Log in

View Full Version : Self on H1 and spouse/child on H4


sanket
Dec 15, 2006, 01:20 PM
Hi,

I came in US on 27th Jan 2006 on H1
and My spouse and kid came to US on(both on H4) 3rd Jun 2006

My spouse doesn't work in US.

This is the first time I will be filing my taxes. I have a SSN no.

Question 1: when applying for ITIN for spouse/child which checkbox to check :
================================================== =======
Nonresident alien required to obtain ITIN to claim tax treaty benefit

b. Nonresident alien filing a U.S. tax return and not eligible for an SSN

c. U.S. resident alien (based on days present in the United States) filing a U.S. tax return and not eligible for an SSN

d. Dependent of U.S. citizen/resident alien _ Enter name and SSN/ITIN of U.S. citizen/resident alien (see instructions)

e. Spouse of U.S. citizen/resident alien

f. Nonresident alien student, professor, or researcher filing a U.S. tax return and not eligible for an SSN

g. Dependent/spouse of a nonresident alien holding a U.S. visa

h. Other (see instructions)



Question 2: when applying for ITIN for spouse/child.. What documents required ?
==================================================
My understanding w7 form is reuqired and notarized copy of passport.
Let me know any other docs required

Thanks

Sanket

AtlantaTaxExpert
Dec 15, 2006, 05:59 PM
Sanket:

#1: On the W-7 for your wife, check block E. On the W-7 for your child, check block D.

#2: If you can get a photocopy copy of your wife's and child's passport notarized as a true copy, then that photocopy is the ONLY document you need send with the W-7.

This assumes you will file jointly as resident aliens under the First Year Choice option of being treated as resident aliens for the entire year of 2006.

Contact me at [email protected] if you have further questions or need professional help!

nydalal
Dec 20, 2006, 02:31 PM
For #1, Do we need to select d and e block ( for kid and spouse respectively) or should we sleect block g?

Please let me know as I am also new to tax filing.

Regds,
Ni

AtlantaTaxExpert
Dec 20, 2006, 06:27 PM
#1) Block D for your child. Block E for your wife. You need a separate W-7 for each.

Block G is ONLY IF you are going to file a non-resident alien tax return (Form 1040NR or 1040NR-EZ.

Contact me at [email protected] if you have further questions.