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How to request IRS transcript

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Hello fellow members,

I am filing my N-400 but how do i order the tax transcript from the IRS. i tried to do it online but can't.

Is there any phone number that i can call to request for the transcript? I live in Georgia. Also what year am i supposed to send ?

Thanks

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Filed: Timeline

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

Need a Copy of Your Tax Return Information?

Requesting transcripts (individuals):

You have three easy and convenient options for getting copies of your federal tax return information--tax return transcripts and tax account transcripts--by phone, by mail, or online.

Our new online ordering method, Order A Transcript, is available and makes ordering simple.

You may also request transcripts by calling 1-800-908-9946, or order by mail using IRS Form 4506T (Request for Transcript of Tax Return).

We do not charge a fee for transcripts. Allow five to ten days for delivery if you order online or by phone.

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

I ordered online but its almost 3 business weeks now but I still havent got it. I made a call to request yesterday and now I have to wait for them for another 5-10 business days to get.

03/04/2010: Getting married

06/06/2011: Submit I-130. Case is at CSC

06/08/2011: NOA1

01/06/2012: NOA2

01/23/2012: Case number assigned

01/26/2012: AOS Bill and IV Bill invoiced

05/10/2012: Paid AOS and IV fees

08/20/2012: Sent AOS and IV packets

08/22/2012: NVC received AOS and IV packets

08/29/2012: Case complete

11/06/2012: Interview date appointment received

12/04/2012: Interview date. Approved!!!

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Hello fellow members,

I am filing my N-400 but how do i order the tax transcript from the IRS. i tried to do it online but can't.

Is there any phone number that i can call to request for the transcript? I live in Georgia. Also what year am i supposed to send ?

Thanks

you do not need to send tax transcripts with your N-400

01/06/2012 - N400 sent to Lewisville, TX

01/09/2012 - N400 Received

01/12/2012 - Check Cashed

01/17/2012 - NOA Received Priority Date 01/09/2012

01/23/2012 - Biometric Letter Mailed

01/26/2012 - Biometric Letter Received Appointment Date 02/02/2012

01/27/2012 - Early Biometrics Completed

02/06/2012 - Placed in line for Interview Scheduling

02/07/2012 - Interview Letter sent out

02/11/2012 - Interview Letter Received

03/19/2012 - Interview Scheduled and APPROVED!

04/18/2012 - I'm a US CITIZEN!!

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you do not need to send tax transcripts with your N-400

so you sent in every other document BUT tax transcripts?

and you will show your tax transcipts come the time of your interview?

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so you sent in every other document BUT tax transcripts?

and you will show your tax transcipts come the time of your interview?

they will tell you what to bring to your interview. if you look at the instructions for filing the N-400, the only requirements are the check, two pictures, front and back copy of green card, and the actual application.

01/06/2012 - N400 sent to Lewisville, TX

01/09/2012 - N400 Received

01/12/2012 - Check Cashed

01/17/2012 - NOA Received Priority Date 01/09/2012

01/23/2012 - Biometric Letter Mailed

01/26/2012 - Biometric Letter Received Appointment Date 02/02/2012

01/27/2012 - Early Biometrics Completed

02/06/2012 - Placed in line for Interview Scheduling

02/07/2012 - Interview Letter sent out

02/11/2012 - Interview Letter Received

03/19/2012 - Interview Scheduled and APPROVED!

04/18/2012 - I'm a US CITIZEN!!

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they will tell you what to bring to your interview. if you look at the instructions for filing the N-400, the only requirements are the check, two pictures, front and back copy of green card, and the actual application.

hmmm

are you filing on the basis of marriage to a u.s citizen?

If you are applying for naturalization on the basis of marriage to a U.S. citizen, send the following 4 items:

1. Evidence that your spouse has been a U.S. citizen for the last 3 years:

a. Birth certificate (if your spouse never lost citizenship since birth); or

b. Certificate of Naturalization; or

c. Certificate of Citizenship; or

d. The inside of the front cover and signature page of your spouse’s current U.S. passport; or

e. Form FS-240, Report of Birth Abroad of a Citizen of the United States of America; and

2. Your current marriage certificate; and

3. Proof of termination of all prior marriages of your spouse (divorce decree(s), annulment(s), or death certificate(s)); and

4. Documents referring to you and your spouse:

a. Tax returns, bank accounts, leases, mortgages, or birth certificates of children; or

b. Internal Revenue Service (IRS)-certified copies of the income tax forms that you both filed for the past 3 years; or

c. An IRS tax return transcript for the last 3 years.

so you're telling me you didn't send in anything regarding point 4?

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hmmm

are you filing on the basis of marriage to a u.s citizen?

If you are applying for naturalization on the basis of marriage to a U.S. citizen, send the following 4 items:

1. Evidence that your spouse has been a U.S. citizen for the last 3 years:

a. Birth certificate (if your spouse never lost citizenship since birth); or

b. Certificate of Naturalization; or

c. Certificate of Citizenship; or

d. The inside of the front cover and signature page of your spouse’s current U.S. passport; or

e. Form FS-240, Report of Birth Abroad of a Citizen of the United States of America; and

2. Your current marriage certificate; and

3. Proof of termination of all prior marriages of your spouse (divorce decree(s), annulment(s), or death certificate(s)); and

4. Documents referring to you and your spouse:

a. Tax returns, bank accounts, leases, mortgages, or birth certificates of children; or

b. Internal Revenue Service (IRS)-certified copies of the income tax forms that you both filed for the past 3 years; or

c. An IRS tax return transcript for the last 3 years.

so you're telling me you didn't send in anything regarding point 4?

Thank u so much. Yes i am filing based on a marriage to a US citzen. Havent send them yet. Just preparing for what are needed.

So let me ask u this 4 list of documents u gave me are the ones that i have to send with the N-400 application first,,am i right? or they will send me a letter telling me what to bring during the interview??

Thank u all so much.

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they will tell you what to bring to your interview. if you look at the instructions for filing the N-400, the only requirements are the check, two pictures, front and back copy of green card, and the actual application.

Not if he's applying under the 3 year marriage rule. Then he needs to send a lot more.

You are right regarding the transcripts, though, you do not need to send them IF you send tax returns and other information, or IF you send IRS certified copies.

Edited by JeroenAndMichelle

N400 Timeline:

12/14/11 - Sending out N400 package

12/19/11 - Received by USCIS

12/21/11 - NOA date

12/22/11 - Check cashed

12/27/11 - Received NOA

02/06/12 - Received yellow letter (pre-interview case file review)

03/13/12 - Placed in line for interview scheduling (3 yr anniversary)

03/17/12 - Received interview letter

04/17/12 - Interview - No decision, application under further review

04/17/12 - Biometrics

04/25/12 - Placed in line for oath scheduling (so I'm approved yay!)

04/27/12 - Received oath ceremony date

05/09/12 - Oath ceremony!!

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Thank u so much. Yes i am filing based on a marriage to a US citzen. Havent send them yet. Just preparing for what are needed.

So let me ask u this 4 list of documents u gave me are the ones that i have to send with the N-400 application first,,am i right? or they will send me a letter telling me what to bring during the interview??

Thank u all so much.

You only need to send one of each. For example, if you send in a copy of your spouse's passport (the front cover and signature page), you don't need to send the other parts of that question (a, b, c and e). In my personal situation I have send the following:

1. d

2. marriage certificate

3. n/a (never got married before)

4. a

Now, many people will argue that it is better to send tax transcripts, I'm not so sure about. The only difference, from what I can see, is that you do not need to find all the other information and send it to them. It makes it easier, but I don't think it matters all that much in the end. If you had to send those transcripts instead of all that other stuff, they would have mentioned them by them self.

These things are indeed the only things you need to send with the application with, of course, any court evidence and such if you 'ever' have been arrested. But this is all additional to the application and not standard, most people will not have to do that. If there is anything they want but is not considered an RFE, yet still requested, you will have to bring it to the interview from what I understand.

N400 Timeline:

12/14/11 - Sending out N400 package

12/19/11 - Received by USCIS

12/21/11 - NOA date

12/22/11 - Check cashed

12/27/11 - Received NOA

02/06/12 - Received yellow letter (pre-interview case file review)

03/13/12 - Placed in line for interview scheduling (3 yr anniversary)

03/17/12 - Received interview letter

04/17/12 - Interview - No decision, application under further review

04/17/12 - Biometrics

04/25/12 - Placed in line for oath scheduling (so I'm approved yay!)

04/27/12 - Received oath ceremony date

05/09/12 - Oath ceremony!!

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Filed: Citizen (apr) Country: Senegal
Timeline

Not if he's applying under the 3 year marriage rule. Then he needs to send a lot more.

You are right regarding the transcripts, though, you do not need to send them IF you send tax returns and other information, or IF you send IRS certified copies.

Regarding tax return for the past 3 years, do we still need to send the w2 for each year we are sending in or just the 1040 would suffice?

My timeline ...

AOS 2008

10/27/2008: Sent I-130,-485 and -765.

10/29/2008: USPS delivery confirmation.

11/04/2008: Notice Date.

11/06/2008: NOA for I-130,-485 and -765.

11/13/2008: Biometrics Appointment letter.

11/14/2008:cases online. I-130 and -765.

11/18/2008: I-485 case is online.

11/20/2008: Received RFE.

11/29/2008: Biometric Done.

12/14/2008: Sent response to RFE.

12/18/2008: NOA on RFE.

01/07/2009: Response for I-765: Current Status: Card production ordered.

01/17/2009: Received EAD in the mail

01/26/2009: Interview Notice.03/16/2009... It's a Date!!!

03/16/2009: Interview done.... Approved!

03/28/2009: Green Card in mail!!! Yeay!!!

Removal of Condition 2011

02/23/2011: Sent I-751 Packet

02/25/2011: USPS Delivery Confirmation

02/28/2011: NOA

03/03/2011: Check Cashed per VSC

04/18/2011:Biometrics Appointment

08/25/2011:Approval Notice

N-400 Timeline

02/19/2012: Sent N-400 To Phoenix AR Lockbox

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You only need to send one of each. For example, if you send in a copy of your spouse's passport (the front cover and signature page), you don't need to send the other parts of that question (a, b, c and e). In my personal situation I have send the following:

1. d

2. marriage certificate

3. n/a (never got married before)

4. a

Now, many people will argue that it is better to send tax transcripts, I'm not so sure about. The only difference, from what I can see, is that you do not need to find all the other information and send it to them. It makes it easier, but I don't think it matters all that much in the end. If you had to send those transcripts instead of all that other stuff, they would have mentioned them by them self.

These things are indeed the only things you need to send with the application with, of course, any court evidence and such if you 'ever' have been arrested. But this is all additional to the application and not standard, most people will not have to do that. If there is anything they want but is not considered an RFE, yet still requested, you will have to bring it to the interview from what I understand.

What about the copy of my green card?

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I will be filing N400 end of Feb and here is what I will be sending in:

1. Money order for $680

$595 + $85 biometric fee

2. Completed, signed and dated N-400 application form

3. Photocopy of both sides of permanent resident card

4. Two identical color passport size photographs(name in pen at back)

5. Copy of hubby's birth certificate

6. Copy of my birth certificate

7. Copy of hubby's current passport(inside of front cover and signature page)

8. Copy of current marriage certificate

9. Copy of our daughter's birth certificate

10. Copy of IRS tax transcripts OR tax returns (2009,2010 and 2011)

11. copy of rental agreement

12. copy of insurance policies (car and renters)

this is just for me personally, and whatever I send in I will bring in to the interview UNLESS they specically tell me what to bring in BUT I will still bring in JUST IN CASE, if you know what I mean.

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Regarding tax return for the past 3 years, do we still need to send the w2 for each year we are sending in or just the 1040 would suffice?

I didn't send in the w2's, not even the whole return. I just send in the 1040 like I also did with my AOS and that never was any problem either so I doubt this would be :)

What about the copy of my green card?

Yeah you need that one too, both back and front :)

I will be filing N400 end of Feb and here is what I will be sending in:

1. Money order for $680

$595 + $85 biometric fee

2. Completed, signed and dated N-400 application form

3. Photocopy of both sides of permanent resident card

4. Two identical color passport size photographs(name in pen at back)

5. Copy of hubby's birth certificate

6. Copy of my birth certificate

7. Copy of hubby's current passport(inside of front cover and signature page)

8. Copy of current marriage certificate

9. Copy of our daughter's birth certificate

10. Copy of IRS tax transcripts OR tax returns (2009,2010 and 2011)

11. copy of rental agreement

12. copy of insurance policies (car and renters)

this is just for me personally, and whatever I send in I will bring in to the interview UNLESS they specically tell me what to bring in BUT I will still bring in JUST IN CASE, if you know what I mean.

Looks good to me, I have filed about the same and will do the same as well :)

Edited by JeroenAndMichelle

N400 Timeline:

12/14/11 - Sending out N400 package

12/19/11 - Received by USCIS

12/21/11 - NOA date

12/22/11 - Check cashed

12/27/11 - Received NOA

02/06/12 - Received yellow letter (pre-interview case file review)

03/13/12 - Placed in line for interview scheduling (3 yr anniversary)

03/17/12 - Received interview letter

04/17/12 - Interview - No decision, application under further review

04/17/12 - Biometrics

04/25/12 - Placed in line for oath scheduling (so I'm approved yay!)

04/27/12 - Received oath ceremony date

05/09/12 - Oath ceremony!!

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