Affidavit of Support for AOS question

[Messybrownhair 251]

So here's the deal.

My fiance (I am the beneficiary) is in the PA National Guard and he is also a security guard on the side. He graduated from Military school May 2010 and started work last year officially (as a commissioned officer). For k1 we were approved even without any tax things (w2 and 1040) based solely on his employment letter, military orders and salary forms from the NG and Securitas. But that was because he had been working less than a year then and so he's never had any w2s or anything. But when we file AOS (April 2011) we will need to show his 2010 tax returns right? He has his w2 but he does not know where to get the 1040 or what to do afterwards, this is the first time we're doing this. Can someone help? What exactly do we need and how do we go on about in obtaining it?

His dad will be a co-sponsor, but he is a self-employed man owning a construction company so i think he files it differently (though he will give us his last 3-years tax returns and he makes a lot of money)

hope someone can enlighten me! all the military has given him is the w2. we dont know whats next! THANKS

[Harpa Timsah 13,258]

The 1040 is the tax return form that he files himself (it is often referred to as simply "tax return"). He will fill it out ( here http://www.irs.gov/pub/irs-pdf/f1040.pdf) and in doing so calculate whether or not his tax withholdings were correct. He will send in his W2 with the 1040 to show his wages. This and any other supplements he may be required to file (different for every person) will constitute the "complete tax return" required for the I-864. Since he was not married at the end of 2010, he will file as "single." Good luck.

[ADAMandKAREN 15]

To get a 1040 he needs to prepare his taxes. If he wants help with this he could go to H&R block (just search google for a location near you). They will probably charge $30-$50 if his only tax document is a W-2. they will fill out the 1040 for you.

If he wants to do the taxes on his own he could go to a tax prep website. there are many. Turbotax.com is one of the most popular. there is also taxact.com many more. My company makes one called complete tax http://www.wkus.completetax.com

If he graduated from school in 2010 then he will probably get a tax document from the school. It's called a 1098-T and will allow him to get a credit on his taxes (depending on how much tuition he paid vs had paid for him by scholarships).

[Messybrownhair 251]

Lol he assumed that the military will file it for him. Okay thanks everyone and we will get to work on this right away! Does it take long to get back? Where do we send it to? We send both the w2 from his army and security company right?

[Inky 1,110]

Military does not file taxes for you. BUT he can go on base and get free tax preperation by them. He will have to book an appointment for it and they will do all his forms for free after which he can choose either electronic submission or mail submission. Electronic can bring a faster tax return usually.

[ADAMandKAREN 15]

yes, follow Inky's advice. I don't know much about the military but what inky said makes sense. And bring all W-2s and the 1098-T (the school should have sent that) to the appointment.

[Harpa Timsah 13,258]

Lol he assumed that the military will file it for him. Okay thanks everyone and we will get to work on this right away! Does it take long to get back? Where do we send it to? We send both the w2 from his army and security company right?

Ask your fiance to ask his dad to have a talk about taxes. Where to send and what to send are in the instructions. You don't "get it back." You must make a photocopy for your records before you send it out. If you use a tax prep company, they will give you a copy. You may get money back, but the IRS keeps the form for themselves. Good luck.

1040 instructions here:

http://www.irs.gov/pub/irs-pdf/i1040.pdf

Edited January 24, 2011 by Harpa Timsah

[Barbara J 115]

Lol he assumed that the military will file it for him. Okay thanks everyone and we will get to work on this right away! Does it take long to get back? Where do we send it to? We send both the w2 from his army and security company right?

Yeah the military will do his tax for him as he is active yes? Once you do that and you get it electronically which is so much faster right into your account,(approx 2 weeks) but as he will file single they slug single men here in the states depending on what he earned. Send all that off with your AOS and then wait again.

Edited January 24, 2011 by Barbara J

[Inky 1,110]

Yeah the military will do his tax for him as he is active yes? Once you do that and you get it electronically which is so much faster right into your account,(approx 2 weeks) but as he will file single they slug single men here in the states depending on what he earned. Send all that off with your AOS and then wait again.

Don't have to be active just have to have military ID you can be a retired military or a military veteran. They will do your taxes on base for free. You just have to make an appointment with them.

They don't just do the taxes automatically tho.

You must go and bring your forms to the appointment is what I was meaning.

[Barbara J 115]

Don't have to be active just have to have military ID you can be a retired military or a military veteran. They will do your taxes on base for free. You just have to make an appointment with them.

They don't just do the taxes automatically tho.

You must go and bring your forms to the appointment is what I was meaning.

MMM My husband is retired military and we went to H&R Block was quicker as we walked straight in lol

[Messybrownhair 251]

You all have been most helpful. I will make sure he reads this and we get it started soon. Thanks!!!

[VanessaTony 3,567]

Don't have to be active just have to have military ID you can be a retired military or a military veteran. They will do your taxes on base for free. You just have to make an appointment with them.

They don't just do the taxes automatically tho.

You must go and bring your forms to the appointment is what I was meaning.

Military veteran you say? On base?... good to know. Doubt there's a base near us but I know the H&R block charged us about $150 last year to file and we only had Tony's W2 and student loan. I didn't earn anything. $150 was not what we were expecting but we got a nice return so it wasn't the end of the world.

[Messybrownhair 251]

Hi Just a quick update.

We have his w2 from the National Guard, and the 1098-T and we are still waiting for the w2 from the security company.

I have another question that might seem silly, when we go somewhere to file the taxes, do we get like 2 copies of the 1040? do we send the "original" or do we photocopy? how about the w2? coz don't we need it for the AOS as well? or is it easy to get copies of it? just wondering, and thanks!

lastly, will it matter if he hasn't earned much for 2010? i mean he's only been working since june, and it's not much. if we have a co-sponsor, do you think we will be okay? his dad makes over 60k a year.

thanks again!

[Messybrownhair 251]

ANYBODY?

[payxibka 10,044]

Hi Just a quick update.

We have his w2 from the National Guard, and the 1098-T and we are still waiting for the w2 from the security company.

I have another question that might seem silly, when we go somewhere to file the taxes, do we get like 2 copies of the 1040? do we send the "original" or do we photocopy? how about the w2? coz don't we need it for the AOS as well? or is it easy to get copies of it? just wondering, and thanks!

lastly, will it matter if he hasn't earned much for 2010? i mean he's only been working since june, and it's not much. if we have a co-sponsor, do you think we will be okay? his dad makes over 60k a year.

thanks again!

just send a photocopy of the entire return including the w-2's, et al...

if you need a co-sponsor it is fine