Checklist for W2s if Transcripts provided?

[JessieABC 159]

Seems like people are getting checklists if they included Federal Tax Return/ W2s in addition to their Tax transcripts even though they were clearly over the poverty line.

 

I will be submitting an I-864ez and will be the sole sponsor.  I was going to submit my last 3 tax transcripts and my W2s as reference but am now a bit concerned.

 

Should I remove the W2s from the packet?  Seems like people also get checklists for not having the W2s so I'm at a loss as to what would be the best course of action.

[Алекс и Эрин 105]

Hey JessieABC, you know I have been following!  Anyways, I am doing the same thing as you.  Tax return for 2016 and then transcripts for 2015 and 2014.  No W-2 with the trascripts though.  I read that the only time you absolutely need the W-2 with the transcript is if you filed "Married Filing Jointly", in this case you would need to show your portion of your taxes and the W-2 confirms that.  The other thing too is regarding the extra evidence.  For people that do not meet or are below the poverty line, it is required that you show this evidence including the extra tax years.  For above the line, it is optional.  A lot of people even if they do meet the poverty line still send in the extra stuff because for many it gives peace of mind showing that you have a stable and consistent income, etc.  There is a lot that goes on when it comes to taxes and each person's situation is different.  You never know what they sent--or did not send to the NVC.  

 

Here is my thinking, I feel like you don't have to send the W-2's with your transcripts (depending on your filing status), and you will be ok.  At the same time, I don't think it would make too much of a difference if you did send your W-2's with your transcripts, because either way they are/should be the same as what is on your trancripts.  I don't really see a problem there. 

 

 

[JessieABC 159]

10 minutes ago, Erin&Alex said:

Hey JessieABC, you know I have been following!  Anyways, I am doing the same thing as you.  Tax return for 2016 and then transcripts for 2015 and 2014.  No W-2 with the trascripts though.  I read that the only time you absolutely need the W-2 with the transcript is if you filed "Married Filing Jointly", in this case you would need to show your portion of your taxes and the W-2 confirms that.  The other thing too is regarding the extra evidence.  For people that do not meet or are below the poverty line, it is required that you show this evidence including the extra tax years.  For above the line, it is optional.  A lot of people even if they do meet the poverty line still send in the extra stuff because for many it gives peace of mind showing that you have a stable and consistent income, etc.  There is a lot that goes on when it comes to taxes and each person's situation is different.  You never know what they sent--or did not send to the NVC.  

 

Here is my thinking, I feel like you don't have to send the W-2's with your transcripts (depending on your filing status), and you will be ok.  At the same time, I don't think it would make too much of a difference if you did send your W-2's with your transcripts, because either way they are/should be the same as what is on your trancripts.  I don't really see a problem there. 

 

 

haha Thanks, I'm learning a lot about this whole process every day.

 

I actually have been removing documents from my packet (e.g., IRS Account Transcript, Tax Returns).  Added the fact I included W2s for reference on the cover letter and still tweaking.  Tax refund just came in two days ago so waiting on the 2016 transcript and hubby's police certificate now...that and for the IV fee to actually unlock lol.    

 

Have you sent your packet yet?

Edited April 6, 2017 by JessieABC

[Алекс и Эрин 105]

7 minutes ago, JessieABC said:

haha Thanks, I'm learning a lot about this whole process every day.

 

I actually have been removing documents from my packet (e.g., IRS Account Transcript, Tax Returns).  Added the fact I included W2s for reference on the cover letter and still tweaking.  Tax refund just came in two days ago so waiting on the 2016 transcript and hubby's police certificate now...that and for the IV fee to actually unlock lol.    

 

Have you sent your packet yet?

It's all good.  Trust me, I am learning as I go too.  I have rearranged my packets so many times I have lost count already.  I have to file for two also.  Husband and stepdaughter.  You already know I got folders everywhere!  I am bove the poverty line, but I am planning on sending the extra evidence just to show that I have had stable employment and consistent pay.  I think it could only help.

 

I have not sent my packets yet.  I am tying up some loose ends and still preparing a few more things.  Almost there though!  So far I have paid the fee for IV and now waiting for the DS-260 to become unlocked.  I also plan on sending more relationship evidence and let NVC know to forward to the embassy. 

[Wuozopo 4,294]

17 hours ago, JessieABC said:

Seems like people are getting checklists if they included Federal Tax Return/ W2s in addition to their Tax transcripts even though they were clearly over the poverty line.

 

I will be submitting an I-864ez and will be the sole sponsor.  I was going to submit my last 3 tax transcripts and my W2s as reference but am now a bit concerned.

 

Should I remove the W2s from the packet?  Seems like people also get checklists for not having the W2s so I'm at a loss as to what would be the best course of action.

Go back and read the form instructions one more time https://www.uscis.gov/system/files_force/files/form/i-864instr.pdf?download=1

 

page 8

If you provide a photocopy of your Federal individual income tax returns, you must include a copy of each and every Form W-2 and Form 1099 that relates to your returns. Do not include copies of these forms if you provide an IRS transcript of your Federal individual income tax returns rather than a photocopy unless you filed a joint income tax return with your spouse and are qualifying using only your income. 

 

Photocopy  of actual tax return forms and schedules- include W2 

Transcript- no W2 (unless it's a joint return)

 

An example would be if father was being joint sponsor. He filed jointly with his wife so the transcript alone does not show who earned how much. Father's W2 would show what father made by himself and if it was enough. In that scenario, the W2 needs to go with the transcript.

 

 

[JessieABC 159]

33 minutes ago, Wuozopo said:

Go back and read the form instructions one more time https://www.uscis.gov/system/files_force/files/form/i-864instr.pdf?download=1

 

page 8

If you provide a photocopy of your Federal individual income tax returns, you must include a copy of each and every Form W-2 and Form 1099 that relates to your returns. Do not include copies of these forms if you provide an IRS transcript of your Federal individual income tax returns rather than a photocopy unless you filed a joint income tax return with your spouse and are qualifying using only your income. 

 

Photocopy  of actual tax return forms and schedules- include W2 

Transcript- no W2 (unless it's a joint return)

 

An example would be if father was being joint sponsor. He filed jointly with his wife so the transcript alone does not show who earned how much. Father's W2 would show what father made by himself and if it was enough. In that scenario, the W2 needs to go with the transcript.

 

 

I understood and have read through all the information but this does not address my question.  

 

As mentioned above, I will be submitting 3 tax transcripts and my main concern was whether including the W2s ( as reference only since not required for my case) might generate a checklist.  From the forums, it seems people may receive them for not including them despite being over the poverty line so I was hoping to see if anyone with person experience could chime in.

 

Just slightly paranoid with my packet so details like this are driving me nuts.

Few others chimed in so I'm good   Thanks for responding though!

[ngu21020 8]

19 hours ago, JessieABC said:

Seems like people are getting checklists if they included Federal Tax Return/ W2s in addition to their Tax transcripts even though they were clearly over the poverty line.

 

I will be submitting an I-864ez and will be the sole sponsor.  I was going to submit my last 3 tax transcripts and my W2s as reference but am now a bit concerned.

 

Should I remove the W2s from the packet?  Seems like people also get checklists for not having the W2s so I'm at a loss as to what would be the best course of action.

I only sent in my tax transcripts for the previous 3 years with my I-854EZ form and i was a sole sponsor as well. And it worked perfectly fine i received no checklist from NVC and they forwarded my case to the Embassy with no extra mention of having to provide anything additional. 

[JessieABC 159]

6 minutes ago, ngu21020 said:

I only sent in my tax transcripts for the previous 3 years with my I-854EZ form and i was a sole sponsor as well. And it worked perfectly fine i received no checklist from NVC and they forwarded my case to the Embassy with no extra mention of having to provide anything additional. 

Thanks!  That makes me feel a lot better haha

[Алекс и Эрин 105]

9 minutes ago, ngu21020 said:

I only sent in my tax transcripts for the previous 3 years with my I-854EZ form and i was a sole sponsor as well. And it worked perfectly fine i received no checklist from NVC and they forwarded my case to the Embassy with no extra mention of having to provide anything additional. 

Thanks for this response ngu21020.  A lot of us in this early phase are just super paranoid with all the horror stories we keep hearing about RFE's and such at the NVC stage. 

 

JessieABC, I finally received my tax refund as well and have requested the transcript for 2016.  I am going to go ahead and send all 3 years of the transcripts too.  Final decision. Lol.  I think you will be ok.  I really do.  We should try not to overthink this and keep it clean, clear, and simple. 

[JessieABC 159]

1 hour ago, Erin&Alex said:

Thanks for this response ngu21020.  A lot of us in this early phase are just super paranoid with all the horror stories we keep hearing about RFE's and such at the NVC stage. 

 

JessieABC, I finally received my tax refund as well and have requested the transcript for 2016.  I am going to go ahead and send all 3 years of the transcripts too.  Final decision. Lol.  I think you will be ok.  I really do.  We should try not to overthink this and keep it clean, clear, and simple. 

Erin&Alex thanks for the reply. Glad others are going through the same

 

Just registered for IRS website so can't get an online transcript :/ Registration confirmation sent to me will take 5-10 business days for access. Paper ones take 10-30 days.  Requested both so far and I'm going nuts here waiting lol

 

[agripa 100]

9 hours ago, JessieABC said:

Just registered for IRS website so can't get an online transcript :/ Registration confirmation sent to me will take 5-10 business days for access. Paper ones take 10-30 days.  Requested both so far and I'm going nuts here waiting lol

 

Hey JessieABC.

 

I'm sending in 3 tax transcripts a well. However, our lawyer based on past experiences is making me include the following as well:

1. A letter from my employer stating that I'm employed and stating my salary for last year (2016) and my salary for this year (2017).
2. Paystubs for the last six months.

Hope this helps!

[JessieABC 159]

8 minutes ago, agripa said:

Hey JessieABC.

 

I'm sending in 3 tax transcripts a well. However, our lawyer based on past experiences is making me include the following as well:

1. A letter from my employer stating that I'm employed and stating my salary for last year (2016) and my salary for this year (2017).
2. Paystubs for the last six months.

Hope this helps!

Thanks @agripa!  Where are you in the process now?