Jump to content
Sign in to follow this  

I-864: What is considered my "most recent" tax year?

8 posts in this topic

Recommended Posts

Hello Friends,

I am filling out my I-864 and am wondering what USCIS considers to be the most recent tax year. I did file taxes for 2014 and was intending to fill out my 864 with my 2014 tax info. But….April is about to be tax season again and I will technically be filing for 2015. So which year does USCIS prefer? I'm guessing they just want the most recent previous year….but I can't find any info in the fine print.


Share this post

Link to post
Share on other sites

You will not be filing 2015 this april.It will for 2014. Since april 15 is deadline then 2013 is still cosider recent .i sent my 2013 return to nvc and recently file my 2014 return and sent my wife a copy of all my 2014 tax info to take to interview

Service Center : Nebraska Service Center
Consulate : Manila, Philippines
Marriage (if applicable): 2014-05-20
I-130 Sent : 2014-10-06
I-130 NOA1 : 2014-10-09
I-130 RFE for NSO copy of marriage certificate: 2014-11-03
I-130 RFE Sent : 2014-11-18
I-130 Approved : 2014-12-07
NVC Received : 2014-12-23
NVC case number: 2015-02-04
Received DS-261 / AOS Bill : 2015-02-04
Pay AOS Bill : 2015-02-05
Submit DS-261 : 2015-02-05
Sent AOS Package : 2015-02-09
Sent IV Package : 2015-02-09
Scan date : 2015-02-10
Receive IV Bill : 2015-03-03
Pay IV Bill : 2015-03-06
Submit DS-260: 2015-3-12
Case Completed at NVC : 2015-03-20
Receive Instruction and Interview appointment letter: 2015-3-27
Medical complete: 2015-04-08
Interview Date : 2015-05-08
Interview Result : Approved
Visa Received : 2015-05-13

Date of US Entry : 2015-06-09

Date of Social Security card receive : 06-2015

Date of Green Card received 07-2015

Date of ROC FILE 05-19-2017

 I-751 NOA Date 05-26-2017



Share this post

Link to post
Share on other sites

i also submitted my previous 2 years of tax transcripts with my I-864EZ so they have 2012, 2013, & 2014 tax records and my 2014 W2s/1099s...better safe than sorry, right?

July 18, 2014 - Married in Fiji
Aug 21, 2014 - Sent I-130
Aug 26, 2014 - I-130 recieved
Feb 12, 2015 - I-130 Approved!
Mar 6, 2015 - NVC receieved our case (found this out on Mar 11th phone call with NVC rep)
Mar 11, 2015 - Called NVC, was given case # & invoice #
Mar 11, 2015 - Paid AOS Bill
Mar 13, 2015 - AOS Fee deducted from bank account
Mar 14, 2015 - Received DS-261/AOS Bill (in mail)
Mar 16, 2015 - Called NVC, was instructed to mail out AOS/I-864, mailed I-864EZ/AOS/Documents (2 day shipping)
Mar 18, 2015 - Packet received by NVC, AOS Fee marked as PAID on ceac.state.gov website

Mar 23, 2015 - Called NVC: 1.to verify packet received(was told to allow 60 days for review) 2. to ask if DS-261 was entered in the system (was told case is too new to revivew over the phone, but I could call back in a few days if I wish to see if we could review it over the phone)
Mar 24, 2015 - Called NVC and was able to review DS-261 over the phone; added emails, designated self as agent of choice. Should be able to pay IV Fee & fill out DS-260 in one week (31/03/15)
Mar 25, 2015 - Paid IV Fee
Mar 26, 2015 - IV Fee shown as 'Paid'
Mar 28, 2015 - Submit DS-260

April 1, 2015 - Medical Exam in Suva, called NVC for update on case: said it wasnt in the system yet, still in review. allow 45 days for case complete (hey, thats better than the 60 they said earlier!) They will only email us if they need further information, otherwise expect interview letter in the mail.

April 7, 2015 - Called NVC to follow up, no update given

April 14, 2015 - Checked ceac.state.gov website, saw that there were 3 N/A's, called NVC to verify that case was complete

April 15, 2015 - Received false checklist, called NVC to verify that was actually false checklist (re: police certificate would be sent directly to embassy and therefore was not included with support documents submitted in IV Packet)

April 16, 2015 - Called NVC to re-verify that received false checklist. Confirmed AND was told that interview date was scheduled

May 28, 2015 - Interview Scheduled at 8am, Suva Embassy (need to reschedule due to conflicting obligations)

Share this post

Link to post
Share on other sites

We submitted our 864 with my 2013 taxes as that was my most recent. When our interview was scheduled, I had filed our 2014 taxes, so I brought a copy of those to the interview, and the interviewer took those as well. As to your questions it depends on where you are at when you file.

Good Luck!

Visa Received : 2014-04-04 (K1 - see timeline for details)

US Entry : 2014-09-12

POE: Detroit

Marriage : 2014-09-27

I-765 Approved: 2015-01-09

I-485 Interview: 2015-03-11

I-485 Approved: 2015-03-13

Green Card Received: 2015-03-24 Yeah!!!

I-751 ROC Submitted: 2016-12-20

I-751 NOA Received:  2016-12-29

I-751 Biometrics Appt.:  2017-01-26

I-751 Interview:  2018-04-10

I-751 Approved:  2018-05-04

N400 Filed:  2018-01-13

N400 Biometrics:  2018-02-22

N400 Interview:  2018-04-10

N400 Approved:  2018-04-10

Oath Ceremony:  2018-06-11 - DONE!!!!!!!

Share this post

Link to post
Share on other sites

You filed for 2014, which is what is due on April 15th. That is the most recent. You will not file your 2015 taxes until the beginning of 2016.

Link to K-1 instructions for Ciudad Juarez, Mexico > http://travel.state.gov/content/dam/visas/K1/CDJ%20-%20Ciudad%20Juarez.pdf

Share this post

Link to post
Share on other sites

Thank you everyone. I am inexperienced and new to tax filing so I didn't understand.

When uscis asks for my most recent income tax return, does that just mean the 1040 and w-2, or is there anything else really critical for me to show them?

You guys are the best! Wishing everyone well'

Share this post

Link to post
Share on other sites

You need to provide a copy of the complete return with all forms, schedules, attachments, W-2s and/or 1099s, or an IRS tax transcript.

Link to K-1 instructions for Ciudad Juarez, Mexico > http://travel.state.gov/content/dam/visas/K1/CDJ%20-%20Ciudad%20Juarez.pdf

Share this post

Link to post
Share on other sites

pls guys, I am about to file my AOS package. my joint sponsor hasn't filed taxes for 2015( 2014), can he use his 2013tax returns as most recent tax year? also he refused to give me his W-2s insisting that since he has the tax returns he doesn't need to attach his W-2.pls what is the implication of this?

what prove of employment can a joint sponsor who is in the military provide ?


Edited by ozeh36

Share this post

Link to post
Share on other sites
Didn't find the answer you were looking for? Ask our VJ Immigration Lawyers.
This topic is now closed to further replies.
Sign in to follow this  
- Back to Top -

Important Disclaimer: Please read carefully the Visajourney.com Terms of Service. If you do not agree to the Terms of Service you should not access or view any page (including this page) on VisaJourney.com. Answers and comments provided on Visajourney.com Forums are general information, and are not intended to substitute for informed professional medical, psychiatric, psychological, tax, legal, investment, accounting, or other professional advice. Visajourney.com does not endorse, and expressly disclaims liability for any product, manufacturer, distributor, service or service provider mentioned or any opinion expressed in answers or comments. VisaJourney.com does not condone immigration fraud in any way, shape or manner. VisaJourney.com recommends that if any member or user knows directly of someone involved in fraudulent or illegal activity, that they report such activity directly to the Department of Homeland Security, Immigration and Customs Enforcement. You can contact ICE via email at Immigration.Reply@dhs.gov or you can telephone ICE at 1-866-347-2423. All reported threads/posts containing reference to immigration fraud or illegal activities will be removed from this board. If you feel that you have found inappropriate content, please let us know by contacting us here with a url link to that content. Thank you.
  • Create New...