1st time filing tax return

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mobi999
Posts: 37
Joined: Sun Jul 07, 2013 1:43 am

1st time filing tax return

Post by mobi999 » Thu Feb 20, 2014 1:08 pm

Hi,
I will be filing tax return for first time. I am on H1-B visa. Do I need to get ITIN number first for filing tax return?
Regards

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damjam
Posts: 837
Joined: Thu Mar 25, 2010 7:46 am

Re: 1st time filing tax return

Post by damjam » Thu Feb 20, 2014 1:17 pm

It is my understanding that you file a return and apply for an ITIN at the same time.
See W-7 application for ITIN instructions.
You will not be able to e-file the return.

jebmke
Posts: 7005
Joined: Thu Apr 05, 2007 2:44 pm

Re: 1st time filing tax return

Post by jebmke » Thu Feb 20, 2014 4:22 pm

If you also work in a state that has income tax I recommend waiting to file the state return until you have the ITIN issued by the IRS.
When you discover that you are riding a dead horse, the best strategy is to dismount.

mlipps
Posts: 882
Joined: Thu Jun 21, 2012 9:35 am

Re: 1st time filing tax return

Post by mlipps » Thu Feb 20, 2014 4:29 pm

mobi999 wrote:Hi,
I will be filing tax return for first time. I am on H1-B visa. Do I need to get ITIN number first for filing tax return?
Regards


Do you have an SSN? You can use that. The card likely says "For employment purposes only" which is to distinguish from those which are actually for the purposes of collecting social security, which you do not qualify for.

mobi999
Posts: 37
Joined: Sun Jul 07, 2013 1:43 am

Re: 1st time filing tax return

Post by mobi999 » Fri Feb 21, 2014 10:55 am

Yes I do have an SSN card and its written on top of it "For Work only".
So I should contact H&R block to fill it?
with no ITIN number I cannot do an e-file ?

mlipps
Posts: 882
Joined: Thu Jun 21, 2012 9:35 am

Re: 1st time filing tax return

Post by mlipps » Fri Feb 21, 2014 3:25 pm

You can E file. If you only have 1 W-2 you can probably do it yourself using one of the free software programs such as Turbo Tax. I would not go to H&R Block if you have an H1B, it's not hard but they have a habit of making things hard that are not and really screwing it up. I would find a CPA or other service that doesn't use people who are just temp employees. Or you could find an IRS Vita site in your area if your income isn't too high.

gerntz
Posts: 447
Joined: Fri May 06, 2011 3:37 pm

Re: 1st time filing tax return

Post by gerntz » Fri Feb 21, 2014 5:08 pm

I'm sorry.

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