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-   -   H1B Visa File Jointly First Time (https://www.askmehelpdesk.com/showthread.php?t=307211)

  • Jan 22, 2009, 11:56 AM
    nij
    H1B Visa File Jointly First Time
    Hi

    I am in Non-immigrant H1B visa I came to USA in Feb -2008 my wife joined me later on Aug - 2008. I want to file jointly. So I have following Question.

    (1) Do I need to get Both of us ITIN or only mine ITIN or Only my Wife ITIN?
    (2) If any of the above is true from where I can get the ITIN form and Which document do I need to submit for that?
    (3) My Parents dependent on me but they are in India Can I claim them as dependent?

    Please advice. Thanks a lot.

    Regards,
    Nij
  • Jan 22, 2009, 01:20 PM
    AtlantaTaxExpert
    Nij:

    If you are on an H-1B visa, you should have a SSN; your employer could not pay you if you did NOT have one. You can submit Form W-7 to get an ITIN for your wife when you file jointly with her.

    With the Form W-7, you should submit a notarized photocopy of her passport.

    You can have the photocopy notarized at any local bank, except in California, which has a perculiar state law prohitbing that practice. If in California, go to either the post office or the local IRS office to get the passport photocopy certfieid as a true copy.

    You CANNOT claim your parents as dependents unless they are living in the U.S.
  • Jan 22, 2009, 02:49 PM
    nij
    Hi

    Thanks for your Quick Reply. I will appreciate it.

    Yes I have SSN. But I have another question.
    (1) Can I submit First Form W7 separately So After getting the ITIN number I will File Tax Return Jointly Or Can I File Jointly along with W7 Form to get ITIN number?

    (2) How much You guys charge for File Jointly plus to Get my wife ITIN number all Extra cost. I am in Richmond VA (23294)

    Please advice. Thanks in advance

    Regards,
    Nij

    Quote:

    Originally Posted by AtlantaTaxExpert View Post
    Nij:

    If you are on an H-1B visa, you should have a SSN; your employer could not pay you if you did NOT have one. You can submit Form W-7 to get an ITIN for your wife when you file jointly with her.

    With the Form W-7, you should submit a notarized photocopy of her passport.

    You can have the photocopy notarized at any local bank, except in California, which has a perculiar state law prohitbing that practice. If in California, go to either the post office or the local IRS office to get the passport photocopy certfieid as a true copy.

    You CANNOT claim your parents as dependents unless they are living in the U.S.

  • Jan 23, 2009, 09:04 AM
    AtlantaTaxExpert
    1) You normally CANNOT file Form W-7 by itself; the IRS expects to see an annual tax return submitted with the W-7, so you CAN file jointly with the W-7, and the IRS will issue the ITIN, insert it where it belongs on the tax return, process the return, issue the refund, and then mail your wife her ITIN in a separate letter to her.

    2) Email me at [email protected] for fee quotes. AskMeHelpDesk frowns on me making fee quotes in the forum.
  • Jan 26, 2009, 09:52 AM
    nij
    Quote:

    Originally Posted by AtlantaTaxExpert View Post
    1) You normally CANNOT file Form W-7 by itself; the IRS expects to see an annual tax return submitted with the W-7, so you CAN file jointly with the W-7, and the IRS will issue the ITIN, insert it where it belongs on the tax return, process the return, issue the refund, and then mail your wife her ITIN in a separate letter to her.

    2) Email me at [email protected] for fee quotes. AskMeHelpDesk frowns on me making fee quotes in the forum.

    So In that Case I need to
    (1) Files my returns
    (2) also Returns for my wife also along with W7 form.

    Total 2 files returns + one w7 form to get ITIN number? Please correct if I am wrong.

    Thanks in advance.
  • Jan 26, 2009, 11:56 AM
    AtlantaTaxExpert
    More than likely, yo will be filing jointly with your wife, so one ONE return is required for the IRS, plus the Form W-7.

    Once you get the ITIN back from the IRS, then (and only then) will you file the state tax return.

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