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CR1 Benificary has an SSN already, what to put in tax forms?

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My wife (USC) and I are preparing for the NVC stage and the tax part is confusing us and hoping you guys can help.

From all the readings in VJ, it looks like the wife must file for Married Filing Jointly on her tax return and ideally she would put me as NRA on the SSN part. But she has already filed her 2014 taxes as SINGLE and she would need to amend it to be 1040 MFJ. Here's where the confusion kicks in: I also have an SSN since I used to live in the US with a student dependent visa (J2) and later my own student visa (F1). I worked part time in my university and then did some real work after graduation with OPT (optional practical training) so basically i have reported my taxes against my SSN when i was single. But that was then, i came back to my home country in 2008 and have been working here in Indonesia with no affiliation to a US employer. My payroll is 100% under a non-US entity.

The question is, which tax option my wife should use? She has asked the IRS about this and they advised us to use Form 2555-EZ, Foreign Earned Income Exclusion (http://www.irs.gov/uac/About-Form-2555EZ). In addition, the IRS lady advised that the wife must refile a 1040 as MFJ, a 1040X for amendments and 2555-EZ for all the years that we are married (married in Dec 2013). She's been filing as single since 2013, to our knowledge now that it is a big no no. Does this mean she would have to report what I make in Indonesia and that would be considered taxable in the US?

Another option that we are considering is her to file as Head of the Household. Here's a refresher of the description taken from Publication 519: (http://www.irs.gov/pub/irs-pdf/p519.pdf)

Head of household. You can qualify as head of household if you are unmarried or considered unmarried on the last day of the year and you pay more than half the cost of keeping up a home for you and a qualifying person. You must be a resident alien for the entire tax year. You are considered unmarried for this purpose if your spouse was a nonresident alien at any time during the year and you do not make one of the choices discussed in chapter 1 to treat your spouse as a resident alien for the entire tax year. Note. Even if you are considered unmarried for head of household purposes because you are married to a nonresident alien, you may still be considered married for purposes of the earned income credit. In that case, you will not be entitled to the credit. See Publication 596 for more information

And another from http://budgeting.thenest.com/can-files-irs-taxes-single-person-am-married-3998.html

Head of Household
Filing as "Head of Household" is generally reserved for people who are single and supporting one or more dependents, but there are situations where you can choose file this way even if you're married. To qualify, you'll need to live apart from your spouse for at least the second half of the year, with both of you having a separate address; this may be because you're separated, or it could be because one of you is working in another location for an extended period. If you've paid more than half of the household expenses and taken care of a dependent for more than half the year, you can qualify as "Head of Household" even though you're married.

The bold section above made me think that she would qualify as a HOH since:

1. We're apart for so long

2. Have separate addresses

3. I'm working from a non-US location

Any inputs are most appreciated. Thank you!!


Dec-2013: Got married

USCIS

18-Sep-2014: Sent I-130 to Phoenix, AZ Lockbox

23-Sep-2014: Received NOA1 - routed to Nebraska SC

09-Mar-2015: Received RFE (Marriage Cert)

16-Mar-2015: Sent RFE to NSC

17-Mar-2015: NSC Received Docs for RFE

24-Mar-2015: Received NOA2 - Online notification

31-Mar-2015: Received NOA2 - by mail

06-Apr-2015: NVC Received case from USCIS

NVC

15-Apr-2015: Got assigned NVC Case #, IIN #

20-Apr-2015: Submitted DS-261

21-Apr-2015: Received DS-261 / AOS Bill

22-Apr-2015: Paid AOS Bill

24-Apr-2015: AOS Payment processed

29-Apr-2015: NVC updated our account that the petitioner is the agent

06-May-2015: Received IV Fee Invoice

21-May-2015: Sent IV Fee via mail with a cashier's check (Online payment was down)

27-May-2015: Sent Civil & Financial documents to NVC

01-Jun-2015: NVC Cashed the check

08-Jun-2015: NVC Received the documents sent on 5/27

09-Oct-2015: Received RFE for Police Certificate, but n/a for Indonesia. Put on Supervisor's list

17-Nov-2015: Case Complete at NVC

US Embassy

16-Dec-2015: Medical Checkup, ready in 3 days

06-Jan-2016: Interview Date - Approved!

13-Jan-2016: Passport & Visa in hand

xx-xxx-2016: POE (TBD)

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Hi,

You really need an accountant. You have so many things wrong.

Your wife must amend her 2013 and 2014 tax returns. She filed incorrectly as single when she was married.

To file as Head of Household, your wife must have a dependent living with her. You did not mention a dependent.

The IRS will not accept a joint return with NRA for a taxpayer. She can not file a joint return listing NRA for you. In addition, you have a SSN. You put down your SSN if you want to file a joint return.

Your income must be included on a joint return. By filing a joint return, you are choosing to be treated as a U.S. Resident. You will not qualify for the Foreign Earned Income Exemption if you choose to be treated as a resident.

If you do not want to include your income, then your wife must file as married filing separately.

Your wife should go to a qualified accountant. Do not use H&R Block or another tax service that hires non accountants.

Best of luck

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Hi,

You really need an accountant. You have so many things wrong.

Your wife must amend her 2013 and 2014 tax returns. She filed incorrectly as single when she was married.

To file as Head of Household, your wife must have a dependent living with her. You did not mention a dependent.

The IRS will not accept a joint return with NRA for a taxpayer. She can not file a joint return listing NRA for you. In addition, you have a SSN. You put down your SSN if you want to file a joint return.

Your income must be included on a joint return. By filing a joint return, you are choosing to be treated as a U.S. Resident. You will not qualify for the Foreign Earned Income Exemption if you choose to be treated as a resident.

If you do not want to include your income, then your wife must file as married filing separately.

Your wife should go to a qualified accountant. Do not use H&R Block or another tax service that hires non accountants.

Best of luck

Hey thanks for your attention, aaron! We will seek a qualified accountant as per your advice. But to clarify some things, no there isn't any dependents so we will rule out the HOH option.

We might consider her to file/amend as married filing separately so that she would not have to include my income as i don't want to be treated as a resident until i get my CR1. We might change it up again to married filing jointly when i get my CR1 and live in the US. But from we heard, if she go for married filing separately, she can't change that to something else in the future?

How much of a tax cut/refund is affected between MFJ and MFS?


Dec-2013: Got married

USCIS

18-Sep-2014: Sent I-130 to Phoenix, AZ Lockbox

23-Sep-2014: Received NOA1 - routed to Nebraska SC

09-Mar-2015: Received RFE (Marriage Cert)

16-Mar-2015: Sent RFE to NSC

17-Mar-2015: NSC Received Docs for RFE

24-Mar-2015: Received NOA2 - Online notification

31-Mar-2015: Received NOA2 - by mail

06-Apr-2015: NVC Received case from USCIS

NVC

15-Apr-2015: Got assigned NVC Case #, IIN #

20-Apr-2015: Submitted DS-261

21-Apr-2015: Received DS-261 / AOS Bill

22-Apr-2015: Paid AOS Bill

24-Apr-2015: AOS Payment processed

29-Apr-2015: NVC updated our account that the petitioner is the agent

06-May-2015: Received IV Fee Invoice

21-May-2015: Sent IV Fee via mail with a cashier's check (Online payment was down)

27-May-2015: Sent Civil & Financial documents to NVC

01-Jun-2015: NVC Cashed the check

08-Jun-2015: NVC Received the documents sent on 5/27

09-Oct-2015: Received RFE for Police Certificate, but n/a for Indonesia. Put on Supervisor's list

17-Nov-2015: Case Complete at NVC

US Embassy

16-Dec-2015: Medical Checkup, ready in 3 days

06-Jan-2016: Interview Date - Approved!

13-Jan-2016: Passport & Visa in hand

xx-xxx-2016: POE (TBD)

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Hey thanks for your attention, aaron! We will seek a qualified accountant as per your advice. But to clarify some things, no there isn't any dependents so we will rule out the HOH option.

We might consider her to file/amend as married filing separately so that she would not have to include my income as i don't want to be treated as a resident until i get my CR1. We might change it up again to married filing jointly when i get my CR1 and live in the US. If you change it up and want to be taxed as a resident for 2013 and 2014, then you must include your income and you will not qualify for the FEIE because you choose to be treated as a resident for those years. But from we heard, if she go for married filing separately, she can't change that to something else in the future? She can amend her taxes as many times as she wants. However, multiple amendments may trigger an IRS audit since it may raise questions.

How much of a tax cut/refund is affected between MFJ and MFS? Generally, the tax owed will be higher filing MFS. In your case, there is no way for me to answer because I don't know your income. Filing MFJ and including your income will alter things significantly if your income is high.

Edited by aaron2020

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Thanks again aaron. You've been really helpful. We'll decide to go ahead with her to file an amendment and to file 1040 MFJ and with that we must include a statement to declare that the nonresident spouse wants to be treated as a resident for tax purposes. source: http://www.irs.gov/Individuals/International-Taxpayers/Nonresident-Spouse-Treated-as-a-Resident

We're not sure why the IRS lady told us that we need to fill out the 2555-EZ FEIE, but it does make sense that i'm not qualified if i'm considered as a resident. But we'll dig more information to get the right answer.

Cheers buddy!


Dec-2013: Got married

USCIS

18-Sep-2014: Sent I-130 to Phoenix, AZ Lockbox

23-Sep-2014: Received NOA1 - routed to Nebraska SC

09-Mar-2015: Received RFE (Marriage Cert)

16-Mar-2015: Sent RFE to NSC

17-Mar-2015: NSC Received Docs for RFE

24-Mar-2015: Received NOA2 - Online notification

31-Mar-2015: Received NOA2 - by mail

06-Apr-2015: NVC Received case from USCIS

NVC

15-Apr-2015: Got assigned NVC Case #, IIN #

20-Apr-2015: Submitted DS-261

21-Apr-2015: Received DS-261 / AOS Bill

22-Apr-2015: Paid AOS Bill

24-Apr-2015: AOS Payment processed

29-Apr-2015: NVC updated our account that the petitioner is the agent

06-May-2015: Received IV Fee Invoice

21-May-2015: Sent IV Fee via mail with a cashier's check (Online payment was down)

27-May-2015: Sent Civil & Financial documents to NVC

01-Jun-2015: NVC Cashed the check

08-Jun-2015: NVC Received the documents sent on 5/27

09-Oct-2015: Received RFE for Police Certificate, but n/a for Indonesia. Put on Supervisor's list

17-Nov-2015: Case Complete at NVC

US Embassy

16-Dec-2015: Medical Checkup, ready in 3 days

06-Jan-2016: Interview Date - Approved!

13-Jan-2016: Passport & Visa in hand

xx-xxx-2016: POE (TBD)

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If you elect for NRA spouse to be considered as RESIDENT FOR TAX PURPOSES.. He/She can still elect for the FEI but only with 330 physical presence test.

The US citizen would use bona fide or 330 day physical presence, whichever is most appropriate.

(resident alien cannot file as bona fide unless there is a tax treaty with the resident alien country and a few other things that are beyond my understanding)

Again this only applies to earned income of each party separately. you attach multiple 2555 or 2555ez to return. one for each.

Read the publications on aliens and form 2555

If you late file with 2555 (FEI) election. you need to put a special note written on top of the 1040 that cites the statute that allows a late election if you do not owe any net income.

don't see why you desire the complication of the retro-active election to be deemed resident vs. just amending single to MFS and showing spouse name on return appropriately.

why don't you just consider amending to MFS with NRA spouse and then list the spouse name. OR use the social of the NRA spouse and take the exemption also.

do you have some other goal behind the MFJ/Resident desire? Are you trying to take an Earned Income Credit cheque back from prior years or something?

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Thanks again aaron. You've been really helpful. We'll decide to go ahead with her to file an amendment and to file 1040 MFJ and with that we must include a statement to declare that the nonresident spouse wants to be treated as a resident for tax purposes. source: http://www.irs.gov/Individuals/International-Taxpayers/Nonresident-Spouse-Treated-as-a-Resident

We're not sure why the IRS lady told us that we need to fill out the 2555-EZ FEIE, but it does make sense that i'm not qualified if i'm considered as a resident. But we'll dig more information to get the right answer.

Cheers buddy!

You are a resident of Indonesia. Correct?

Then you qualify for the Form 2555EZ Foreign Income Exclusion.

Yes, do the statement to say you want to be treated as a resident alien for tax purposes. That is what allows you to file jointly. Otherwise a non-resident can not file with a USC. No, that does not mean your income is taxed by the US. BUT a joint return must report worldwide income earned by each spouse, no matter where they earned it.

Use the SSN you have. NRA is not allowed on a joint return. That is only for her to put if she does Married Filing Separately and you had no SSN.

So her tax return Line 7 will include her income as well as your income converted to US dollars. Yours is self-reported, meaning no official form from Indonesia has to be submitted with the tax return.

She contines on with anything else in her return like interest earned or whatever.

She does a Form 2555EZ with your name on it because you are the one with foreign income. You qualify based on bonafide resident test. It means you weren't just a tourist in Indonesia. You are a citizen I am assuming. You have the right to live and work in the foreign country. (This form is written also for Americans who get transferred abroad and many of the questions are determining if the person was working legally and if for an American or foreign employer. Sometimes that confuses people like you because it is written more toward Americans. Keep that twist in mind.)

So after you work through the form filling out your salary (in US dollars) you get to the line telling you your foreign income exclusion. Should be all of it unless you earn almost $100,000. The amount you exclude then goes back to the form 1040 tax return and is entered on Line 21 as a negative number.

So review-- your income is reported on Line 7. It is subtracted out on Line 21 before Line 22 which is Total Income. Then continue on with the return. Depending on if she is using a tax program or not there are a few things to understand about how the tax is figured.

The advantage she will see is getting the extra exemption and standard deduction for you to reduce her taxable income by an additional $10,150. As a single filer, she got her $10,150 taken off her taxable income. Now she your $10,150 as well. That is on Line 40 and 41 of her tax return where exemptions and standard deductions are listed. She will get a bigger refund filing jointly this way. If she switches her single return to Married Filing Separately, she will have higher taxes and have to pay back some of her refund if she has already received it.

The way the tax is figured is different when you have a foreign income exclusion. I am going to stop here and see if you even notice my post and if you are actually legally resident or a citizen of Indonesia. No point in writing so much if you aren't interested or don't come back.

Edit: Forgot to say I am trying to help you because of that Aggie logo in your profile. Also in Houston. Would be happy to speak to your wife of she needs help.

Edited by Nich-Nick

England.gifENGLAND ---

K-1 Timeline 4 months, 19 days 03-10-08 VSC to 7-29-08 Interview London

10-05-08 Married

AOS Timeline 5 months, 14 days 10-9-08 to 3-23-09 No interview

Removing Conditions Timeline 5 months, 20 days12-27-10 to 06-10-11 No interview

Citizenship Timeline 3 months, 26 days 12-31-11 Dallas to 4-26-12 Interview Houston

05-16-12 Oath ceremony

The journey from Fiancé to US citizenship:

4 years, 2 months, 6 days

243 pages of forms/documents submitted

No RFEs

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You are a resident of Indonesia. Correct?

Then you qualify for the Form 2555EZ Foreign Income Exclusion.

Yes, do the statement to say you want to be treated as a resident alien for tax purposes. That is what allows you to file jointly. Otherwise a non-resident can not file with a USC. No, that does not mean your income is taxed by the US. BUT a joint return must report worldwide income earned by each spouse, no matter where they earned it.

Use the SSN you have. NRA is not allowed on a joint return. That is only for her to put if she does Married Filing Separately and you had no SSN.

So her tax return Line 7 will include her income as well as your income converted to US dollars. Yours is self-reported, meaning no official form from Indonesia has to be submitted with the tax return.

She contines on with anything else in her return like interest earned or whatever.

She does a Form 2555EZ with your name on it because you are the one with foreign income. You qualify based on bonafide resident test. It means you weren't just a tourist in Indonesia. You are a citizen I am assuming. You have the right to live and work in the foreign country. (This form is written also for Americans who get transferred abroad and many of the questions are determining if the person was working legally and if for an American or foreign employer. Sometimes that confuses people like you because it is written more toward Americans. Keep that twist in mind.)

So after you work through the form filling out your salary (in US dollars) you get to the line telling you your foreign income exclusion. Should be all of it unless you earn almost $100,000. The amount you exclude then goes back to the form 1040 tax return and is entered on Line 21 as a negative number.

So review-- your income is reported on Line 7. It is subtracted out on Line 21 before Line 22 which is Total Income. Then continue on with the return. Depending on if she is using a tax program or not there are a few things to understand about how the tax is figured.

The advantage she will see is getting the extra exemption and standard deduction for you to reduce her taxable income by an additional $10,150. As a single filer, she got her $10,150 taken off her taxable income. Now she your $10,150 as well. That is on Line 40 and 41 of her tax return where exemptions and standard deductions are listed. She will get a bigger refund filing jointly this way. If she switches her single return to Married Filing Separately, she will have higher taxes and have to pay back some of her refund if she has already received it.

The way the tax is figured is different when you have a foreign income exclusion. I am going to stop here and see if you even notice my post and if you are actually legally resident or a citizen of Indonesia. No point in writing so much if you aren't interested or don't come back.

Edit: Forgot to say I am trying to help you because of that Aggie logo in your profile. Also in Houston. Would be happy to speak to your wife of she needs help.

Howdy Nich-Nick! First and foremost thank you for your detailed reply.. we both read your message and it aligns with my wife's 6-hour experience with the IRS the other day (4 hour walk-in to the office and 2 hrs over the phone)... and probably yours provided more useful detail.

Yes, I am an Indonesian citizen residing and working in Indonesia. I did not step my foot in the US at all during the years of 2013 - 2014; so to clarify:

1. She will amend her 1040EZ single to be 1040 Married Filing Jointly, using my SSN

2. We'll attach a statement, saying that i want to be treated as a resident for tax purposes

3. She will fill out the 2555EZ with my income information, and also my income information will be used in her 1040 amendment

What else am I missing here?

Btw, thanks for noticing the Aggie logo. Are you one yourself? I used to live in Houston for a few years and most likely will come back there once I get my CR1, but currently the wife lives in CA

And just to clarify for others, we're not trying to do anything shady or trying to get earned income credit from previous years or whatsoever. We just want to the do the right thing so that it will not raise any flags when the NVC and/or Embassy is reviewing our case and won't cause any tax issues for us in the future.


Dec-2013: Got married

USCIS

18-Sep-2014: Sent I-130 to Phoenix, AZ Lockbox

23-Sep-2014: Received NOA1 - routed to Nebraska SC

09-Mar-2015: Received RFE (Marriage Cert)

16-Mar-2015: Sent RFE to NSC

17-Mar-2015: NSC Received Docs for RFE

24-Mar-2015: Received NOA2 - Online notification

31-Mar-2015: Received NOA2 - by mail

06-Apr-2015: NVC Received case from USCIS

NVC

15-Apr-2015: Got assigned NVC Case #, IIN #

20-Apr-2015: Submitted DS-261

21-Apr-2015: Received DS-261 / AOS Bill

22-Apr-2015: Paid AOS Bill

24-Apr-2015: AOS Payment processed

29-Apr-2015: NVC updated our account that the petitioner is the agent

06-May-2015: Received IV Fee Invoice

21-May-2015: Sent IV Fee via mail with a cashier's check (Online payment was down)

27-May-2015: Sent Civil & Financial documents to NVC

01-Jun-2015: NVC Cashed the check

08-Jun-2015: NVC Received the documents sent on 5/27

09-Oct-2015: Received RFE for Police Certificate, but n/a for Indonesia. Put on Supervisor's list

17-Nov-2015: Case Complete at NVC

US Embassy

16-Dec-2015: Medical Checkup, ready in 3 days

06-Jan-2016: Interview Date - Approved!

13-Jan-2016: Passport & Visa in hand

xx-xxx-2016: POE (TBD)

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Howdy Nich-Nick! First and foremost thank you for your detailed reply.. we both read your message and it aligns with my wife's 6-hour experience with the IRS the other day (4 hour walk-in to the office and 2 hrs over the phone)... and probably yours provided more useful detail.

Yes, I am an Indonesian citizen residing and working in Indonesia. I did not step my foot in the US at all during the years of 2013 - 2014; so to clarify:

1. She will amend her 1040EZ single to be 1040 Married Filing Jointly, using my SSN

2. We'll attach a statement, saying that i want to be treated as a resident for tax purposes

3. She will fill out the 2555EZ with my income information, and also my income information will be used in her 1040 amendment

What else am I missing here?

Btw, thanks for noticing the Aggie logo. Are you one yourself? I used to live in Houston for a few years and most likely will come back there once I get my CR1, but currently the wife lives in CA

And just to clarify for others, we're not trying to do anything shady or trying to get earned income credit from previous years or whatsoever. We just want to the do the right thing so that it will not raise any flags when the NVC and/or Embassy is reviewing our case and won't cause any tax issues for us in the future.

Need to know a few things. How did she do her taxes before? Did she use a software program. Will she use that again or try to do it by hand?

First she needs to do a new full return as MFJ to see how the new one comes out. But a corrected return 1040x isn't just a do over the new way. If you look at the form, it asks what is different. Example Taxable income...as filed, as corrected, difference. So you need a new return side by side with the old return to more easily fill out a 1040x.

And the tax does not come off the tax tables when using foreign income exclusion. There is a worksheet to determine tax. Software does that behind the scenes. If doing manually, then I will explain that better.

One more comment on qualifying for the foreign income exclusions. You qualify both on bonafide residence and physical presence in Indonesia. I disagree with the post that says if you choose to be treated as a resident alien for taxes, you can't exclude foreign income. American citizens earning abroad exclude foreign earned income if they qualify. You are a citizen of Indonesia and thus bonafide. You have probably been present in Indonesia since birth (with some exception) so surely have the physical presence there also. It is your tax home meaning you pay Indonesian taxes. The whole US resident/non-resident thing is more about how foreigners will be taxed on work done in American. The rules are different for NRs. Foreign students in the US often have to file the 1040NR instead of 1040, So in order to let those with an American spouse file jointly, they give them a perk to drop the NR classification and use the same form and rules as a resident.

Aggie connection:

I am a graduate of UT, but married and Aggie (now deceased) way back and have embraced everything A&M since. Our daughters have bachelors and masters degrees from A&M and there's not much of the whole Aggie experience I haven't been a part of. Love it.

Edited by Nich-Nick

England.gifENGLAND ---

K-1 Timeline 4 months, 19 days 03-10-08 VSC to 7-29-08 Interview London

10-05-08 Married

AOS Timeline 5 months, 14 days 10-9-08 to 3-23-09 No interview

Removing Conditions Timeline 5 months, 20 days12-27-10 to 06-10-11 No interview

Citizenship Timeline 3 months, 26 days 12-31-11 Dallas to 4-26-12 Interview Houston

05-16-12 Oath ceremony

The journey from Fiancé to US citizenship:

4 years, 2 months, 6 days

243 pages of forms/documents submitted

No RFEs

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Need to know a few things. How did she do her taxes before? Did she use a software program. Will she use that again or try to do it by hand?

First she needs to do a new full return as MFJ to see how the new one comes out. But a corrected return 1040x isn't just a do over the new way. If you look at the form, it asks what is different. Example Taxable income...as filed, as corrected, difference. So you need a new return side by side with the old return to more easily fill out a 1040x.

And the tax does not come off the tax tables when using foreign income exclusion. There is a worksheet to determine tax. Software does that behind the scenes. If doing manually, then I will explain that better.

One more comment on qualifying for the foreign income exclusions. You qualify both on bonafide residence and physical presence in Indonesia. I disagree with the post that says if you choose to be treated as a resident alien for taxes, you can't exclude foreign income. American citizens earning abroad exclude foreign earned income if they qualify. You are a citizen of Indonesia and thus bonafide. You have probably been present in Indonesia since birth (with some exception) so surely have the physical presence there also. It is your tax home meaning you pay Indonesian taxes. The whole US resident/non-resident thing is more about how foreigners will be taxed on work done in American. The rules are different for NRs. Foreign students in the US often have to file the 1040NR instead of 1040, So in order to let those with an American spouse file jointly, they give them a perk to drop the NR classification and use the same form and rules as a resident.

Aggie connection:

I am a graduate of UT, but married and Aggie (now deceased) way back and have embraced everything A&M since. Our daughters have bachelors and masters degrees from A&M and there's not much of the whole Aggie experience I haven't been a part of. Love it.

She does her taxes before by using turbo tax and filing out the 1040EZ as single even after we got married in Dec 2013.

I agree that she needs to return a 1040x and having the new 1040 MFJ next to it. She would have to amend 2013 and 2014, does that mean 2 separate 1040x and 1040 for each year?

Which software can determine the tax if we use the foreign income exclusion? Should turbotax be able to take care of that on top of the 1040x and new 1040 MFJ? My salary if converted to USD is less than $100k, so it wouldn't be taxable and reported as excluded on 1040, as mentioned in your previous post.

To comment about my previous personal tax, I've used 1040EZ instead of 1040NR (never heard of it before) when i worked on campus and also post graduation to get my tax refund. Didn't encounter any problems then.

A&M comment:

Well sir, you're an Aggie in my eye even though graduated from UT. Glad to know that your daughters and late wife are a part of A&M. This goes to show how strong the Aggie Network is as I'm a 2nd generation Aggie. I can't wait to revisit the campus with my wife to show her the Aggie experience, esp going to Kyle Field for a home game.


Dec-2013: Got married

USCIS

18-Sep-2014: Sent I-130 to Phoenix, AZ Lockbox

23-Sep-2014: Received NOA1 - routed to Nebraska SC

09-Mar-2015: Received RFE (Marriage Cert)

16-Mar-2015: Sent RFE to NSC

17-Mar-2015: NSC Received Docs for RFE

24-Mar-2015: Received NOA2 - Online notification

31-Mar-2015: Received NOA2 - by mail

06-Apr-2015: NVC Received case from USCIS

NVC

15-Apr-2015: Got assigned NVC Case #, IIN #

20-Apr-2015: Submitted DS-261

21-Apr-2015: Received DS-261 / AOS Bill

22-Apr-2015: Paid AOS Bill

24-Apr-2015: AOS Payment processed

29-Apr-2015: NVC updated our account that the petitioner is the agent

06-May-2015: Received IV Fee Invoice

21-May-2015: Sent IV Fee via mail with a cashier's check (Online payment was down)

27-May-2015: Sent Civil & Financial documents to NVC

01-Jun-2015: NVC Cashed the check

08-Jun-2015: NVC Received the documents sent on 5/27

09-Oct-2015: Received RFE for Police Certificate, but n/a for Indonesia. Put on Supervisor's list

17-Nov-2015: Case Complete at NVC

US Embassy

16-Dec-2015: Medical Checkup, ready in 3 days

06-Jan-2016: Interview Date - Approved!

13-Jan-2016: Passport & Visa in hand

xx-xxx-2016: POE (TBD)

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