N-400 documents referring to spouse and I tax return or children birth certificate

[30_miles 0]

Hello friends!! 

 

I ran into some questions while filling out the N -400. Please share your advise and thoughts. 

  

My husband and I have been married for 9 years and have two children together. He has been here for 3 years as of this month.

 

I'm trying to fill out the N-400 form and there is a part that's asking for Documents referring to "you and your spouse" based on applying on the 3 year rule.

They've given us several documents to turn in :

a. Tax returns, bank accounts, leases, mortgages, OR birth certificates of children or

b. IRS tax returns for the last 3 years or

c. An IRS tax return transcript for the last 3 years. 

 

So, I have the birth certificate, mortgage info and bank accounts and 2016 taxes, we haven't filled 2017 yet and I've been having some issues logging into my IRS account to get my transcript for 2015. Dealing with the IRS has been a nightmare. My question is, do I need to submit the 3 years tax returns? Does everything I have on hand sufficient? Again, what I have on hand is:

1. Children's birth certificate

2. Mortgage that has both our names on it

3. Bank account (I was going to turn in a statement with both our names is that what they're asking for or do I need a letter from the bank?)

 

I hope that this doesn't come off as a dumb question. I'm just confused because it say's Or birth certificates OR tax returns.

 

I'm ready to mail out everything like...yesterday.  

 

Thank you for all your help

 

 

[marriedtomrg 141]

Instead of tax returns you can also request for a tax transcript - far easier to request, and it is free to request online - just visit this link and scroll to the part where you can request them online: https://www.irs.gov/newsroom/request-a-transcript-or-copy-of-a-prior-year-tax-return 

 

We file our taxes online using Turbo Tax every year, and when you sing into your account all the previous years are stored there.  It is just a pain to file it by mail.

 

You don't need a letter from the bank - just copies of your bank statements - I submitted the last 4 months, just in case.

 

Hope this helps.