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Tax Transcripts

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

Does anyone know what kind of tax transcript I should be requesting? Any help would be appreciated!

There are several different options:

"Return Transcript", which includes most of the line items of a tax return as filed with the IRS. A tax return transcript does not reflect changes made to the account after the return is processed. Transcripts are only available for the following returns: Form 1040 series, Form 1065, Form 1120, Form 1120A, Form 1120H, Form 1120L, and Form 1120S. Return transcripts are available for the current year and returns processed during the prior 3 processing years. Most requests will be processed within 10 business days ......

"Account Transcript", which contains information on the financial status of the account, such as payments made on the account, penalty assessments, and adjustments made by you or the IRS after the return was filed. Return information is limited to items such as tax liability and estimated tax payments. Account transcripts are available for most returns. Most requests will be processed within 30 calendar days .

"Record of Account", which provides the most detailed information as it is a combination of the Return Transcript and the Account Transcript. Available for current year and 3 prior tax years. Most requests will be processed within 30 calendar days .......

"Form W-2, Form 1099 series, Form 1098 series, or Form 5498 series transcript." The IRS can provide a transcript that includes data from these information returns. State or local information is not included with the Form W-2 information. The IRS may be able to provide this transcript information for up to 10 years. Information for the current year is generally not available until the year after it is filed with the IRS. For example, W-2 information for 2010, filed in 2011, will not be available from the IRS until 2012. If you need W-2 information for retirement purposes, you should contact the Social Security Administration at 1-800-772-1213. Most requests will be processed within 45 days ...

I-130 Sent: 2012-06-12

I-130 NOA1: 2012-06-18

I-130 Approved: 2012-08-21

Received Case#: 2012-09-05

Sent OPTIN email: 2012-09-05

OPTIN email accepted: 2012-09-13

Submitted DS-261 online: 2012-09-15

AOS Fee paid: 2012-09-21

AOS Fee accepted: 2012-09-24

DS-261 accepted: 2012-09-27

AOS packet submitted: 2012-09-27

IV Fee paid: 2012-09-28

IV Fee Accepted: 2012-10-01

DS-260 Submitted online: 2012-10-14

DS-260 Supporting Docs Submitted: 2012-10-15

CASE COMPLETE: 2012-10-25

Received Case complete email: 2012-11-02

...& waiting for an interview!

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Filed: AOS (apr) Country: Philippines
Timeline

A tax return transcript

Sent I-129 Application to VSC 2/1/12
NOA1 2/8/12
RFE 8/2/12
RFE reply 8/3/12
NOA2 8/16/12
NVC received 8/27/12
NVC left 8/29/12
Manila Embassy received 9/5/12
Visa appointment & approval 9/7/12
Arrived in US 10/5/2012
Married 11/24/2012
AOS application sent 12/19/12

AOS approved 8/24/13

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