Hello,

My I-864 package was generated yesterday and I'll be doing the shortcuts of course.

My questions is this...

I've been e-filing the last 3 years. Do you know if its ok to use copies of my 1040s and W2 instead of the tax transcripts?

I ordered my transcripts last week. Do you all think I should just wait for that?

Transcripts MUCH better.
HEARSAY!!! May not be to long before USCIS requires tax transcripts for everyone! ANYONE can fake a 1040 and not file it to IRS but send it to USCIS. W2s also. I'd wait.
ONLY took 7 days for me to get mine via snail mail and I live in Hawaii.

Hi Noel, Haole is probably right but I would like to share our latley experience with I-864.
For last 2 years we e-filled (jointly because I was in USA studing), hubby printed out 1040, copied W2. To be safe also letter from bank about our account, official letter from employer, copy of mutual funds, last 2 paystubs, copy of last two bank statements.
Not RFE.
But choice is yours.
Good luck

If you have Fax machine you can ask the IRS to fax you the transcripts and you don't need to wait.

did you receive your IV bill in mail or not yet

how did you know I-864 Package was Generated. we have the same timeline and I don't know if my I-864 Package was Generated or not yet

These instructions can be helpfull in obtaining transcript.
Good luck tyou guys!

http://www.tusculum.edu/faid/forms/TaxTranscriptRequest.pdf

I send my copies of 1040 and w-2`s.

I called NVC and spoke to an operator. That is the ONLY way anyone can know if their I-864 had been generated.

Thanks guys!!! After consulting with my VJ family, I decided to send my I-864 package with copies of my tax returns and the W2s only. I couldnt wait for the transcripts to arrive! he he

I was really only worried about the e-filing thing but I couldnt find any documentation that I can't file with copies if I e-filed so I went ahead with it.

Thanks all. I'll let you know if I get an RFE.

BTW, I used I-864EZ form.

e-filed tax returns are OK. Check following USCIS link:

http://www.uscis.gov/propub/ProPubVAP.jsp?...f85680eca9562d3

Here is a section from that link that is relevant:
IRS permits and encourages electronic filing of Forms 1040, 1040A and 1040EZ. An electronically filed tax return may also be signed electronically. When a person signs and files the tax return electronically, a “hard copy” of the original tax return will not exist. In this situation, it is acceptable for the person to submit a plain copy printout, showing the tax return as it would have looked, had it been filed on paper, together with the IRS-issued “declaration control number.” By signing the Form I-864 or I-864A “under penalty of perjury,” the person certifies that the copy is a copy of what was submitted to IRS. As with paper-filed returns, it is also acceptable for the person to submit an IRS transcript of the electronically filed return.

Also, for others who wonder, IRS tax transcripts are FREE, and takes up lot less space in your file, and hence USCIS prefers this. However, you can send photocopy of 1040 with W-2 and 1099.

Another section from the same link:
A sponsor may submit an IRS-issued transcript instead of a photocopy of the sponsor’s tax return. A sponsor may obtain a transcript by filing IRS Form 4506-T with the IRS. Currently, the IRS does not charge a fee for transcripts. Tax transcripts provide proof that the returns were filed with IRS, are easier to read, take up less room in the file, and are easily obtained. If a sponsor submits a transcript rather than a photocopy of the tax return, it is not necessary for the sponsor to include copies of any Forms W-2 or 1099.

Although, I filed it with printed copies of e-filed returns, if I had to do it again, I would order transcripts and wait for it before sending the I-864 / I-864A.

Here is link to IRS website for ordering transcript: http://www.irs.gov/individuals/article/0,,id=110571,00.html Out of many options, you need to order "A tax return transcript" and not "tax account transcript". If you have plenty of time (30 days) before you need to file I-864, go for both, in which case, you would select option "Record of Account"

Call 1-800-829-1040, select 2, select 2, enter your SSN, select 1, select 3, verify with street number, select option 2 for "tax return transcript". (Select other option if ordering both account or combined transcript, which takes 30 days, as opposed to 10 for return transcript.

I hope this helps. I think this information is worthwhile pinning in the appropriate Forum.

Regards,

Sanjiv Patel

Thanks Sanjiv. I saw this one too before I went ahead with it. And yes my printouts had the declaration numbers.

BTW, I still dont have my transcripts. hhmm. thatlike 2 weeks now.
Anyway, who cares about the transcript. he he Maybe I'll send them to my wife to bring on the interview.