I-130 and others

[ROCIO C. TORRES 1]

Our i-130 application came under study on September 1, 2018
 My husband is American and I am Canadian. We want to know if in the 2019 tax statement, he can include me  even
 if I do not have an insurance number. Also if he can include me in his private health insurance or not.

 

 

 

[pushbrk 12,975]

53 minutes ago, ROCIO C. TORRES said:

Our i-130 application came under study on September 1, 2018
 My husband is American and I am Canadian. We want to know if in the 2019 tax statement, he can include me  even
 if I do not have an insurance number. Also if he can include me in his private health insurance or not.

  

 

 

Whether you can be included in his health insurance would be a question to ask the insurance company.  There is a procedure for filing taxes with a non-resident alien spouse.  https://www.irs.gov/individuals/international-taxpayers/nonresident-alien-figuring-your-tax

 

[ROCIO C. TORRES 1]

I appreciated your answer and information about it.  Thanks!

[VNN 147]

12 hours ago, ROCIO C. TORRES said:

I appreciated your answer and information about it.  Thanks!

• He can include you in 2018 tax year (and of course 2019 tax year). While he files his tax return in 2019 (before April 15 I assume),  he must send his tax file by mail including your passport or some certificate of authentic copy to obtain your  ITIN (Form W-7).  Good news: government allows a very good deduction for jointly-married for 2018 tax year!
• On the insurance, probably: no. He should ask his employer's HR if he gets his insurance from employment.  My HR said that once my wife got her SSN# , they would add my wife. Otherwise, no.  Anyway, adding additional one to insurance policy costs money so I there is no point to add you if you are not in US.

Edited September 20, 2018 by RTLE

[Bethany123 56]

1 hour ago, RTLE said:

• He can include you in 2018 tax year (and of course 2019 tax year). While he files his tax return in 2019 (before April 15 I assume),  he must send his tax file by mail including your passport or some certificate of authentic copy to obtain your  ITIN (Form W-7).  Good news: government allows a very good deduction for jointly-married for 2018 tax year!
• On the insurance, probably: no. He should ask his employer's HR if he gets his insurance from employment.  My HR said that once my wife got her SSN# , they would add my wife. Otherwise, no.  Anyway, adding additional one to insurance policy costs money so I there is no point to add you if you are not in US.

This is what my husband and I did. I am Canadian, he's American. We filed in April and the tax return was much bigger than if he had filed single. 

[VNN 147]

9 minutes ago, Bethany123 said:

This is what my husband and I did. I am Canadian, he's American. We filed in April and the tax return was much bigger than if he had filed single. 

What bigger?  His refund or his tax due? Just curious because it is very rare that filing  as single is better than filing as jointly-marriage.  I handle all of my family individual incomes and business taxes so I have good experience with tax.

[Bethany123 56]

3 minutes ago, RTLE said:

What bigger?  His refund or his tax due? Just curious because it is very rare that filing  as single is better than filing as jointly-marriage.  I handle all of my family individual incomes and business taxes so I have good experience with tax.

His refund was bigger. 

[geowrian 22,337]

14 minutes ago, Bethany123 said:

This is what my husband and I did. I am Canadian, he's American. We filed in April and the tax return was much bigger than if he had filed single. 

Married couples cannot file as single. It's either Married Filing Jointly or Married Filing Separately or Head of Household (with a non-spouse dependent in the household).

[Bethany123 56]

5 minutes ago, geowrian said:

Married couples cannot file as single. It's either Married Filing Jointly or Married Filing Separately or Head of Household (with a non-spouse dependent in the household).

Okay, well then the return was bigger having filed married jointly than if he had filled the other ways. I didn't know the proper lingo.

[ROCIO C. TORRES 1]

Hi everybody,

 

Thank for all your comments, which are very valuable to us!

[ROCIO C. TORRES 1]

What about Bank account, he can include me  or  is better  open a joint account.