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akoko-01

Filing taxes jointly for the first time

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dear all,

we have been reading many topics about this but we need somebody who has been through this to give us a definitive, step by step, guide pleaseeee.

we filed k1 visa and we are expecting green card next week so before filing taxes. foreign husband have ssn.

can somebody tell us exactly how to file taxes jointly please?

we are concerned about the forms that we need to fill, the income that my husband earned before arriving (no paystubs), and bank accounts that he has in his name back home.

 

much much love

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Personally, I recommend new immigrants seek the help of a qualified accountant the first year who can help determine your best strategy.  Other posters might disagree.  There are strict reporting requirements for world-wide income, partial year resident reporting, foreign bank reporting, and foreign asset reporting.......just my opinion.

I hired a great account in the Dallas area who handled all reporting requirements for a very nominal fee.

 


"Experience can be a tough teacher to those who fail to heed good advice"- Missileman, 12/6/18

"Only a fool would fail to heed the advice of someone who has walked in his shoes"- Missileman, 2/8/19

"What I am to be, I am NOW becoming"- Benjamin Franklin

First career- 20 year Retired E-8, USAF Missileer,

Second career-Retired Registered Nurse, experience in Labor& Delivery, Home Health, Adolescent & Adult Psych

Third career-Retired IT Developer & Database Administrator for surgical services dept.

 

Immigration Journey:

  • Texas Service Center after transfer from Nebraska
  • Consulate :Taipei, Taiwan
  • Marriage: 7/30/2015
  • I-130 NOA1 : 4/27/2016
  • I-130 Approved :9/8/2016
  • Case received at NVC: 10/11/2016                               
  • Case # and IIN#: 10/24/2016
  • AOS Fee Invoiced:10/24/2016  
  • AOS Fee Paid:10/25/2016
  • IV Fee Invoiced:10/24/2016  
  • IV Fee Paid:10/25/2016
  • DS-260 Completed: 10/28/16
  • Scan Date:11/9/2016
  • Supervisor review: 12/21/16 
  • Checklist: 1/13/17 
  • Case Complete: 4/10/17
  • Interview Date: 5/8/17 
  • Visa  "ISSUED": 5/10/17
  • Visa and Passport in hand/Flight to USA Booked!!!: 5/12/17  
  • POE Dallas DFW on June 22, 2017
  • SS Card received : 7/3/2017
  • 2-year Green Card received in mail: 7/15/17
 

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5 hours ago, akoko-01 said:

we have been reading many topics about this but we need somebody who has been through this to give us a definitive, step by step, guide pleaseeee.

No 2 people's tax circumstances are the same, so any sort of guide with such a complex process as taxes just isn't going to cut it. Some people have an SSN or ITIN. Some don't. Some people have foreign income to report. Some don't. Some are nationals of a country with a US tax treaty. Some aren't. Some paid (or will pay) foreign taxes on their income. Some won't. Some people make over an exclusion threshold. Some don't. Some people keep money in foreign accounts still. Some don't.

 

There's just too many variables to make a guide that clears confusion instead of causing it.

If doing taxes yourself, I suggest a reputable tax software service (H&R Block, TurboTax, etc.). Otherwise, use a tax specialist.

 

The general guidelines are:

  • You can file MFJ, MFS, or possibly HOH (with a qualifying non-spouse dependent).
    • MFJ usually provides the smallest tax liability. But it requires an SSN or ITIN.
  • If filing MFJ, you must report all worldwide income.
    • The FEIE (Form 2555/2555EZ) can eliminate most to all of this form being taxed in most circumstances.
    • The Foreign Tax Credit may apply as well to further limit one's tax liability.
    • No documentation of this foreign income is required to file, but is necessary in the event of an audit so collect it now and save it somewhere safe.
  • Depending on how long somebody was inside the US in the tax year, they may meet the substantial presence test and be a resident alien.
    • Spouses of a USC or LPR may be a dual-status alien who can elect to be treated as a resident alien for the entire tax year. Those individuals have to submit an election letter to claim RA status for the year. Resident alien for the entire tax year is required for MFJ. The letter precludes the ability to submit the return electronically...you have to paper file in that case.
  • Any foreign accounts in excess of $10,000 requires an FBAR.

Good luck.

Edited by geowrian
Fixed some information about the dual status condition

Timelines:

Spoiler

AOS (I-485 + I-131 + I-765):

9/25/17: sent forms to Chicago

9/27/17: received by USCIS

10/4/17: NOA1 electronic notification received

10/10/17: NOA1 hard copy received. Social Security card being issued in married name (3rd attempt!)

10/14/17: Biometrics appointment notice received

10/25/17: Biometrics

1/2/18: EAD + AP approved (no website update)

1/5/18: EAD + AP mailed

1/8/18: EAD + AP approval notice hardcopies received

1/10/18: EAD + AP received

9/5/18: Interview scheduled notice

10/17/18: Interview

10/24/18: Green card produced notice

10/25/18: Formal approval

10/31/18: Green card received

 

K-1:

Spoiler

I-129F

12/1/17: sent

12/14/17: NOA1 hard copy received

3/10/17: RFE (IMB verification)

3/22/17: RFE response received

3/24/17: Approved!

3/30/17: NOA2 hard copy received

 

NVC

4/6/2017: Received

4/12/2017: Sent to Riyadh embassy

4/16/2017: Case received at Riyadh embassy

4/21/2017: Request case transfer to Manila, approved 4/24/2017

 

K-1

5/1/2017: Case received by Manila (1 week embassy transfer??? Lucky~)

7/13/2017: Interview: APPROVED!!!

7/19/2017: Visa in hand

8/15/2017: POE

 

 

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6 minutes ago, geowrian said:

No 2 people's tax circumstances are the same, so any sort of guide with such a complex process as taxes just isn't going to cut it.

Well said!!!!   It can get complicated.....


"Experience can be a tough teacher to those who fail to heed good advice"- Missileman, 12/6/18

"Only a fool would fail to heed the advice of someone who has walked in his shoes"- Missileman, 2/8/19

"What I am to be, I am NOW becoming"- Benjamin Franklin

First career- 20 year Retired E-8, USAF Missileer,

Second career-Retired Registered Nurse, experience in Labor& Delivery, Home Health, Adolescent & Adult Psych

Third career-Retired IT Developer & Database Administrator for surgical services dept.

 

Immigration Journey:

  • Texas Service Center after transfer from Nebraska
  • Consulate :Taipei, Taiwan
  • Marriage: 7/30/2015
  • I-130 NOA1 : 4/27/2016
  • I-130 Approved :9/8/2016
  • Case received at NVC: 10/11/2016                               
  • Case # and IIN#: 10/24/2016
  • AOS Fee Invoiced:10/24/2016  
  • AOS Fee Paid:10/25/2016
  • IV Fee Invoiced:10/24/2016  
  • IV Fee Paid:10/25/2016
  • DS-260 Completed: 10/28/16
  • Scan Date:11/9/2016
  • Supervisor review: 12/21/16 
  • Checklist: 1/13/17 
  • Case Complete: 4/10/17
  • Interview Date: 5/8/17 
  • Visa  "ISSUED": 5/10/17
  • Visa and Passport in hand/Flight to USA Booked!!!: 5/12/17  
  • POE Dallas DFW on June 22, 2017
  • SS Card received : 7/3/2017
  • 2-year Green Card received in mail: 7/15/17
 

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On 1/23/2019 at 12:10 PM, akoko-01 said:

dear all,

we have been reading many topics about this but we need somebody who has been through this to give us a definitive, step by step, guide pleaseeee.

we filed k1 visa and we are expecting green card next week so before filing taxes. foreign husband have ssn.

can somebody tell us exactly how to file taxes jointly please?

we are concerned about the forms that we need to fill, the income that my husband earned before arriving (no paystubs), and bank accounts that he has in his name back home.

 

much much love

Kinda off topic, but please help us Lebanese filers by filling in your timeline! There are so few of us and half of them don't finish their timelines so it's hard to get a good read on data.

 

And congrats on your new journey!!

Edited by cduran

             Trips                 

Late 2017: Met online via Line app

5/16/18 - 5/26/18: 1st trip - Beirut

5/24/18 - He proposed!

12/1/18 - 12/16/18: 2nd trip - Beirut

 

             K1 Visa             

9/10/18: Petition sent

9/12/18: NOA1 old

9/17/18: NOA1 new

1/25/19: NOA2 paper

1/28/19: NOA2 new

 

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