once more I-134... tax returns

[Anna & Byron 0]

hi again,

just wondering the new instructions say tax returns only if self-employed. so all my angel is sending me is:

-notarized i-134

-paper from work

-last 4 paystubs

-paper from bank

-the last 3 bank statements

will that be enough? he makes 44K (letter from work) a year but started working in that company just last summer and he never deposited his pay checks really -.-

well he could add the last tax return, just nothing older... kinda scared since i keep reading ppl add tax returns o.O

[✿Ice Rain✿ 0]

Hi,

Please include IRS tax transcripts for the past 3 years, this is important.

Since his income is already over the poverty level , it is not necessary anymore to disclose the bank statements.

-Shape

hi again,

just wondering the new instructions say tax returns only if self-employed. so all my angel is sending me is:

-notarized i-134

-paper from work

-last 4 paystubs

-paper from bank

-the last 3 bank statements

will that be enough? he makes 44K (letter from work) a year but started working in that company just last summer and he never deposited his pay checks really -.-

well he could add the last tax return, just nothing older... kinda scared since i keep reading ppl add tax returns o.O

Edited April 19, 2008 by SHAPE OF MY HEART

[Anna & Byron 0]

so the instruction part of the I-134 saying only needed if self-employed is wrong?

ty for the answer guess we have a prob then *sigh*

[pushbrk 12,146]

so the instruction part of the I-134 saying only needed if self-employed is wrong?

ty for the answer guess we have a prob then *sigh*

Don't confuse requirments with recommended best practices. The form's instructions are correct but in general it is a best practice to include three years of tax transcripts. If doing so will actually make the financial situation look less favorable, then don't do it. I wouldn't included bank statements if the income is sufficient.

[SnowyTater 0]

Hi,

I've been having this very same frustrating problem. It does sound like most people attach the last 3 years' tax returns but this is in no way required. The instructions vs. what everyone else does confused the heck out of me too.

Just looked up your US embassy in Germany and here's their instructions: http://germany.usembassy.gov/root/pdfs/vis...heet_-i-134.pdf

Every embassy is different in what they require is the thing. Your embassy happens to have the same requirements as the one my SO has to go through in London, which is to provide 'at least 2 of the following'. So according to that, you should be good to go on what you have already.

Note that it also only asks for the past year's tax returns, so if your fiance has those then go ahead and include them, I say. But I think 3 years is overkill and if it's a hassle don't bother. I think you're sending in more than ample evidence.

I've asked people and the worst that happens if they don't think you have enough evidence at the interview, is that they give you a slip telling you to gather the requested information and mail it into them as soon as you can. Then they issue the visa. You don't have to re-interview or travel back to the embassy or anything, so it's not that bad or some irrevocable error.

Just letting you know because this is the same thing I've been going aaah about for the past week before figuring everything out And thanks to rebeccajo and others for leading me through all that.

[eric_and_teresa 10]

kinda scared since i keep reading ppl add tax returns o.O

I agree with SnowyTater, our Consulate here asked for copies of the federal taxes paid during the last 2 years. So it doesn't matter that the instructions on I-134 say "only if self employed", we also need to submit those copies, even when my fiance is not self employed.

[tallcoolone 102]

I live in USA.

I am Self Employed, Been that way for the last 10 years.

I get a 1099 from people whom I do work for. This is used in place of a W-2.

Just bring one year of taxes if it is beneficial for the visa. If bringing the last 3 years is beneficial then bring it, if not just do what instructions say on USCIS form.

C. If Self-Employed:

1. Copy of last income tax return filed

2. Report of Comericial rating concern

[tallcoolone 102]

Hi,

Please include IRS tax transcripts for the past 3 years, this is important.

Since his income is already over the poverty level , it is not necessary anymore to disclose the bank statements.

-Shape

hi again,

just wondering the new instructions say tax returns only if self-employed. so all my angel is sending me is:

-notarized i-134

-paper from work

-last 4 paystubs

-paper from bank

-the last 3 bank statements

will that be enough? he makes 44K (letter from work) a year but started working in that company just last summer and he never deposited his pay checks really -.-

well he could add the last tax return, just nothing older... kinda scared since i keep reading ppl add tax returns o.O

How do we know his income is over the poverty level? Only Federal Income Tax Return will prove that.

Having a letter from an employer or friend will only show what they think he may or might not make this year, It is only an estimated amount.

Edited April 20, 2008 by tallcoolone

[Ursa Tripudio 2]

Don't confuse requirments with recommended best practices. The form's instructions are correct but in general it is a best practice to include three years of tax transcripts. If doing so will actually make the financial situation look less favorable, then don't do it. I wouldn't included bank statements if the income is sufficient.

I hope I can get by with two years of tax statements. I took 2005 off and did not file for that year. My bank statements show why I was able to do that.

I've been a little worried that would trip me up.

[sanfranguy 0]

I would do 2 or more years of returns and the actual w2's or 1099's (wichever applies to you). I unfortunatly couldnt get copies of transcripts in time so I only gave my fiance the 1099 and tax return form of 2007 along with recent paystubs for about 3 months. She got the visa with no problem for her and her daughter. Note that this was in Juarez, Mexico so I would provide more years if you can since all consulates dont work the same way. good luck.

[Ursa Tripudio 2]

I would do 2 or more years of returns and the actual w2's or 1099's (wichever applies to you). I unfortunatly couldnt get copies of transcripts in time so I only gave my fiance the 1099 and tax return form of 2007 along with recent paystubs for about 3 months. She got the visa with no problem for her and her daughter. Note that this was in Juarez, Mexico so I would provide more years if you can since all consulates dont work the same way. good luck.

That's good to know. Thank you!

[BigCityDave 0]

Tax return forms as in the forms you receive from your employer correct?

[tallcoolone 102]

Tax return forms as in the forms you receive from your employer correct?

Tax returns as in what you turned into Uncle Sam. (1040, etc.)

[pushbrk 12,146]

Tax return forms as in the forms you receive from your employer correct?

No, a tax return is what you file to tell the IRS how much you own them or how much they owe you. A complete return includes at least a 1040 or 1040EZ and any w2's or 1099's you may have received.

My tax return includes about 20 pages. Some are much thicker. Many are just two pages and a W2 form.

That's why we recommend and they prefer IRS Transcripts of the returns.

Edited April 20, 2008 by pushbrk

[BigCityDave 0]

Tax return forms as in the forms you receive from your employer correct?

No, a tax return is what you file to tell the IRS how much you own them or how much they owe you. A complete return includes at least a 1040 or 1040EZ and any w2's or 1099's you may have received.

My tax return includes about 20 pages. Some are much thicker. Many are just two pages and a W2 form.

That's why we recommend and they prefer IRS Transcripts of the returns.

Thanks for the clarification.