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Should i file taxes now or ask for extension

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I was doing my taxes. and found out I am going to owe a lot more then what I thought I would. I will have to file married filing separate since my wife is still in the Philippines.( I know I could get her ITN number but it is just easier filing separate while she is there) Also I had to take some money out of my IRA while I was in between jobs. which raise my income so my tax is 5000. I know that I can amend the tax return when my wife is here to married filing jointly. that will lower the tax to about 2500

My question is should I pay the taxes now and amend the return later and get the difference from the IRS? Or should I ask for an extension to file taxes and wait until she is here. How long is an extension for? what form is needed?


ROC
Service Center : Nebraska Service Center
Consulate : Manila, Philippines
Marriage (if applicable): 2014-05-20
I-130 Sent : 2014-10-06
I-130 NOA1 : 2014-10-09
I-130 RFE for NSO copy of marriage certificate: 2014-11-03
I-130 RFE Sent : 2014-11-18
I-130 Approved : 2014-12-07
NVC Received : 2014-12-23
NVC case number: 2015-02-04
Received DS-261 / AOS Bill : 2015-02-04
Pay AOS Bill : 2015-02-05
Submit DS-261 : 2015-02-05
Sent AOS Package : 2015-02-09
Sent IV Package : 2015-02-09
Scan date : 2015-02-10
Receive IV Bill : 2015-03-03
Pay IV Bill : 2015-03-06
Submit DS-260: 2015-3-12
Case Completed at NVC : 2015-03-20
Receive Instruction and Interview appointment letter: 2015-3-27
Medical complete: 2015-04-08
Interview Date : 2015-05-08
Interview Result : Approved
Visa Received : 2015-05-13

Date of US Entry : 2015-06-09
 

Date of Social Security card receive : 06-2015

Date of Green Card received 07-2015

Date of ROC FILE 05-19-2017

 I-751 NOA Date 05-26-2017

   

http://jerryjja.wix.com/filipinasaswa?_ga=1.194674661.91538870.1441656248

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IRS Form 4868. You will receive an automatic six month extension if you file the extension request by the tax return deadline in April. You will need to substantiate further extensions beyond the initial six months. Don't forget to extend your state income tax return, if you have one.

However, it is an extension to file and not an extension to pay taxes owed. If you owe tax at the time your return is actually filed, then you will need to pay penalties and interest on the portion which was not paid by the tax deadline in April.

Also, if you didn't' have tax withheld when you withdrew from the IRA, then you may also owe penalties and interest for not filing estimated taxes in the quarter the IRA withdrawal was made.

I would pay taxes and estimated penalties/interest owed by the tax deadline in April along with the tax filing extension. Base your tax return on MFJ … you've got six months to at least get an ITIN for your spouse which should be completely doable.

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Moved from General Immigration-Related Discussion to Tax & Finances During US Immigration forum.


Our journey:

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March 26, 2009: We become a couple!
September 10, 2009: Arrived for first meeting in-person!
June 17, 2010: Arrived for second in-person meeting and start of travel together to other areas of China!
June 21, 2010: Engaged!!!
September 1, 2010: Switched course from K1 to CR-1
December 8, 2010: Wedding date set; it will be on February 18, 2011!
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October 6, 2011: Case complete at NVC
November 10, 2011: Interview - APPROVED!!!
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September 17, 2013: Mailed I-751 to CSC

September 23, 2013: Received NOA1 in mail (receipt date September 19th)

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February 3, 2014: New Green Card received; done with USCIS until fall of 2023*

 

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Thanks, for the advice. that is what I will do, file the extension and pay the taxes for married filing jointly


ROC
Service Center : Nebraska Service Center
Consulate : Manila, Philippines
Marriage (if applicable): 2014-05-20
I-130 Sent : 2014-10-06
I-130 NOA1 : 2014-10-09
I-130 RFE for NSO copy of marriage certificate: 2014-11-03
I-130 RFE Sent : 2014-11-18
I-130 Approved : 2014-12-07
NVC Received : 2014-12-23
NVC case number: 2015-02-04
Received DS-261 / AOS Bill : 2015-02-04
Pay AOS Bill : 2015-02-05
Submit DS-261 : 2015-02-05
Sent AOS Package : 2015-02-09
Sent IV Package : 2015-02-09
Scan date : 2015-02-10
Receive IV Bill : 2015-03-03
Pay IV Bill : 2015-03-06
Submit DS-260: 2015-3-12
Case Completed at NVC : 2015-03-20
Receive Instruction and Interview appointment letter: 2015-3-27
Medical complete: 2015-04-08
Interview Date : 2015-05-08
Interview Result : Approved
Visa Received : 2015-05-13

Date of US Entry : 2015-06-09
 

Date of Social Security card receive : 06-2015

Date of Green Card received 07-2015

Date of ROC FILE 05-19-2017

 I-751 NOA Date 05-26-2017

   

http://jerryjja.wix.com/filipinasaswa?_ga=1.194674661.91538870.1441656248

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