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David
My wife and I got married end of August in Calgary, My L1-B was up for
renewal in a couple of months so the lawyers put together the paper work to
get me a L1-A (change in job scope), which took until October. We also had
to wait until October for our marriage license to show up. My wife then
entered the US Mid November and obtained her L2. We then submitted her
application for work authorization in the US (takes 3-6month... still
waiting). My wife returned to Canada end of November moved out of her
apartment and stayed in Toronto for a week before going to Calgary to stay
with her parents for the holidays. She entered back into the US near end of
January we when got possession of our condo.
Questions:
1. How will you file her taxes for Canada (full year or up until departure
in Nov?) She also has some MTS stock (small amount), non-interest bank
(joint account with her mom) and mastercard.... any of these a problem?
2. Can I claim her as a dependant on my US taxes since we were married in
August? Should she be going to get a social security number now or wait
until she gets work authorization?
I am just getting my takes info together to sent off to you.... is there any
addition information I should (exact dates etc..... ) to help you file our
taxes.
Thanks
Todd Smith
_________________________________________________________________
david ingram replies:
Your wife is a resident of Canada for the year for tax purposes. This will give her full personal exemption amounts.
However, she is also your wife so we will file a joint US return for you and that will save you significant US taxes.
We will claim foreign tax credits for her taxes paid to Canada
If she does not have her work authorization and a SSN by the time we file, we will file under the new Dec 17, 2003 regulations for an ITIN and include a W7 form with the return. OR I suggest that we file for an extension for the return.
That means that we do not HAVE TO file the US return until Aug 15th. By then, your wife will have her work authorization AND an SSN.
david
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