metisdead Posted December 8, 2018 Share Posted December 8, 2018 A post using bold font, again, has been removed. Please turn off the bold font function when posting. Link to comment
Dogberry Posted December 9, 2018 Author Share Posted December 9, 2018 Answering my own question here (well some of them anyway). Here is cut and paste from the current IRS W-7 application and instructions: "First-time ITIN applications. If you’re applying for a new ITIN, complete and attach Form W-7 to your tax return when you file the tax return for which the ITIN is needed. If you’re unable to file your tax return by the due date, you must file an application for an extension of time to file. Failure to timely file the tax return with a complete Form W-7 and required documentation may result in the denial of refundable credits, such as the additional child tax credit and the American opportunity tax credit, if you otherwise qualify. Don’t file your tax return without Form W-7." and reiterating: "atttach Form W-7 to the front of your tax return. If you’re applying for more than one ITIN for the same tax return (such as for a spouse or dependent(s)), attach all Forms W-7 to the same tax return. Leave the area of the SSN blank on the tax return for each person who is applying for an ITIN. After your Form W-7 has been processed, the IRS will assign an ITIN to the return and process the return." Link to comment
Dogberry Posted December 9, 2018 Author Share Posted December 9, 2018 On 12/7/2018 at 9:00 AM, lopburi3 said: That was the old system - now you have to file tax and include the ITIN application to obtain ???? Link to comment
riclag Posted September 1, 2019 Share Posted September 1, 2019 On 12/9/2018 at 9:59 AM, Dogberry said: Answering my own question here (well some of them anyway). Here is cut and paste from the current IRS W-7 application and instructions: "First-time ITIN applications. If you’re applying for a new ITIN, complete and attach Form W-7 to your tax return when you file the tax return for which the ITIN is needed. If you’re unable to file your tax return by the due date, you must file an application for an extension of time to file. Failure to timely file the tax return with a complete Form W-7 and required documentation may result in the denial of refundable credits, such as the additional child tax credit and the American opportunity tax credit, if you otherwise qualify. Don’t file your tax return without Form W-7." and reiterating: "atttach Form W-7 to the front of your tax return. If you’re applying for more than one ITIN for the same tax return (such as for a spouse or dependent(s)), attach all Forms W-7 to the same tax return. Leave the area of the SSN blank on the tax return for each person who is applying for an ITIN. After your Form W-7 has been processed, the IRS will assign an ITIN to the return and process the return." How did you make out? Did you have any discrepancies with filing the paper work(ITN and 1040)? Did you send in her passport to the address on the w7 form? Link to comment
GinBoy2 Posted September 3, 2019 Share Posted September 3, 2019 So, I did this a while back, all pretty seamless. We went to the Embassy where they certified my wife's passport for ITIN purposes I submitted the W-7 with my 1040, TurboTax prompts you to enter her SSN as 999-99-9998, and as I recall, you file your whole 1040 with the W-7 to the Austin Service Center All worked fine. When my wife got her greencard and SSN, you submit an application to merge her ITIN number with the SSN Link to comment
riclag Posted September 3, 2019 Share Posted September 3, 2019 Were you allowed to accompany her in the us embassy? Did you have to get her passport translated,before hand? Link to comment
GinBoy2 Posted September 3, 2019 Share Posted September 3, 2019 2 hours ago, riclag said: Were you allowed to accompany her in the us embassy? Did you have to get her passport translated,before hand? It was just a simple copy of her passport which she took into the embassy, the usual place where you go to get any affidavit done. I didn't go in with her, but as my wife grew up in the US, her English is as good as mine so it wasn't an issue. But I don't think you not being with her would be an issue Link to comment
riclag Posted September 4, 2019 Share Posted September 4, 2019 18 hours ago, GinBoy2 said: It was just a simple copy of her passport which she took into the embassy, the usual place where you go to get any affidavit done. I didn't go in with her, but as my wife grew up in the US, her English is as good as mine so it wasn't an issue. But I don't think you not being with her would be an issue When you sent in your 1040,this certified copy was sent in place of her Passport correct? Link to comment
GinBoy2 Posted September 4, 2019 Share Posted September 4, 2019 4 hours ago, riclag said: When you sent in your 1040,this certified copy was sent in place of her Passport correct? Correct Link to comment
Dogberry Posted September 16, 2019 Author Share Posted September 16, 2019 Greetings, sorry for the delay in reporting on my post. I lurk on TV almost daily but do not often log in. Well I'll start by telling you this, I got a refund check from the IRS for nearly $X000. I'd withheld the entire year based on filing as single. So yeah, they accepted my application, my wife has an ITIN and I'm with-holding a MUCH smaller amount which is money in my pocket. Now I flubbed up a bit and didn't send the right documents. So after submitting a certified copy of her passport from the Thai passport office all was well, it just took a heck of a long time. I filed in May (corrected... April) and I just received my refund this month (check mailed to Thailand using US/Thai mail... I feel lucky it actually arrived. Now with ITIN in hand future filings should follow the regular (quicker?) processing. Anyway best regards, Eric Link to comment
riclag Posted September 16, 2019 Share Posted September 16, 2019 So Dogberry got a certified copy of his wife's passport from the Thai passport office Ginboy got a certified copy of his wife's passport from the US embassy! Sounds like the IRS will except either office! I don't want to send her passport to the irs Link to comment
Dogberry Posted September 16, 2019 Author Share Posted September 16, 2019 Yeah, I've been having a side conversation with riclag and thought I'd just bring the original post up to date. We went to whatever the Thai government Office that issues Thai passports in the first place. There she obtained a Thai government stamped, imbossed, official certified copy of her Thai passport. I think it was like maybe 500 baht? Anyway, yeah ITIN issued, with-held taxes returned to me in US Treasury check, so something worked right. What I don't get is if you're going to submit her original passport why in the world would it need to be certified? And by the US Consulate? It's the original document! Now I'm not saying that didn't work but IMHO is unnecessary. 500 baht or 50 bucks - it's up to you. PS: It was like 500 baht for same day service... it went down to something like 200 if we returned at the end of the week... Link to comment
Presnock Posted September 16, 2019 Share Posted September 16, 2019 I am retired here (15 years) married to a Thai and we have one child. We got her a Tax ITIN so that we could file our taxes each year. Also my retirement will provide for my wife if I die before her so she would eventually need that tax number. We also get a better tax break by doing this instead of filing single, especially with the new tax laws. It is in my opinion better to play it safe and legal and don't forget the FBAR report each year too. It was easy to get the necessary documents/translations needed for my wife and our marriage documentation. Link to comment
Dogberry Posted September 16, 2019 Author Share Posted September 16, 2019 I dunno I just got lucky or what. I informed SSA I was married via the annual "are you dead yet" letter. I provided the IRS with NOTHING regarding my marriage other than ticking the box MARRIED FILING JOINTLY. Link to comment
riclag Posted September 16, 2019 Share Posted September 16, 2019 15 minutes ago, Dogberry said: Yeah, I've been having a side conversation with riclag and thought I'd just bring the original post up to date. We went to whatever the Thai government Office that issues Thai passports in the first place. There she obtained a Thai government stamped, imbossed, official certified copy of her Thai passport. I think it was like maybe 500 baht? Anyway, yeah ITIN issued, with-held taxes returned to me in US Treasury check, so something worked right. What I don't get is if you're going to submit her original passport why in the world would it need to be certified? And by the US Consulate? It's the original document! Now I'm not saying that didn't work but IMHO is unnecessary. 500 baht or 50 bucks - it's up to you. PS: It was like 500 baht for same day service... it went down to something like 200 if we returned at the end of the week... Well I might be going back to Udon Thaini to have a certified copy stamped of her Thai passport at the Thai passport office rather than going to Bangkok,U S embassy, from sakon nakhon (hotel ,flight and $50 fee) Link to comment
Dogberry Posted September 16, 2019 Author Share Posted September 16, 2019 40 minutes ago, riclag said: I don't want to send her passport to the irs We could not have sent her original Passport anyway as we had a long planned trip to her step daughters wedding in the states. Link to comment
riclag Posted September 16, 2019 Share Posted September 16, 2019 16 minutes ago, Dogberry said: We could not have sent her original Passport anyway as we had a long planned trip to her step daughters wedding in the states. Exactly I have a similar situation.If I can get away with what you did I'll just go back to Udon (150k away) and get her passport certified at the Thai passport office . Thanks Any other comments welcome Link to comment
Dogberry Posted September 16, 2019 Author Share Posted September 16, 2019 1 hour ago, riclag said: Well I might be going back to Udon Thaini to have a certified copy stamped of her Thai passport I just asked my wife about that and she said you can get a copy at any passport issuing office. Her passport was issued out of BKK but got copy in Chiang Mai... she also verified it was around 500 baht for same day service... Link to comment
riclag Posted October 16, 2019 Share Posted October 16, 2019 I have been planning to file for a ITIN number . I just noticed my wives new Thai passport that we recent got with her new married name was signed by her but her signature is in Thai.I recently had a certified copy done with the Ministry of Foreign Affairs stamp . My question is ,was she suppose to sign her name in in English or is it fine in Thai? Link to comment
lopburi3 Posted October 19, 2019 Share Posted October 19, 2019 On 10/16/2019 at 9:33 PM, riclag said: I have been planning to file for a ITIN number . I just noticed my wives new Thai passport that we recent got with her new married name was signed by her but her signature is in Thai.I recently had a certified copy done with the Ministry of Foreign Affairs stamp . My question is ,was she suppose to sign her name in in English or is it fine in Thai? It is a Thai passport and signature is fine in Thai - my wife did the same and ITIN accepted original without any copy. Link to comment
Dogberry Posted October 21, 2019 Author Share Posted October 21, 2019 yep just a Thai signature for us... Link to comment
riclag Posted November 29, 2019 Share Posted November 29, 2019 On 10/19/2019 at 1:27 PM, lopburi3 said: It is a Thai passport and signature is fine in Thai - my wife did the same and ITIN accepted original without any copy. On the ITIN app must her signature be in English or should it be in Thai the same as her Thai passport? Also how about the US 1040 form can her signature be in Thai? Link to comment
lopburi3 Posted November 29, 2019 Share Posted November 29, 2019 5 minutes ago, riclag said: On the ITIN app must her signature be in English or should it be in Thai the same as her Thai passport? That was a bit over 2 years ago and do not remember but believe application signed in English. Link to comment
riclag Posted November 29, 2019 Share Posted November 29, 2019 16 minutes ago, lopburi3 said: That was a bit over 2 years ago and do not remember but believe application signed in English. Hopefully someone else will reply, thanks Link to comment
Berkshire Posted December 7, 2019 Share Posted December 7, 2019 On 12/8/2018 at 9:49 AM, Langsuan Man said: Dependents can be claimed as exemptions only for tax years prior to 2018. • A dependent/spouse of a nonresident alien U.S. visa holder who isn’t eligible for an SSN. See Pub. 519. Dependents and spouses can be claimed as exemptions only for tax years prior to 2018. Note. The deduction for personal exemptions was suspended for tax years 2018 through 2025. For tax years beginning after 2017, spouses or dependents residing outside of the United States aren’t eligible for an ITIN, unless they qualify for an allowable tax benefit. See Pub. 519 for more information. So if I understand this correctly, those Americans married to Thais (non US citizens) can no longer claim their wives for an exemption...? They have to file as single from 2019 onwards? Sorry if I sound confused because I am. Link to comment
lopburi3 Posted December 8, 2019 Share Posted December 8, 2019 21 hours ago, Berkshire said: So if I understand this correctly, those Americans married to Thais (non US citizens) can no longer claim their wives for an exemption...? They have to file as single from 2019 onwards? Sorry if I sound confused because I am. Above Pub 519 applies to aliens - not US citizens or their tax matters. This seems to apply to their spouse - not the spouse of a US Citizen. Quote dependent/spouse of a nonresident alien U.S. visa holder who isn’t eligible for an SSN Link to comment
Number 6 Posted December 8, 2019 Share Posted December 8, 2019 I don't file. All my assets are in age protected financial vehicles and I make certain the balance of income is lower than the $ required to file which this year I believe is 9948usd. This will change when I start to pull the funds at 62+. For FBAR I do not list a TIN for my wife. Other than B visa she's not financially connected to US. There is no benefit for her. To get to the point of your post you shouldn't be paying any taxes regardless living overseas. Exempt to over 100k. Your wife will receive no survivor benefits here. Moving to US I think it's five years minimum and then it's a tiny portion of your payout. Not like say when my father dies what my mother will receive. Further and I know this wasn't asked but if you do move to US your wife will have to have ten years gainful employment paying into SS before she can collect. Just keep her out of the tax system what you'd receive is nothing. Not even worth the paperwork. Very curious Lopburis point. Includes GC holders but not foreign wives. Harsh but makes sense. Point is moot. No one should be paying taxes living overseas. Link to comment
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