Marriage deduction? (Merged 2x)

[Afghanguy 6]

Salam all,

 

I got married last year and I am getting ready to file my taxes. Someone previously told me if I remember correctly that I can get a deduction for this year taxes if I got married last year...

 

If correct can someone more expert shed light on this..I also talked with a tax guy and he said you will need. TIN # or something which I believe is a social security...

[Verrou 1,899]

ITIN and SSN is not the same. if ur spouse is still overseas and in the process of filing spouse visa. u can apply MARRIED filed separately by paper filing without itin / SSN number

Edited April 12, 2023 by Misscloud

[JeanneAdil 6,203]

or apply for ITIN with form w7 and do MFJ,  MFS or head of household (if u qualify)

 

but your time to apply is limited to next Monday and the nonresident alien is the one who is suppose to be filled out by your morcoccan spouse

 

u can fill out taxes and leave the SS space for her blank  but online sites don't let u do this so paper file

 

allah yessir

[TBoneTX 43,081]

Thread is moved from the CR-1 Process forum to the Tax & Finances forum.

[Afghanguy 6]

44 minutes ago, JeanneAdil said:

or apply for ITIN with form w7 and do MFJ,  MFS or head of household (if u qualify)

 

but your time to apply is limited to next Monday and the nonresident alien is the one who is suppose to be filled out by your morcoccan spouse

 

u can fill out taxes and leave the SS space for her blank  but online sites don't let u do this so paper file

 

allah yessir

hi jeanine/

 

i got married dec 31 i have my marriage certificate. u mentioned do itin but that takes long time...her case is in process...what are the other option so that i can get the deduction? thank you

[JeanneAdil 6,203]

3 minutes ago, Afghanguy said:

hi jeanine/

 

i got married dec 31 i have my marriage certificate. u mentioned do itin but that takes long time...her case is in process...what are the other option so that i can get the deduction? thank you

paper file and leave the SS # part blank 

make sure u keep a copy of this and your W2 for the interview 

many have filed leaving the spouse SS # spot blank but online sites like turbo tax don't let u bypass this section 

there is a place to put Morocco as her country at present

 

[Afghanguy 6]

3 minutes ago, JeanneAdil said:

paper file and leave the SS # part blank 

make sure u keep a copy of this and your W2 for the interview 

many have filed leaving the spouse SS # spot blank but online sites like turbo tax don't let u bypass this section 

there is a place to put Morocco as her country at present

 

will i stil get a deduction if i do this?

[Afghanguy 6]

1 minute ago, Afghanguy said:

will i stil get a deduction if i do this?

i was having turbo tax do it and he is saying they are not licenced to do it...he said i have to do it with a CPA...if i do CPA will i get the deduction eventhough she is not here in USA?

[JeanneAdil 6,203]

Just now, Afghanguy said:

will i stil get a deduction if i do this?

yes

when married by the end of 2022 take the  $25,900 for joint

best to u on this visa petition

 

and if u did not do a timeline on profile if u didn't make it yet

[JeanneAdil 6,203]

3 minutes ago, Afghanguy said:

i was having turbo tax do it and he is saying they are not licenced to do it...he said i have to do it with a CPA...if i do CPA will i get the deduction eventhough she is not here in USA?

u don't need CPA,   do your own paper taxes

its not that hard unless u own a business or are self employed 

just follow the steps 

 

or go to H&R Block  or the desk in place like Walmart

Edited April 12, 2023 by JeanneAdil

[Afghanguy 6]

1 minute ago, JeanneAdil said:

yes

when married by the end of 2022 take the  $25,900 for joint

best to u on this visa petition

 

and if u did not do a timeline on profile if u didn't make it yet

thanks for responding...so its best if i go to HR block or something and do it....turbo tax guy said u cant get deduction because she is not in USA

Just now, JeanneAdil said:

u don't need CPA,   do your own paper taxes

its not that hard unless u own a business or are self employed 

just follow the steps 

i am self employed

[JeanneAdil 6,203]

2 minutes ago, Afghanguy said:

thanks for responding...so its best if i go to HR block or something and do it....turbo tax guy said u cant get deduction because she is not in USA

i am self employed

then do schedule C and add that bottom line income as yours  on  1040 

 

How do I fill out a Schedule C for self-employed?

 

Steps To Completing Schedule C

1. Step 1: Gather Information.
2. Step 2: Calculate Gross Profit and Income.
3. Step 3: Include Your Business Expenses.
4. Step 4: Include Other Expenses and Information.
5. Step 5: Calculate Your Net Income.
6. If You Have a Business Loss.

[Afghanguy 6]

37 minutes ago, JeanneAdil said:

paper file and leave the SS # part blank 

make sure u keep a copy of this and your W2 for the interview 

many have filed leaving the spouse SS # spot blank but online sites like turbo tax don't let u bypass this section 

there is a place to put Morocco as her country at present

 

i just spoke with a CPA and he said you wont get the deduction even if you leave SS blank because she is not in USA...she has to be here min 6 months ...

[A Polite Parrot 41]

Since this is new to you I would suggest using an actual CPA or tax preparer. Use them to learn how to do it right while following along with an online guide. Consider these resources.

 

Without knowing all your information it's hard to give a thorough response. That why a CPA or tax prep software would help you at this stage. Later on you can do it on your own if you're comfortable. For instance here's a TurboTax thread that discusses your questions and follow-up questions. Such as, are you both considered Tax residents in the US? You but not the spouse? Vice versa? None at all? How to fill out the form without an ITIN, Etc.

 

Depending on your income you may be able toused a software guide to file your Federal taxes for free using IRS Free File.

Edited April 12, 2023 by A Polite Parrot

[JeanneAdil 6,203]

1 minute ago, Afghanguy said:

i just spoke with a CPA and he said you wont get the deduction even if you leave SS blank because she is not in USA...she has to be here min 6 months ...

she does not have to be here 6 months

i filed for Adil in 2010 and all the years after till he came in 2015 

 

but i did ITIN  (its worth it as you loose thousands if u don't )   and it will be about 2 years before she comes so we are talking 12,900 +12,900 =12,900

 

theres a big difference between  $12,950 for filers, $25,900 for joint

and you have to file as married as u are married at end of 2022 so its MFJ or MFS 

 

IRS instructions for non resident alien spouse

don't use that CPA as they don't know the business

 

https://www.irs.gov/individuals/international-taxpayers/nonresident-spouse