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Submitting Form 1040 instead of Tax Transcript - how much of it?

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Hi there -

My joint sponsor's 2014 Tax Transcript is not yet available online, and yet we are almost ready to send int the AOS package. I guess this is the time of year, just after April 15 and filing deadline, where not all information is available.

In lieu of the tax transcript, we will send the joint sponsor's 2014 Form 1040. My questions are:

(1) How much of the tax return should we send - just the Form 1040 (which shows Line 22, total income, which is what the I-864 needs), or all the associated schedules? That's nearly 25 pages in this case.

(2) What is available online, is the joint sponsor's 2014 Wage and Income statement, which states all the wages earned and reported to the IRS. Can we attach this instead of the W-2s, since this is more formal?

Thanks for you suggestions

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Hi there -

My joint sponsor's 2014 Tax Transcript is not yet available online, and yet we are almost ready to send int the AOS package. I guess this is the time of year, just after April 15 and filing deadline, where not all information is available.

In lieu of the tax transcript, we will send the joint sponsor's 2014 Form 1040. My questions are:

(1) How much of the tax return should we send - just the Form 1040 (which shows Line 22, total income, which is what the I-864 needs), or all the associated schedules? That's nearly 25 pages in this case.

(2) What is available online, is the joint sponsor's 2014 Wage and Income statement, which states all the wages earned and reported to the IRS. Can we attach this instead of the W-2s, since this is more formal?

Thanks for you suggestions

1. If you're not going to wait for the tax transcript, then the ENTIRE tax return package has to be sent. This includes: 1040, W2s, 1099s, worksheets, schedules, etc. Basically, everything that was sent to the IRS has to be sent to NVC.

2. W2s are fine, along with everything mentioned above.

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Everything is relevant. Esp if you have sch C and/ or E. I would send everything. All the pages.


IR-1/CR-1

NOA-1 December 16, 2014

REF- June 24, 2015 ---------------190 days since NOA 1

RFE Respond- July 5, 2015 ----

NOA- 2 July 24, 2015 ------------- 220 days since NOA 1

NVC Sent- August 04, 2015 ----- 11 days since NOA 2

NVC Rcvd- August 18, 2015 ---- 14 days later
Case ID & IIN obtained- August 21, 2015 (over phone)

DS 261 completed- August 25, 2015

AOS Paid- August 25, 2015

Documents Sent- September 28

IV Paid- September 28, 2015

Document Scan- October 2, 2015

DS 260 Completed- October 5, 2015

Case Complete- October 29, 2015 --------- 27 days since Case Complete

Interview Scheduled- November 14, 2015 (Interview date- December 15, 2015)

Medical Done- November 23, 2015

Interview- December 15, 2015

Result- Need joint sponsor. Liquid assets not accepted.

... Looking for joint sponsor now.

Visa In Hand- .....

POE- .....

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Thanks for your replies.

I have another question:

If, let's say I email in the AOS package with the Form 1040 plus all the schedules, but the Tax Transcript becomes available shortly afterward - can I send the 2014 Tax Transcript as a separate addendum to my AOS package? Will the NVC accept it? If they do, will they reset the clock on the processing?

Thanks!

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Thanks for your replies.

I have another question:

If, let's say I email in the AOS package with the Form 1040 plus all the schedules, but the Tax Transcript becomes available shortly afterward - can I send the 2014 Tax Transcript as a separate addendum to my AOS package? Will the NVC accept it? If they do, will they reset the clock on the processing?

Thanks!

Yes, if you re-send something afterwards, then you'll re-set the scan date. I'd suggest just bringing the 2014 tax transcript to the interview and hand it over then, instead of handing over the entire tax return package.

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