Authorization for Release of Federal Tax Data?

[lgg 2]

For most of my research and LingChe's Shortcuts, I haven't seen this mentioned and then i went onto the NVC help site and this form is mentioned.

Do we need this? My USC husband is sending 3 years of tax transripts and W2s, is that correct?

Thanks so much...

LGG

[imaisha 0]

Could you send us a link to where it was mentioned? You don't need it, I'm just curious about why they'd mention it. I think it must be outdated information.

If you are sending tax transcripts the W2s are not necessary. Only send the W2s if you are sending copies of the tax return itself.

[lgg 2]

http://www.visajourney.com/forums/index.php?showtopic=117

If you scroll down to I-864 section.

I'm thinking, based on more reading, that this is an obsolete practice now, jsut like getting the last page of the AOS signed by the petitioner and then notorized.

I am sorry but it's really easy to be on track and then all of sudden get thrown when you read something that doesn't jibe.

I do believe that this is old information, tho...

Thanks and if you think/know something else, let me k now?

Best,

LGG

[imaisha 0]

Oh yep that's definitely an outdated version of James's shortcuts. A more recent version can be found here: http://www.visajourney.com/wiki/index.php/...#39;s_Shortcuts , though the LingChe shortcuts cover basically all of the same info. You're still right on track, no worries!

[lgg 2]

Thanks a lot, imaisha...

I think that's what most people look for, just knowing that they're on track and such.

Thanks again,

LGG

I think I'll stick with LingChe's as so far, they've not let me down and they're easy and concise.

Oh yep that's definitely an outdated version of James's shortcuts. A more recent version can be found here: http://www.visajourney.com/wiki/index.php/...#39;s_Shortcuts , though the LingChe shortcuts cover basically all of the same info. You're still right on track, no worries!

[OBX 51]

If you are sending tax transcripts the W2s are not necessary. Only send the W2s if you are sending copies of the tax return itself.

^^ Agreed, no W2s required if you are sending transcripts. Good luck

[lgg 2]

Hein???

That confused me. Tax transcripts are what compared to a copy? Doesn't transcript mean a copy?

Sorry, that confused me a bit...

Thanks...

:|

If you are sending tax transcripts the W2s are not necessary. Only send the W2s if you are sending copies of the tax return itself.

^^ Agreed, no W2s required if you are sending transcripts. Good luck

[lgg 2]

actually, I think I got it. Copy being a photo copy that we make ourselves of the stuff we sent in and transcript being an official transcript from the IRS.

Thus the copies need the W2s as well?

Thanks...

:|

That's me, not quite smiling at my own confusion.

[imaisha 0]

A tax transcript is something that you order from the IRS. It's free and it lists the most important info line by line according to their records for that year.

A copy of the return would just be from your husband's records, like an actual photocopy of the form that he mailed in to the IRS. This version needs the W-2.

The reasoning is that anyone could make up any old tax return saying they've made a million bajillion dollars, but the W-2 shows the income that the employer reported, basically proving the income. So unless you've got the transcript that the IRS created (proving it was submitted) you've got to show more proof that you're not making up numbers willy nilly.

[lgg 2]

Million bajillion dollars, eh????

Yep, it sunk if shortly after my brilliant burst of '#######'?

Million bajillion dollars, indeed!

Hahahahahahaha!

A tax transcript is something that you order from the IRS. It's free and it lists the most important info line by line according to their records for that year.

A copy of the return would just be from your husband's records, like an actual photocopy of the form that he mailed in to the IRS. This version needs the W-2.

The reasoning is that anyone could make up any old tax return saying they've made a million bajillion dollars, but the W-2 shows the income that the employer reported, basically proving the income. So unless you've got the transcript that the IRS created (proving it was submitted) you've got to show more proof that you're not making up numbers willy nilly.

[lgg 2]

Do they need the original W2 or is a copy of that going to be okay?

Thanks alot...

I just figure I should figure this all out now instead of at the last minute.

A tax transcript is something that you order from the IRS. It's free and it lists the most important info line by line according to their records for that year.

A copy of the return would just be from your husband's records, like an actual photocopy of the form that he mailed in to the IRS. This version needs the W-2.

The reasoning is that anyone could make up any old tax return saying they've made a million bajillion dollars, but the W-2 shows the income that the employer reported, basically proving the income. So unless you've got the transcript that the IRS created (proving it was submitted) you've got to show more proof that you're not making up numbers willy nilly.

[imaisha 0]

Hehe I think a million bajillion dollars would be a fair salary- my boss not so much.

And a copy of the W-2 will be fine.

[lgg 2]

I was having that exact same thought! A million bajillion would totally set me up right! Gave me a good laugh.

And thank you SO much for your patient, concise replies. You're a peach.

Good luck with that million bajillion dollars thing.

Hehe I think a million bajillion dollars would be a fair salary- my boss not so much.

And a copy of the W-2 will be fine.

[imaisha 0]

You're very welcome! And good luck to you too hehe...