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ShanghaiSurfer

Tax Return vs. IRS Tax Transcripts

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I understand your previous year taxes are required. However, I've noticed some people get the free transcripts from the IRS. Is that required or can you just give them copies of the tax returns?

 

Also I assume you only need to provide the Federal Tax Return and not the State Tax Return.


12-16-2016 - I-129f sent

12-19-2016 - I-129f received at Lockbox 
12-29-2016 - NOA1 (10 days)
3-22-2016- NOA2
 
Approved 93 Days from receive date.
 

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Just got to IRS or online and ask for the actual transcript

 

That shows what was indeed filed and that IRS knows about it. Is the safest best choice.

 

I've provided through my journey always Federal and State, not sure if State is indeed required but rather be safe than sorry...

 

Good luck

Edited by Jabuticaba 1

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Thank you. Did you use online transcripts? Or do the mailed ones come out differently?


12-16-2016 - I-129f sent

12-19-2016 - I-129f received at Lockbox 
12-29-2016 - NOA1 (10 days)
3-22-2016- NOA2
 
Approved 93 Days from receive date.
 

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You are welcome! I used online ones but I assume the mail ones would come up as the same

 

Online ones you can print faster tho so if you are able to create and account and get them online is better, faster

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i would get tax returns , wage/income transcripts , w2s, pay stubs , bank statements ,employment letter 


 

AOS

05/04/17 - Biometric appointment

05/17/17 - Case ready to be scheduled for interview

07/20/17 - EAD/AP Approved

07/25/17 - GC interview scheduled

07/27/17 - EAD/AP in hand

08/14/17 - GC interview , approved =)

08/18/17 - GC approval notice letter

08/21/17 - GC in hand

 

 

ROC

05/16/19 - Earliest  to apply 

 

 

 

 

 

 

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40 minutes ago, soulstriker said:

i would get tax returns , wage/income transcripts , w2s, pay stubs , bank statements ,employment letter 

Thank you. Very helpful. I'll do the tax returns, wage/income transcripts, and bank deposits. Unfortunately I don't have W-2, employment letter, or pay stubs since I'm self-employed per se.

 

Do do you submit this information only at interview or send in to consulate as part of package 3? I'm wondering if I should send an overview page to the finances so it is clear. 

 

 


12-16-2016 - I-129f sent

12-19-2016 - I-129f received at Lockbox 
12-29-2016 - NOA1 (10 days)
3-22-2016- NOA2
 
Approved 93 Days from receive date.
 

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17 minutes ago, ShanghaiSurfer said:

Thank you. Very helpful. I'll do the tax returns, wage/income transcripts, and bank deposits. Unfortunately I don't have W-2, employment letter, or pay stubs since I'm self-employed per se.

 

Do do you submit this information only at interview or send in to consulate as part of package 3? I'm wondering if I should send an overview page to the finances so it is clear. 

 

 

hmm depends on the embassy really for mine we submitted them during the interview


 

AOS

05/04/17 - Biometric appointment

05/17/17 - Case ready to be scheduled for interview

07/20/17 - EAD/AP Approved

07/25/17 - GC interview scheduled

07/27/17 - EAD/AP in hand

08/14/17 - GC interview , approved =)

08/18/17 - GC approval notice letter

08/21/17 - GC in hand

 

 

ROC

05/16/19 - Earliest  to apply 

 

 

 

 

 

 

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1 hour ago, soulstriker said:

hmm depends on the embassy really for mine we submitted them during the interview

Okay. It looks like ours is the same. Congrats on your approval as well.


12-16-2016 - I-129f sent

12-19-2016 - I-129f received at Lockbox 
12-29-2016 - NOA1 (10 days)
3-22-2016- NOA2
 
Approved 93 Days from receive date.
 

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5 hours ago, ShanghaiSurfer said:

Thank you. Very helpful. I'll do the tax returns, wage/income transcripts, and bank deposits. Unfortunately I don't have W-2, employment letter, or pay stubs since I'm self-employed per se.

 

Do do you submit this information only at interview or send in to consulate as part of package 3? I'm wondering if I should send an overview page to the finances so it is clear. 

 

 

Since you are self-employed I know they require a bit more. You don't have w2's to accompany a tax return. I would recommend the tax transcripts as they are better proof for you. The return simply shows what you wrote on it not that the irs received it.


K1 Visa & AOS

Spoiler

2016-03-19         i-129F Sent
2016-03-24         i-129F NOA1
2016-06-14         i-129F NOA2
2016-07-08         NVC Rec'd
2016-07-12         Case #
2016-07-13         NVC Left
2016-07-14         Consulate Rec'd
2016-07-19         Medical
2016-08-11         Interview Date (approved)
2016-09-06         Issued
2016-09-09         Visa In Hand
2016-10-19         POE Dallas Fort-Worth
2016-10-30         Our Halloween Wedding

2016-11-16         AOS package sent (i-485, i-131, i-765, i-864, g-325a, DS-3025)
2016-11-17         AOS package delivered to Chicago lockbox
2016-11-23         NOA1's by e-mail and text (@ 10:30 pm CT)
2016-11-26         NOA1 hard copies
2016-12-03         Biometrics appointment in mail
2016-12-07         Biometrics (Early walk-in Desoto, appointment was for Dec 13th)

2017-02-17         Notice of card in production by email and text (@8:00 am CT, i-765) - Day 92

2017-02-22         Notice of approval by email and text (@1:00 pm CT, i-765 and i-131) - Day 97

2017-02-22         Notice of card being mailed by email and text (@7:00 pm CT, i-765) - Day 97

2017-02-25         EAD/AP combo card arrived in mail - Day 100

2017-03-03         Notice of green card in production by email and text (@4:00 pm CT, i-485) - Day 106

2017-03-03         Notice of approval by email and text (@6:00 pm CT, i-485) - Day 106

2017-03-11          Green card arrived in mail  - Day 113

2018-12-03          First day to file for ROC (i-751)

 

giphy.gif

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6 hours ago, ShanghaiSurfer said:

Thank you. Very helpful. I'll do the tax returns, wage/income transcripts, and bank deposits. Unfortunately I don't have W-2, employment letter, or pay stubs since I'm self-employed per se.

 

Do do you submit this information only at interview or send in to consulate as part of package 3? I'm wondering if I should send an overview page to the finances so it is clear. 

 

 

As someone who just recently (past 8 months) filed through Guangzhou, You don't need all of that information. I sent my now Wife the past 4 years of Tax Transcripts from https://www.irs.gov/individuals/get-transcript. When she arrived for the interview, they gave back the 4 year old transcript and said thank you, but this one is not needed. You can choose the online transcript, and just print it out, it's the same as if you were to have it mailed.

 

The information is only submitted during the interview as part of P4, it is not needed for Packet 3.

Edited by Chris and ZhiJia

Click Below to View my timeline (spoiler added to reduce visible space consumption)

 

Timeline to date:

11/11/14 - Met online through eHarmony
11/12/14 - Started communication through email (1-2 emails daily)
12/20/14 - Communicating through Phone Calls and Video Calls
07/04/15 - First Trip to China to visit her (spent time at her home, her hometown, and Beijing), Met the whole family.
07/18/15 - Sadly I had to return back to the US
10/01/15 - I am returning back to China to be with her again
10/11/15 - She will accompany me back on the same flight for 30 days
11/14/15 - She returns back to China
12/01/15 - I-129F Fed-Ex'd to the Lewisville address
12/03/15 - Packet signed for by the receiver
12/07/15 - NOA1 Generated
12/11/15 - NOA1 Received
01/14/15 - NOA2 Generated (Approved)
01/28/16 - NVC Received (Still waiting papers for official date)
01/29/16 - NVC Case# Assigned (Still waiting papers for official date)
02/03/16 - Case Sent to Embassy
02/04/16 - Case Received by Embassy
03/03/16 - Packet 3 Received
03/03/16 - Packet 3 Sent back to Embassy
03/04/16 - DS-160 Fee paid
03/09/16 - Packet 4 Received (Documents were prepared in advance)
04/02/16 - I return to China to provide moral and emotional support as she goes to her Interview on the 5th
04/05/16 - Interview Date (APPROVED!!!)

04/25/16 - POE Dallas Texas (DFW) smooth sailing through customs

04/25/16 - Arrived in Nashville, TN 10pm
04/29/16 - Marriage Certificate received
SSN filed somewhere after this point (exact date is not remembered, received after a 30 minute wait)
11/16/16 - AoS packet mailed (i-485, i-765, i-131)
11/18/16 - AoS packet received
12/06/16 - Check Cashed
02/28/17 - EAD and AP Approved
03/02/17 - NOA2 for EAD and AP Arrived
03/02/17 - EAD/AP Card Arrived

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1 minute ago, Chris and ZhiJia said:

As someone who just recently (past 8 months) filed through Guangzhou, You don't need all of that information. I sent my now Wife the past 4 years of Tax Transcripts from https://www.irs.gov/individuals/get-transcript. When she arrived for the interview, they gave back the 4 year old transcript and said thank you, but this one is not needed. You can choose the online transcript, and just print it out, it's the same as if you were to have it mailed.

 

The information is only submitted during the interview as part of P4, it is not needed for Packet 3.

are you self-employed?


K1 Visa & AOS

Spoiler

2016-03-19         i-129F Sent
2016-03-24         i-129F NOA1
2016-06-14         i-129F NOA2
2016-07-08         NVC Rec'd
2016-07-12         Case #
2016-07-13         NVC Left
2016-07-14         Consulate Rec'd
2016-07-19         Medical
2016-08-11         Interview Date (approved)
2016-09-06         Issued
2016-09-09         Visa In Hand
2016-10-19         POE Dallas Fort-Worth
2016-10-30         Our Halloween Wedding

2016-11-16         AOS package sent (i-485, i-131, i-765, i-864, g-325a, DS-3025)
2016-11-17         AOS package delivered to Chicago lockbox
2016-11-23         NOA1's by e-mail and text (@ 10:30 pm CT)
2016-11-26         NOA1 hard copies
2016-12-03         Biometrics appointment in mail
2016-12-07         Biometrics (Early walk-in Desoto, appointment was for Dec 13th)

2017-02-17         Notice of card in production by email and text (@8:00 am CT, i-765) - Day 92

2017-02-22         Notice of approval by email and text (@1:00 pm CT, i-765 and i-131) - Day 97

2017-02-22         Notice of card being mailed by email and text (@7:00 pm CT, i-765) - Day 97

2017-02-25         EAD/AP combo card arrived in mail - Day 100

2017-03-03         Notice of green card in production by email and text (@4:00 pm CT, i-485) - Day 106

2017-03-03         Notice of approval by email and text (@6:00 pm CT, i-485) - Day 106

2017-03-11          Green card arrived in mail  - Day 113

2018-12-03          First day to file for ROC (i-751)

 

giphy.gif

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3 minutes ago, Suss&Camm said:

are you self-employed?

I am not, and he said self-employed per-se, which to my understanding would be contractual based work. As long as his filing income is at or above the poverty guidelines, he should not need all of that extra information for China, Your employer information is not made available on your transcript, only your filing information.


Click Below to View my timeline (spoiler added to reduce visible space consumption)

 

Timeline to date:

11/11/14 - Met online through eHarmony
11/12/14 - Started communication through email (1-2 emails daily)
12/20/14 - Communicating through Phone Calls and Video Calls
07/04/15 - First Trip to China to visit her (spent time at her home, her hometown, and Beijing), Met the whole family.
07/18/15 - Sadly I had to return back to the US
10/01/15 - I am returning back to China to be with her again
10/11/15 - She will accompany me back on the same flight for 30 days
11/14/15 - She returns back to China
12/01/15 - I-129F Fed-Ex'd to the Lewisville address
12/03/15 - Packet signed for by the receiver
12/07/15 - NOA1 Generated
12/11/15 - NOA1 Received
01/14/15 - NOA2 Generated (Approved)
01/28/16 - NVC Received (Still waiting papers for official date)
01/29/16 - NVC Case# Assigned (Still waiting papers for official date)
02/03/16 - Case Sent to Embassy
02/04/16 - Case Received by Embassy
03/03/16 - Packet 3 Received
03/03/16 - Packet 3 Sent back to Embassy
03/04/16 - DS-160 Fee paid
03/09/16 - Packet 4 Received (Documents were prepared in advance)
04/02/16 - I return to China to provide moral and emotional support as she goes to her Interview on the 5th
04/05/16 - Interview Date (APPROVED!!!)

04/25/16 - POE Dallas Texas (DFW) smooth sailing through customs

04/25/16 - Arrived in Nashville, TN 10pm
04/29/16 - Marriage Certificate received
SSN filed somewhere after this point (exact date is not remembered, received after a 30 minute wait)
11/16/16 - AoS packet mailed (i-485, i-765, i-131)
11/18/16 - AoS packet received
12/06/16 - Check Cashed
02/28/17 - EAD and AP Approved
03/02/17 - NOA2 for EAD and AP Arrived
03/02/17 - EAD/AP Card Arrived

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4 minutes ago, Chris and ZhiJia said:

I am not, and he said self-employed per-se, which to my understanding would be contractual based work. As long as his filing income is at or above the poverty guidelines, he should not need all of that extra information for China, Your employer information is not made available on your transcript, only your filing information.

I agree definitely with him providing the transcripts. But how does he show the proof of current income if this is the only thing he provides? Since last tax was filed almost a year ago.


K1 Visa & AOS

Spoiler

2016-03-19         i-129F Sent
2016-03-24         i-129F NOA1
2016-06-14         i-129F NOA2
2016-07-08         NVC Rec'd
2016-07-12         Case #
2016-07-13         NVC Left
2016-07-14         Consulate Rec'd
2016-07-19         Medical
2016-08-11         Interview Date (approved)
2016-09-06         Issued
2016-09-09         Visa In Hand
2016-10-19         POE Dallas Fort-Worth
2016-10-30         Our Halloween Wedding

2016-11-16         AOS package sent (i-485, i-131, i-765, i-864, g-325a, DS-3025)
2016-11-17         AOS package delivered to Chicago lockbox
2016-11-23         NOA1's by e-mail and text (@ 10:30 pm CT)
2016-11-26         NOA1 hard copies
2016-12-03         Biometrics appointment in mail
2016-12-07         Biometrics (Early walk-in Desoto, appointment was for Dec 13th)

2017-02-17         Notice of card in production by email and text (@8:00 am CT, i-765) - Day 92

2017-02-22         Notice of approval by email and text (@1:00 pm CT, i-765 and i-131) - Day 97

2017-02-22         Notice of card being mailed by email and text (@7:00 pm CT, i-765) - Day 97

2017-02-25         EAD/AP combo card arrived in mail - Day 100

2017-03-03         Notice of green card in production by email and text (@4:00 pm CT, i-485) - Day 106

2017-03-03         Notice of approval by email and text (@6:00 pm CT, i-485) - Day 106

2017-03-11          Green card arrived in mail  - Day 113

2018-12-03          First day to file for ROC (i-751)

 

giphy.gif

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8 minutes ago, Suss&Camm said:

I agree definitely with him providing the transcripts. But how does he show the proof of current income if this is the only thing he provides? Since last tax was filed almost a year ago.

The I-134 is his attestation to current income, which is supported by the transcripts.

 

Per the I-134 instructions

Quote

Submit in duplicate evidence of income and resources, as appropriate :

C. If self-employed:

(1) Copy of last income tax return filed; or

(2) Report of commercial rating concern

As part of P4 for China, they do not request Bank records, or Employment letter, only the I-134 and Transcripts. Maybe Sweden is different, and requests the additional information, but China does not request this.

Edited by Chris and ZhiJia

Click Below to View my timeline (spoiler added to reduce visible space consumption)

 

Timeline to date:

11/11/14 - Met online through eHarmony
11/12/14 - Started communication through email (1-2 emails daily)
12/20/14 - Communicating through Phone Calls and Video Calls
07/04/15 - First Trip to China to visit her (spent time at her home, her hometown, and Beijing), Met the whole family.
07/18/15 - Sadly I had to return back to the US
10/01/15 - I am returning back to China to be with her again
10/11/15 - She will accompany me back on the same flight for 30 days
11/14/15 - She returns back to China
12/01/15 - I-129F Fed-Ex'd to the Lewisville address
12/03/15 - Packet signed for by the receiver
12/07/15 - NOA1 Generated
12/11/15 - NOA1 Received
01/14/15 - NOA2 Generated (Approved)
01/28/16 - NVC Received (Still waiting papers for official date)
01/29/16 - NVC Case# Assigned (Still waiting papers for official date)
02/03/16 - Case Sent to Embassy
02/04/16 - Case Received by Embassy
03/03/16 - Packet 3 Received
03/03/16 - Packet 3 Sent back to Embassy
03/04/16 - DS-160 Fee paid
03/09/16 - Packet 4 Received (Documents were prepared in advance)
04/02/16 - I return to China to provide moral and emotional support as she goes to her Interview on the 5th
04/05/16 - Interview Date (APPROVED!!!)

04/25/16 - POE Dallas Texas (DFW) smooth sailing through customs

04/25/16 - Arrived in Nashville, TN 10pm
04/29/16 - Marriage Certificate received
SSN filed somewhere after this point (exact date is not remembered, received after a 30 minute wait)
11/16/16 - AoS packet mailed (i-485, i-765, i-131)
11/18/16 - AoS packet received
12/06/16 - Check Cashed
02/28/17 - EAD and AP Approved
03/02/17 - NOA2 for EAD and AP Arrived
03/02/17 - EAD/AP Card Arrived

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