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-   -   Can I file married/jointly? (https://www.askmehelpdesk.com/showthread.php?t=202244)

  • Apr 4, 2008, 10:52 AM
    arvindTiger
    Can I file married/jointly?
    Hi,

    I have been on H1B status since October 1 2007. I was on F1 OPT status from October 16 2006 to September 30 2007 and on F1 student status for 6 years before that.

    I got married in November 2007 and my wife came to US on H4 status on December 1 2007. My wife has previously visited US for a month in Jan 2006. She does not have a ITIN and does not qualify for a SSN.

    H&R block is saying that I cannot file married jointly because my wife has not spent 183 days in the US after marriage.

    Another tax consultant is saying that I can file married/jointly.

    There is a big difference, I go from owing $2300 to getting a refund of $3800. What should I do?

    If I file an extension, then my wife would have surely satisfied the 183 day test by October. But the rule says that I have to send a check for back taxes. What does this mean? Does it mean if I owed taxes on April 15 (because my status will married/separately) I still owe on October?

    I would really appreciate any advice on this since I am totally confused.

    Thanks
    Swami
  • Apr 5, 2008, 02:02 AM
    MukatA
    Yes, you can file joint return as residents. But you must wait to file your return after you meet SPT in 2008. You will get standard deduction of $10,700 and exemptions for both of you.
    You will also attach First year choice statement.

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