Tax return transcript necessary for Affidavit of Support?

[maeve808 5]

My I-130 petition has been approved. I'm now preparing the Affidavit of Support (I-864 form). I was wondering if it's necessary to order tax return transcripts vs. just having copies of the 1040s that I filed. I know they also want to see all W-2s when showing the 1040s, but the thing is I have income from mixed sources. For example, for my most recent tax return, about 30% of my income was reported on a W-2, but the rest is self-employment income. Will it be ok if I just show them the 1040 form (including Schedule C) and the W-2 that lists about 30% of that year's income? Or should I order a tax transcript for that year?

[Ingrid28 69]

Fill in ur timeline please

[Saylin 1,605]

My I-130 petition has been approved. I'm now preparing the Affidavit of Support (I-864 form). I was wondering if it's necessary to order tax return transcripts vs. just having copies of the 1040s that I filed. I know they also want to see all W-2s when showing the 1040s, but the thing is I have income from mixed sources. For example, for my most recent tax return, about 30% of my income was reported on a W-2, but the rest is self-employment income. Will it be ok if I just show them the 1040 form (including Schedule C) and the W-2 that lists about 30% of that year's income? Or should I order a tax transcript for that year?

You can either send in the tax return transcript or the ENTIRE tax return (1040, W2s, schedules, worksheets).

Tax transcripts are much preferred by NVC though; they're typically much shorter than an ENTIRE tax return, plus they're actually proof you filed (a copy of a tax return shows nothing except you filled it out, not that you filed it). And you can get them online right away for free. So, I have to ask, with all these benefits, why wouldn't you want to get a tax transcript if they're free and you get it instantly?

[maeve808 5]

Where can I get the tax transcript online and instantly? The reason why I haven't ordered one yet is because I'm currently located in Europe and I assume that it takes at least a month to order it and receive it via mail.

Edited February 1, 2014 by maeve808

[maeve808 5]

Never mind. I just figured out how to get it online and instantly.

Thanks a lot for this info!

Edited February 1, 2014 by maeve808

[Saylin 1,605]

Never mind. I just figured out how to get it online and instantly.

Thanks a lot for this info!

No problem! The IRS just recently started doing the online/instant thing. I bet it's gonna be real nice for those needing it for the AOS package! No more waiting in the mail!

[ncglenn 22]

Should we be getting Return Transcripts or Account Transcripts?

[Dave&Roza 748]

Should we be getting Return Transcripts or Account Transcripts?

Return transcripts.

Dave

[curiousgeorgina 52]

online transcripts will suffice for the NVC and embassy?

[Saylin 1,605]

online transcripts will suffice for the NVC and embassy?

Yes, it's the exact same thing if you get them mailed, faxed, or in person.