Tax Return Transcript, W-2, Tax Return. What do I need?

[Rolly123 1]

HI all.

My wife was a student during 2013 and didn't file her taxes. 2012 taxes are a little lower than the poverty line. 2014 & 2011 are comfortable over. Should I add 4 years of taxes? Should 2012 and 2013 be a big concern? A little advice would be appreciated.

What is exactly needed when it comes to sending taxes. I printed her tax return transcripts form the IRS. Do I also need the W-2s and tax returns? I'm confused.

Thanks in advance.

[JohnR! 5,495]

Tax forms will do, but Tax Returns Transcripts are preferred. If you send the transcripts no other tax forms or W-2 are needed.

Good luck!

Edited April 13, 2015 by JohnR!

[BellaRose_09 13]

They focus more on the most recent tax year which is 2014. As JohnR! suggested, transcripts are just fine sending. Just submit the past 3 recent years (2014,2013,2012). For a year that income was not reported, just submit a letter stating the reason why. Hope this helps and good luck.

[KayDeeCee 4,891]

You need a complete copy of the tax return with all forms, schedules, W-2s and/or 1099s, OR an IRS tax return transcript. You must list the info from the last 3 years on the form, but you are only required to submit the most recent year's transcript. Along with the transcript, submit proof of current income, such as a letter from employer and/or recent pay stubs. If you did not file any of the last 3 years, you must submit a statement as to why you were not legally required to file those years. Read through the I-864 instructions > http://www.uscis.gov/sites/default/files/files/form/i-864instr.pdf

[aspec 3]

I just submitted copies of my 1040EZ from the past three years without the W-2's. Is this a guaranteed RFE? If so, can I send them the Tax Return Transcripts and/or W-2's now to avoid an RFE? I just submitted the I-485 today.

[KayDeeCee 4,891]

I would not send in anything unless you get an RFE.

[amartins 11]

I just submitted copies of my 1040EZ from the past three years without the W-2's. Is this a guaranteed RFE? If so, can I send them the Tax Return Transcripts and/or W-2's now to avoid an RFE? I just submitted the I-485 today.

I made precisely the same mistake, and, like you suggested, I sent the W-2s separately afterward. I have no idea if that was necessary, but we never got an RFE.