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daphne2109

joint federal & state tax returns docs

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Hi all,

for who has already sent the docs to the immigration dept. & for your personal experiences, do you suggest to send the photocopy of just the simple forms of the joint federal & state tax returns filled out the last couple of years, or besides obviuosly that, it is raccomandable to send along also all the photocopies of the attachments that were sent along with the forms to IRS?

Thanks in adavance guys!!!!! :star:


K1 VISA: 07/25/06 GOT VISA!!!!!!

30th of September 2006 WEDDING

AOS:01/29/2007 received Permanent Resident Card (GC)

ROC:04/11/2009 received Permanent Resident Card (GC) expiring in 2019!!!!

N-400:

on 05/21/2010 Sent out docs to Arizona Lockbox Facility address via USPS

on 06/30/2010 Biometrics

on 09/24/2010 Interview Day - Passed the Test

on 10/19/2010 Oath - USA CITIZEN!!!!!

on 10/20/2010 I requested the US Passport

on 11/02/2010 the US Passport was received by Priority Mail

on 11/03/2010 @ the Social Security Office I changed my status from Resident to US Citizen

ON THE 3RD OF NOV.2010 MY JOURNEY ENDS, WHICH STARTED IN DEC. 2005!!!!!!!THANKS TO VJ & VJ PPL!!!!!!!!

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I have just used copies of my forms (I file electronically so the forms and the copies are unsigned). Never had a problem. Don't forget to include W-2s. And you do not need to send in State forms - just the Federal forms (1040). Good Luck


2005

K1

March 2 Filed I-129 F

July 21 Interview in Bogota ** Approved ** Very Easy!

AOS

Oct 19 Mailed AOS Packet to Chicago

2006

Feb 17 AOS interview in Denver. Biometrics also done today! (Interviewing officer ordered them.)

Apr 25 Green card received

2008

Removal of conditions

March 17 Refiled using new I-751 form

April 16 Biometrics done

July 10 Green card production ordered

2009

Citizenship

Jan 20 filed N400

Feb 04 NOA date

Feb 24 Biometrics

May 5 Interview - Centennial (Denver, Colorado) Passed

June 10 Oath Ceremony - Teikyo Loretto Heights, Denver, Colorado

July 7 Received Passport in 3 weeks

Shredded all immigration papers Have scanned images

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For the federal tax returns, we requested transcripts from the IRS. It was very easy to order them through the automated IRS phone line (1-800-829-0922), and they took less than a week to arrive.

For the state tax returns, we just sent a photocopy of the first pages showing that we filed jointly. We didn't think it was worth sending all the other attachments.

Like motu, we included the W2's with the returns.


JOURNEY HIGHLIGHTS

04/23/05: Sent fiance petition (I-129F) to VSC

10/26/05: K-1 visa in hand

02/17/06: Flight to U.S. - POE Anchorage

03/01/06: We got married!!

03/04/06: Applied for Adjustment of Status

07/31/06: Received 2-Year Green Card in the mail

04/08/08: Sent application for Removal of Conditions to VSC

03/20/09: Received 10-year Green Card in the mail

04/11/09: Mailed N-400 application to Lewisville, TX Lockbox

08/18/09: Citizenship interview in Garden City, NY

08/27/09: Sworn in as a U.S. Citizen in Brooklyn Court House

08/29/09: Applied for U.S. Passport (routine service)

09/25/09: Received U.S. Passport in the mail

* Our Journey is Complete ! *

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Tks alot l.j. & motu for replying to me!!!!! :star:


K1 VISA: 07/25/06 GOT VISA!!!!!!

30th of September 2006 WEDDING

AOS:01/29/2007 received Permanent Resident Card (GC)

ROC:04/11/2009 received Permanent Resident Card (GC) expiring in 2019!!!!

N-400:

on 05/21/2010 Sent out docs to Arizona Lockbox Facility address via USPS

on 06/30/2010 Biometrics

on 09/24/2010 Interview Day - Passed the Test

on 10/19/2010 Oath - USA CITIZEN!!!!!

on 10/20/2010 I requested the US Passport

on 11/02/2010 the US Passport was received by Priority Mail

on 11/03/2010 @ the Social Security Office I changed my status from Resident to US Citizen

ON THE 3RD OF NOV.2010 MY JOURNEY ENDS, WHICH STARTED IN DEC. 2005!!!!!!!THANKS TO VJ & VJ PPL!!!!!!!!

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Sorry to ask a stupid q and I apologize if I'm thread-jacking... but do we have to include the W2's? I only ask, because my hubby is retired and doesn't have one, so the majority of the income is from my wages (CPR)? Obviously we've filed jointly and I have the tax transcripts, but I don't have a W2 for both of us - so will that look odd?

Thanks...


AOS: ND - June 5 2006 | RFE - June 15 2006 | FP Notice - June 30 (Rescheduled to Sept 16) | AP ND - August 14 2006| Walk-in FP - Sept 5 (FP cleared next day!) | Interview - Sept 8 2006 (Approved!) | Welcome Letter - Sept 13 | EAD received - Sept 19 (kinda moot since I'm waiting for GC) | GC received - Sept 23 2006 - Woohoo!!

I-751: 06/10/08 Mailed package to VSC direct (per memo instructions) not TSC. The wait begins... | 06/11/08 Package received at VSC (12.12pm) | 06/19/08 Check cashed | 06/20/08 Received NOA1 in the mail - ND is 06/17/08 | 07/10/08 Received Biometrics Appt Letter - ND is 7/7/08 | 07/22/08 Biometrics (had to do ink & paper also...) | 07/22/08 Touched | 07/23/08 Touched | 02/11/09 Transferred to CSC (got email)... | 02/12/09 Touched | 02/20/09 Touched (but no email) | 03/24/09 Approval letter arrives in the mail! Approval date is 3/18/09 from VSC | 04/03/09 Received card, postmarked 3/31 from CSC

N-400: 06/11/09 Mailed to Lewisville Lockbox | 06/12/09 Package received at Lockbox and signed for at 1.31pm | 06/18/09 Check Cashed | 06/19/09 NOA, PD 06/12/09 | 07/06/09 Biometrics letter received, ND is 07/02/09 | 07/24/09 Biometrics appointment | 08/06/09 IL received, ND 08/03/09 | Interview 09/14/09 at 9.30am (approved!) | Oath 10/21/09 | USC

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it is what it is really, you are providing the same and exact info you provided to the IRS !!!!

:blush:


"For with God nothing shall be impossible - Luke 1:37"

Details of older petition timelines are in "Our Story" section

May 28, 2009 - Filed N-400 application for Naturalization

June 08, 2009 - NOA 1 received in the mail dated June 01,2009

June 15, 2009 - Biometrics Appt Letter received for July 02, 2009

July 02, 2009 - Biometrics Done - awaiting interview letter

July 13, 2009 - Interview Letter Received for Sept 09, 2009

Sept 09, 2009 - Interview Passed - Thank you Lord Jesus !!!

Sept 17, 2009 - Oath Ceremony - COBO Hall Detroit, MI - Done, registered to vote + updated Social Security record

Sept 18, 2009 - Applied for US Passport

Oct 06, 2009 - New Social Security card received in the mail

Oct 08, 2009 - US Passport received in the mail

Oct 09, 2009 - Naturalization Certificate received in the mail

Oct 20, 2009 - Received Voter's Registration Card

Oct 20, 2009 - Our Visa Journey Completed - Thank you Lord Jesus !!!

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it is what it is really, you are providing the same and exact info you provided to the IRS !!!!

:blush:

True - I just wasn't sure - since its all joint, I didn't know if USCIS really cared about who earns what... sorry if I was asking a dumb thing... but its good to know, since I hadn't seen this before...

Thanks!


AOS: ND - June 5 2006 | RFE - June 15 2006 | FP Notice - June 30 (Rescheduled to Sept 16) | AP ND - August 14 2006| Walk-in FP - Sept 5 (FP cleared next day!) | Interview - Sept 8 2006 (Approved!) | Welcome Letter - Sept 13 | EAD received - Sept 19 (kinda moot since I'm waiting for GC) | GC received - Sept 23 2006 - Woohoo!!

I-751: 06/10/08 Mailed package to VSC direct (per memo instructions) not TSC. The wait begins... | 06/11/08 Package received at VSC (12.12pm) | 06/19/08 Check cashed | 06/20/08 Received NOA1 in the mail - ND is 06/17/08 | 07/10/08 Received Biometrics Appt Letter - ND is 7/7/08 | 07/22/08 Biometrics (had to do ink & paper also...) | 07/22/08 Touched | 07/23/08 Touched | 02/11/09 Transferred to CSC (got email)... | 02/12/09 Touched | 02/20/09 Touched (but no email) | 03/24/09 Approval letter arrives in the mail! Approval date is 3/18/09 from VSC | 04/03/09 Received card, postmarked 3/31 from CSC

N-400: 06/11/09 Mailed to Lewisville Lockbox | 06/12/09 Package received at Lockbox and signed for at 1.31pm | 06/18/09 Check Cashed | 06/19/09 NOA, PD 06/12/09 | 07/06/09 Biometrics letter received, ND is 07/02/09 | 07/24/09 Biometrics appointment | 08/06/09 IL received, ND 08/03/09 | Interview 09/14/09 at 9.30am (approved!) | Oath 10/21/09 | USC

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Sorry to ask a stupid q and I apologize if I'm thread-jacking... but do we have to include the W2's? I only ask, because my hubby is retired and doesn't have one, so the majority of the income is from my wages (CPR)? Obviously we've filed jointly and I have the tax transcripts, but I don't have a W2 for both of us - so will that look odd?

Thanks...

Include your W-2 and his 1099R (If he gets one from his pension). If you provide the same source documents that you provide to IRS - you are Ok - if you don't have one - thats not unusual. Good Luck


2005

K1

March 2 Filed I-129 F

July 21 Interview in Bogota ** Approved ** Very Easy!

AOS

Oct 19 Mailed AOS Packet to Chicago

2006

Feb 17 AOS interview in Denver. Biometrics also done today! (Interviewing officer ordered them.)

Apr 25 Green card received

2008

Removal of conditions

March 17 Refiled using new I-751 form

April 16 Biometrics done

July 10 Green card production ordered

2009

Citizenship

Jan 20 filed N400

Feb 04 NOA date

Feb 24 Biometrics

May 5 Interview - Centennial (Denver, Colorado) Passed

June 10 Oath Ceremony - Teikyo Loretto Heights, Denver, Colorado

July 7 Received Passport in 3 weeks

Shredded all immigration papers Have scanned images

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Why would they want W2's? They're not checking for proof of ability to financially support, only proof of co-mingling of finances. A W2 would not be joint, so what would it show?

Yeah - that's what I was wondering too... but if everyone's sending them in, then that's what we'll do too - even though I don't understand what W2s/1099s contribute that the tax transcript doesn't already show...


AOS: ND - June 5 2006 | RFE - June 15 2006 | FP Notice - June 30 (Rescheduled to Sept 16) | AP ND - August 14 2006| Walk-in FP - Sept 5 (FP cleared next day!) | Interview - Sept 8 2006 (Approved!) | Welcome Letter - Sept 13 | EAD received - Sept 19 (kinda moot since I'm waiting for GC) | GC received - Sept 23 2006 - Woohoo!!

I-751: 06/10/08 Mailed package to VSC direct (per memo instructions) not TSC. The wait begins... | 06/11/08 Package received at VSC (12.12pm) | 06/19/08 Check cashed | 06/20/08 Received NOA1 in the mail - ND is 06/17/08 | 07/10/08 Received Biometrics Appt Letter - ND is 7/7/08 | 07/22/08 Biometrics (had to do ink & paper also...) | 07/22/08 Touched | 07/23/08 Touched | 02/11/09 Transferred to CSC (got email)... | 02/12/09 Touched | 02/20/09 Touched (but no email) | 03/24/09 Approval letter arrives in the mail! Approval date is 3/18/09 from VSC | 04/03/09 Received card, postmarked 3/31 from CSC

N-400: 06/11/09 Mailed to Lewisville Lockbox | 06/12/09 Package received at Lockbox and signed for at 1.31pm | 06/18/09 Check Cashed | 06/19/09 NOA, PD 06/12/09 | 07/06/09 Biometrics letter received, ND is 07/02/09 | 07/24/09 Biometrics appointment | 08/06/09 IL received, ND 08/03/09 | Interview 09/14/09 at 9.30am (approved!) | Oath 10/21/09 | USC

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Why would they want W2's? They're not checking for proof of ability to financially support, only proof of co-mingling of finances. A W2 would not be joint, so what would it show?

Yeah - that's what I was wondering too... but if everyone's sending them in, then that's what we'll do too - even though I don't understand what W2s/1099s contribute that the tax transcript doesn't already show...

It doesn't show anything. Maybe some people have gotten approved after sending in photos of their a$$ too, but that doesn't mean I would imply that it was a requirement. :P

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Why would they want W2's? They're not checking for proof of ability to financially support, only proof of co-mingling of finances. A W2 would not be joint, so what would it show?

Yeah - that's what I was wondering too... but if everyone's sending them in, then that's what we'll do too - even though I don't understand what W2s/1099s contribute that the tax transcript doesn't already show...

It doesn't show anything. Maybe some people have gotten approved after sending in photos of their a$$ too, but that doesn't mean I would imply that it was a requirement. :P

I believe all of you are right and a W-2 isn't required. However I was an accountant, CPA, tax expert for most of my working years and without the W2 or 1099 the tax return is not completely valid in my mind (Yes, I am a little stuck up on that) -

So I have sent it always - 1) With my citizenship application; 2) With my wife's K1 (with the I134); 3) With my wife's AOS; 4) with my wife's removal of conditions and in another year with my wife's citizenship. Good Luck to all of you, especially the ones who sent photos of their a** like Jenn states :lol:


2005

K1

March 2 Filed I-129 F

July 21 Interview in Bogota ** Approved ** Very Easy!

AOS

Oct 19 Mailed AOS Packet to Chicago

2006

Feb 17 AOS interview in Denver. Biometrics also done today! (Interviewing officer ordered them.)

Apr 25 Green card received

2008

Removal of conditions

March 17 Refiled using new I-751 form

April 16 Biometrics done

July 10 Green card production ordered

2009

Citizenship

Jan 20 filed N400

Feb 04 NOA date

Feb 24 Biometrics

May 5 Interview - Centennial (Denver, Colorado) Passed

June 10 Oath Ceremony - Teikyo Loretto Heights, Denver, Colorado

July 7 Received Passport in 3 weeks

Shredded all immigration papers Have scanned images

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We sent copies too (one year electronic file copies, the other is paper). No need to send State. States regulations are quite different. We filed jointly for Federal but separate for State because by PA law we cannot file joint (husband is paying child support-he is required to file separate state returns). I believe the lawer included all attachements for Federal return (not just first 2 pages-he made sure that all schedules are in the I-751 package).

I have just used copies of my forms (I file electronically so the forms and the copies are unsigned). Never had a problem. Don't forget to include W-2s. And you do not need to send in State forms - just the Federal forms (1040). Good Luck

Karina and Tomy

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hi we just sent in copies of the last 3 yrs fed tax return and did not include W-2s and was approved !


David & Divina (K1 and AOS Timeline)

05-08-2002 - Met Online (YM)

12-15-2003 - Met in Person

11-14-2004 - I-129F Sent

11-17-2004 - I-129F NOA1/Receipt and Case Number

02-03-2005 - I-129F NOA2/Approved

04-20-2005 - Received Packet 3&4

05-21-2005 - Divina's Medical Exam

05-27-2005 - Divina's Interview

06-02-2005 - Visa Received

07-07-2005 - Divina's US Entry

08-20-2005 - Marriage

SSN

09-08-2005 - Applied

09-21-2005 - Received

AOS

10-28-2005 - Date Filled

11-04-2005 - AOS Package Sent

11-10-2005 - NOA Date/AOS received

11-14-2005 - NOA for Biometrics

12-14-2005 - Biometrics Appointment/AOS only

03-29-2006 - AOS Interview - Approved

04-03-2006 - Welcome to USA Letter Received

04-08-2006 - GreenCard In-hand

Lifting Condition I-751

01-28-2008 - I-751 Package Sent to Nebraska Service Center

01-31-2008 - Check Cashed/Transferred to California Service Center

02-04-2008 - CRI89, PETITION TO REMOVE CONDITIONS OF PERMANENT RESIDENT STATUS RECEIVED

03-06-2008 - Biometrics/FBI was unable to process fingerprint card

03-25-2008 - 2nd Biometrics

05-03-2008 - I-751 Approved

05-08-2008 - 10 year Green Card received

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