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I-864: Tax day coming up - what to do

By Wingnutfish in IR-1 / CR-1 Spouse Visa Process & Procedures

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Wingnutfish Enthusiast

Wingnutfish   18

Posted
Filed: IR-1/CR-1 Visa Country: Taiwan
 Timeline
Posted (edited)

Hi everyone,

We're currently in the early NVC stage, waiting for our case to be entered in the system. We're supposed to have our case number within about a week (based on the NVC's estimates).

I understand (from various answers on these forums) that the NVC does not expect you to have numbers and transcripts for the new year's taxes until after tax day (April 15), so we were originally hoping to slip through with last year's taxes (tax year 2012) as our "most recent year". However, it's getting pretty close now. Do you think there's any use in waiting, or should be just start doing our taxes now and plan on changing to make 2013 our "most recent tax year" on the I-864?

On a related note, does anyone know how long it would likely take us to get official tax transcripts from the U.S. after filing on April 15? Or if we filed earlier, will that let us get transcripts earlier, or do they not issue them until after April 15 anyway? I know there's the option of sending in photocopies/printouts instead of an official transcript, but I'm afraid of getting an RFE because I have overseas-based freelance work that doesn't send me any physical 1099-misc.

Would really appreciate any advice.

Edited by Wingnutfish

Removal of Conditions:

2016-09-27: I-751 removal of conditions petition sent (with fee waiver request)

2016-09-30: I-751 petition delivered to California Service Center

2016-11-01: Informed in USCIS customer service call that they had no record of receiving our petition, but that it might still be languishing somewhere in fee waiver limbo

2016-11-01: Filed I-751 again, this time with payment check instead of fee waiver request (sent Priority Express)

2016-11-03: Date on I-797 Notice of Action (received 11/7)

2016-11-09: USCIS mailed out denial of our original fee waiver request, with denial letter dated 2016-11-02

2016-11-19: Biometrics appointment notice issued, for 2016-12-07 appointment

2016-11-26: Second biometrics appointment notice issue, for 2016-12-16 appointment (see this thread)

2016-12-07: Biometrics appointment. Allowed to complete biometrics despite mix-up on their end (again see this thread), but some people had to come back for second appointment date.

2018-05-01: Notice that our case was transferred to National Benefits Center in Lee's Summit, MO

2018-06-11: Approved after N-400 interview in Portland, OR (they seemed to be waiting for that before bothering with it)

 

Citizenship:

2017-12-11: N-400 Application for Naturalization submitted online while still waiting to hear back on I-751, received same day

2017-12-15: Biometrics notice

2018-01-04: Biometrics completed, on appointment date (Portland, OR)

2018-02-28: Interview scheduled for April 12 in Portland, OR

2018-03-01 (approximate): We sent in a letter requesting that the interview be rescheduled to after June 8, due to combination of work and family travel plans

2018-03-07: Notice that our April 12 interviewed had been "canceled" (pending rescheduling, but the letter didn't actually say that; officer at InfoPass later explained that interviews aren't scheduled until five or six weeks before the interview date, so they were waiting until closer to our requested rescheduling window)

2018-05-03: New interview scheduled for June 11.

2018-06-11: Citizenship interview - approved!

 

BatmanFlow Rising Star

BatmanFlow   481

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

I dont have an answer but was wondering the same (or somewhat same). We just filed in Jan, would they need 213 transcripts as well? or 2012 and earlier suffice?

USCIS

January 8th 2014 - NOA1

July 10th 2014 - NOA2

NVC

July 17th 2014 - Case shipped to NVC

July 30th 2014 - Case received by NVC

August 13th 2014 - Case number and IIN received by email

August 13th 2014 - DS-261 Form Completed

August 14th 2014 - AOS Fees Invoiced and Paid

September 17th 2014 - IV Fees Invoiced and Paid

September 19th 2014 - DS260 Completed

October 6th 2014 - AOS and IV Packages Received

November 28th 2014 - AOS and IV Checklist (4 items in total. 3 for documents they lost. Called on December 9 and a rep said no checklist for IV....go figure)

December 8th 2014 - Checklist scan date.

December 30th 2014 - Case Compl........NOT. So after not having an interview date yet, I called again on Jan 30th and apparently its in final review with a supervisor.

February 6th 2015 - Case Complete: Supervisor called from NVC to confirm everything has been completed now.

March 27 2015 - Interview Date

March 27 2015 - Approved!

Wingnutfish Enthusiast

Wingnutfish   18

Posted
Filed: IR-1/CR-1 Visa Country: Taiwan
 Timeline
  • Author
Posted (edited)

I dont have an answer but was wondering the same (or somewhat same). We just filed in Jan, would they need 213 transcripts as well? or 2012 and earlier suffice?

If you already filed your tax return in January, I think you should definitely include 2013. The advice I've found elsewhere is to use whatever is the "most recent tax year" that YOU have already filed (unless it's after April 15 and you still haven't filed).

EDIT: I just looked at your timeline - if you just filed your I-130 in January, you're not going to need to do the I-864 for quite a few more months. So they'll definitely want to see your 2013 tax return by then.

Edited by Wingnutfish

Removal of Conditions:

2016-09-27: I-751 removal of conditions petition sent (with fee waiver request)

2016-09-30: I-751 petition delivered to California Service Center

2016-11-01: Informed in USCIS customer service call that they had no record of receiving our petition, but that it might still be languishing somewhere in fee waiver limbo

2016-11-01: Filed I-751 again, this time with payment check instead of fee waiver request (sent Priority Express)

2016-11-03: Date on I-797 Notice of Action (received 11/7)

2016-11-09: USCIS mailed out denial of our original fee waiver request, with denial letter dated 2016-11-02

2016-11-19: Biometrics appointment notice issued, for 2016-12-07 appointment

2016-11-26: Second biometrics appointment notice issue, for 2016-12-16 appointment (see this thread)

2016-12-07: Biometrics appointment. Allowed to complete biometrics despite mix-up on their end (again see this thread), but some people had to come back for second appointment date.

2018-05-01: Notice that our case was transferred to National Benefits Center in Lee's Summit, MO

2018-06-11: Approved after N-400 interview in Portland, OR (they seemed to be waiting for that before bothering with it)

 

Citizenship:

2017-12-11: N-400 Application for Naturalization submitted online while still waiting to hear back on I-751, received same day

2017-12-15: Biometrics notice

2018-01-04: Biometrics completed, on appointment date (Portland, OR)

2018-02-28: Interview scheduled for April 12 in Portland, OR

2018-03-01 (approximate): We sent in a letter requesting that the interview be rescheduled to after June 8, due to combination of work and family travel plans

2018-03-07: Notice that our April 12 interviewed had been "canceled" (pending rescheduling, but the letter didn't actually say that; officer at InfoPass later explained that interviews aren't scheduled until five or six weeks before the interview date, so they were waiting until closer to our requested rescheduling window)

2018-05-03: New interview scheduled for June 11.

2018-06-11: Citizenship interview - approved!

 

B & G Community Regular

B & G   200

Posted
Filed: IR-1/CR-1 Visa Country: Greece
 Timeline
Posted

Hi everyone,

We're currently in the early NVC stage, waiting for our case to be entered in the system. We're supposed to have our case number within about a week (based on the NVC's estimates).

I understand (from various answers on these forums) that the NVC does not expect you to have numbers and transcripts for the new year's taxes until after tax day (April 15), so we were originally hoping to slip through with last year's taxes (tax year 2012) as our "most recent year". However, it's getting pretty close now. Do you think there's any use in waiting, or should be just start doing our taxes now and plan on changing to make 2013 our "most recent tax year" on the I-864?

On a related note, does anyone know how long it would likely take us to get official tax transcripts from the U.S. after filing on April 15? Or if we filed earlier, will that let us get transcripts earlier, or do they not issue them until after April 15 anyway? I know there's the option of sending in photocopies/printouts instead of an official transcript, but I'm afraid of getting an RFE because I have overseas-based freelance work that doesn't send me any physical 1099-misc.

Would really appreciate any advice.

We are in the position as you.. we were hoping to slip through with 2012 as most recent but we just received our case number and I am worried that they might send us a checklist for 2013 taxes since it is so close to the cut off date.

Our plan is to have my husband file his taxes asap. Photocopy all the paperwork he will be sending to the IRS and include that in our AOS with 2013 being most recent year.

Then when it comes to the interview I will be bringing with me his 2013 IRS transcript.

From what I have read on VJ, if you mail your tax return in, transcript will become available after IRS has accepted and filed it (usually takes a month or so) if you e-file, the transcript will be available faster.

CR1 Visa

USCIS
08/13/2013 -- I130 Sent
08/14/2013 -- I130 NOA1 (email)
02/20/2014 -- I130 NOA2 (189 days - email)

NVC

02-28-2014 -- NVC received
04-03-2014 -- NVC case number assigned
05-22-2014 -- Case completed!!!!!!!
05-30-2014 -- Interview scheduled for July 16th 2014 08:30am

05-31-2014 -- Interview Letter received
Embassy
06-24-2014 -- Medical
07-16-2014 -- Interview Approved!!!!!
07-21-2014 -- Visa in hand
09-24-2014 -- POE

 

ROC
09-09-2016 -- I-751 sent
09-17-2016 -- NOA received

10-14-2016 -- Biometric appointment

08-07-2017 -- New card ordered
08-10-2017 -- New card mailed ( still no approval letter)

BatmanFlow Rising Star

BatmanFlow   481

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

If you already filed your tax return in January, I think you should definitely include 2013. The advice I've found elsewhere is to use whatever is the "most recent tax year" that YOU have already filed (unless it's after April 15 and you still haven't filed).

EDIT: I just looked at your timeline - if you just filed your I-130 in January, you're not going to need to do the I-864 for quite a few more months. So they'll definitely want to see your 2013 tax return by then.

Thank you. Yes we filed our I-130 in January, sorry for the confusion.

Thanks for the answer!

USCIS

January 8th 2014 - NOA1

July 10th 2014 - NOA2

NVC

July 17th 2014 - Case shipped to NVC

July 30th 2014 - Case received by NVC

August 13th 2014 - Case number and IIN received by email

August 13th 2014 - DS-261 Form Completed

August 14th 2014 - AOS Fees Invoiced and Paid

September 17th 2014 - IV Fees Invoiced and Paid

September 19th 2014 - DS260 Completed

October 6th 2014 - AOS and IV Packages Received

November 28th 2014 - AOS and IV Checklist (4 items in total. 3 for documents they lost. Called on December 9 and a rep said no checklist for IV....go figure)

December 8th 2014 - Checklist scan date.

December 30th 2014 - Case Compl........NOT. So after not having an interview date yet, I called again on Jan 30th and apparently its in final review with a supervisor.

February 6th 2015 - Case Complete: Supervisor called from NVC to confirm everything has been completed now.

March 27 2015 - Interview Date

March 27 2015 - Approved!

Wingnutfish Enthusiast

Wingnutfish   18

Posted
Filed: IR-1/CR-1 Visa Country: Taiwan
 Timeline
  • Author
Posted

We are in the position as you.. we were hoping to slip through with 2012 as most recent but we just received our case number and I am worried that they might send us a checklist for 2013 taxes since it is so close to the cut off date.

Our plan is to have my husband file his taxes asap. Photocopy all the paperwork he will be sending to the IRS and include that in our AOS with 2013 being most recent year.

Then when it comes to the interview I will be bringing with me his 2013 IRS transcript.

From what I have read on VJ, if you mail your tax return in, transcript will become available after IRS has accepted and filed it (usually takes a month or so) if you e-file, the transcript will be available faster.

I'll be e-filing, so hopefully it will be quick. I don't think I have much of a choice anymore, as we still don't have our case number and tax day is just a week away.

Thank you. Yes we filed our I-130 in January, sorry for the confusion.

Thanks for the answer!

No worries - I should have just looked at your timeline first before taking a wild guess at which one you meant. :-)

Removal of Conditions:

2016-09-27: I-751 removal of conditions petition sent (with fee waiver request)

2016-09-30: I-751 petition delivered to California Service Center

2016-11-01: Informed in USCIS customer service call that they had no record of receiving our petition, but that it might still be languishing somewhere in fee waiver limbo

2016-11-01: Filed I-751 again, this time with payment check instead of fee waiver request (sent Priority Express)

2016-11-03: Date on I-797 Notice of Action (received 11/7)

2016-11-09: USCIS mailed out denial of our original fee waiver request, with denial letter dated 2016-11-02

2016-11-19: Biometrics appointment notice issued, for 2016-12-07 appointment

2016-11-26: Second biometrics appointment notice issue, for 2016-12-16 appointment (see this thread)

2016-12-07: Biometrics appointment. Allowed to complete biometrics despite mix-up on their end (again see this thread), but some people had to come back for second appointment date.

2018-05-01: Notice that our case was transferred to National Benefits Center in Lee's Summit, MO

2018-06-11: Approved after N-400 interview in Portland, OR (they seemed to be waiting for that before bothering with it)

 

Citizenship:

2017-12-11: N-400 Application for Naturalization submitted online while still waiting to hear back on I-751, received same day

2017-12-15: Biometrics notice

2018-01-04: Biometrics completed, on appointment date (Portland, OR)

2018-02-28: Interview scheduled for April 12 in Portland, OR

2018-03-01 (approximate): We sent in a letter requesting that the interview be rescheduled to after June 8, due to combination of work and family travel plans

2018-03-07: Notice that our April 12 interviewed had been "canceled" (pending rescheduling, but the letter didn't actually say that; officer at InfoPass later explained that interviews aren't scheduled until five or six weeks before the interview date, so they were waiting until closer to our requested rescheduling window)

2018-05-03: New interview scheduled for June 11.

2018-06-11: Citizenship interview - approved!

 

Wingnutfish Enthusiast

Wingnutfish   18

Posted
Filed: IR-1/CR-1 Visa Country: Taiwan
 Timeline
  • Author
Posted

You can print a transcript online now once you done your taxes

Immediately? I would at least have to wait for them to approve it, right? And is a printout as good as a mailed hard copy?

Removal of Conditions:

2016-09-27: I-751 removal of conditions petition sent (with fee waiver request)

2016-09-30: I-751 petition delivered to California Service Center

2016-11-01: Informed in USCIS customer service call that they had no record of receiving our petition, but that it might still be languishing somewhere in fee waiver limbo

2016-11-01: Filed I-751 again, this time with payment check instead of fee waiver request (sent Priority Express)

2016-11-03: Date on I-797 Notice of Action (received 11/7)

2016-11-09: USCIS mailed out denial of our original fee waiver request, with denial letter dated 2016-11-02

2016-11-19: Biometrics appointment notice issued, for 2016-12-07 appointment

2016-11-26: Second biometrics appointment notice issue, for 2016-12-16 appointment (see this thread)

2016-12-07: Biometrics appointment. Allowed to complete biometrics despite mix-up on their end (again see this thread), but some people had to come back for second appointment date.

2018-05-01: Notice that our case was transferred to National Benefits Center in Lee's Summit, MO

2018-06-11: Approved after N-400 interview in Portland, OR (they seemed to be waiting for that before bothering with it)

 

Citizenship:

2017-12-11: N-400 Application for Naturalization submitted online while still waiting to hear back on I-751, received same day

2017-12-15: Biometrics notice

2018-01-04: Biometrics completed, on appointment date (Portland, OR)

2018-02-28: Interview scheduled for April 12 in Portland, OR

2018-03-01 (approximate): We sent in a letter requesting that the interview be rescheduled to after June 8, due to combination of work and family travel plans

2018-03-07: Notice that our April 12 interviewed had been "canceled" (pending rescheduling, but the letter didn't actually say that; officer at InfoPass later explained that interviews aren't scheduled until five or six weeks before the interview date, so they were waiting until closer to our requested rescheduling window)

2018-05-03: New interview scheduled for June 11.

2018-06-11: Citizenship interview - approved!

 

Wingnutfish Enthusiast

Wingnutfish   18

Posted
Filed: IR-1/CR-1 Visa Country: Taiwan
 Timeline
  • Author
Posted

Yes immediately! I dont know if u do w2 or 1099, but for me 1099 once i paid them and they received payment i cant print it out. http://www.irs.gov/Individuals/Get-Transcript

Sorry i mean can

Good to know! Thanks!

Removal of Conditions:

2016-09-27: I-751 removal of conditions petition sent (with fee waiver request)

2016-09-30: I-751 petition delivered to California Service Center

2016-11-01: Informed in USCIS customer service call that they had no record of receiving our petition, but that it might still be languishing somewhere in fee waiver limbo

2016-11-01: Filed I-751 again, this time with payment check instead of fee waiver request (sent Priority Express)

2016-11-03: Date on I-797 Notice of Action (received 11/7)

2016-11-09: USCIS mailed out denial of our original fee waiver request, with denial letter dated 2016-11-02

2016-11-19: Biometrics appointment notice issued, for 2016-12-07 appointment

2016-11-26: Second biometrics appointment notice issue, for 2016-12-16 appointment (see this thread)

2016-12-07: Biometrics appointment. Allowed to complete biometrics despite mix-up on their end (again see this thread), but some people had to come back for second appointment date.

2018-05-01: Notice that our case was transferred to National Benefits Center in Lee's Summit, MO

2018-06-11: Approved after N-400 interview in Portland, OR (they seemed to be waiting for that before bothering with it)

 

Citizenship:

2017-12-11: N-400 Application for Naturalization submitted online while still waiting to hear back on I-751, received same day

2017-12-15: Biometrics notice

2018-01-04: Biometrics completed, on appointment date (Portland, OR)

2018-02-28: Interview scheduled for April 12 in Portland, OR

2018-03-01 (approximate): We sent in a letter requesting that the interview be rescheduled to after June 8, due to combination of work and family travel plans

2018-03-07: Notice that our April 12 interviewed had been "canceled" (pending rescheduling, but the letter didn't actually say that; officer at InfoPass later explained that interviews aren't scheduled until five or six weeks before the interview date, so they were waiting until closer to our requested rescheduling window)

2018-05-03: New interview scheduled for June 11.

2018-06-11: Citizenship interview - approved!

 

 
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