Hello,
While filing for I-864, the instruction says that tax returns and w-2s of
the last three years are required, skimming through this NG reveals that tax
transcripts from the IRS may be used. So is it ok to send tax transcripts
instead of returns and w-2s since my wife disposed or lost them?
Another thing, we got married in San Francisco and we're moving to Utah,
which USCIS center should we file the papers? The one that governs
California or Utah?
Thank you.
Edward & Kelly
Eric S.
05-20-2004, 09:09 AM
When in doubt, I always go by the instructions on the form. I've also heard
that tax transcripts were acceptable, but the instructions say complete tax
return. So that's what I sent in. The W-2's are only required if you filed
a joint return and are only using your own income to qualify.
From the I-485 instructions:
.... evidence of income:
A copy of your complete Federal income tax return, as
filed with the Internal Revenue Service, for each of the
most recent 3 tax years. .... If you filed a joint income tax
return and are using only your own income to qualify,
you must also submit copies of your W-2s for each of
the most recent 3 tax years,
- Eric S.
"Eddie" <No-spam@yahoo.com> wrote in message
news:831e8b7826671e06d0c6ea092bbe4aba@news.teranew s.com... Hello, While filing for I-864, the instruction says that tax returns and w-2s of the last three years are required, skimming through this NG reveals that
tax transcripts from the IRS may be used. So is it ok to send tax transcripts instead of returns and w-2s since my wife disposed or lost them? Another thing, we got married in San Francisco and we're moving to Utah, which USCIS center should we file the papers? The one that governs California or Utah? Thank you. Edward & Kelly
mrtravelkay
05-20-2004, 09:19 AM
Eddie wrote:
Hello, While filing for I-864, the instruction says that tax returns and w-2s of the last three years are required, skimming through this NG reveals that tax transcripts from the IRS may be used. So is it ok to send tax transcripts instead of returns and w-2s since my wife disposed or lost them?
Yes you can use transcripts. I don't believe there is a requirement for
W-2's unless you filed a joint return and need to prove which part of
the income is your's.
Another thing, we got married in San Francisco and we're moving to Utah, which USCIS center should we file the papers? The one that governs California or Utah?
The location that serves where you live when you file.
Where you got married is never relevant to where you file.
sunflwrgrl13
05-20-2004, 11:16 AM
Tax transcripts are much easier to use in my opinion, the only hard part
is waiting to get from the IRS - especially if your wife has lost her
w-2s and original forms.
How quickly do you need to file the paperwork?
If you need it filed asap, and, I assume, you live in San Fran, you may
want to file there. However, if you're moving soon (like in a few
weeks), and you're moving to a long term residence, you could always
wait to file until you're in Utah. But there is always a chance that
paperwork could be lost, and change of address forms never updated in
the system, and goverment documents are not forwarded to new addresses.
We're facing the same situation - not different states, but a change of
address nonetheless. It's a tough situation - I worry that we'll
miss/not receive notices once we move, but I absolutely cannot stand to
stay in my apt for the next year or so (it just ain't gonna happen).
Good luck!
Jamie
Originally posted by Eric S. When
in doubt, I always go by the instructions on the form. I've also heard
that tax transcripts were acceptable, but the instructions say
complete tax return. So that's what I sent in. The W-2's are only
required if you filed a joint return and are only using your own
income to qualify. From the I-485 instructions: ... evidence
of income: A copy of your complete Federal income tax return, as
filed with the Internal Revenue Service, for each of the most recent 3
tax years. .... If you filed a joint income tax return and are using
only your own income to qualify, you must also submit copies of your
W-2s for each of the most recent 3 tax years, - Eric S.
"Eddie" <No-spam@yahoo.com> wrote in message news:831e8b7826671-
e06d0c6ea092bbe4aba@news.teranews.com"]news:831e8b7826671e06d0c6ea092bb-
e4aba@news.teranews.com[/url]... Hello, While
filing for I-864, the instruction says that tax returns and w-2s
of the last three years are required, skimming through this
NG reveals that tax transcripts from the IRS may be used.
So is it ok to send tax transcripts instead of returns and
w-2s since my wife disposed or lost them? Another thing, we
got married in San Francisco and we're moving to Utah,
which USCIS center should we file the papers? The one that governs
California or Utah? Thank you. Edward &
Kelly
--
Posted via http://britishexpats.com
meauxna
05-20-2004, 12:07 PM
Originally posted by sunflwrgrl13 Tax transcripts are
much easier to use in my opinion, the only hard part is waiting to get
from the IRS -
Can't one still walk into their friendly
neighborhood IRS office and get them over the counter?
--
Posted via http://britishexpats.com
jeffreyhy
05-20-2004, 12:50 PM
Eric,
That instruction you quoted does not say "W-2's are ONLY required
if you filed a joint return and are only using your own income to
qualify." (The emphasis on the word 'only' is mine.) The instruction
says that W-2s are required in that circumstance. It does not address
whether or not they might be required in other circumstances.
W-2s can
be required in other circumstances if the person who is reviewing the
information wants to see them. The anecdotal evidence is that this
happens quite often.
Regards, JEff
Originally posted by Eric
S. When in doubt, I always go by the instructions on the form.
I've also heard that tax transcripts were acceptable, but the
instructions say complete tax return. So that's what I sent in. The
W-2's are only required if you filed a joint return and are only using
your own income to qualify. From the I-485 instructions: ...
evidence of income: A copy of your complete Federal income tax
return, as filed with the Internal Revenue Service, for each of the
most recent 3 tax years. .... If you filed a joint income tax return
and are using only your own income to qualify, you must also submit
copies of your W-2s for each of the most recent 3 tax years, -
Eric S. "Eddie" <No-spam@yahoo.com> wrote in message ne-
ws:831e8b7826671e06d0c6ea092bbe4aba@news.teranews. com"]news:831e8b78266-
71e06d0c6ea092bbe4aba@news.teranews.com[/url]... Hello, While filing for I-864, the instruction says that tax returns and
w-2s of the last three years are required, skimming
through this NG reveals that tax transcripts from the IRS
may be used. So is it ok to send tax transcripts instead of
returns and w-2s since my wife disposed or lost them?
Another thing, we got married in San Francisco and we're moving to
Utah, which USCIS center should we file the papers? The one
that governs California or Utah? Thank
you. Edward & Kelly
--
Of course, the Internet also tells us that hot naked women want to befriend us, so we can't be 100% sure about everything we read there. (Dave Barry)
Posted via http://britishexpats.com
Noortje
05-20-2004, 01:27 PM
Originally posted by jeffreyhy W-2s can be required
in other circumstances if the person who is reviewing the information
wants to see them. The anecdotal evidence is that this happens quite
often. Regards, JEff
This is why we are going to include
the W-2's too even though my fiancé never filed a joint return.
If I
weren't reading this NG, I don't think we would include them because the
information on the forms clearly gives the impression that the W-2's are
ONLY needed when there was a joint return filed...
So anyway, it's
going to be "tax returns" and "W-2's" for us. No tax transcripts. Those
are obviously not needed if you have the returns.
--
Posted via http://britishexpats.com
meauxna
05-20-2004, 01:43 PM
Originally posted by Noortje So anyway, it's going to
be "tax returns" and "W-2's" for us. No tax transcripts. Those are
obviously not needed if you have the returns.
Or not so
obviously:
http://67.15.12.206/forum/showthread.php?s=&threadid=226117
--
Posted via http://britishexpats.com
Noortje
05-21-2004, 01:46 AM
Originally posted by meauxna Or not so obviously:
http://67.15.12.206/forum/showthread.php?s=&threadid=226117
Grrrrrrrrrr............ thanks.
Does anyone know how long it
takes to get those transcripts once you ask for them through phone?
--
Posted via http://britishexpats.com
meauxna
05-21-2004, 09:05 AM
Originally posted by Noortje Grrrrrrrrrr............
thanks. Does anyone know how long it takes to get those transcripts
once you ask for them through phone?
7-10 days. Or you can
walk in and get them over the counter.
--
Posted via http://britishexpats.com
KimJ
05-21-2004, 09:08 AM
Regarding the W-2's - I lost one of mine and my employer was able to get
me a photocopy for that particular year.
--
Posted via http://britishexpats.com
jeffreyhy
05-21-2004, 11:09 AM
W-2 information can also be obtained with a tax transcript by checking
the appropriate box on IRS Form 4506-T.
If one wants complete W-2
information (state and local as well as federal) use Form 4506 and
request a copy of the tax return rather than a transcript.
Regards,
JEff
Originally posted by KimJ
Regarding the W-2's - I
lost one of mine and my employer was able to get me a photocopy for that
particular year.
--
Of course, the Internet also tells us that hot naked women want to befriend us, so we can't be 100% sure about everything we read there. (Dave Barry)
Posted via http://britishexpats.com
Alexander Gilbert
05-22-2004, 05:33 AM
Hi, I'm from France. I'll be marrying an American woman soon. We're both
young under 30s, she doesn't have tax returns papers and neither do I. I've
been on the working market for less than a year and in France. What kind of
evidence are they going to ask for. I've tax returns from my parents saying
that I was not to pay taxes. Thank you and good luck.
"Eric S." <nospam@n.n> wrote in message news:40acda49_2@news1.prserv.net... When in doubt, I always go by the instructions on the form. I've also
heard that tax transcripts were acceptable, but the instructions say complete
tax return. So that's what I sent in. The W-2's are only required if you
filed a joint return and are only using your own income to qualify. From the I-485 instructions: ... evidence of income: A copy of your complete Federal income tax return, as filed with the Internal Revenue Service, for each of the most recent 3 tax years. .... If you filed a joint income tax return and are using only your own income to qualify, you must also submit copies of your W-2s for each of the most recent 3 tax years, - Eric S. "Eddie" <No-spam@yahoo.com> wrote in message news:831e8b7826671e06d0c6ea092bbe4aba@news.teranew s.com... Hello, While filing for I-864, the instruction says that tax returns and w-2s
of the last three years are required, skimming through this NG reveals that tax transcripts from the IRS may be used. So is it ok to send tax
transcripts instead of returns and w-2s since my wife disposed or lost them? Another thing, we got married in San Francisco and we're moving to Utah, which USCIS center should we file the papers? The one that governs California or Utah? Thank you. Edward & Kelly
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