I-864 joint sponsor: TAX RTN

[dcp19 7]

Hello! 

 

I have a joint sponsor as my wife's earnings are below threshold. He has sent me his (125 page!) tax return 1099 and W2.

Can I send a summary of his massive tax return, if so which pages suffice, or do they want the whole thing printed and sent (!?)

 

Thanks!

[Wuozopo 4,294]

10 hours ago, dcp19 said:

Hello! 

 

I have a joint sponsor as my wife's earnings are below threshold. He has sent me his (125 page!) tax return 1099 and W2.

Can I send a summary of his massive tax return, if so which pages suffice, or do they want the whole thing printed and sent (!?)

 

Thanks!

 

I am pretty sure his actual tax return is not 125 pages long. If he printed that from TurboTax or was given it by a tax prep service, it typically has all the worksheets and background information pages.

 

The actual tax return part will generally have pages called "Form [a number]" or "Schedule [a letter]".

So look for things like Form 1040, Schedule A, Schedule B, Schedule D, which can be several pages long depending on the form. Another clue is a tax form will always have a government number near the top right that says for example OMB No. xxxx-xxxx. (Your immigration forms have an OMB number as well.) 

 

If it says worksheet, taxpayer info, comparison, summary, or Thank you for using TurboTax, it is not part of the tax return and is just extraneous information for the taxpayer's files.

[Ryan H 3,899]

18 hours ago, dcp19 said:

Hello! 

 

I have a joint sponsor as my wife's earnings are below threshold. He has sent me his (125 page!) tax return 1099 and W2.

Can I send a summary of his massive tax return, if so which pages suffice, or do they want the whole thing printed and sent (!?)

 

Thanks!

 

An alternative would be for the joint sponsor to send his tax return transcript.

[dcp19 7]

8 hours ago, Wuozopo said:

 

I am pretty sure his actual tax return is not 125 pages long. If he printed that from TurboTax or was given it by a tax prep service, it typically has all the worksheets and background information pages.

 

The actual tax return part will generally have pages called "Form [a number]" or "Schedule [a letter]".

So look for things like Form 1040, Schedule A, Schedule B, Schedule D, which can be several pages long depending on the form. Another clue is a tax form will always have a government number near the top right that says for example OMB No. xxxx-xxxx. (Your immigration forms have an OMB number as well.) 

 

If it says worksheet, taxpayer info, comparison, summary, or Thank you for using TurboTax, it is not part of the tax return and is just extraneous information for the taxpayer's files.

It actually is a 111 pages. I got it wrong. But yes, it is big. He works for a bank so...

Thanks for the info though. Appreciated!

20 minutes ago, Ryan H said:

 

An alternative would be for the joint sponsor to send his tax return transcript.

Thanks! Good call.

[Italian_in_NYC 259]

10 hours ago, Wuozopo said:

 

I am pretty sure his actual tax return is not 125 pages long. If he printed that from TurboTax or was given it by a tax prep service, it typically has all the worksheets and background information pages.

 

The actual tax return part will generally have pages called "Form [a number]" or "Schedule [a letter]".

So look for things like Form 1040, Schedule A, Schedule B, Schedule D, which can be several pages long depending on the form. Another clue is a tax form will always have a government number near the top right that says for example OMB No. xxxx-xxxx. (Your immigration forms have an OMB number as well.) 

 

If it says worksheet, taxpayer info, comparison, summary, or Thank you for using TurboTax, it is not part of the tax return and is just extraneous information for the taxpayer's files.

I've signed returns (as a paid preparer) that are 500 pages, so it's very possible. It depends on how complex it is.

[pushbrk 13,627]

Entire tax return, with W2's and 1099's as applicable, or Tax Return Transcript.  (Just like the "instructions" indicate clearly.)