Tax question & K1 visa

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Old Apr 18th 2023, 6:35 pm
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Default Tax question & K1 visa

Hello,
So, in 2013, a US citizen filed a petition for a K1 visa, but within 2 months, we started seeing we were a bit too different. The lesson is, we should take maybe a year or two of knowing someone well before considering something serious. And even then...
Anyway, he withdrew the petition before it was accepted/denied, and that was it. On my side, I never filed anything myself afterwards in that process, and that petition was over.
Now, on a US tax return, it asks "Have you ever applied to be a green card holder (lawful permanent resident) of the United States?"
What should be my reply?
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Old Apr 18th 2023, 8:35 pm
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Default Re: Tax question & K1 visa

The general implication of a green card application is that it would either be "approved" or "rejected". Therefore if the K-1 application was withdrawn at the initial petition stage, without ever reaching the stage where it would be reviewed for approval, or rejection. then I would say that the whole application was void, especially if you never submitted anything. .... So short answer "no", you have not applied for a green card.
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Old Apr 18th 2023, 9:00 pm
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Default Re: Tax question & K1 visa

Thank you for your reply. That was my reply, but I had some doubts.

One more question: the same tax return asked, "Have you ever changed your visa type (nonimmigrant status) or U.S. immigration status?"
In 1995, I did change from a tourist visa to an F1 permit 5 months later (not an F1 visa because I was already in the country). This was a change of status, I believe.

My accountant now tells me that that question is only for the last fiscal year. But the "ëver" in the question entails anytime in my lifetime. So, which one is it?
He choose "no", and reviewing the return before submitting it, I didn't pay close attention to that question and approved the return as is.

If I'm correct, should I amend the return because of this, or wait until next year's return and then reply to it correctly.
Maybe I'm overthinking it, but I try to be truthful especially in important forms.

Thank you in advance.

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Old Apr 18th 2023, 11:44 pm
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Default Re: Tax question & K1 visa

The K-1 is for a visa not for a green card. You would have been applying for the right to enter the US for the purpose of marrying a USC and remain in the US to file for adjustment of status .

Therefore, no a green card was not applied for.
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Old Apr 19th 2023, 2:12 am
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Default Re: Tax question & K1 visa

Originally Posted by Rete
The K-1 is for a visa not for a green card. You would have been applying for the right to enter the US for the purpose of marrying a USC and remain in the US to file for adjustment of status .

Therefore, no a green card was not applied for.
I think that this thread demonstrates that the terms may be perceived as ambiguous. When combined with the idea of “no harm, no foul” the problem is on the small side approaching non-existence.

From a technical standpoint, the K-1 process is a “petition” followed by “applications.” A famous case (to immigration lawyers) is Ghaly v INS addresses the division in matter of standing. The footnotes are of interest. The University of Illinois petitioned for Dr. Ghaly. The gymnastics are interesting to give Dr. Ghaly standing in the University’s petition.

So, OP has good questions.
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Old Apr 19th 2023, 6:13 pm
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Default Re: Tax question & K1 visa

Originally Posted by Cat Person
Now, on a US tax return, it asks "Have you ever applied to be a green card holder (lawful permanent resident) of the United States?"
What should be my reply?
You must be talking about form 1040-NR Schedule OI item C. The instructions for that item says:
If you have ever completed immigration Form I-485 and submitted the form to the U.S. Citizenship and Immigration Services, or have ever completed a Form DS-230 or Form DS-260 and submitted it to the Department of State, you have applied to become a green card holder (lawful permanent resident) of the United States. As of September 1, 2013, the electronic DS-260, Online Immigrant Visa Application and Registration, replaced the paper-based DS-230, Application for Immigrant Visa and Alien Registration, for all immigrant visa applications.
So clearly, it is referring to an Adjustment of Status application (I-485), or an immigrant visa application (DS-230/DS-260) as part of Consular Processing. You never did either of those.
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Old Apr 19th 2023, 9:50 pm
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Unhappy Re: Tax question & K1 visa

Yes, Item 7C, if I'm reading it correctly. Thank you.

Any idea about my other doubt regarding, "Have you ever changed your visa type (nonimmigrant status) or U.S. immigration status?", in which in 1995, I changed from tourist visa to F1 status, but I did not include that in the same return this year. My accountant wrote, "no", and told me to relax and that the question is only for the last fiscal year

Should I amend it because of this detail, or can I wait and include it in next year's return? And will the change from one year to the next cause problems? It was so long ago that I really didn't think of it until yesterday.
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