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genesis1968

california tax filing question

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genesis1968 Explorer

genesis1968   0

Posted
Filed: K-3 Visa Country: Philippines
 Timeline
Posted

hi all,

I am ready to do the fedral tax ( married filing joint w/ foreign spouse ),w-7,and supporting documentation ready.

my question is this.

For the state filing , do I have to wait for the ITIN # to be assigned from the I.R.S to send in the state form?

If you have any experiance or insite I would greatly apreciate your input.

Thank you

Rich

I-751 timeline

3/05/10 - mailed I-751 packet

3/12/10 - arrived at CSC

3/16/10 - online status, NOA mailed but no mail received

3/18/10 - Check cashed

4/15/10 - biometric appointment (notice recv'd in mail - 4/01/10)

4/16/10 - touched

4/18/10 - I-485 & EAD touched????

5/03/10 - Card production ordered

5/11/10 - letter of Approval received in the mail

5/26/10 - email received "letter of Approval" sent in the mail... not yet received till now 6/8/10

7/07/10 - called USCIS why green card has not received yet

7/09/10 - email from USCIS stating that they already sent the GC on May 25th and undeliverable,

adviced to apply for I-90 as it might have been lost in mail

7/25/10 - mailed application for I-90 (replacement of lost or stolen card)

9/16/10 - biometric appointment

9/20/10 - touched

9/21/10 - touched

ISAIAH 40:31

"but those who HOPE in the Lord will renew their strength,

they will soar on wings like eagles; they will run and not grow weary,

they will walk and not be faint"

[/color]

try this link..

http://rinnahannah.multiply.com/

Robor007 Proficient

Robor007   0

Posted
Filed: K-3 Visa Country: Philippines
 Timeline
Posted

Are you using Form 2555 to exclude you wife's foreign income? I didn't. :blush: My wife is *well* below the limit but I didn't learn about that exclusion form until a few days after I mailed off my taxes.I'm almost expecting my taxes to be returned to me for it or worse yet to be audited.

Married on 11/21/06 in her hometown city Tumauini located in the Isabela province (Republic of the Philippines)

I-129 Timeline

12/12/06 - Mailed I-129 package to Chicago Service Center

12/14/06 - Received by Chicago Service Center

12/18/06 - NOA1 notice date from Missouri (NBC)

12/21/06 - NOA1 received in mail

12/27, 12/29, 12/31 - Touches

01/06/07 - Transfered to California Service Center

01/11/07 - Arrived at California Service Center

1/12, 1/16, 1/17, 2/6 - Touches

02/06/07 - NOA2 from California Service Center

02/11/07 - Received NOA2 in mail

02/15/07 - Arrived at the NVC - MNL case # assigned

02/20/07 - Sent to US Embassy in Manila

02/26/07 - Received at Embassy

03/30/07 - Packet 4 received

05/09/07 - Medical scheduled (did early)

05/16/07 - Interview

05/23/07 - Visa Delivered

05/25/07 - POE in Newark, NJ

I-130 Timeline

11/27/06 - Mailed I-130 package to Texas Service Center

11/29/06 - Package received by Texas Service Center

12/06/06 - NOA1 notice date from California Service Center

12/09/06 - Touch

12/11/06 - NOA1 received in mail

02/06/07 - NOA2 from California Service Center

02/11/07 - Received NOA2 in mail (I-130 held at CSC)

--------------------

Pinoy Info Forum - For the members of Asawa.org in diaspora

nyseness Proficient

nyseness   0

Posted
Filed: IR-1/CR-1 Visa Country: Jamaica
 Timeline
Posted

What happens if your spouse is unemployed? Do I need to submit anything else besides the W-7?

Anna (Chicago) and Javon (Jamaica)

USCIS: I-130 Process

10/30/06 - Married to my loving husband

01/06/07 - NOA1 ($190)

05/16/07 - NOA2!!!!!

NVC: CR-1 Process

05/21/07 - NVC recv'd case (per rep @ NVC)

05/29/07 - NVC Assigned Case # (KNG2007******)

06/01/07 - Faxed change of address request to NVC

06/08/07 - NVC confirmed new address

06/18/07 - DS-3032 (Choice of Agent) & AOS (I-864) Fee Bill generated

06/23/07 - Recv'd DS-3032 & AOS Bill via snail mail

07/09/07 - Emailed DS-3032 (Choice of Agent) to NVC

07/19/07 - Mailed AOS Fee Bill ($70) to St. Louis, MO

07/19/07 - Recv'd email from NVC - Choice of Agent was accepted

07/23/07 - IV (DS-230) Fee Bill was generated

08/11/07 - Recv'd IV Fee Bill via snail mail

08/15/07 - Recv'd AOS Packet in the mail

.png

.png

agm Contributor

agm   0

Posted
Filed: IR-1/CR-1 Visa Country: China
 Timeline
Posted
Are you using Form 2555 to exclude you wife's foreign income? I didn't. :blush: My wife is *well* below the limit but I didn't learn about that exclusion form until a few days after I mailed off my taxes.I'm almost expecting my taxes to be returned to me for it or worse yet to be audited.

Hello Robor007

Actually, you can not use the Form 2555 for your wife. The Form 2555 for the USC and the resident alien to exclude overseas income. Our SOs are not the resident alien yet untill they are here.

agm

agm Contributor

agm   0

Posted
Filed: IR-1/CR-1 Visa Country: China
 Timeline
Posted
hi all,

I am ready to do the fedral tax ( married filing joint w/ foreign spouse ),w-7,and supporting documentation ready.

my question is this.

For the state filing , do I have to wait for the ITIN # to be assigned from the I.R.S to send in the state form?

If you have any experiance or insite I would greatly apreciate your input.

Thank you

Rich

Hello Rich

I will file state return writing "Applied for" for her SS# section.

agm

genesis1968 Explorer

genesis1968   0

Posted
Filed: K-3 Visa Country: Philippines
 Timeline
  • Author
Posted
hi all,

I am ready to do the fedral tax ( married filing joint w/ foreign spouse ),w-7,and supporting documentation ready.

my question is this.

For the state filing , do I have to wait for the ITIN # to be assigned from the I.R.S to send in the state form?

If you have any experiance or insite I would greatly apreciate your input.

Thank you

Rich

Hello Rich

I will file state return writing "Applied for" for her SS# section.

agm

Thank you for your reply.

I am thinking that I may send in the fedral with the w7 and if they give the itin # soon I will get extension on state then isert the # and send it off...how does that sound???

God bless

Rich n Nancy

I-751 timeline

3/05/10 - mailed I-751 packet

3/12/10 - arrived at CSC

3/16/10 - online status, NOA mailed but no mail received

3/18/10 - Check cashed

4/15/10 - biometric appointment (notice recv'd in mail - 4/01/10)

4/16/10 - touched

4/18/10 - I-485 & EAD touched????

5/03/10 - Card production ordered

5/11/10 - letter of Approval received in the mail

5/26/10 - email received "letter of Approval" sent in the mail... not yet received till now 6/8/10

7/07/10 - called USCIS why green card has not received yet

7/09/10 - email from USCIS stating that they already sent the GC on May 25th and undeliverable,

adviced to apply for I-90 as it might have been lost in mail

7/25/10 - mailed application for I-90 (replacement of lost or stolen card)

9/16/10 - biometric appointment

9/20/10 - touched

9/21/10 - touched

ISAIAH 40:31

"but those who HOPE in the Lord will renew their strength,

they will soar on wings like eagles; they will run and not grow weary,

they will walk and not be faint"

[/color]

try this link..

http://rinnahannah.multiply.com/

agm Contributor

agm   0

Posted
Filed: IR-1/CR-1 Visa Country: China
 Timeline
Posted

post-28096-1173309845_thumb.jpg

hi all,

I am ready to do the fedral tax ( married filing joint w/ foreign spouse ),w-7,and supporting documentation ready.

my question is this.

For the state filing , do I have to wait for the ITIN # to be assigned from the I.R.S to send in the state form?

If you have any experiance or insite I would greatly apreciate your input.

Thank you

Rich

Hello Rich

I will file state return writing "Applied for" for her SS# section.

agm

Thank you for your reply.

I am thinking that I may send in the fedral with the w7 and if they give the itin # soon I will get extension on state then isert the # and send it off...how does that sound???

God bless

Rich n Nancy

Hello Rich

If you are the one who must attach Federal returns for Calif. return.....those who are itemizing or other reasons, it is a good idea to attachW7.

And, even, you are not required to attach Federal for Calif. return, I think it is also a good idea to attach W7. But make it sure to write "for your information only" on W7, so that Calif. Franchise Tax Board would not be mislead having you filing W7 to FTB.

I think two things would be taking place later. 1) FTB will ask you ITIN # later. In this case, you just mail FTB a copy of the letter from IRS form CP-565A which is assigning ITIN#. 2) FTB and IRS may be sharinng information. So, this case, you do not have to do anything.

From last year or so, do you remember, we ,even, do not have to attach W2 to Calif. return any more. Not only that, the employers do not have to submit W2 and 1099 information to Calif. anymore. I think that they may be sharing some information.

This image above is IRS CP-565A

agm

beameup Collaborator

beameup   0

Posted
Filed: IR-1/CR-1 Visa Country: Philippines
 Timeline
Posted (edited)

I was given instructions to attach a copy of the W-7 and Certification cover letter to the back of the California return.

In the place where it asks for SSN of spouse I put "ITIN applied for" on the 1040 & 540.

All this was done with the assistance of an "Authorized IRS Acceptance Agent" IRS Acceptance Agents for W-7 Certification

California does not require attachment of the Federal Return (they have access to that info).

hi all,

I am ready to do the fedral tax ( married filing joint w/ foreign spouse ),w-7,and supporting documentation ready.

my question is this.

For the state filing , do I have to wait for the ITIN # to be assigned from the I.R.S to send in the state form?

If you have any experiance or insite I would greatly apreciate your input.

Thank you

Rich

Edited by beameup
 

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