guangzhou and Hong Kong consulate.

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Filed: Citizen (apr) Country: Russia
Timeline

Hi!

My fiancee arrived here on Dec 30th, and I have been giving her money (during my visits) and sending her money for our K1 application and processing expenses. Can I claim for her on my income tax return as a qualified dependent?

This is from table 3-1 on page 25 of IRS Publication 17 - Your Federal Income Tax: "You cannot claim a person as a dependent unless that person is a U.S. citizen, U.S. resident alien, U.S. national, or a

resident of Canada or Mexico." Your fiance does not fall in any of those categories so you can't claim her as a dependent.

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She needs an SSN for her to be declared/included as your spouse on a joint return. If she doesn't have an SSN, then you must submit an ITIN application (IRS form W-7 with supporting documents) along with your return, which means you cannot file your taxes electronically....you'd have to mail it in (can't file of the ITIN in advance, the application has to be attached to your return) She also needs a letter/statement declaring that she wishes to be included on your return as a non-resident...something like that (we did the same thing last year). You can check the IRS website for more details.

Your other option is to file as married, but separately, then amend your return later (1040X I believe).


Be smart, have a plan, and hang on to the people you love. - Chris Gardner

 

N-400 Timeline

02-23-2018: Sent N-400 Application online

02-23-2018: Date on NOA, retrieved from online account

02-23-2018: Date on Biometrics Appointment Letter (Biometrics Appointment at Jacksonville ASC on March 13, 10:00 a.m.)

03-08-2018: Biometrics complete

04-05-2018: Case status updated - Interview Scheduled on May 10, 2018, 10:15 a.m. :D

05-10-2018: Citizenship Interview - Passed English and Civics Tests, Recommended for Approval! :D 

06-19-2018: Received email and text notification: Naturalization Ceremony Scheduled; waited for letter to be uploaded on online account - it has been set on Wednesday, July 25, 3:00 p.m.

07-25-2018: I am now a U.S. Citizen!

 

K3-K4 Journey.txt

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Sorry, I meant you need a statement declaring Kezia as a resident alien for tax purposes. The format is on the IRS website.


Be smart, have a plan, and hang on to the people you love. - Chris Gardner

 

N-400 Timeline

02-23-2018: Sent N-400 Application online

02-23-2018: Date on NOA, retrieved from online account

02-23-2018: Date on Biometrics Appointment Letter (Biometrics Appointment at Jacksonville ASC on March 13, 10:00 a.m.)

03-08-2018: Biometrics complete

04-05-2018: Case status updated - Interview Scheduled on May 10, 2018, 10:15 a.m. :D

05-10-2018: Citizenship Interview - Passed English and Civics Tests, Recommended for Approval! :D 

06-19-2018: Received email and text notification: Naturalization Ceremony Scheduled; waited for letter to be uploaded on online account - it has been set on Wednesday, July 25, 3:00 p.m.

07-25-2018: I am now a U.S. Citizen!

 

K3-K4 Journey.txt

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Filed: Citizen (apr) Country: Russia
Timeline

She needs an SSN for her to be declared/included as your spouse on a joint return. If she doesn't have an SSN, then you must submit an ITIN application (IRS form W-7 with supporting documents) along with your return, which means you cannot file your taxes electronically....you'd have to mail it in (can't file of the ITIN in advance, the application has to be attached to your return) She also needs a letter/statement declaring that she wishes to be included on your return as a non-resident...something like that (we did the same thing last year). You can check the IRS website for more details.

Your other option is to file as married, but separately, then amend your return later (1040X I believe).

This is all good information for somebody that was married at the end of 2010 but the OP was still unmarried at the end of 2010. If you look at their timeline they don't plan to get married until February 17th. The OP can not claim his fiance as a dependent on his 2010 tax return.

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