I-134 for K-1 questions

[MamaTiff 0]

- Does it have to be notarized?

- Question 11: intent, not-intent, N/A?

- Tax return and W-2, past year, past 2 years, past 3 years?

[JDWright 30]

- Does it have to be notarized?
No

- Question 11: intent, not-intent, N/A?

Intend

- Tax return and W-2, past year, past 2 years, past 3 years?

Embassy dependent, some ask for the past 3 years some don't, but they will NEED the most current 1040 and W2

[Zedayn 485]

- Does it have to be notarized?

- Question 11: intent, not-intent, N/A?

- Tax return and W-2, past year, past 2 years, past 3 years?

It does not need notarized

Question 11 does not apply for K-1 visa cases. The best answer is leave it blank and in the space below write N/A K-1 VISA PROCESS. If you feel you need to mark a box, you can mark either of them. Since this question does not apply, it is usually ignored by the consulate.

The tax return requirement depends on your embassy. Some require only the most recent tax return. Others require all 3.

[beccajayne93 17]

I don't mean to piggyback on the post but it's a related side question - I'm having my fiancé's mother co-sponsor me. My fiancé has last year's tax transcript which I know is fine (plus other things), but for my future MIL, she has last year's tax return. Does she need the W-2 as well? She will also have an employment letter stating salary/position and previous paystubs. Sorry if this is a silly question but I've never been good with tax-related things, and especially U.S. tax related things.

[MamaTiff 0]

Thank you for the information, so to follow on with your answers on 1 or 3 with the past years returns how do I find out what Canada/Vancouver will require?

[captmaximus 11]

Assume they require 3 and go with that just to be on the safe side.

[Ash.1101 1,755]

I don't mean to piggyback on the post but it's a related side question - I'm having my fiancé's mother co-sponsor me. My fiancé has last year's tax transcript which I know is fine (plus other things), but for my future MIL, she has last year's tax return. Does she need the W-2 as well? She will also have an employment letter stating salary/position and previous paystubs. Sorry if this is a silly question but I've never been good with tax-related things, and especially U.S. tax related things.

Ya'll are MTL, the packet 4 email doesn't specify so I'd go with what packet 4 says for I-134 on their pdf version of it here

http://photos.state.gov/libraries/canada/303578/montreal/Packet4-MTL.pdf

n. Proof of Financial Support (Form I-134) and photocopy of supporting documents (IRS transcript or photocopy of the most recent Federal income tax return, bank statements, employment pay slips, etc.)

So I think you'd be fine without a W2 for MTL. My mother's cosponsoring my fiance and she's doing tax return, employment paystub, and employer letter. She makes about 5k more than required, as far as I can tell, we don't need much more than that as long as you aren't going to prove assets or anything.

Edited August 16, 2015 by Ash.1101

[KayDeeCee 4,891]

I don't mean to piggyback on the post but it's a related side question - I'm having my fiancé's mother co-sponsor me. My fiancé has last year's tax transcript which I know is fine (plus other things), but for my future MIL, she has last year's tax return. Does she need the W-2 as well? She will also have an employment letter stating salary/position and previous paystubs. Sorry if this is a silly question but I've never been good with tax-related things, and especially U.S. tax related things.

You need a complete copy of the return, which is all forms, schedules, W-2s and/or 1099s, OR an IRS tax return transcript.

[beccajayne93 17]

Ya'll are MTL, the packet 4 email doesn't specify so I'd go with what packet 4 says for I-134 on their pdf version of it here

http://photos.state.gov/libraries/canada/303578/montreal/Packet4-MTL.pdf

n. Proof of Financial Support (Form I-134) and photocopy of supporting documents (IRS transcript or photocopy of the most recent Federal income tax return, bank statements, employment pay slips, etc.)

So I think you'd be fine without a W2 for MTL. My mother's cosponsoring my fiance and she's doing tax return, employment paystub, and employer letter. She makes about 5k more than required, as far as I can tell, we don't need much more than that as long as you aren't going to prove assets or anything.

You need a complete copy of the return, which is all forms, schedules, W-2s and/or 1099s, OR an IRS tax return transcript.

Thank you both - your posts somewhat contradict each other so I am just going to get as much as I can before my interview.

[Ash.1101 1,755]

Thank you both - your posts somewhat contradict each other so I am just going to get as much as I can before my interview.

Yeah. I'm basing mine off of the more recent consulate reviews for MTL. There are a few people who only gave them tax return form 1040, the consulate didn't ask for the rest even though they had the W2, paystubs, and employment letter.

The most recent one verifying this was today, August 16: "- I-134 & my fiance's 1040 tax return for 2014 (I had paystubs, W2's and his employment letter but he didn't need itit wasn't requested)"

Your tax return shows your entire year at the end of the day which will include any and all W2's. W2's are also not something that's recommended in Montreal packet 4 as I linked in my comment above. Imo, if w2's where that important for them, they would be listed as other forms of proof are, but they aren't.

From what I've seen, they're fairly lenient about it as long as you make enough. VJ generally reccomends the max, check out the canada forums and the consulate reviews. If anything, make a thread in the Canada forums asking people what they brought as proof and what Montreal took. They're a bit more spot on and tbqh, pretty in line with the info Montreal has available which is:

". Proof of Financial Support (Form I-134) and photocopy of supporting documents (IRS transcript or photocopy of the most recent Federal income tax return, bank statements, employment pay slips, etc.)" - Packet 4 pdf file MTL.

Edited August 17, 2015 by Ash.1101

[beccajayne93 17]

Yeah. I'm basing mine off of the more recent consulate reviews for MTL. There are a few people who only gave them tax return form 1040, the consulate didn't ask for the rest even though they had the W2, paystubs, and employment letter.

The most recent one verifying this was today, August 16: "- I-134 & my fiance's 1040 tax return for 2014 (I had paystubs, W2's and his employment letter but he didn't need itit wasn't requested)"

Your tax return shows your entire year at the end of the day which will include any and all W2's. W2's are also not something that's recommended in Montreal packet 4 as I linked in my comment above. Imo, if w2's where that important for them, they would be listed as other forms of proof are, but they aren't.

From what I've seen, they're fairly lenient about it as long as you make enough. VJ generally reccomends the max, check out the canada forums and the consulate reviews. If anything, make a thread in the Canada forums asking people what they brought as proof and what Montreal took. They're a bit more spot on and tbqh, pretty in line with the info Montreal has available which is:

". Proof of Financial Support (Form I-134) and photocopy of supporting documents (IRS transcript or photocopy of the most recent Federal income tax return, bank statements, employment pay slips, etc.)" - Packet 4 pdf file MTL.

Thanks Ash! I have previously read other topics and I read what the packet 4 actually said, just due to the discrepancy between what packet 4 asks for and what some people are actually suggesting (which I'm assuming they are basing it off of experience....), I thought I'd double check. You have been a wonderful help and I think I can stop second-guessing mysef. Thanks!

[Ash.1101 1,755]

Yeah just check out the canada forums.

Remember though, CO's are a hit or miss, they -may- ask for everything, but recently they haven't.

If you want to feel the SAFEST, get your cosponsor to get a tax transcript. You can order them online and they'll get them in 5-10 days. Currently (as of right now) the online transcript system where you can print it out is down. It's also free which is a plus!

They can get it right here: http://www.irs.gov/Individuals/Get-Transcript

Edited August 17, 2015 by Ash.1101

[chaoticlogic 27]

My mom is sponsoring my fiancée (the beneficiary) and for the affidavit of support, we both sent in the completed I-134 (obvously)

I sent my fiancée my last year's 1040 and W2 because I was in school before that, and my mom's 1040 and W2 for the last 3 years. This may be more than required, but I think it's better to play it safe.

[KayDeeCee 4,891]

Thank you both - your posts somewhat contradict each other so I am just going to get as much as I can before my interview.

Yes, my answer was based on experience and what most consulates want to see with the I-134, and what the USCIS will definitely want later for the I-864 when fling for AOS.

Different consulates require different things for the K-1. Some are more lax about the financials than others. You can go with what is known to be accepted at your particular consulate, but I am always of the mindset that it is better to have something and not need it than to not have something and need it.

This is what the FAM says about taxes for the I-134 > http://www.state.gov/documents/organization/86988.pdf

...

f. To substantiate the information regarding income and resources, the sponsor should attach to the affidavit a copy of the latest Federal income tax return filed prior to the signing of the Form I-134, including all supporting schedules. If you determine that the tax return and/or additional evidence in the file do not establish the sponsor's financial ability to carry out the commitment toward the immigrant for what might be an indefinite period of time, or there is a specific reason (other than the passage of time) to question the veracity of the income stated on the Form I-134 or the accompanying document(s), you should request additional evidence (i.e., statement from an employer showing the sponsor's salary and the length and permanency of employment, recent pay statements, or other financial data).