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Found 48 results

  1. Hi everyone! I need help in figuring out what could be the best Tax filing status in regards with our situation. I am a US Citizen, self employed and have US income for 2019, while my husband is a First Time Immigrant here in the US, he entered on January 2020. My question is can I file Married Filing Jointly (MFJ) with my husband for the Tax Year 2019? Or I have to file Married Filing Separately (MFS) because my husband is not present in the US in the year 2019 and no US income? Thank you guys in advance!
  2. Hi Everyone! My husband and I are still waiting on our I-130 approval. He's about to fill his taxes but we have an issue. We got married last year (August 2019 - I'm still living in Mexico) and his tax guy is telling him is best to fill as single since I don't have a SSC but our immigration attorney is telling him to file as "married filing separate" - she's also saying we will need an ITIN. Do you know what's the ITIN number? Do you think we will need it? Thank you all for your help!
  3. Hoping someone could confirm what I think to be correct regarding TFSAs closure and needing to declare interest on US taxes. I closed my TFSA and converted it all in USD and placed all this into a non interest generating checking account a few months before moving to the US and getting married. My husband and I are planning to file Married Joint for 2019 (moved to US and married in July ). Since closing the TFSA the sum in USD has not generated any interest income so nothing to report there. When I closed the TFSA there was some interest generated I believe, do I report this on our US taxes? If so do I need to convert to amount into USD ? at what exchange rate? Also does the fact that I bought US currency before leaving Canada have any tax implications for the Canadian taxes? I read somewhere something about if you bought US currency and the exchange rates are now different (which probably they are) you have to see if there was a gain or something? I'm really confused since it seems like a lot of hassle for something that is just bringing my money with me when moving countries. However, I want to make sure I don't overlook anything or accidentally make a mistake on taxes. Thanks for any input!
  4. Hi everyone! I've been undergoing the CR1 visa process for the past year. I had my interview on November 20th at the US Consulate in Montreal and received my passport with the visa in it at the end of November. As I prepare and plan for my POE next week, I'm tying up loose ends in Canada - including my finances. My main question is related to my TFSA and RRSP: what are some recommendations for maintaining or collapsing if the total value is less than $15,000 CAD? Should I leave them as is, or should I withdraw/collapse both and leave them in a Savings account? I'd prefer to keep Canadian funds in Canada. Also, do I need to inform the CRA about changing my residency before I leave? Or after? Any advice on navigating these topics would be appreciated! Cheers!
  5. I have a U.K. Defined Benefit pension with Centrica. I have never filed this on the FBAR (see: various threads on here from me in 2013 panicking about FBAR). I requested a benefit statement from this pension before I moved to the US, and it was around £10,000. Moving on a K1 and getting married, that was nowhere near the $100,000 reporting threshold for FATCA so I never worried about it. My ex husband and I divorced in 2018, so the FATCA limit would have dropped down to $50,000. It doesn’t apply to 2019 because I married my USC wife so the limit went back up. Here’s where I’m confused. I paid about £10,000 into this defined benefit scheme over the course of 5 years. If I do ‘retirement illustrator’ and choose lump sum, the cash amount is around £10,900, which matches about what it should be and was told to me when I left and froze the pension. But the ‘transfer value’ says £51,000. What on Earth? That’s nothing close to the actual cash amount I actually ‘own’. My understanding is that it’s like an incentive to get rid of you from the scheme. Centrica (British Gas) is doing pretty horribly right now closing down multiple offices, so I imagine they’re trying to bump off as many of us defined benefit pension people as possible. Things are so shaky with them at the moment though that they might not even be around when I retire. So what do I do about FATCA? Does the incentive count toward my reporting threshold or it doesn’t because it’s not actually my money and just a carrot they’re using to get rid of me? Again, it doesn’t apply to my 2019 taxes because the limit increased but if I missed it for 2018, I need to correct it. P.S. my mum in the U.K. sent me a cash gift of $15,900ish through PayPal. I saw this comes off some lifetime allowance thing somewhere? What do I do with that? I was married to my USC spouse at the time if that matters. Thank you.
  6. Here's the situation. I am in a 3 year relationship with a girl I met online. I am in California, she's in Indonesia. After a couple years of talking on Skype everyday, we finally met in person about nine months ago and spent a month together at her home in Indonesia. I proposed and we are now set to begin the process of a K-1 visa to bring her here. This is where I have some questions. First, I am in a unique situation of being a professional poker player for the last seven years. This is my only source of income (make more than poverty line of 21,000 but less than 32,000 on average a year). Now while I know it is unlawful to not pay taxes on my income, I have been under the radar as a cash game casino poker player and simply have never filed as a self employed poker player. I do not have any large assets so it has been easy not to file taxes in the past as I do rent here in California. Anyways, obviously I can not continue this if I am going to bring her over here. I have done the research on how to file as a poker player, this is not a issue, but I am not sure how far back I must go to prove financial support for bringing her here. Must I show the most recent year of taxes for last year or do I have to show 3 years of taxes. I have read both. I have been told that if my current bank statement shows less than poverty line (about 20-21,000) then I must show I made atleast the 21,000 for the last 3 years in a row, but if I have that amount in my bank account I only need to show 1 year of taxes. Unsure if this is accurate information. If I must show 3 years worth, then I will owe quite a bit in taxes ( I did this on paper according to my situation) it would be in the neighborhood of 8,000-10,000 owed in back taxes, which I already found out I can set up a payment plan on that amount fairly easily to be paid off over a 3 year period. I have no problem doing this for the woman I love if it is what I have to do to bring her over, but obviously I would prefer 1 year of taxes as proof to be sufficient since I could then afford to just pay those taxes off immediately or over a couple months at worst. Also is this something I provide in immigration process before or after she is approved for visa, sounds stupid, I'm pretty sure it is before, but I may have read some forum stating you provide the proof of support after she has come over here with her visa. Anyone with knowledge, please help me. Thanks a million!
  7. Hello, My situation is: I'm a US citizen, never employed, and I'm dependent on my parent. they have been maintaining me my whole life. So I never filed taxes in my whole life. and I do not make any type of income ! nor I have any assets. The Case: I got married and my wife is filing AOS. For the affidavit, I had a joint sponsor filing separate i864. For my i864 I believe I'm required to attach a letter stating why I never filed taxes. what should be the reason to write, since I want it to look formal. I had this sample but I think it might need to be edited To Whom It May Concern I, ABCD, XXX's spouse and petitioning sponsor. I did not file any income tax return yet because I was and still dependent and maintained by my parents upon their income. Since I never had job or made any income of any type, I was not required to file an income tax return with the Internal Revenue Service. I, ABCD, certify under penalty of perjury under the laws of the United States that the information I have provided in this statement are true and correct. Sincerely, ABCD help please or edit the sample Thanks
  8. Hi guys! ive been LPR for 5 yrs now and working on my n400. now my question is, for 2019 i only made less than $5k for a couple weeks of work.... I was living off my savings that yr coz i stopped working.. since im applying for naturalization, i have to file taxes im a single mom and have read online that i will be eligible for “earned income tax credit”.. and will receive money from the IRS would this make me a public charge and cause issues with my naturalization? Coz i really dont care if i dont get a refund. I just want to get this n400 over with. thanks everyone!
  9. We are beginning to look at filing taxes. From what we have researched it seems beneficial to file as MFJ however we are confused on how to report foreign income. Context: For the last year I was at university in England. I did not have time to work much around my classes and therefore earned below the tax threshold in the UK. Also to add at no point throughout the year did I exceed $10,000 in my combined bank accounts; to my understanding meaning that I am not required to file an FBAR? I have a SSN but no EAD/AP combo card or green card. We are aware that to file jointly we would have to mail our taxes with an added letter requesting I am treated as a Resident Alien for tax purposes. Since I had no taxable income in the UK, am I still required to report this to the IRS? and if so, what form do I use?
  10. Hi guys, First off an apology if this question has been answered elsewhere and would greatly appreciate any signposting regarding how and what to file for the 2017 tax year. Our situation 1) I am a UK citizen currently undergoing adjustment of status (AOS) following a K1 visa and marriage to my (US citizen) spouse 2) Point of entry was 04 July 2017 3) The AOS process is going well and I have a work permit and advance parole document, just waiting on the interview to be scheduled. 4) I believe I class as a resident alien for tax purposes for 2017 under the substantial presence test: Calculations in italics according to the IRS formula - I have been present in the US this year for more than 31 days - present in 2017 for 190 days (by year end) - present 2016 for 23/3 days equals 7.66 days - present in 2015 for 20/6 days equals 3.33 days Adding these figures up gives 201 days which is more than the 183 days required for substantial presence. 5) I have had no income in the US and my income from my job in the UK has been deducted through payroll. So I have a few questions: a) Am I correct in assessing myself as a resident alien given that my presence in 2015 & 2016 was as a tourist? b) Is the best thing to file jointly with my wife for the 2017 tax year? c) I have some investments that are based in the UK - I have heard that these are heavily taxed in the US. Is this true and what is the best course of action? Thanks for any help guys! H
  11. I could not find clear and legitimate answer to the following questions; not even with lawyers or USCIS webpage. Hope someone would share his/her knowledge and experience with the same situation. Please do not guess and provide documentary evidence justifying your answer. Background: I am a US Citizen. I am a postdoctoral fellow. I receive income which is denoted as fellowship grant or other income. This income is taxable. I file 1040 along with schedule 3, and state taxes. No taxes are withheld (employer does not report to IRS). So it is a self-reporting income, and there is no W-2/1099 Misc./etc. My income is above poverty line. What is going on: My I-130 petition has been approved by USCIS for my spouse living abroad, and now the case is pending with NVC. I need to submit affidavit of support. Questions: Which form should I use I-864 or I-864ez? I know that I could use only my income on form I-864ez, but instructions say that I should be showing my income with W-2, which I do not have. Here is what I-864ez instructions say: "The income you are using to qualify is based entirely on your salary or pension and is shown on one or more Internal Revenue Service (IRS) Form W-2s provided by your employers or former employers." The bold italic part does not apply on me, so I am not sure if I can use I-864ez. Can I use I-864 irrespective to whether I qualify to file I-864ez? I just paper filed my 2019 taxes. Transcript will not be available until April or so. NVC application is pending now, so I can not wait until transcript becomes available. What proof on income can I use? I have a copy of my 2019 federal and state taxes I just filed, and a letter from my employer stating my income and that they do not send W-2/I099 misc./etc. I can also get my December 2019 pay stub showing YTD amount paid to me (income). This probably could be use in replacement of W-2/1099 misc. I could also get a bank statement showing ending amount each month, and the final amount available now (but this will become an asset, so I will not be able to use I-864ez). Looking forward for your advise. Thanks!
  12. Hello, My wife and I are almost to the stage of interviewing for her visa. Two questions have come up while researching and I cannot find the specific answers for them, hopefully someone insightful can assist. From a tax perspective, I have never claimed her on my taxes here in the US as we are living separately currently, will this be an issue? (I don't believe so but wanted to double check). As far as the interview process, will I as the petitioner be required to be present for the interview? I am the US citizen in the relationship and the petitioner on the I-130 and subsequent documents. According to NVC (https://travel.state.gov/content/travel/en/us-visas/immigrate/the-immigrant-visa-process/interview/applicant-interview.html) "Your sponsor/petitioner does not attend the visa interview." but it also mentions that your spouse will need to be present previous to that, this is where my confusion comes from. So will I need to travel to my spouses country and attend the interview at the embassy selected by the NVC? Thank you for the help!! This community has been incredibly helpful.
  13. I am a US born citizen, and I have been living in Spain for almost 10 years and I got married in October 2019. I recently filed my taxes online and when I tried to file as married, "but filing seperately," (because obviously my partner isnt a citizen) but it requested that I enter a SSN for my partner. After trying to leave it blank, or changing it to all zeros it would not allow me to continue. At the time, I decided to file "single" because my partner doesnt have a SSN and has never lived in the USA. Now, I'm starting to wonder if I made a terrible mistake on my taxes, and will have problems at the NVC. Any ideas?
  14. Hi there! I'm an Alien pending I-485 AOJ with my wife So I was wondering since USCIS requires a Affidavit of Support, and as of current, I can meet the income requirements if I file for the Tax Year 2019. I filed In late June of 2019, and turns out the income I submitted didn't reach the minimum Federal Poverty Guideline, due to complications with our Joint Sponsor and dependents and extra income and that for Tax Year 2018. However our Joint Sponsor now would meet well over the 125% Poverty Guideline. My deadline to submit is April 12th I tried searching on the USCIS website to see what "Most recent Tax return" had any definition to see weather I could file with 2019 Tax Return but I couldn't find anything. I will call USCIS tomorrow to see if they have any answers but I very much doubt it. TL;DR Basically my question is can I use the Tax return of both my Joint Sponsor for Tax Year 2019, as my 2018 wouldn't meet the income requirements unless I asked a different joint sponsor to Sponsor me. Which is a pure hassle.
  15. As the title suggests. I've been researching online for a while now to no avail. I'm not sure if I should pay the Philippine travel tax of Php1,620 for my flight to Chicago. The ticket receipt only indicates a "taxes and fees" item for $91.07, no breakdown of these charges. Maybe someone out there has flown/knows EVA Air and could help me out. I don't want to make duplicate payments. Note: Flight was booked through a third party app called "Orbitz", not the airline site. I thought about calling the airline but I just thought it's unlikely they would have expertise in these local matters. Or is calling them the best option right now? Please enlighten me. If you could give me official links containing the answer I would greatly appreciate it. But any help is most welcome. P.S. I will be flying from Manila/NAIA Terminal 1. Am I correct in saying I don't have to pay the terminal fee? From what I know, this fee applies to airports outside Manila. Kindly confirm if you can. Thanks in advance!
  16. Hi all I am a K1 Visa recipient and my husband and I are filing our AOS soon. I have a question regarding the required tax documentation on the I-864, Affidavit of Support. I understand that if we file AOS before the end of 2019 our most recent tax year would have been 2018, and we've got that. But if we file in January 2020, would our most recent tax year be 2019 already, thus requiring the proper documentation for 2019 instead? I ask because the company my husband works for doesn't send out W2s until February, but we REALLY don't want to wait any longer to file our AOS because my I-94 had been expired since October 22nd. We've planned to file this December 16th but something came up, and we might have to reroute the budget for that one onto something else.... sigh (I know, I know, we're filing late, but life happens and so here we are...) 😅 So I'm thinking: 1) Perhaps USCIS would allow the submission of 2018 records due to the fact that tax season for 2019 won't be over until April 2020 anyways? 2) Perhaps we could include an explanation on our cover letter as to why we're submitting 2018 records despite 2019 ending? So yeah, I would appreciate any input from anyone who can help. Thank you all
  17. Hi all, My fiancé’s interview was a pass, but when the interview was done, she got a letter saying about that she was missing the joint sponsor’s W-2 and 1040. If she got them by Thursday and they are approved, she would be given the visa. Are both said documents required, or just need either the W-2 or the 1040?
  18. Hey everyone. My Pd is June 30th’ 2017 and my case is filed under f2a for spouse visa by my husband. We’re on nvc stage atm, what do I need to know is that my husband’s this year income is around $31,000 is that enough? Also, he joined this job 2018s summer (June) but his last year pay with this job was around $24000, what should we do now? Should we submit his this year’s paystubs along with employers letter? Do we need to submit any other documents too? We are going to submit his brother’s paystubs too as a backup. Do we necessarily need to submit; IRS, w2 and 1040? Please someone make a proper list for me!! Thank you in advance
  19. My 2019-2020 FAFSA was flagged for verification at my university's financial aid office because I reported my spouse's income in 2017. I am the US citizen, and he did not pay US taxes in 2017, because he was not a resident alien, permanent resident, or a US citizen at the time, and did not make any income in the United States. He lived in Greece and paid taxes to the Greek government for the entire year of 2017, and was not liable to file taxes with the United States for 2017. We submitted his Greek tax form which shows his total income and taxes paid to the Greek authorities for 2017, and now they are requesting a 4506-T form from my spouse to prove he did not pay US taxes. We were married late 2018. Has anyone here gone through this? I am nervous about him signing anything stating he did not pay taxes because it doesn't quite encompass the truth, and do not want this being misconstrued by the IRS and have it come back to bite us. Any help would be much appreciated!
  20. Hello all, I'll try to keep this short but apologies ahead of time. I've been staying in and out of China since Nov. 2014. My fiance is Chinese from Jiangxi but we are both currently in Shenzhen, Guangdong, nearby Guangzhou. I came here in 2014 to visit my brother and his wife and was told about how simple it was to get a teaching job. I wasn't planning to stay long term however Long story short i got a job here in SZ where I met my now fiance. Hooray so now comes the problem and I'm looking to be open and honest with hope of someone who has maybe had a similar situation, or could provide me with some helpful tips. When i began working at the school, it was all "under the table" as i had only a tourist visa here. After 3 years working at the school , my fiance and i decided to start private teaching on our own which we have been doing for about 2 years. So my fiance and i have lived together here for the past 3 years, she has been to America 4 times on a B-2 visa, i have met her family a number of times, but we are ready to start our own family and move to the states. The first few years i thought it was great to be here, earn and save some extra money however now, i fear this will cause some complications in our visa journey. I am still with her here in China and because of my visa i have not "worked" or paid taxes in the past 5 years i have been here, nor have a job history i can show for my I-129f as well as for the future affidavit of support. MY address is still registered in the US because i have only a tourist visa for China. My plan is to send docs later this month with help from family in America. If all goes well, i am planning to move back to America a month or two prior to her interview ..... when she first arrives we will live with my parents for a few months before buying our own home. From what i understand i can use my parents for the affidavit of support but my big worry is my work history as well as tax history because i have been ou of the country. Any help would be greatly appreciated! - Alex and Olivia
  21. I’d like to get some guidance on a question. I’m self-employed and usually file 1040 and Schedule C when doing my taxes. However, I’m puzzled as to what income figure does the NVC/Consulates uses from your Form I-864 to determine your poverty guideline threshold? Do they use your Gross Income from Part 1, No. 7 or Part II, No. 26 (Wages (less employment credits) (Schedule C)? Or do they use your total adjusted gross income to determine your poverty guideline threshold? Any help would be greatly appreciated. Thanks.
  22. on the form, it asks if I have the tax returns for each of the 3 most recent tax years, I have 2018's and probably 2017's, but I did not work at all in 2016 (out of country from mid 2015-2017) Any ideas what I am supposed to say? I am assuming no, because if I said yes that would just be a lie, BUT a few points later it is asking for the info on the 3 most recent tax years. This is part 6 btw. I don't know if it makes a difference, but I don't make enough to sponsor her, father will be a joint sponsor.
  23. Hey guys, Me and my boyfriend are planning on submitting a petition for a K1 visa later this year. I’m worried about the income requirements. I’ve always had jobs that pay me well above the poverty level. However, I do change jobs often. Some are temp jobs, sometimes I just get a new job. I’m wondering how this will look while applying for the K1 visa for my fiancé. I know I will be able to take care of him for awhile but I’m worried how it looks on paper. What would be your advise. I have also had a gap in employment. Should I wait another year and heave steady employment to show on my tax transcripts? What exactly is shown on your transcripts. Any help would be great. Thanks!
  24. I'm a U.S citizen sponsoring my wife with the I130. MY case was recently approved by Texas Service Center and is now being sent to NVC. I'm hoping to get a head start and start gathering and filing out the necessary documents now. Input and guidance would be appreciated For AOS, my brother will be acting as a joint sponsor although I already make above the poverty line. Even though we live in the same household, would he use the I864A? or just the I864?
  25. Hi, My mother is sponsoring my brother and I am the only joint sponsor (household member) that filed an I-864A. In the NVC site, my mother is required to submit a Tax return or transcript as a required document with her I-864 form but she never worked here in the US since she became a resident (green card holder) in 2017. She never filed taxes since she had no income. I always put her a dependent in my tax return. I submitted a letter stating the reason why she never filed taxes in the Tax or return transcript area but they rejected it and now it’s displaying as a missing document In the site. I am not sure what to submit in this section? Can I upload my tax return there ? Petitioner : my Mother (green card holder) beneficiary: brother main sponsor: mother with 0$ income in last 2 years. Joint sponsor : Me (son of main sponsor and household member as well) Thanks.
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