Tax Forms for Interview and a few other questions

[SV350z 3]

Hi Everyone,

My Fiancee has an interview on the 25th of this month (finally yay!). I see I need to provide my tax forms, I do not have my 2014 filing because I live overseas so I was able to get an extension, I have not filed yet. Will my 2013 be ok? If so, the only one I have is a photocopy I made before sending my taxes, they were prepared by a tax professional. Is that good enough? I have my 2012 too.

I have been living with my Fiancee overseas for the last year almost, we own a business together. Would that have any negative affect on our k1 visa? I am living overseas legally but the country has taken a very violent turn and we are hoping to leave ASAP once the visa is approved.

And lastly, does anybody know if the US Embassay in El Salvador will allow me to attend with my fiancee? I know some embassies do and some don't. I emailed to ask but no reply yet.

Thank you all!

[p1nkmamba 18]

I would submit a copy of your form 4868 for the extension and any IRS communication regarding it. Also, you probably did a rough draft of your return for the extension, so I would submit that as well.

[SV350z 3]

Hello,

I did not save a rough draft, my CPA handled it and he is no longer going to be my CPA because his firm closed.

I do have a copy of the 4868 form though. Does anybody know if it will create a problem? If it does I could file my taxes right now, if I file now though what do I use to show proof? Just a copy of my completed and signed taxes before mailing them or what?

[KayDeeCee 4,891]

Taxes for those that are self-employed are a must, so file. The most recent return will be an absolute must once in the US, married and filing for AOS.

Include a complete copy of the return you submit with all forms, schedules 1099s, etc. They will look at your total income, which is line 22 of the 1040, so don't take too many deductions if it will lower that amount under the income requirement. It is also important that your business will continue once you move to the US.

[SV350z 3]

Hello KayDeeCee,

My Business with my fiancee is not legally mine. I have no legal connection at this time. So that will not play into my taxes, and since we are not married...

My actual work is not self-employed, I work as a W2 employee for a US company. I have an extension until October... would the extension plus last years (2013) not be enough?

[KayDeeCee 4,891]

It may be enough, along with proof of your current income via a letter from employer and/or recent pay stubs, but I cannot say for sure. Most consulates require a copy of the most recent tax return, but some are more strict than others on what they want to see. Perhaps email them directly and ask.

[SV350z 3]

Hi there,

I get paid digitally, I have a copy of my bank account statement where I get deposits from my employer every 2 weeks, would that work?

Also I can get a letter from my employer stating my job and pay. Is the tax income return the only viable method or can I use alternatives? I am getting paranoid

[KayDeeCee 4,891]

The bank statements showing deposits and letter from employer work for proving your current income. You will need to ask your consulate directly if they will allow just your proof of current income along with 2012 and 2013 returns and proof you filed for an extension in 2014. As I said, some consulates will require the most recent tax return.

[SV350z 3]

Ok thanks! I am working on filing now. I am noticing an issue though, some people seem to say you need a W2 with the Income tax return.

What happens if I am self-employed? One year I do have a w2 but it's scanned. For the latest year I am an Independent Contractor so it shows as self-employed. Do you I just need a copy of my tax return as I filed it or something else in place of the W2?

[TBoneTX 43,019]

*** Thread moved from K-1 Process forum to the Embassy/Consulate forum -- topic involves that phase. ***

[BS1982 13]

Tax transcripts are preferred and easier: http://www.irs.gov/Individuals/Get-Transcript

I also filed an extension for 2014 taxes so I provided a letter from my bank showing all deposits for the previous 12 months along with a listing of major assets (house, retirement accounts etc). My fiancee's K1 visa was approved with no problems.

[KayDeeCee 4,891]

Ok thanks! I am working on filing now. I am noticing an issue though, some people seem to say you need a W2 with the Income tax return.

What happens if I am self-employed? One year I do have a w2 but it's scanned. For the latest year I am an Independent Contractor so it shows as self-employed. Do you I just need a copy of my tax return as I filed it or something else in place of the W2?

Ok, you keep switching back and forth between whether or not you are self-employed or an employee. Some that are self-employed receive 1099s, but you may not. Either way, you need to provide a complete copy of your return, which would include any and all forms and documents you would need if you were mailing in your return to the IRS. OR, if you have enough time after filing, you can get an IRS transcript instead. Either one works.

[SV350z 3]

Thanks everyone!

The embassay emailed me back and they said they want 2014 tax year, if I don't have to do a joint sponsor affadavit. I did not want to do that so I got my sister to DHL me my W2's (they are in the US, I am not) and I am having my CPA do my tax form. They assure me we will be ready before the interview date. It's costing me a fortune to get stuff done on time but better than risking it.

I am going to bring:

-2014 1040 signed by me

-W2 for 2014 from 2 jobs

I am hoping that is enough information, I make way more than the requirement thankfully.

Also they said I can go inside the embassy with my fiance but not be at the window during the consular interview.