ROC bonafide proof - taxes

[a+j 77]

Dear all,

I am going to apply for ROC in a month or so, and am gathering bonafide proof of our marriage.

Regarding taxes: we filed 'married filing jointly' in both 2013 and 2014. I got both tax return transcripts from the IRS. Am I ok with submitting these only or should I also attach our W2's, or anything else I might not be thinking of at the moment?

Thank you!!

[Cheezees 1,514]

The W2s are not necessary with the tax transcripts. What other evidence are you submitting?

[a+j 77]

- IRS tax return transcripts for 2013 and 2014, showing 'married filing jointly'

- bank statements of our joint checking account covering 2013-2015

- quitclaim deed of our house

- property tax reports for our house (2013-2014), showing both of us as 'the owner'

- shared car insurance (2013-15)

- car registration reporting both our names on it (2014-15)

- my husband's health insurance cards showing me as a dependent (2013-15),

- driver licenses with the same address

- boarding passes of trips taken together

- statements from our retirement accounts reporting the spouse as the beneficiary

- some water bills with both our names on them

- birth certificate of our daughter, who should be born anytime soon

I'd be happy not to have to look for the W2s unless I really have to.

[Shauneg 762]

Flr future reference so you can help others it goes like this.

Tax transripts

or

W2s AND your tax returns ---must have both of there, one without the other won't cut it.

[spn1025 38]

Flr future reference so you can help others it goes like this.

Tax transripts

or

W2s AND your tax returns ---must have both of there, one without the other won't cut it.

Meh.. just realized I never sent in my W2s with my turbotax printouts...

oh well, I just received my tax transcripts for the past 4 years. If I get an RFE, i'm ready to go.

[ala_tika 16]

Hi,

I think you've got some pretty good evidence going. You've got the financial co-mingling and residential covered. Like someone said earlier, no need for W2s with IRS transcripts. All the best and congrats on the birth of your daughter!!!

- IRS tax return transcripts for 2013 and 2014, showing 'married filing jointly'

- bank statements of our joint checking account covering 2013-2015

- quitclaim deed of our house

- property tax reports for our house (2013-2014), showing both of us as 'the owner'

- shared car insurance (2013-15)

- car registration reporting both our names on it (2014-15)

- my husband's health insurance cards showing me as a dependent (2013-15),

- driver licenses with the same address

- boarding passes of trips taken together

- statements from our retirement accounts reporting the spouse as the beneficiary

- some water bills with both our names on them

- birth certificate of our daughter, who should be born anytime soon

I'd be happy not to have to look for the W2s unless I really have to.

[Pitaya 2,576]

Would suggest that you include copies of W2s and 1099MISCs with tax transcripts. Last month, we got an RFE related to our ROC petition, we only submitted the tax transcripts, the instructions are kinda vague, so go figure..... The RFE specifically wanted copies of all W2s and 1099MISCs with tax transcript(s) and/or complete tax return(s), for all applicable years.

Our recently submitted RFE response was accepted, we received our GCs two days ago.

Good luck on your immigration journey.

Edited June 3, 2015 by Pitaya

[inqztve 42]

- IRS tax return transcripts for 2013 and 2014, showing 'married filing jointly'

- bank statements of our joint checking account covering 2013-2015

- quitclaim deed of our house

- property tax reports for our house (2013-2014), showing both of us as 'the owner'

- shared car insurance (2013-15)

- car registration reporting both our names on it (2014-15)

- my husband's health insurance cards showing me as a dependent (2013-15),

- driver licenses with the same address

- boarding passes of trips taken together

- statements from our retirement accounts reporting the spouse as the beneficiary

- some water bills with both our names on them

- birth certificate of our daughter, who should be born anytime soon

I'd be happy not to have to look for the W2s unless I really have to.

My Lawyer submitted only transcripts in relation to taxes.

In addition to items on your list here is what she filed:

• Copy of marriage certificate (don't know why she included this. Lot of people here say it's not required)
• Personal statement from my wife and me about our life for last 2 years
• Statement written by family and friends (my wife's parents, my brother, a friend of mine and our financial advisor who happens to be my wife's cousin)
• Lot of pictures together and with family, at different locations (trips, visiting family etc.) and settings (office party, wedding party, dinner party etc.) I gave her a lot of pics. She specifically picked the ones on trips and visiting with family and office parties, basically social settings and trips
• My wife's Facebook posts wherever she tagged me for last two years.

Your list is solid in terms of financial co-mingling. I would add some more items for social settings.

Edited June 3, 2015 by inqztve

[TBoneTX 43,041]

Your list does appear solid. In addition to what you're sending, consider crafting wills, medical powers of attorney, and similar documents. These make excellent evidence for ROC, and they're even more crucial to have in "life."

[TigerFlower 61]

Meh.. just realized I never sent in my W2s with my turbotax printouts...

oh well, I just received my tax transcripts for the past 4 years. If I get an RFE, i'm ready to go.

Ruh Roh! Same here... although my spouse doesn't have a W-2 to send in. May as well get those transcripts now!

[Shauneg 762]

Ruh Roh! Same here... although my spouse doesn't have a W-2 to send in. May as well get those transcripts now!

The website to get them is down, so you must send for them or go to a local tax office if you can....

[Pitaya 2,576]

The website to get them is down, so you must send for them or go to a local tax office if you can....

Re: tax transcripts

http://www.visajourney.com/forums/topic/551521-irs-tax-transcripts-no-longer-available-online/

[TigerFlower 61]

Re: tax transcripts

http://www.visajourney.com/forums/topic/551521-irs-tax-transcripts-no-longer-available-online/

So this isn't the right link?

http://www.irs.gov/pub/irs-pdf/f4506t.pdf

I got it off of this guide page:

http://www.visajourney.com/content/751guide

*Edit: Sorry to the OP for high jacking the string...

Edited June 4, 2015 by Tigerflower

[Pitaya 2,576]

The link I provided was speaking about privacy issues with the online tax transcript system, though evidently can still be ordered on line and mailed.

[a+j 77]

FYI I ordered the transcripts calling the IRS toll-free no. 800-829-1040

http://www.irs.gov/uac/Telephone-Assistance

They arrived in the mail within 10 days.

Edited June 4, 2015 by a+j