Immigrants and Tax Return Filing

On November 20, 2014 President Obama announced an executive action on immigration which could extend relief from deportation to an estimated 5 million undocumented immigrants.

 

The administration has not said which documents it will accept, however, we believe that the Citizenship and Immigration Services which vets applications under Homeland Security may require 5 years of accurately prepared tax returns as additional proof of residence if applicants claim to have worked in the United States since their arrival.

 

 

Those who have filed accurate tax returns with their Individual Tax Identification Numbers (ITIN) and have retained their records will be light years ahead of those who have not. We recommend that you and your tax preparers get ready to answer tax questions for those applying for this new program.

Make sure you have tax preparation software setup for at least the past 5 years.

  1. Understand what documentation your clients need for a W-7
  2. Paystubs
  3. W-2s
  4. 1099 Miscellaneous forms
  5. Paid baby sitter receipts
  6. Traffic tickets
  7. Receipt books
  8. Expense receipts
  9. Amending prior year returns (filing status, dependents, earnings, etc.)
  10. Searching the Internet may help find documentation