HappyHappyJoyJoy

2 minutes ago, arken said:

There is only ONE way to apply for SSN in person and that is through SSA. DMV doesn't issue SSN.

If you read it again, I was stating we are planning to walk in like the DMV.  

14 minutes ago, beloved_dingo said:

Yes, you can apply for the SSN with the EAD. We had issues getting the SSN card when my husband arrived on K-1 visa, so we had to wait for EAD. We hadn't checked the SSN part of the form either. I believe we brought the EAD card, his foreign passport, I-94 record, and his foreign birth certificate. 

 

Here's more info about what to bring: https://www.ssa.gov/ssnumber/ss5doc.htm

Oh… when you did apply thru SSA, how long did your process take to receive the card? 

11 minutes ago, beloved_dingo said:

Yes, you can apply for the SSN with the EAD. We had issues getting the SSN card when my husband arrived on K-1 visa, so we had to wait for EAD. We hadn't checked the SSN part of the form either. I believe we brought the EAD card, his foreign passport, I-94 record, and his foreign birth certificate. 

 

Here's more info about what to bring: https://www.ssa.gov/ssnumber/ss5doc.htm

Thank you so much!  Will look into the website you provided me :)

Greetings All,

Sharing some information with everyone at the same time have a question if anyone was in the similar situation as I am in.  So my spouse has got the green light to receive her EAD within 10 days from her notification.  The process took about 6 1/2 months all together for those wondering (in VA).  
 

With the good news, as I have seen most here, she did NOT check the box to request the SSN card once the EAD passed.  The “not checking part on the initial form” I won’t get into, but regardless, our approach now obviously is to file with the SSA office and get it that way once the EAD arrives.  
 

With all that said, has anyone did it the same way and is there any different process you would apply in this situation other than going to the office like the DMV and applying?  
 

I am assuming an EAD, her previous form applied and her ID should be good enough to apply.  
 

Thanks in advance!  

1 hour ago, iwannaplay54 said:

June of the previous year, arrived in Jan, had to file AOS, didnt get a SS number until August, then filed MFJ for the previous year (which she spent the entire time out of the country so it was all foreign earned income exclusion, physical presence test)

I see.  Thanks for following up.  

1 hour ago, Wuozopo said:

 Do you mean an online tax program won’t move on until a SSN is entered? I use a computer installed TurboTax and you can do a whole return without entering a SSN. It will keep nagging you to enter it, but doesn’t stop you working on the return to the end.

Yea I’m going to try turbo.  H/R didn’t let me so. 

54 minutes ago, randy32 said:

Get whichever software you normal use, fill it out and wait for the SSN.

If you have a refund coming, you don't even need to file for an extension unless you need that proof for something like AOS interview.

 

The main change in your return would be change in marital status.

Enjoy a higher refund this time. It is going to be smaller next year 😐

Okay.  Thanks for the reply and input ! 

17 minutes ago, Wuozopo said:

Just file the extension if the SSN doesn’t come through in the nick of time. Then you can still get the $1400 for your wife’s share of the third rebate if she has the SSN by October 15. It’s a credit on the 2021 return so $1400 more in refund to you.

 

And I  agree your Local H&R in the Walmart may not have a clue. Have you never filed your own taxes?

I have always done my own (using software tax methods), but right now, I am not able to since I can’t even start due to the SSN/ITIN feature of the spouse.  I plan to use a tax personnel just to be safe/right.  

30 minutes ago, Loren Y said:

Just an option, you may want to reconsider H&R block. I know they are popular and have the advertisements, but in my opinion for the same money you can find a good CPA to do your taxes. They do taxes year round, and have a little more experience than the 2 weeks of training the employees get for H&R block. Just my 2 cents.

Agreed.  Will do thanks !

44 minutes ago, iwannaplay54 said:

We filed in August our first year after getting married for this very reason.

A little known fact:  You have three years to file IF you don’t owe any money (are due a refund) and there is no penalty (and) you get your refund anyway.

You can also file an extension, but since we were owed money we didnt worry about it.

So:  If you are due a refund, just wait to file

When did you guys get married?  I’m assuming you were NOT allowed to file single due to the date or marriage?  Since we married prior to 12/31/2021, I have no choice right now but to file MFS or MFJ (best option / tax refund).  

29 minutes ago, Wuozopo said:

@HappyHappyJoyJoy

 

In the event that the SSN does not come through, make sure that a Married Filing Separate also has a refund before you skip filing an extension. I would fill out the paper form and mail anyway to be officially protected until October 15. Not sure if her $1400 rebate is protected without filing an extension. The instructions say she must have a SSN by filing deadline (April 18) or by the extension deadline if you file an extension. 
 

 

Okay will do.  With all this, I am going to still seek a tax professional as I have always done taxes myself.  

5 minutes ago, molehills said:

He arrived on a K1 in June of last year, didn't have enough time to get the SSN because of expired I94.

We are anticipating his greencard arriving today via USPS, and will be calling the SSA to get an appointment so they can issue him a new SSN. On their website they say up to 2 weeks, I'm thinking a month and a half would be lucky, extra lucky if before tax day. I think the SSA is still closed to everyone expect emergency appts. 

 

As far as the extension goes, I'm not a tax expert or anything, but skimmed through some things put out by H and R Block (who I'll be filing with)  https://www.hrblock.com/tax-center/irs/audits-and-tax-notices/missed-the-tax-deadline/ . 

 

I've seen some similar things on reddit as well, but I've been trying to do more thorough research because it seems pretty serious to not file taxes, and you know, strangers on the internet giving advice. 

Ohhh interesting.  I hope you get it sooner than later!  SSA is a tough place to get anything done even if done correctly on our end.  We did everything right and was denied now due to my spouse K1 Visa expiring

39 minutes ago, iwannaplay54 said:

We filed in August our first year after getting married for this very reason.

A little known fact:  You have three years to file IF you don’t owe any money (are due a refund) and there is no penalty (and) you get your refund anyway.

You can also file an extension, but since we were owed money we didnt worry about it.

So:  If you are due a refund, just wait to file

Thank you so much.  This helps a lot

13 minutes ago, Wuozopo said:

I understand what you are trying to do and think it is worth a try. And did you know if your wife gets her SSN prior to the October extension deadline, she qualifies for the third government rebate of $1400. She does not with an ITIN.

 

This is a link to the paper form for an extension which I think will give you the basic information you need as well as ways to pay. There’s four pages of info to read so don’t skip the instructions. . https://www.irs.gov/pub/irs-pdf/f4868.pdf

You may have to fill out the paper form and write “pending” for the SSN. Tax software may not allow an efile without a proper SSN in that field. 

 

You only have to pay in an estimate for your extension if you are going to owe the IRS. Have you worked out your taxes yet? Many people are surprised by the married filing joint benefit and the extra standard deduction a wife will bring to the process. 
 

If the SSN doesn’t come through before October, you can file Married Filing Separately instead and amend to Jointly later. Sorry I can’t help you with State income tax questions.

Thank you so much for the reply.  Will follow suit.  

35 minutes ago, molehills said:

I understand that an extension is only applicable if you owe taxes, and when filing that extension, you have to pay 10%(?) of what is owed at the time of extension filing.

 

If you expect a refund, I understand that no penalty exists for filing late, but it's obviously in your best interest to file and get the monies due to you. I *think* I saw something saying that the IRS will honor refunds for up to 3 years. This might be our scenario since, as you already said, the ITIN is a complicated mess, but I'm hoping we can get my spouse a SSN before April (lol).

Wait, are you saying no need for an extension if I can “estimate” that I am going to be due a refund?  I believe I will owe for state (most likely the case) and my federal will offset the owed which will equate to me receiving a refund.  But, what I am saying is, I can’t even file at this point as married since my spouse doesn’t have a SSN at the moment and she will not receive one by the normal tax deadline (04/22).  Wouldn’t I still need to request an extension since I will be late? 

Yes, I do not recommend the ITIN from the response we got from someone we know.  Is your spouse’s SSN coming out before April is likely?  What is your situation? 

Hello Everyone,

I know my question has been asked many times, but there isn’t a clear answer.  At the same time, I do have some information myself about ITIN without SSN for spouses here with a K-1 visa.  
 

I am trying to file taxes for the recent taxes due and I qualify to file as a married jointly since my marriage took place before the 12/31/2021.  Unfortunately, even though we did everything on time to receive a SSN for my spouse, it failed (which is another story) due to SSA office not doing their part. 
 

Anyways, we consulted a couple we know also with a K-1 visa who filed requesting a ITIN which they have told us that it was not only a hassle, but major problems (Still haven’t received refunds from 2020 taxes along with verification process to obtain ITIN was insane).  My desire is to request an extension, but I am hearing that it’s not an extension to put off any amounts due (if you were to file normally before the 04/15 deadline).  
 

Has anyone took this approach to use the extension method and if so, how do you go about paying “in advance” on the estimate that is due (most likely state owed taxes) while filing for an extension or am I wrong on this part?  I’ve always filed online myself, and I am planning to see a tax professional, but I know they will push for the ITIN route which I am trying to avoid.  
 

TL:DR  The wish is to file an extension, file when spouse receives her SSN prior to the 10/22 extension deadline and file normally without the hassle.  Just worried about taxes due by the normal deadline when using the extension method.