Tax information & the interview

[wallofgemstones 1]

Hi everyone. In a bit of a pickle here.

My fiancee's interview in London is on the 16th (of June). I misunderstood what tax information to send for her and only sent along the W2s, thinking this would be sufficient. From reading, it seems like it won't? A full return is needed instead?

I could scan her a copy of the full return filed or rush to the local IRS office to get transcripts, but these would obviously be photocopies and not the originals. How problematic could this be for us?

If I am completely misreading the situation entirely, please let me know.

I should note that the W2s are not the only bits of information she has. She also has 3 months of my mom's income reports from her main job.

(As for why I didn't get the tax transcripts in the first place? They are no longer mailed and getting my parents - who are the real finaicial support we will be getting - to do anything not directly for their benefit is... not easy, to say the least. I let them convince me that this would be fine and now I am not so sure. Clarification would be much appreciated.)

Edited June 12, 2016 by wallofgemstones

[Mrs.Hull210 24]

If you are using W2's, the entire tax return must be included. If you an at all get the transcripts, do that ASAP and fax them, or something. That is the safest route that I can think of. If this info is incorrect, I'm sure a more experienced user will chime in and offer a better solution.

[3rd 84]

I think at worst she wouldn't be flat out denied if the return wasn't present but I'm sure they might ask for it and put you in AP until they receive it. But I could be wrong as I'm not all too familiar with the K-1 process.

[wallofgemstones 1]

Thanks guys! I see now in the K-1 sticky that the only thing that has to be original is the Affidavit itself (for the wet signature). We should be able to compile more than enough information to photocopy/fax over to her.

I feel so bad for my VisaJourney threads lol. I am always at my most frenzied and worried - and thus unlikely to see what's right in front of me, the simplest solution. I'm sure that's common for here, though.

[Nich-Nick 3,353]

Thanks guys! I see now in the K-1 sticky that the only thing that has to be original is the Affidavit itself (for the wet signature). We should be able to compile more than enough information to photocopy/fax over to her.

I feel so bad for my VisaJourney threads lol. I am always at my most frenzied and worried - and thus unlikely to see what's right in front of me, the simplest solution. I'm sure that's common for here, though.

I didn't really understand your post completely, but yes scanned documentation works.

What I couldn't figure out is what exactly got sent and did it belong to you or your mother.

Tax transcripts are still available by mail or online download.

London will approve a K1 without a tax return if the income is proven with other documentation, which it sounds like you provided.

[MandEJ 46]

Sorry to jump in, but I don't really... understand US taxes ha and their returns. Isn't a W2 a full tax return for the tax year? It seems to be pretty detailed with info? We have a W2 as well as a copy of stock options value, as well as a copy from the employer's self-service earnings statements which details his pay and hours completely, and also a copy of his employment history statement.

Do we need anything else? I was under the impression London wasn't too demanding with paperwork, as long as we got a couple of things to show earnings (bearing in mind, too, his salary is well over the 125% poverty guidelines)

[HackyMoto 13]

A W2 is not a tax return; it is a detailed statement of your full year salary, taxes paid on your salary / bonus etc including contributions to 401k and other work based benefits such insurance. It is only one piece of evidence you need to complete a tax return other documents you may need include statements for mortgages (showing interest paid), bank statements with interest paid, statements for shares sold with confirmed profits or losses made blah blah....having been married to an USC for well on 12 years, we have had to complete a tax return every year no matter where we have stayed in the world. If you're not familiar with US taxes, it is best to employ an accountant to help you through it.

[MandEJ 46]

A W2 is not a tax return; it is a detailed statement of your full year salary, taxes paid on your salary / bonus etc including contributions to 401k and other work based benefits such insurance. It is only one piece of evidence you need to complete a tax return other documents you may need include statements for mortgages (showing interest paid), bank statements with interest paid, statements for shares sold with confirmed profits or losses made blah blah....having been married to an USC for well on 12 years, we have had to complete a tax return every year no matter where we have stayed in the world. If you're not familiar with US taxes, it is best to employ an accountant to help you through it.

So what would we need on top of the W2 and the things we have, for the interview?

We'll get an accountant in due time when I am over, but for now I just would like to know what I need to take to the embassy.

Thanks!

[Nich-Nick 3,353]

So what would we need on top of the W2 and the things we have, for the interview?

We'll get an accountant in due time when I am over, but for now I just would like to know what I need to take to the embassy.

Thanks!

On a K1 visa, London would approve with the I-134 affidavit of support and a letter from the employer or in your case a statement from the employer. The W2 is a second way you can show income. It's enough. You need nothing more.

You will need a complete tax return with your adjustment of status because that is part of the rules for the i-864 affidavit of support. So to answer your question of what is a complete tax return--

There's. Inches of forms depending on the individual tax payer. The main form is a form 1040 and looks like this https://www.irs.gov/pub/irs-pdf/f1040.pdf but is could also be a shorter version called 1040A or 1040EZ. Then Depending on your job, or investments, or whatever you could also have to add other forms like Schedule A https://www.irs.gov/pub/irs-pdf/f1040sa.pdf , or Schedule B https://www.irs.gov/pub/irs-pdf/f1040sb.pdf

So you get the idea that there is one to several forms that make up the tax return.

If you looked at the forms, you may have noticed you could fill those in, print them, and make up a fake return showing lots of money. So when you send a copy of the tax return for an affidavit of support, you have to also submit the W2 wage statement that employers provide at the end of each tax year. It kinda authenticates that the wages on the tax return you sent are what you really earned. If you sent a form 1040 saying wages were $150,000 but you didn't send a W2 issued by your employer saying $150,000...well it wouldn't fly with USCIS.

For a K1, London does not require a tax return, but a tax return is required for your AOS. If you don't want to worry about the various tax forms, you can order a free tax return transcript from the IRS and it works all by itself with no W2 needed because it is verified by the IRS as true.

Edited June 13, 2016 by Nich-Nick

[MandEJ 46]

On a K1 visa, London would approve with the I-134 affidavit of support and a letter from the employer or in your case a statement from the employer. The W2 is a second way you can show income. It's enough. You need nothing more.

You will need a complete tax return with your adjustment of status because that is part of the rules for the i-864 affidavit of support. So to answer your question of what is a complete tax return--

There's. Inches of forms depending on the individual tax payer. The main form is a form 1040 and looks like this https://www.irs.gov/pub/irs-pdf/f1040.pdf but is could also be a shorter version called 1040A or 1040EZ. Then Depending on your job, or investments, or whatever you could also have to add other forms like Schedule A https://www.irs.gov/pub/irs-pdf/f1040sa.pdf , or Schedule B https://www.irs.gov/pub/irs-pdf/f1040sb.pdf

So you get the idea that there is one to several forms that make up the tax return.

If you looked at the forms, you may have noticed you could fill those in, print them, and make up a fake return showing lots of money. So when you send a copy of the tax return for an affidavit of support, you have to also submit the W2 wage statement that employers provide at the end of each tax year. It kinda authenticates that the wages on the tax return you sent are what you really earned. If you sent a form 1040 saying wages were $150,000 but you didn't send a W2 issued by your employer saying $150,000...well it wouldn't fly with USCIS.

For a K1, London does not require a tax return, but a tax return is required for your AOS. If you don't want to worry about the various tax forms, you can order a free tax return transcript from the IRS and it works all by itself with no W2 needed because it is verified by the IRS as true.

Thank you very much. That's a load off my mind, then, so for K1 we are good.

I'll get my fiance to order the transcript from the IRS in a couple of months, when we have a better idea of when I'll be moving. Thanks again

[Nich-Nick 3,353]

Thank you very much. That's a load off my mind, then, so for K1 we are good.

I'll get my fiance to order the transcript from the IRS in a couple of months, when we have a better idea of when I'll be moving. Thanks again

Transcripts don't expire so he can order whenever he's ready.