Is a Tax Return the same as the 1040????

[Blitz 3]

I feel like this is probably a stupid question....but I know that the sponsor (for the I-864) needs to submit either the official IRS Tax Trancripts (which I understand you get back from the gov't or can order by calling the IRS)....OR that they can submit a copy of the Tax Returns from their own records as long as they include the W-2s from their employer.

So my question is this - what does the "tax return" look like? Is that simply a copy of the 1040 form used to file the taxes?

I barely understand taxes in Canada, let alone the US.

Thanks in advance for any help.

[gmjdmj 2]

The 1040 form is exactly what it looks like or close to depending on the way that they are filed. Most people use the tax transcripts because the embassy prefers it. It shows that your taxes were filed and received by the IRS...hope this helps

[Malrothien 6]

We actually don't automatically get tax transcripts like you get Notice of Assessments here in Canada. Americans have to order them (for free) from the IRS.

[Mononoke28 134]

The tax return is the 1040 (or similar form) but it is not valid for immigration purposes without the corresponding W2 forms that are needed to file taxes. You need to submit copies of both. If the W2s are not available then a tax transcript is your next option. As Malrothien said, you can get them for free by calling the IRS.

Diana

Edited October 27, 2009 by Mononoke28

[vivekjay 1]

What about the State Tax. The IRS transcripts shows only the federal tax returns right? Is there similar transcripts that can be obtained from the state? In my case California.

[Blitz 3]

OK, now it makes sense! Thank you for clarifying it! Has anyone heard of someone being rejected (or RFE) for having the 1040 and W-2s, but not the transcripts? Even if it says you can do either one, I was just wondering if they are getting pickier about it. Thank you!

[lucyrich 19]

What about the State Tax. The IRS transcripts shows only the federal tax returns right? Is there similar transcripts that can be obtained from the state? In my case California.

Immigration is a federal matter, controlled by the federal government. They don't care about state taxes. Not all states even HAVE income taxes. You won't need to provide state tax returns at any point on the immigration journey.

[gpmaan 0]

The tax return is the 1040 (or similar form) but it is not valid for immigration purposes without the corresponding W2 forms that are needed to file taxes. You need to submit copies of both. If the W2s are not available then a tax transcript is your next option. As Malrothien said, you can get them for free by calling the IRS.

Diana

So do we send the original W2 and 1040 to NVC? or a photocopy is fine? From my understanding, you can only request a copy of 1040 and not an actual W2 from IRS.

[Malrothien 6]

The tax return is the 1040 (or similar form) but it is not valid for immigration purposes without the corresponding W2 forms that are needed to file taxes. You need to submit copies of both. If the W2s are not available then a tax transcript is your next option. As Malrothien said, you can get them for free by calling the IRS.

Diana

So do we send the original W2 and 1040 to NVC? or a photocopy is fine? From my understanding, you can only request a copy of 1040 and not an actual W2 from IRS.

You request a tax transcript, not a copy of your 1040.

[anitacastillo 0]

OK, now it makes sense! Thank you for clarifying it! Has anyone heard of someone being rejected (or RFE) for having the 1040 and W-2s, but not the transcripts? Even if it says you can do either one, I was just wondering if they are getting pickier about it. Thank you!

People do receive RFEs for not including the W-2 with the 1040.

Many have no problem with submitting the 1040 and the W-2s. (if the USC is self-employed the Sch C and any 1099s should also be included)

Good Luck!!!

[ez4u2nv 0]

So to make things clear.. I do not need a transcript from the irs If i filed electronically with H&R Block and printed the 1040a return records online. As long as i have the W-2's associtated with it?

Thanks