Check out some similar questions!

slysandy · Jan 23, 2007, 10:09 AM

Last year my wife joined me in USA (june) and I filed her as a Dependent prior to her arrival. She got her ITIN and I got my refund. She arrived in June and is on a L1 visa and has a SSN.
How do I file this year to get the best refund ? Taking into account;
1) Technically from Jan-June she was still my dependent (can I use the old ITIN number)
2) If she files herself from June onwards - she is entitled to refunds on moving expenses, flights etc... and I don't want to miss out on that
3) or do I file as joint ? Or separate ?

I am confused ? And which forms I need

Argggh !

Please help someone

Thanks

Sandy

AtlantaTaxExpert · Jan 23, 2007, 10:43 AM

Sandy:

1) She should use her SSN. Notify the IRS that she no longer needs the ITIN.

2) She can claim her moving expenses even if she files jointly with you.

3) File jointly.

If you need professional help, contact me at [email protected].

slysandy · Jan 23, 2007, 12:23 PM

David Kempe,

Thanks for the quick response

Regards

Sandy

AtlantaTaxExpert · Jan 23, 2007, 09:53 PM

Glad to help.