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    rudravas's Avatar
    rudravas Posts: 9, Reputation: 1
    New Member
    		  
    #1

    Jan 15, 2008, 01:25 PM
    Me on H1B,Wife on H4 visa.How to file ITIN for her.
    Hi,
    Really appreciate your effort for answering this question.
    I have come to USA on 20 June,2007 in H1B visa. My wife is in H4 dependent visa. I have to file my tax returns.
    1)Can I file jointly under "Married Filing jointly" option ?
    2) If yes, does my wife need to have ITIN ?
    3) How can she apply for her ITIN and what docs would be needed for that.
    4) How much benefit can I get ,if I file jointly ?

    I really thank you for answering my question.It will be of great help to me.

    Yours Faithfully,
    Rudrava.
    Visa Taxes Expert's Avatar
    Visa Taxes Expert Posts: 40, Reputation: 1
    Junior Member
    		  
    #2

    Jan 15, 2008, 02:26 PM
    Hello

    Since you qualify based on the substantial presence test, you are considered a Resident Alien for Tax purposes.

    1. You can file Form 1040 , and yes you can file Married Filing Jointly

    2. Yes, She needs to have an ITIN to do a Joint filing.

    3. You can file Form W-7, to apply for ITIN, and it needs to be sent, only with your other
    Tax documents.

    Please feel free to contact us for your Tax Preparation Service.
    rudravas's Avatar
    rudravas Posts: 9, Reputation: 1
    New Member
    		  
    #3

    Jan 15, 2008, 02:34 PM
    Hi,
    Really want to thank for this prompt response. I just want to know that

    1) to apply for ITIN for my wife, I need to have the W-7 form .Can you please let me know what other tax documents do I need ?
    AtlantaTaxExpert's Avatar
    AtlantaTaxExpert Posts: 21,836, Reputation: 846
    Senior Tax Expert
    		  
    #4

    Jan 15, 2008, 09:45 PM
    Well, let's see.

    You will need Form 1040 and, since you probably have moving expenses, Form 3903, plus the W-7.

    With the W-7, you will need to send a notarized photocopy of her passport. The notarization can be done at most local banks.

    Plus, of course, you will probably need to file a STATE tax return.
    MukatA's Avatar
    MukatA Posts: 7,110, Reputation: 176
    Tax Expert
    		  
    #5

    Jan 16, 2008, 02:36 AM
    Your return as residents Married Filing Jointly must include a statement of first year choice.
    Then you must report your worldwide income for 2007, which includes income from Jan 2007. On foreign income, you may foreign tax credit if you paid taxes in the foreign country. You will file Form 2555 or 1116 or both.
    You may need some professional service.
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