Questions for NVC Stage

[Mr & Mrs Umer 12]

Hello

I have few confusions in my mind for my next stage and I would appreciate your kind replies

What "exact documents" should be submitted as AOS Package. My wife is petitioner and she is confused between IRS tax transcripts, Tax Returns and W2. Should we have to provide past 3 years W2's? We don't have them and IRS web showing we have to pay $50 fee for each year. We are trying our best to avoid any RFE. Kindly answer this question in a bit detail as I am not familiar with USA's taxation system and procedures.

Another question: Do I (Beneficiary) have to sign anything (document) in AOS or IV Packages?

Thank you for your time and care (Y)

[steve770 2]

https://www.irs.gov/individuals/get-transcript go on this website and select get transcript on;ine and hit on tax return transcript then follow the instruction or you can call them and ask them to fax you your past 3 years tax return transcript that's what i did

[mbunband 2]

Hello,

I just recently completed my case at the NVC so I am pretty familiar with what needs to be sent from my experience and understanding. NVC will typically just need last 3 years of Tax Return Transcripts which can be obtained via the site that was given by steve770. You can also create an account on the IRS site and obtain your Tax Transcripts digitally if you are pressed for time. If you intend on sending Federal Tax Returns, then you will need W2s from those years to be sent in with them as well.

As for exact documents, you or petitioner will need to follow the "Welcome Letter" which you should have received via email. That letter has a checklist that you need to follow and send in each document pertaining to your case. For example, Cover Letter, I-864, Tax transcripts, marriage certificates, etc. My package was almost identical to that which you send to USCIS but varies slightly with the financial supporting documents. I followed that checklist for the AOS and they did't request any further for the IV as it is pretty much corresponds with each other.

As the beneficiary, you do not need to sign any documents. Your spouse will need to provide a signature for the I-864 for the AOS Package. I am the petitioner for my wife and did everything on my own without requiring any of her signatures. If you have any questions, please feel free to ask and I can help out as much as possible.

[Mr & Mrs Umer 12]

https://www.irs.gov/individuals/get-transcript go on this website and select get transcript on;ine and hit on tax return transcript then follow the instruction or you can call them and ask them to fax you your past 3 years tax return transcript that's what i did

Thanks for replying Steve

You mean to say i just need 3 years tax returns Transcripts only, no W2 required, right? Correct me please If I am misinterpreting your guidance

Cheers

[Mr & Mrs Umer 12]

Hello,

I just recently completed my case at the NVC so I am pretty familiar with what needs to be sent from my experience and understanding. NVC will typically just need last 3 years of Tax Return Transcripts which can be obtained via the site that was given by steve770. You can also create an account on the IRS site and obtain your Tax Transcripts digitally if you are pressed for time. If you intend on sending Federal Tax Returns, then you will need W2s from those years to be sent in with them as well.

As for exact documents, you or petitioner will need to follow the "Welcome Letter" which you should have received via email. That letter has a checklist that you need to follow and send in each document pertaining to your case. For example, Cover Letter, I-864, Tax transcripts, marriage certificates, etc. My package was almost identical to that which you send to USCIS but varies slightly with the financial supporting documents. I followed that checklist for the AOS and they did't request any further for the IV as it is pretty much corresponds with each other.

As the beneficiary, you do not need to sign any documents. Your spouse will need to provide a signature for the I-864 for the AOS Package. I am the petitioner for my wife and did everything on my own without requiring any of her signatures. If you have any questions, please feel free to ask and I can help out as much as possible.

Thanks for quick and detailed reply mbunband

As per your and Steve's guidance my wife has requested past 3 years "Tax Returns Transcript" which will be delivered in 5 to 10 working days at her address. We have plenty of time that's why she didn't go for online. She told me there were 2 options on IRS website drop down menu> "Tax Returns Account or Tax Returns Transcript" and she selected Tax Returns Transcript option for years 2013, 2014 & 2015.

Now my question is (beg your pardon if it seems kinda stupid) do we need W2 as well with these Transcripts, (if no then its all good) if yes then do we need to request it separately with $50. I know you guys have addressed my confusion pretty well with precise words in detail but this W2 is giving us tough time to digest.

If you could elaborate a bit more what options I have regarding tax papers submission.

Thanks again

[mbunband 2]

I know I mentioned that you'd only need to provide W2s only if you submitted federal tax returns in your AOS package instead of tax transcripts, but I've read here and there that it's needed. I would say to be safe, just get the W2s and send in conjunction. Unless someone says differently here on VJ. I guess it was a little easier for me to obtain mine instead of paying $50 since I'm in the military, so if paying is not an issue, I'd do so.

[Thegirl 224]

If you submit transcripts you do not need W2

[Mr & Mrs Umer 12]

I know I mentioned that you'd only need to provide W2s only if you submitted federal tax returns in your AOS package instead of tax transcripts, but I've read here and there that it's needed. I would say to be safe, just get the W2s and send in conjunction. Unless someone says differently here on VJ. I guess it was a little easier for me to obtain mine instead of paying $50 since I'm in the military, so if paying is not an issue, I'd do so.

Okay, I am clear about W2's now, for safe side I will attach them. One last thing, do they need genuine tax papers or photocopies instead. Once again bunch of thanks and I appreciate your help.

[Mr & Mrs Umer 12]

If you submit transcripts you do not need W2

Thanks Keas

So just 3 years Tax Returns Transcripts are enough and that's it? Nothing else, right?

[Thegirl 224]

Thanks Keas

So just 3 years Tax Returns Transcripts are enough and that's it? Nothing else, right?

Correct

[Thegirl 224]

Okay, I am clear about W2's now, for safe side I will attach them. One last thing, do they need genuine tax papers or photocopies instead. Once again bunch of thanks and I appreciate your help.

Since transcripts can be printed online there is no "original" if you know what I mean. There is nothing to indicate they are original vs copies, no special paper or seal or anything of the sort. The I-864 form must have an original wet signature- I.e. not a photocopy.

[mbunband 2]

Okay, I am clear about W2's now, for safe side I will attach them. One last thing, do they need genuine tax papers or photocopies instead. Once again bunch of thanks and I appreciate your help.

No problem. My situation was a little different since I had to adjust one of my returns and amend them. You should be good to go though. Best of luck with your case!

[Mr & Mrs Umer 12]

Since transcripts can be printed online there is no "original" if you know what I mean. There is nothing to indicate they are original vs copies, no special paper or seal or anything of the sort. The I-864 form must have an original wet signature- I.e. not a photocopy.

Wao

This is a crystal clear answer and thank you very much for everything. You guys have made it quite easy for me to understand it fully. Wish you all the best for your journey of life ahead Bravo ?

[Mr & Mrs Umer 12]

No problem. My situation was a little different since I had to adjust one of my returns and amend them. You should be good to go though. Best of luck with your case!

Kudos

You did a really good job for clearing my confusions. Indeed, people like you are are pride for VJ forum. Wish you all the best in your army carrier and forth coming life. Be blessed ✌

[Ryan H 3,790]

Moved from Progress Reports to Process & Procedures.