How many documents is considered "enough" when referring to our spouse's relationship?

[Kabigon 0]

Hey everyone. This is the US citizen spouse of a former K1 visa holder. My wife is now trying to get citizenship. Based on the VJ guides and document checklist provided by, there seems to be a lot of things that we can send. I was wondering if this is enough:

1) 2011 Income Tax Return (or should I provide 2011, 2010, and 2009 aka 3 years worth?)

2) Our most recent mortgage statement (or should I provide a few months worth?)

Do we need to provide banking accounts? There is some sensitive information on 2 of my checking accounts, i.e., account balances that I wasn't sure if I should include them or not. But then again, the IRS statements probably show more than enough info already. We have no children so thus birth certificates for them are out of the question. I was thinking maybe just 3 years worth of income tax return alone should suffice?

Thanks!

Edited August 13, 2012 by Kabigon

[adiiann 163]

Since, I got rfe in my ROC, I sending most documents that refer to me and my husband aside from 3 years tax return transcript. I don't have yet kid till December, so no birth cert of kid. We have two mortgage and each house name on each of our name but not sending, so no mortgage documents.

But I am sending copies: car title, our life Insurance, our car insurance, utility bills to show we both live in one address, bank account statements.

[ManuFred 10]

Hey everyone. This is the US citizen spouse of a former K1 visa holder. My wife is now trying to get citizenship. Based on the VJ guides and document checklist provided by, there seems to be a lot of things that we can send. I was wondering if this is enough:

1) 2011 Income Tax Return (or should I provide 2011, 2010, and 2009 aka 3 years worth?)

2) Our most recent mortgage statement (or should I provide a few months worth?)

Do we need to provide banking accounts? There is some sensitive information on 2 of my checking accounts, i.e., account balances that I wasn't sure if I should include them or not. But then again, the IRS statements probably show more than enough info already. We have no children so thus birth certificates for them are out of the question. I was thinking maybe just 3 years worth of income tax return alone should suffice?

Thanks!

I didn't even sent tax information with my N-400 application (3-year rule + former K1 immigrant) as tax information is optional in conjunction with a mortgage statement. Items on this line are separated with 'OR'.

I ended up sending a print of the last mortgage statement and another bank statement which we jointly own. If you have a tax return ready, you can submit that instead of the bank statement. I did however take tax transcripts of last three years to the interview but was not asked to show them.

My motto has always been. Give them what they ask for but not more than that as the more stuff you supply the more work comes with it.

[bigdog 376]

Keep to what is required read VJ and USCIS sites, congratulations on your pending citizenship.

[Kabigon 0]

According to VJ & USCIS, it says to attach the following (note the OR):

* Tax returns, bank accounts, leases, mortgages, or birth certificates of children, or

* Internal Revenue Service (IRS)-certified copies of the income tax forms that you both filed for the past three years, or

* An IRS tax return transcript for the last three years.

To me, the 2nd and 3rd options are the same thing. I have our past 3 years partial copies (1040 & 40) in which we filed jointly. For option #1, I am not sure how many years of these forms the USCIS wants.

It sounds like the 2nd/3rd are the same thing while the first may only be 1 year + other docs such as bank statements and mortgages? Would this be true? Searching the forums, it seems many others just included all 3 options, i.e., 3 years worth of the tax returns + bank statements + mortgages and so forth. The more the better...? Or not this case?

[ManuFred 10]

According to VJ & USCIS, it says to attach the following (note the OR):

* Tax returns, bank accounts, leases, mortgages, or birth certificates of children, or

* Internal Revenue Service (IRS)-certified copies of the income tax forms that you both filed for the past three years, or

* An IRS tax return transcript for the last three years.

To me, the 2nd and 3rd options are the same thing. I have our past 3 years partial copies (1040 & 40) in which we filed jointly. For option #1, I am not sure how many years of these forms the USCIS wants.

It sounds like the 2nd/3rd are the same thing while the first may only be 1 year + other docs such as bank statements and mortgages? Would this be true? Searching the forums, it seems many others just included all 3 options, i.e., 3 years worth of the tax returns + bank statements + mortgages and so forth. The more the better...? Or not this case?

As I said before, I went in with as little as 1 bank statement and 1 mortgage statement. Wasn't asked a darn thing in addition to this. So don't worry. You'll be fine with your 3 tax returns and last mortgage statement.

If you want to be absolutely sure send in tax transcripts instead. Tax transcripts are the evidence you have filed these returns with the IRS. It ussualy doesn't take more than a week or so to receive them.

Edited August 15, 2012 by ManuFred