Bank Statements for interview ...

[SteveColo 0]

I've seen/read some comments that their not all that necessary ... but ... what kind of statements would you submit? I mean you wouldn't want to print off pages and pages and pages of your checking account activity would you?

Thanks

Edited April 22, 2009 by SteveColo

[JSmooth619 0]

I mean you would print off pages and pages and pages of you checking account activity would you?

Thanks

Thats what I am planning to take tomorrow.

I think the main thing is they want to see BOTH name on the account.

Good luck!

[Beth/ Paris Heart 2]

I mean you would print off pages and pages and pages of you checking account activity would you?

Thanks

Thats what I am planning to take tomorrow.

I think the main thing is they want to see BOTH name on the account.

Good luck!

Also, since you have joint chcking, and if you both have Debit cards to that account, show that both parties have made purchases with the joint cards, same thing if you have a joint credit card.

[I Miss Her 0]

I've seen/read some comments that their not all that necessary ... but ... what kind of statements would you submit? I mean you wouldn't want to print off pages and pages and pages of your checking account activity would you?

Thanks

Monthly bank statement.

[Gary and Alla 3,694]

I've seen/read some comments that their not all that necessary ... but ... what kind of statements would you submit? I mean you wouldn't want to print off pages and pages and pages of your checking account activity would you?

Thanks

Hello Steve!

Last year, when we had our K-1 interview, I submitted my 2007 tax return. For 2007 I was self employed most of the year. I included my schedule C, of course. I also attached a bank letter for the previous 12 months which I thought was a good "check and balance" against my claimed income on the income tax return. Other than that if your income from a regular job with w-2s and check stubs is sufficient there is no need for a bank letter or bank statements. Not for Kiev, anyway. They never looked at my bank letter. As far as statements, it depends on the format. The first page of my bank statements give a summary of the month's activity and if I were to present them I would use only the first page showing total deposits (which is really the only thing they look at if they even look at that). They don't care to see all your transactions and balance is only useful if using assets for qualification.

For the K-2 interview we will have in June, I have no plan to give a bank letter or statement as I now have my 2008 return and more than one year at the same employer with w-2s and check stubs. As always, more is better. You can always take it back out with you. Give the summary sheet of your statements if you want to show those.

[Brad and Vika 129]

Just wanted to say "good luck". Since we did a K-1, there was no joint anything to submit. I am sure you will do well Steve.