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RealPi

IRS tax transcripts from local IRS office

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Filed: K-1 Visa Country: Greece
Timeline

Hey all,

So following upon the advice of many of you here, I went today to our local IRS office.

Indeed, it took me literally 5 minutes to have the transcripts in my hands. They only asked to see ID and since it was a joint filing with my wife they wanted to know both of our SSNs. However they did not even ask to see my SSN. I also found out that they can give past transcripts of any place you've filed at in the US, not only locally.

However, as I also expected, when I simply asked for "tax transcripts for 08 and 09" they DID ask me to be more specific and whether I was referring to "tax RETURN transcripts" ... I said yes.

Should I have asked for anything else too?

Anyway, what I got was this.

I am just the general format of the transcript I got, picking the 2008 one at random:

---

Tax Return Transcript [sSN#] 1040 [number]


IRS

This Product Contains Sensitive Taxpayer Data

Tax Return Transcript Request Date: 06-14-2010

Response Date: 06-14-2010

tracking Number: [number]

SSN Provided [number]

Tax Period Ending: Dec 31, 2008

The following items reflect the amount as shown on the return (PR), and the amount as adjusted (PC), if applicable. They do not show subsequent activity on the account.

SSN: [number] SPOUSE SSN: [number]

NAME(S) SHOWN ON RETURN: [NAMES]

ADDRESS: [address]

FILING STATUS: Married Filing Joint

FORM NUMBER: 1040

CYCLE POSTED: ....

RECEIVED DATE: Apr. 15, 2009

REMITTANCE: ...

EXEMPTION NUMBER:

DEPENDENT 1 NAME CTRL:

..etc.

Income

WAGES, SALARIES, TIPS, ETC: ...

TAXABLE INTEREST INCOME: SCH B: ...

TAX-EXEMPT INTEREST: ...

...

etc.

It continues on p.2, etc. 7 pages overall.

(They include: Income, Adjustments to Income, Tax and Credits, Other Taxes, Payments, Refunds or Amount owed, Third Party Designee, Interest and Dividends,

Schedule E -- Supplemental Income and Loss, with sub-headings,

Form 1116 -- Foreign Tax Credit with subheadings, Parts I-IV

Form 8863 -- Education Credits (Hope and Lifetime Learning Credits)

So will these transcripts suffice?

It basically comes to my old question which still remains unclear, namely: is the CIS satisfied with Tax RETURN Transcripts or does it need other things as well e.g. Tax ACCOUNT Transcripts or Tax RECORD transcripts etc.?

Has anyone submitted these before and do they suffice?

Thanks for reading this! :)

Real Pi

Edited by RealPi

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Filed: K-1 Visa Country: Greece
Timeline

I sent them the same tax return transcripts and so far I have done my biometrics and haven't heard anything bad from uscis so i assume it's all good.

Thanks for the reply. That sounds encouraging. I will go back to the IRS office later this week and see if they can give us some more info.

RealPi

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Filed: Citizen (apr) Country: Canada
Timeline

Yes, that is all you need. Local office is great isn't it? :thumbs:

I wasn't aware of this either but I now have the info for our local office bookmarked. Thanks for the tip! :thumbs:


USCIS

NOA1 08/19/08

NOA2 01/20/09

NVC

Received 01/26/09

Completed 02/13/09 (19 Days)

Interview Assigned 03/27/09 (6 weeks after NVC completion)

Medical

04/14/09 (Toronto)

Interview

Montreal 05/12/09 (88 days after NVC completion) **APPROVED**

POE

06/16/09 Buffalo

07/02/09 Welcome Letter Received

07/07/09 Applied for SSN

07/10/09 "Card production ordered" email received

07/13/09 SSN received

07/14/09 "Approval notice sent" email received

07/17/09 GREEN CARD received

Removal of Conditions

03/21/11 I-751 mailed to VSC

03/23/11 I-751 received at VSC

03/29/11 Cheque Cashed

03/30/11 NOA1 received (3/24/11)

04/11/11 Biometrics appointment notice received

05/05/11 Biometric appointment

12/13/11 **Approval date** (5 days short of 9 months!)

12/19/11 Approval letter and green card received

Naturalization

05/16/2019 Filed online (estimated completion February 2020)

05/18/2019 Biometrics scheduled

05/21/2019 Receipt notice and biometrics notices posted to online account.05/23/2019 Hard copy of NOA1 received

05/24/2019 Hard copy of biometrics appointment received

06/07/2019 Biometrics appointment (estimated completion January 2020)

12/31/2019 Email received "Interview scheduled"

01/01/2020 Interview date notice posted to online account (02/19/2020)

01/05/2019 Hard copy of interview appointment received

02/19/2020 Interview (**Approved**) and same day Oath Ceremony. 

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Filed: IR-1/CR-1 Visa Country: China
Timeline

I use this page for 'definitions' -

http://www.irs.gov/individuals/article/0,,id=110571,00.html 

and I hope the clerk at the desk does , as well.

Good Luck !


Sometimes my language usage seems confusing - please feel free to 'read it twice', just in case !
Ya know, you can find the answer to your question with the advanced search tool, when using a PC? Ditch the handphone, come back later on a PC, and try again.

-=-=-=-=-=R E A D ! ! !=-=-=-=-=-

Whoa Nelly ! Want NVC Info? see http://www.visajourney.com/wiki/index.php/NVC_Process

Congratulations on your approval ! We All Applaud your accomplishment with Most Wonderful Kissies !

 

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Filed: Citizen (apr) Country: Canada
Timeline

I use this page for 'definitions' -

http://www.irs.gov/individuals/article/0,,id=110571,00.html 

and I hope the clerk at the desk does , as well.

Good Luck !

More great info for future reference. Thanks Darnell! :)


USCIS

NOA1 08/19/08

NOA2 01/20/09

NVC

Received 01/26/09

Completed 02/13/09 (19 Days)

Interview Assigned 03/27/09 (6 weeks after NVC completion)

Medical

04/14/09 (Toronto)

Interview

Montreal 05/12/09 (88 days after NVC completion) **APPROVED**

POE

06/16/09 Buffalo

07/02/09 Welcome Letter Received

07/07/09 Applied for SSN

07/10/09 "Card production ordered" email received

07/13/09 SSN received

07/14/09 "Approval notice sent" email received

07/17/09 GREEN CARD received

Removal of Conditions

03/21/11 I-751 mailed to VSC

03/23/11 I-751 received at VSC

03/29/11 Cheque Cashed

03/30/11 NOA1 received (3/24/11)

04/11/11 Biometrics appointment notice received

05/05/11 Biometric appointment

12/13/11 **Approval date** (5 days short of 9 months!)

12/19/11 Approval letter and green card received

Naturalization

05/16/2019 Filed online (estimated completion February 2020)

05/18/2019 Biometrics scheduled

05/21/2019 Receipt notice and biometrics notices posted to online account.05/23/2019 Hard copy of NOA1 received

05/24/2019 Hard copy of biometrics appointment received

06/07/2019 Biometrics appointment (estimated completion January 2020)

12/31/2019 Email received "Interview scheduled"

01/01/2020 Interview date notice posted to online account (02/19/2020)

01/05/2019 Hard copy of interview appointment received

02/19/2020 Interview (**Approved**) and same day Oath Ceremony. 

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