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Will I get delay for sending n/a docs for AOS?

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Hi All, I am going through the post package submission anxiety phase and I think I have found a grave mistake. Please advise.

I read through the instructions for I-864 EZ and at the end there is a section titled Checklist. This part confused me. It stated that everyone needs to provide tax returns and w2's. I was able to get a tax transcript from the IRS online and send that instead of the returns so I didn't think I needed to send the w2's. After reading this dreaded checklist section I decided to send a copy of my w2 for the recent tax year just in case. Low and behold, after mailing that in I reread the instructions and it explicitly states NOT to send in the w2 if you are using the tax transcripts. Sigh. Did I just cost myself some delays for that? What can I expect now? Thanks in advance for any replies.


IR-1/CR-1 Visa
Service Center : Nebraska Service Center
Consulate : Nepal
Marriage : 2013-07-16
I-130 Sent : 2014-08-12
I-130 NOA1 : 2014-08-15
I-130 Approved : 2015-02-02
NVC Received : 2015-02-17

NVC Case Number Assigned : 2015-02-27

Date of NVC Welcome Letter : 2015-03-02
Received DS-261 / AOS Bill : 2015-03-10

Submit DS-261 : 2015-03-10
Pay AOS Bill : 2015-03-10
Send AOS/IV Package : 2015-04-08

AOS/IV Scan Date : 2015-04-09
Receive IV Bill : 2015-04-17
Pay IV Bill : 2015-04-17

Submit IV Application/DS-260 : 2015-04-28

Case Complete : 2015-05-04

Interview Letter Date : 2015-05-29

Receive Interview Letter : 2015-06-01

Interview : 2015-06-18

Approved : 2015-06-18

CEAC Visa Status Issued : 2015-06-29

CEAC Visa Status Ready For Pick Up : 2015-07-03

POE: 2015-07-04

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They tell you not to becaus they don't need them. Just think for a second what kind of delay would it be?....sending back you application to take them out? Making you resubmit without those in there? Neither one makes much sense....I understand the worry but you're fine.

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Hi All, I am going through the post package submission anxiety phase and I think I have found a grave mistake. Please advise.

I read through the instructions for I-864 EZ and at the end there is a section titled Checklist. This part confused me. It stated that everyone needs to provide tax returns and w2's. I was able to get a tax transcript from the IRS online and send that instead of the returns so I didn't think I needed to send the w2's. After reading this dreaded checklist section I decided to send a copy of my w2 for the recent tax year just in case. Low and behold, after mailing that in I reread the instructions and it explicitly states NOT to send in the w2 if you are using the tax transcripts. Sigh. Did I just cost myself some delays for that? What can I expect now? Thanks in advance for any replies.

You may not be " fine " if what we see in other cases where this mistake was made. Providing incomplete info causes USCIS to set the case aside until the info is complete resulting in an RFE.

If you have filed your 2014 taxes you can request a transcript within a few weeks of filing. If you haven't you will have to wait until you do to request the transcript or you can prepare a complete copy of the tax filing that you can submit when you get an RFE.

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You may not be " fine " if what we see in other cases where this mistake was made. Providing incomplete info causes USCIS to set the case aside until the info is complete resulting in an RFE.

If you have filed your 2014 taxes you can request a transcript within a few weeks of filing. If you haven't you will have to wait until you do to request the transcript or you can prepare a complete copy of the tax filing that you can submit when you get an RFE.

They did include include their transcripts though, just happened to also put their w-2 in for the most recent year. How is that leaving anything incomplete?.....it's too much information.

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Hi All, I am going through the post package submission anxiety phase and I think I have found a grave mistake. Please advise.

I read through the instructions for I-864 EZ and at the end there is a section titled Checklist. This part confused me. It stated that everyone needs to provide tax returns and w2's. I was able to get a tax transcript from the IRS online and send that instead of the returns so I didn't think I needed to send the w2's. After reading this dreaded checklist section I decided to send a copy of my w2 for the recent tax year just in case. Low and behold, after mailing that in I reread the instructions and it explicitly states NOT to send in the w2 if you are using the tax transcripts. Sigh. Did I just cost myself some delays for that? What can I expect now? Thanks in advance for any replies.

Did you send a W2 for the same transcript you had sent? If that's the case I wouldn't think its an issue but if you sent W2 for the current tax year and you had not sent the same transcript they will need more information for that W2.

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You may not be " fine " if what we see in other cases where this mistake was made. Providing incomplete info causes USCIS to set the case aside until the info is complete resulting in an RFE.

If you have filed your 2014 taxes you can request a transcript within a few weeks of filing. If you haven't you will have to wait until you do to request the transcript or you can prepare a complete copy of the tax filing that you can submit when you get an RFE.

There is nothing incomplete in this particular circumstance. W2 was simply a supplement to a properly sent return\transcript.

In my non-expert opinion, OP should be ok and not get an RFE for this particular issue.

Edited by Kiran n Suds

USCIS

January 16, 2015 I-130 Mailed, Chi lockbox January 20, 2015 Priority Date, January 21, 2015 NOA1 notice date, Assigned VSC, January 23, 2015 Check Cashed, electronically March 5, 2015 NOA2

NVC

March 27, 2015 NVC received April 6, 2015 Case#, IIN# assigned April 8, 2015 Paid AOS + IV fee Invoices May 5, 2015 AOS + IV package submitted May 11, 2015 Scan Date

June 11, 2015 DS-260 submitted June 25, 2015 False checklist (for ds260).. hello? June 30, 2015 Answered checklist Aug 5, 2015 Escalated to Supervisor review Aug 13, 2015 Case Complete

Consular

Sept 10, 2015 Interview Scheduled Sept 11, 2015 P4 Letter received Sept 21, 2015 file In transit from NVC Sept 23, 2015 file at Embassy

Sept 28, 2015 Medical Oct 14, 2015 Biometrics Oct 15, 2015 Interview (Approved) Oct 19, 2015 IV visa Issued Oct 23, 2015 Passport Pickup

POE

Nov 2, 2015 Entered the US Nov 16, 2015 Applied for SSN, walk-in Nov 20, 2015 Social Security Card recd Jan 15, 2016 GC received

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There is nothing incomplete in this particular circumstance. W2 was simply a supplement to a properly sent return\transcript.

In my non-expert opinion, OP should be ok and not get an RFE for this particular issue.

I a very recent case here on V J exactly the same thing happened. The result was an RFE for the remaining tax info.

The W 2 isn't viewed as a supplement, rather incomplete info that wasn't required which also makes it appear the person could file the taxes.

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I a very recent case here on V J exactly the same thing happened. The result was an RFE for the remaining tax info.

The W 2 isn't viewed as a supplement, rather incomplete info that wasn't required which also makes it appear the person could file the taxes.

I guess they need to answer if they filed taxes and sent a transcript for this year (2014) and the W-2 in addition or if they only sent the W-2 for this year and no script or copy of return. I, as others have, read it as they sent a transcript for 2014 but also sent the w-2......guess it depends on how we take the statement.

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So are we saying.. and I'll try to be clear with my phrasing to get my point across.. petitioners should EITHER only send a tax transcript (which then presumably is the entire tax info NVC cares about) OR if sending a W2, it should be accompanied by the tax return?

I am unclear on the potential for the RFE.


USCIS

January 16, 2015 I-130 Mailed, Chi lockbox January 20, 2015 Priority Date, January 21, 2015 NOA1 notice date, Assigned VSC, January 23, 2015 Check Cashed, electronically March 5, 2015 NOA2

NVC

March 27, 2015 NVC received April 6, 2015 Case#, IIN# assigned April 8, 2015 Paid AOS + IV fee Invoices May 5, 2015 AOS + IV package submitted May 11, 2015 Scan Date

June 11, 2015 DS-260 submitted June 25, 2015 False checklist (for ds260).. hello? June 30, 2015 Answered checklist Aug 5, 2015 Escalated to Supervisor review Aug 13, 2015 Case Complete

Consular

Sept 10, 2015 Interview Scheduled Sept 11, 2015 P4 Letter received Sept 21, 2015 file In transit from NVC Sept 23, 2015 file at Embassy

Sept 28, 2015 Medical Oct 14, 2015 Biometrics Oct 15, 2015 Interview (Approved) Oct 19, 2015 IV visa Issued Oct 23, 2015 Passport Pickup

POE

Nov 2, 2015 Entered the US Nov 16, 2015 Applied for SSN, walk-in Nov 20, 2015 Social Security Card recd Jan 15, 2016 GC received

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So are we saying.. and I'll try to be clear with my phrasing to get my point across.. petitioners should EITHER only send a tax transcript (which then presumably is the entire tax info NVC cares about) OR if sending a W2, it should be accompanied by the tax return?

I am unclear on the potential for the RFE.

You are correct.

The thing here is we know they didn't send a tax return for 2014, but they did send a W-2. If they sent a tax transcript for 2014 they're good because the W-2 is extra. If they did not then RFE because W-2 alone is incomplete.

Edited by Shauneg

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Understood.

Thank you!


USCIS

January 16, 2015 I-130 Mailed, Chi lockbox January 20, 2015 Priority Date, January 21, 2015 NOA1 notice date, Assigned VSC, January 23, 2015 Check Cashed, electronically March 5, 2015 NOA2

NVC

March 27, 2015 NVC received April 6, 2015 Case#, IIN# assigned April 8, 2015 Paid AOS + IV fee Invoices May 5, 2015 AOS + IV package submitted May 11, 2015 Scan Date

June 11, 2015 DS-260 submitted June 25, 2015 False checklist (for ds260).. hello? June 30, 2015 Answered checklist Aug 5, 2015 Escalated to Supervisor review Aug 13, 2015 Case Complete

Consular

Sept 10, 2015 Interview Scheduled Sept 11, 2015 P4 Letter received Sept 21, 2015 file In transit from NVC Sept 23, 2015 file at Embassy

Sept 28, 2015 Medical Oct 14, 2015 Biometrics Oct 15, 2015 Interview (Approved) Oct 19, 2015 IV visa Issued Oct 23, 2015 Passport Pickup

POE

Nov 2, 2015 Entered the US Nov 16, 2015 Applied for SSN, walk-in Nov 20, 2015 Social Security Card recd Jan 15, 2016 GC received

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Thanks all for the replies. Yes I sent the tax transcript for the recent tax year 2014 and sent the same year w2. According to a NVC representative, the w2 will be disregarded since I sent the necessary transcript. I hope that is the case. All I ever wanted was to avoid a checklist. That got me so emotional I made a stupid mistake. I wish I had not sent it but I just have to wait and see and face the consequences.


IR-1/CR-1 Visa
Service Center : Nebraska Service Center
Consulate : Nepal
Marriage : 2013-07-16
I-130 Sent : 2014-08-12
I-130 NOA1 : 2014-08-15
I-130 Approved : 2015-02-02
NVC Received : 2015-02-17

NVC Case Number Assigned : 2015-02-27

Date of NVC Welcome Letter : 2015-03-02
Received DS-261 / AOS Bill : 2015-03-10

Submit DS-261 : 2015-03-10
Pay AOS Bill : 2015-03-10
Send AOS/IV Package : 2015-04-08

AOS/IV Scan Date : 2015-04-09
Receive IV Bill : 2015-04-17
Pay IV Bill : 2015-04-17

Submit IV Application/DS-260 : 2015-04-28

Case Complete : 2015-05-04

Interview Letter Date : 2015-05-29

Receive Interview Letter : 2015-06-01

Interview : 2015-06-18

Approved : 2015-06-18

CEAC Visa Status Issued : 2015-06-29

CEAC Visa Status Ready For Pick Up : 2015-07-03

POE: 2015-07-04

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Because you sent the tax transcript you are fine. the checklist for another person was sending the w2 without a return or transcript.

Please everyone though, keep in mind that if you send a tax return transcript there is zero need to send the w2 or the tax return. That is the point of the transcript. A w2 does not prove current income. Paystubs and/or an employment letter does that. Imho, paystubs does it better.


You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose.  - Dr. Seuss

 

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