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Topic: Married in Sept. Last worked in Aug. How to file (single/married)? Other q's too  (Read 1404 times)

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I married my UK husband in September. My last US job was in August. I haven't earned any money (US or UK) since we got married. I moved to the UK in December on a spouse visa. Still don't have a job, no UK income whatsoever. Should I claim Single? Since I was single at the time I earned all of money? Or do I have to put Married? I might have gotten my last paycheck after we were married, but I don't remember and don't think I did (and am too lazy to check right this minute). What is the difference between the two? If I put Married Filing Separately, I believe that means my spouse's income isn't subject to US tax, but if I put Married Filing Jointly, it would mean his income is subject to US tax.

I haven't done taxes many times. I'm young. A 2015 grad. Any general advice is appreciated too.

Speaking of graduating, what should I put for my occupation? I was a student for 5 months in 2015, worked about 1 month while a student, worked for 3 months after graduating and took one additional short term sh*t job during that time (a month or less), and unemployed the rest of the year.

One more question: I think I put my withholding things wrong for the 3 jobs I had. Some of them withheld taxes and some of them didn't. At one point, I was working 2 jobs at the same time. That lasted maybe 3 weeks. I didn't change the withholding for the job I was at for 3 months to "single with only one job." Help?  ???

Another question: Anyone have advice about a non-qualified withdrawal from an education fund? I claimed it as non-qualified (because it was), now I am broke, but I have to count it as income and pay taxes on it and take the penalties since I was honest. I took the money out after graduating because I was broke. I am still broke. If there's a way "around" this please let me know. I was honest. I should have just called it a qualified withdrawal but whatever. My husband and I do not have a lot of money.

Thank you in advance  :)


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You can write your occupation as your current one, "unemployed", "home maker", or "job seeker". Or you can write the occupation as the one in which you are seeking to work: "art historian". I doubt that the IRS actually look at this field at all. I read of someone who routinely wrote "drug dealer" rather than "pharmacist" and it caused no comeback.

You want to file as "Married Filing Separate Return" since that is your current status at the time of filing. You write NRA in the place where there is a blank for the spouse's SSN.



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Thank you for the advice  :)


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You should probably file "Married Filing Separately". That is as long as you want to stop the IRS taxing your spouse's money too. Be careful about owning joint accounts and understand the issues with foreign financial accounts that you might own. There should be no UK tax issues for the money you earned before you moved to the UK. Don't worry about your US withholding, just do your taxes with the W2s you get.

Finally you might want to look into an extension on your US tax filing so you can qualify for exclusion from ACA requirements.
« Last Edit: March 14, 2016, 09:21:13 PM by nun »


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The IRS doesn't really care about the 'occupation' field. This type of aggregate info from tax returns is used by demographers.

Married December 1992 (my 'old flame' whom I first met in the mid-70s)
1st move to UK - 1993 (Letter of Consent granted at British Embassy in Washington DC)
ILR - 1994 (1 year later - no fee way back then!)
Back to US in 2000
Returned to UK July 2011 (Spousal Visa/KOL endorsement)
ILR - September 2011
Application for naturalization submitted July 2014
Approval received 15-10-14; ceremony scheduled for 10 November!
Passport arrived 25 November 2014. Finally done!


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Thank you everyone :)

We have a joint UK account which we put our wedding gifts into. Do you know if that's an issue?

I don't know what ACA requirements are but I will google it now...

Thanks again for your advice. I really appreciate it!


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Thank you everyone :)

We have a joint UK account which we put our wedding gifts into. Do you know if that's an issue?

I don't know what ACA requirements are but I will google it now...

Thanks again for your advice. I really appreciate it!

You will have to include any interest paid to you on that UK account on your US taxes and if it is over $10k you'll have to file a FINCen.

Make sure you understand how to deal with health insurance


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Thank you :) Learned my parents have kept me on their health insurance so I am okay, I believe. Thank you for taking the time to respond.


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