Help - Search - Members - Calendar
Full Version: Income Tax information for the the Interview
VisaJourney.com > Marriage Based Immigration (K1, K2, K3, etc) to the USA > The Foreign Embassy and Consulate General Discussion

Pinaylang
Do we need original copies of the Income Tax Return or are copies okay? I know this is a weird question but just want to ask anyway... I used turbo tax so I just printed the copies should I sign it? I didn't make a copy with my signature when I sent my 2005 or 2006 income tax return.


Thank you
YuAndDan
Copies are fine, but better yet, get simple IRS transcripts.

NOTE IRS has the originals you have copies of the returns.

One thing about I-134, the directions included with I-134 are very old, USCIS has no reason to update them since USCIS has no application for that form.

The consulates tend to treat the I-134 like a mini-I-864 as so prefer the same financial evidence as the I-864.

In our case this what the I-134 included.
  • I-134 signed and notarized.
  • SIMPLE Tax transcripts from the IRS for past 3 years, (Redundant for the (1040,W2,1099) but are free from the IRS http://www.irs.gov/faqs/faq1-6.html
  • Photo copy of IRS form 1040, and W2s for past 3 years (Not necessary if you provide the transcripts)
  • Letter from my employer stating annual salary, job responsibility, and that is full time, on company letterhead.
  • Photo copies of past month or so of pay stubs up to a few weeks before the interview.
My income was well above the povertyline so I did not include any asset data (LIKE BANK STATEMENTS or property values).

If your income exceeds 125% of the povertyline when counting yourself, prospective immigrant and any dependents, then don't bother with assets (401K, Bank balance, Stocks etc..), it is just extra un-needed data to provide, the consular officer is most concerned with INCOME.
Pinaylang
QUOTE(YuAndDan @ Feb 2 2008, 07:45 PM) *
Copies are fine, but better yet, get simple IRS transcripts.

NOTE IRS has the originals you have copies of the returns.

One thing about I-134, the directions included with I-134 are very old, USCIS has no reason to update them since USCIS has no application for that form.

The consulates tend to treat the I-134 like a mini-I-864 as so prefer the same financial evidence as the I-864.

In our case this what the I-134 included.
  • I-134 signed and notarized.
  • SIMPLE Tax transcripts from the IRS for past 3 years, (Redundant for the (1040,W2,1099) but are free from the IRS http://www.irs.gov/faqs/faq1-6.html
  • Photo copy of IRS form 1040, and W2s for past 3 years (Not necessary if you provide the transcripts)
  • Letter from my employer stating annual salary, job responsibility, and that is full time, on company letterhead.
  • Photo copies of past month or so of pay stubs up to a few weeks before the interview.
My income was well above the povertyline so I did not include any asset data (LIKE BANK STATEMENTS or property values).

If your income exceeds 125% of the povertyline when counting yourself, prospective immigrant and any dependents, then don't bother with assets (401K, Bank balance, Stocks etc..), it is just extra un-needed data to provide, the consular officer is most concerned with INCOME.



125% of the povertyline what would be the dollar mount if it was just me? and no other dependents...
sofia2009

125% of the povertyline what would be the dollar mount if it was just me? and no other dependents...
[/quote]

125% of the povertyline for you and ur beneficiary so it means 2 person if you don't have any dependent...I sent my original transcript to my fiance just in case they ask for it..better than safe than sorry!goodluck onur journey good.gif
Pinaylang
We only need 1040 tax right? Not the 540..??
DaniAndEnrique
QUOTE(Pinaylang @ Feb 5 2008, 12:01 AM) *
We only need 1040 tax right? Not the 540..??

Right, that what I send also.
caro06
QUOTE(YuAndDan @ Feb 3 2008, 04:45 AM) *
Copies are fine, but better yet, get simple IRS transcripts.

NOTE IRS has the originals you have copies of the returns.

One thing about I-134, the directions included with I-134 are very old, USCIS has no reason to update them since USCIS has no application for that form.

The consulates tend to treat the I-134 like a mini-I-864 as so prefer the same financial evidence as the I-864.

In our case this what the I-134 included.
  • I-134 signed and notarized.
  • SIMPLE Tax transcripts from the IRS for past 3 years, (Redundant for the (1040,W2,1099) but are free from the IRS http://www.irs.gov/faqs/faq1-6.html
  • Photo copy of IRS form 1040, and W2s for past 3 years (Not necessary if you provide the transcripts)
  • Letter from my employer stating annual salary, job responsibility, and that is full time, on company letterhead.
  • Photo copies of past month or so of pay stubs up to a few weeks before the interview.
My income was well above the povertyline so I did not include any asset data (LIKE BANK STATEMENTS or property values).

If your income exceeds 125% of the povertyline when counting yourself, prospective immigrant and any dependents, then don't bother with assets (401K, Bank balance, Stocks etc..), it is just extra un-needed data to provide, the consular officer is most concerned with INCOME.


This is what I have ready for the Affidavit of Support.
Is this enough information?


* Signed and notarized I-134
* Statement from bank officer confirming Date account was opened, Total amount deposited for the year, and present balance.
*Statement from my employer stating when I started the job, my slary paid, and that the job is permanent, and I am an employee in good standing. ( I make $47,000 per year and have no dependants)
* Copy of my 2006 tax return
* 6 pay stubs dating back to when our petition was received by USCIS up to the present time
* Copies of stock certificates I own ( I recently became a business owner in 2007. I have not yet done a tax return for 2007. Stock is worth approx. $38,000)
* Copy of my 401k earnings ( I don't think this is needed, but I wanted to send it for additional info)
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2008 Invision Power Services, Inc.