US Tax Returns
#16
Re: US Tax Returns
That is what we did, although that was 5 years ago. There may be a trip to the nearest IRS office that can authorise you - ours was 3 hrs away
#17
BE Enthusiast
Joined: Nov 2012
Posts: 902
Re: US Tax Returns
As far as the ITIN applications are concerned a CAA would be wise.
#18
Re: US Tax Returns
good thread.
similar situation, relocated in October 2018, used Deloitte for 2018, now on my own.
Just gone through everything using Turbo Tax, seems quite straightforward, but I haven't got an ITIN number for my wife and 3 kids. So i believe i need to file for an extension, send the ITIN applications forms off to the IRS and meet up in person.
I might pay the extra money through Turbotax for a CPA to check over everything.
similar situation, relocated in October 2018, used Deloitte for 2018, now on my own.
Just gone through everything using Turbo Tax, seems quite straightforward, but I haven't got an ITIN number for my wife and 3 kids. So i believe i need to file for an extension, send the ITIN applications forms off to the IRS and meet up in person.
I might pay the extra money through Turbotax for a CPA to check over everything.
#19
Just Joined
Joined: Oct 2017
Posts: 25
Re: US Tax Returns
yes will try to, i believe it might take 8-10weeks in processing.
and they were accepting appointments end of Feb.
and they were accepting appointments end of Feb.
#20
Just Joined
Joined: Oct 2017
Posts: 25
Re: US Tax Returns
One question when applying for the ITIN.
Just noticed one of my sons UK Passports has expired. Didnt even Realize.
His US Visa though is valid.
Would this be a problem when applying for the ITIN?
Just noticed one of my sons UK Passports has expired. Didnt even Realize.
His US Visa though is valid.
Would this be a problem when applying for the ITIN?
#21
BE Enthusiast
Joined: Feb 2015
Location: New Jersey, USA
Posts: 566
Re: US Tax Returns
Well more importantly you might want to check his I-94 because usually CBP only admit people until their passport expiration date - he could be out of status
#23
BE Enthusiast
Joined: Feb 2015
Location: New Jersey, USA
Posts: 566
Re: US Tax Returns
Each person is issued their own I-94 - have you actually checked your son's at https://i94.cbp.dhs.gov/ ?
#24
Just Joined
Joined: Oct 2017
Posts: 25
Re: US Tax Returns
Yes for sure. as i mentioned, all our I-94 are the same expiry as mine.
so our status here is not the issue.
It was whether when applying for a New ITIN number, would his expired passport become an issue in terms of getting him classed as a dependent.
thanks
so our status here is not the issue.
It was whether when applying for a New ITIN number, would his expired passport become an issue in terms of getting him classed as a dependent.
thanks
#25
Re: US Tax Returns
good thread.
similar situation, relocated in October 2018, used Deloitte for 2018, now on my own.
Just gone through everything using Turbo Tax, seems quite straightforward, but I haven't got an ITIN number for my wife and 3 kids. So i believe i need to file for an extension, send the ITIN applications forms off to the IRS and meet up in person.
I might pay the extra money through Turbotax for a CPA to check over everything.
similar situation, relocated in October 2018, used Deloitte for 2018, now on my own.
Just gone through everything using Turbo Tax, seems quite straightforward, but I haven't got an ITIN number for my wife and 3 kids. So i believe i need to file for an extension, send the ITIN applications forms off to the IRS and meet up in person.
I might pay the extra money through Turbotax for a CPA to check over everything.
It takes longer to get any refund, but no need for the extension as the official date of filing was when we visited the office.
#26
Just Joined
Joined: Oct 2017
Posts: 25
Re: US Tax Returns
When I did this a few years a go you needed a reason to get the ITIN, which was to file taxes. I prepared our returns on TurboTax, printed it and took it with the ITIN applications to the IRS office. They then completed the ITIN verification process, numbers were attached to the file which then processed the tax return.
It takes longer to get any refund, but no need for the extension as the official date of filing was when we visited the office.
It takes longer to get any refund, but no need for the extension as the official date of filing was when we visited the office.
#27
Just Joined
Joined: Nov 2019
Posts: 10
Re: US Tax Returns
benwuk Interested in your experience of PWC and your first year tax return experiences. I have moved to California 3 weeks ago on an 3yr L1 Visa and my company are also engaging PWC to handle the first yr return, using a combination of US and UK tax specialists knowledge.
Just keen to ensure I start of on the right footing in what sounds an evermore complex area.
Thanks
Just keen to ensure I start of on the right footing in what sounds an evermore complex area.
Thanks
#28
BE Enthusiast
Joined: Nov 2012
Posts: 902
Re: US Tax Returns
benwuk Interested in your experience of PWC and your first year tax return experiences. I have moved to California 3 weeks ago on an 3yr L1 Visa and my company are also engaging PWC to handle the first yr return, using a combination of US and UK tax specialists knowledge.
Just keen to ensure I start of on the right footing in what sounds an evermore complex area.
Thanks
Just keen to ensure I start of on the right footing in what sounds an evermore complex area.
Thanks