Noorah101

LOL, welcome to the wonderful world of taxes. Think of this as Tax Course 101, since you'll deal with US taxes every year for the rest of your life once you become a US PR. hehehe.

Yes, you can use a printout of the amended return plus the W-2.

"tax return" comes in a few varieties, but yes, 1040EZ is one of them. I think that's the one you're referring to. My husband and I don't have an easy tax return, so we file a 1040 plus several different kinds of "schedules" that go along with it, because he's self-employed.

Rene

Rete

There are several IRS tax return form numbers. The principal one that the majority of people use is the 1040. Your wife used the 1040EZ which is perfectly fine but it is a form of reporting income for tax purposes where you don't calculate anything but allow the government to do it for you.

So, yes, you bring her 1040EZ.

AlistairL

So all we have to do is print out a 1040EZ for each year, and accompany it with the correct W2?

Even the wrongly filed 2008 tax return can be fixed by just printing another 1040EZ putting the right info on it this time and also accompanying with the w2?

Hmm..

AlistairL

If I just make up a new revised 1040EZ, photocopy it and send it in, I can just show them the new photocopy even though it probably wont be filed yet?

Noorah101

I think it would be better to also show proof of filing, but if it comes to a deadline, submit whatever you have in your possession.

Rene

Errol

I am preparing for an examination in taxes withing the coming weeks so links concerning taxes got my attention: This is HOW IS SEE IT:

It does take the IRS some time to process an amended return. Only returns can be done on-line. I agree with Rene, show them the proof. Form 1040X amends any previously filed individual tax return.

It's the US Citizen sponsor tax returns they need for 2007, 2008 and 2009. Her UK Citizen husband doesn't file a US Tax return for 2009 and 2010. He isn't a green card holder and hasn't passed the substantial presece test.


From the IRS website: "Generally, you cannot file as married filing jointly if either spouse was a nonresident alien at any time during the tax year"

The employer hopefully are looking for credits that be applied against the US taxes that are paid to the UK to avoid double taxation.

Permanent IRS Offices Outside the United States

U.S. Embassy
24/31 Grosvenor Square
London W1A 1 AE
England

Walk-In Assistance:
Tu-Th: 9 a.m. to 1 p.m. & 2 p.m. to 4 p.m.
Phone Service:
M-F: 9 a.m. to 12 p.m.
Tel: +44-207-894-0476
Fax: +44-207-495-4224
Email: [email protected]

ian-mstm

The general flaw in this post, is that the IRS definition of "resident" is not the same as the USCIS definition of "resident"... and for tax purposes, the IRS trumps USCIS.

By your definition, two PRs who reside temporarily overseas can never file as "married filing jointly" because neither are resident for tax purposes nor pass the substantial presence test. Clearly, that's not the case.


Why should the employer even bother... the US/UK tax treaty will allow them to avoid double taxation whether the employer makes deductions or not.

Ian

Errol

Ian,

You are absolutely right and I should have made myself clearer on all counts.

However:


As the UK Citizen doesn't yet have permanent resident status the US can tax the UK citizen is if he has US source income for 2009 and passed the substantial presence test. He left the US at the end of 2008


If he were a green holder in 2009, residing in or out of the US, he would have to file taxes on his world wide income and absolutely can file a joint return with his US Citizen spouse.

AlistairL

So my wife went to the IRS department at the embassy with the relevant documents.

We had to amend the 2008 return due to filing in the wrong category. They photocopied the 1040x and stamped 'received' on it along side other printed information.

Basic printed information with' received' on it for the other years too.

Does this sound suffice for the interview.

I had something else in mind for 'transcripts'. They just look a little amateur ish.......

ian-mstm

We all had something else in mind for transcripts. They look a bit spartan and "cheap"... but they're the bees knees!

Ian

meauxna

What you've got aren't 'transcripts' BUT the newly filed returns are acceptable with the 'received' stamp on them.

The transcript is the document that will be available from the IRS after they process the return.. it's truly uninspiring!