Tax extension & Interview

[Spencerburgess 1]

Hey all,

 

My wife(Beneficiary) and I got approved for an expedite request at the Consulate in Rio. We were already CC'd at the NVC, but we needed a sooner date (Hence why we applied for an expedite). Anyways, our interview date is April 19th!

 

Since we started the NVC process in December they only have our 2015 financial documents along with our joint sponsor's. For 2016 taxes we made more than enough to not require a joint sponsor, however since the tax season is ending and we want to file jointly rather than separate I filed for an extension and we will file jointly after she gets her SSN (So, after the interview and our entry into the US). 

 

The problem that we have is that our interview date is April 19th, so they are definitely going to prefer to have our 2016 return. My big question is if we are good for the interview with the tax extension form and my w2's and last years tax (2015)/financial documents? If we are good that way, would we need to bring original proof of identity for our joint sponsor or just their financial documents, etc?

 

Or are we REQUIRED to file and bring our 2016 tax return even though the IRS doesn't require it until October as per the granted extension? Is anyone else in this same situation?

Edited April 3, 2017 by Spencerburgess

[Thesmiths2016 117]

I will be in a similar situation (interview expedite ... but not quite out of NVC yet). I've seen a couple of other people comment that they got extensions for taxes and took that with them.  One said they weren't asked for it, the other didn't report back.

[Thesmiths2016 117]

Are you currently living outside the united states? The following on the IRS website says you have an automatic 2 month extension if residing outside the USA. I intend to print this page and bring it to my interview as my husband won't be able to file in time. 

 

https://www.irs.gov/publications/p54/ch01.html

 

[Spencerburgess 1]

4 hours ago, Thesmiths2016 said:

Are you currently living outside the united states? The following on the IRS website says you have an automatic 2 month extension if residing outside the USA. I intend to print this page and bring it to my interview as my husband won't be able to file in time. 

 

https://www.irs.gov/publications/p54/ch01.html

 

I am outside the US with my wife, but I am on the status of a tourist visa for now (To get residency in Brazil is a long process as well!), so I just filed for a regular extension. The consulate that our interview is at finally just answered part of the question we had. Since there is no official confirmation for the tax extension from the IRS (Aside from a phone call confirmation or confirmation through E-File software) we were instructed just to bring the form that we filed out for the extension with us to the interview along with the 2015 tax information. I would imagine that your embassy/consulate would give a similar answer. 

 

It is helpful to know that you heard someone went through the same situation without any issues, thank you for sharing that! If our interview ends up before yours I will let you know if we had any troubles with it! Best of luck!

[Ryan H 3,813]

Moved from IR-1/CR-1 Process & Procedures to US Embassy & Consulate Discussion; topic is about this phase of the process.

[sergiojax 4]

On 03/04/2017 at 0:20 PM, Spencerburgess said:

I am outside the US with my wife, but I am on the status of a tourist visa for now (To get residency in Brazil is a long process as well!), so I just filed for a regular extension. The consulate that our interview is at finally just answered part of the question we had. Since there is no official confirmation for the tax extension from the IRS (Aside from a phone call confirmation or confirmation through E-File software) we were instructed just to bring the form that we filed out for the extension with us to the interview along with the 2015 tax information. I would imagine that your embassy/consulate would give a similar answer. 

 

It is helpful to know that you heard someone went through the same situation without any issues, thank you for sharing that! If our interview ends up before yours I will let you know if we had any troubles with it! Best of luck!

Hi Spencerburgess, I'm live abroad in Brazil too, filling CR1 to my wife, did u say you have been  aproved to file your case on  expedit ,you mean DCF ?  I am asking because i have  reguested  to Rio consulate to file my CR1 tru DCF , I have emergency situation  , Initially i send a email asking permision to file , they send one list asking for documents like Bio page of passport, mariage certificate, and prove of residence, and explanation of my emergency ,i did send all documents  requested, and then on april 13 they said that  have been received the documents  and were forwarded for review, and will contact me  if we require anything further. did you know how long is waiting time to know when they will aprove to file on DCF.