RFE - They want what i already sent!

[Simon and Janet 6]

I was asked for my 2009 and 2010 tax returns by USCIS in an RFE. Checked their website and they were reviewing the documents after i sent them in. About 2 days later they stated that they are issuing an RFE. Today i get a letter in the mail and it's for the same thing! I printed out my transcripts and sent them once already. I don't understand what they want!

[JimVaPhuong 4,863]

I was asked for my 2009 and 2010 tax returns by USCIS in an RFE. Checked their website and they were reviewing the documents after i sent them in. About 2 days later they stated that they are issuing an RFE. Today i get a letter in the mail and it's for the same thing! I printed out my transcripts and sent them once already. I don't understand what they want!

How did you print your own transcripts? A tax return transcript comes from the IRS.

What exactly did you send? The two things that are generally considered acceptable are either a complete copy of the tax return, or an IRS transcript of the tax return. A complete copy includes every form and supporting document that was sent to the IRS when the return was filed, or if you eFiled then every form and supporting document that would have been sent to the IRS had you filed a paper return. As I mentioned above, IRS transcripts come from the IRS. You have to order them and they will send them to you by mail. You can also request that they be faxed to you.

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

Remember that they must be tax return transcripts and NOT tax account transcripts.

[ryna 132]

Does this mean copies of the IRS transcripts aren't acceptable? I sent in copies (scanned and printed) of my IRS tax transcripts for both the I-134 at the consulate interview and the I-864 sent with AOS. I have yet to see an RFE for AOS (after 3 months) and had no issues with submitting copies at the visa interview. I just re-read the instructions and they say:

"You must provide either an IRS transcript or a photocopy

from your own records of your Federal individual income tax

return for the most recent tax year..."

and

"You are not required to have the IRS certify the transcript or

photocopy unless specifically instructed to do so by a

Government official; a plain transcript or photocopy is

acceptable."

Now, I'm wondering if they'll want to see the originals of mine as well...

[VanessaTony 3,567]

Remember that they must be tax return transcripts and NOT tax account transcripts.

Why do you think this? We submitted IRS account transcripts with no issue.

[Robert de Bonda 3]

I was asked for my 2009 and 2010 tax returns by USCIS in an RFE. Checked their website and they were reviewing the documents after i sent them in. About 2 days later they stated that they are issuing an RFE. Today i get a letter in the mail and it's for the same thing! I printed out my transcripts and sent them once already. I don't understand what they want!

We also received an RFE for 2010 tax returns. It appeared to me that the RFE required that I send in a new I-864 to reflect the numbers that changed due to inclusion of the 2010 tax return. If you didn't submit a new I-864, this might be what they are looking for.

Edited June 21, 2011 by Robert de Bonda

[JimVaPhuong 4,863]

Why do you think this? We submitted IRS account transcripts with no issue.

A tax account transcript doesn't show all of the information that a tax return shows. It only shows basic information, like filing status, AGI, and taxable income. It's meant to show the financial status of your tax account - how much was paid, how much is owed, what penalties were applied, etc. A tax return transcript is a line-by-line listing of the information that was submitted on your tax return.

The I-864 instructions are reasonably (though not absolutely) clear.

You must provide either an

IRS transcript

or a photocopy from your own records

of your Federal individual income tax return

for the most recent tax year.

A tax account transcript looks like this:

Since a tax account transcript doesn't show "total income", where would they get this information?

For purposes of this affidavit, the

line for gross (total) income on IRS Forms 1040 and 1040A

will be considered when determining income. For persons filing IRS Form 1040 EZ, the line for adjusted gross income will be considered.

A tax return transcript is multiple pages, starting with a page that looks something like this:

[Simon and Janet 6]

We'd sent out copies of my wife's tax details she had on hand. This time we're ordered them from the IRS.

We also received an RFE for 2010 tax returns. It appeared to me that the RFE required that I send in a new I-864 to reflect the numbers that changed due to inclusion of the 2010 tax return. If you didn't submit a new I-864, this might be what they are looking for.

The RFE we got says to include the tax transcripts in conjunction with the I-864 they have on file. So if they wanted a whole new I-864 i'm sure they'd have stated so, but then again....who knows!

[Barbara J 115]

We'd sent out copies of my wife's tax details she had on hand. This time we're ordered them from the IRS.

The RFE we got says to include the tax transcripts in conjunction with the I-864 they have on file. So if they wanted a whole new I-864 i'm sure they'd have stated so, but then again....who knows!

We got RFE too and we sent in 1040 copy and thats all they wanted

[VanessaTony 3,567]

A tax account transcript doesn't show all of the information that a tax return shows. It only shows basic information, like filing status, AGI, and taxable income. It's meant to show the financial status of your tax account - how much was paid, how much is owed, what penalties were applied, etc. A tax return transcript is a line-by-line listing of the information that was submitted on your tax return.

The I-864 instructions are reasonably (though not absolutely) clear.

You must provide either an

IRS transcript

or a photocopy from your own records

of your Federal individual income tax return

for the most recent tax year.

A tax account transcript looks like this:

<image snip>

Since a tax account transcript doesn't show "total income", where would they get this information?

For purposes of this affidavit, the

line for gross (total) income on IRS Forms 1040 and 1040A

will be considered when determining income. For persons filing IRS Form 1040 EZ, the line for adjusted gross income will be considered.

A tax return transcript is multiple pages, starting with a page that looks something like this:

<image snip>

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

Definitions:

A tax return transcript shows most line items from your tax return (Form 1040, 1040A or 1040EZ) as it was originally filed, including any accompanying forms and schedules. It does not reflect any changes you, your representative or the IRS made after the return was filed. In many cases, a return transcript will meet the requirements of lending institutions such as those offering mortgages and for applying for student loans.

A tax account transcript shows any later adjustments either you or the IRS made after the tax return was filed. This transcript shows basic data, including marital status, type of return filed, adjusted gross income and taxable income.

I understand what you're trying to say but the simple fact is Tony and I only submitted the IRS account transcripts. We submitted NO pay stubs, NO employer letter. If there was a problem with account transcripts the I-864 instructions would specify "tax return transcript" and not just "tax transcript" and they wouldn't have accepted what we submitted.

[VanessaTony 3,567]

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

I understand what you're trying to say but the simple fact is Tony and I only submitted the IRS account transcripts. We submitted NO pay stubs, NO employer letter. If there was a problem with account transcripts the I-864 instructions would specify "tax return transcript" and not just "tax transcript" and they wouldn't have accepted what we submitted.

just a further note: we were approved without interview, without RFE and in just under 3 months.