A Curious Question

[wilcouk 7]

I'm not sure if many people have ever been in a similar position... anywho's...

 

I'm married to my USC Wife and currently waiting for an interview for my Adjustment of Status (obviously everything has grounded to a halt) so around 3 weeks ago now i got underway to start filing taxes for me and my USC Wife since she hasn't done them since 2016 (she never legally was required to file but still was due a refund) so with the free time, i went to H&R Block to do her taxes and at the same time file a joint married 2019 tax return and i applied for an ITIN since i thought it might of been beneficial (unaware, it really wasnt short term at least) for us, so we did that... now fast forward around a week or two later, i was surprised to find that USCIS had sent out my SSN and EAD combo card, i'm now a proud recipient of a SSN and able to do things on my own like any other normal American!

 

Long story short, our 2018 refund was processed and Tax refund check was sent out a few days ago however our 2019 tax refund hasn't been processed or least didn't come with the 2018 check, weird considering we did them together?

 

Is there any chance that since i was issued with a SSN that my application for an ITIN would be rejected and thus the tax return not fully processed and returned? Has that happened to anybody before or are they just delaying the 2019 tax return because i havent actually heard anything back about my ITIN application either?

Edited April 22, 2020 by wilcouk

[Dashinka 23,389]

I am not a tax expert, but if I follow your story, you filed your wife’s 2018 (not sure about 2017 since you said she hadn’t filed since 2016) returns when she was single, and your joint 2019 returns where you also applied for an ITIN.  I assume the 2019 return was sent in via the mail, since I don’t believe you can efile a return as MFJ when one party is also applying for an ITIN,?  

[wilcouk 7]

4 minutes ago, Dashinka said:

I am not a tax expert, but if I follow your story, you filed your wife’s 2018 (not sure about 2017 since you said she hadn’t filed since 2016) returns when she was single, and your joint 2019 returns where you also applied for an ITIN.  I assume the 2019 return was sent in via the mail, since I don’t believe you can efile a return as MFJ when one party is also applying for an ITIN,?  

 

Yup to clarify, i didn't need to do her 2017's because she didn't work at all for that year and thus earnt not a single dime. so filed her 2018 and 2019's returns.

 

2018 returns were filed as single

2019 returns were filed as Married filing jointly and also applied for an ITIN whilst doing so.

 

H&R Block told me that 2019's were mailed and 2018's were efiled, so will that delay for the 2019's show up to the IRS that i now have a SSN and thus no longer need an ITIN and then reject the tax return + application?

Edited April 22, 2020 by wilcouk

[Dashinka 23,389]

8 minutes ago, wilcouk said:

 

Yup to clarify, i didn't need to do her 2017's because she didn't work at all for that year and thus earnt not a single dime. so filed her 2018 and 2019's returns.

 

2018 returns were filed as single

2019 returns were filed as Married filing jointly and also applied for an ITIN whilst doing so.

 

H&R Block told me that 2019's were mailed and 2018's were efiled, so will that delay for the 2019's show up to the IRS that i now have a SSN and thus no longer need an ITIN and then reject the tax return + application?

Yes, I believe the 2019 taxes will be delayed since there is also the request for the ITIN.  I don’t know if the IRS can determine that you now have an SSN, so in your situation, I would let the 2019 return proceed and you can amend them later with your SSN.

[millefleur 5,039]

**Moved from General Immigration Discussion to Tax & Finances During US Immigration**

[wilcouk 7]

I spoke to H&R Block who said the IRS should be aware of my SSN and would reject the ITIN application and proceed amending it with my SSN instead? Amazing if true...

[Wuozopo 4,285]

7 hours ago, wilcouk said:

I spoke to H&R Block who said the IRS should be aware of my SSN and would reject the ITIN application and proceed amending it with my SSN instead? Amazing if true...

I am skeptical that two separate departments of the government ( Treasury and Social Security Administration) would have easy access to one another’s stuff.