Form I-864 Inquiry About Recent Federal Tax Return & Current Income

[WinterRose 2]

Hello,

 

For Part 6, Line 23a Question: Have you filed a Federal income tax return for each of the
three most recent tax years?

 

Do I put “No” if we haven’t filed for the 2018 Federal income tax return? We may file it late March.

 

We are still awaiting documents and confirming other information. Also, since the deadline for submitting the Federal income tax return is not until April 15th, will the 2017 Federal income tax return be consider the most recent if the 2018 Federal income tax return have not been filed? 

 

If that can be the case, for Part 6, Line 24a do we just input the total income from the year 2017?

 

Do you think this will be a problem during the AOS interview even if we provide our W-2s? 

And, do we need a letter explaining why the 2018 Federal income tax return was not file?

 

 

I am just hoping that by not filing the 2018 Federal income tax return will not give us a RFE. 

 

Lastly, if we end up owing money to the IRS for not withholding enough tax from 2018, will this create a problem for us? 

 

My husband owes the IRS money from his 2014 Tax Return and he already set up a debit direct pay for the amount, but it doesn’t look like the IRS have process the payment for it. I’m also worried if this will create a huge problem for us.

 

[eckoin 211]

14 hours ago, WinterRose said:

Hello,

 

For Part 6, Line 23a Question: Have you filed a Federal income tax return for each of the
three most recent tax years?

 

Do I put “No” if we haven’t filed for the 2018 Federal income tax return? We may file it late March.

No, you put "Yes". You don't have to file 2018 taxes until April 15.

 

14 hours ago, WinterRose said:

We are still awaiting documents and confirming other information. Also, since the deadline for submitting the Federal income tax return is not until April 15th, will the 2017 Federal income tax return be consider the most recent if the 2018 Federal income tax return have not been filed? 

Yes. 

 

14 hours ago, WinterRose said:

If that can be the case, for Part 6, Line 24a do we just input the total income from the year 2017?

Yes. 

 

14 hours ago, WinterRose said:

Do you think this will be a problem during the AOS interview even if we provide our W-2s? 

No. They may request 2018 tax returns later, or at the interview. Not in "problem" way, but in a "we'd like to make sure nothing changed" way. 

 

14 hours ago, WinterRose said:

And, do we need a letter explaining why the 2018 Federal income tax return was not file?

No. It's perfectly acceptable to file in April and it's not yet April. Very normal. 

14 hours ago, WinterRose said:

 

I am just hoping that by not filing the 2018 Federal income tax return will not give us a RFE. 

Perfectly acceptable to show 2017 taxes, most people would use 2017 taxes since most (all?) people don't have 2018 transcripts yet. You couldn't even file taxes for 2018 until a couple of days ago. 

 

14 hours ago, WinterRose said:

Lastly, if we end up owing money to the IRS for not withholding enough tax from 2018, will this create a problem for us? 

No, just pay the taxes owed in a manner acceptable to IRS. 

14 hours ago, WinterRose said:

My husband owes the IRS money from his 2014 Tax Return and he already set up a debit direct pay for the amount, but it doesn’t look like the IRS have process the payment for it. I’m also worried if this will create a huge problem for us.

 

As long as everything is in order and IRS has a plan, you're fine. 

[WinterRose 2]

On 2/2/2019 at 7:46 AM, eckoin said:

No, you put "Yes". You don't have to file 2018 taxes until April 15.

 

Yes. 

 

Yes. 

 

No. They may request 2018 tax returns later, or at the interview. Not in "problem" way, but in a "we'd like to make sure nothing changed" way. 

 

No. It's perfectly acceptable to file in April and it's not yet April. Very normal. 

Perfectly acceptable to show 2017 taxes, most people would use 2017 taxes since most (all?) people don't have 2018 transcripts yet. You couldn't even file taxes for 2018 until a couple of days ago. 

 

No, just pay the taxes owed in a manner acceptable to IRS. 

As long as everything is in order and IRS has a plan, you're fine. 

 

Thank you so much for your response eckoin! I was so worry our case had the possibility of getting rejected because of not having the 2018 tax return for the interview. Your responses provided me a me a great deal of relief.

 

 

 

 

 

[eckoin 211]

18 minutes ago, WinterRose said:

 

Thank you so much for your response eckoin! I was so worry our case had the possibility of getting rejected because of not having the 2018 tax return for the interview. Your responses provided me a me a great deal of relief.

 

 

 

 

 

Just make sure to file your 2018 taxes before the deadline in April, and have a receipt that you've done so (like the form printout you submit online or a receipt from your accountant if you have one) until you get your transcripts. If they do ask for your 2018 transcripts, and this would be well after April if it happened, you'll be prepared. But it won't be an RFE unless you submit your application in May or later. 

[WinterRose 2]

Great to know!  

We are hoping to file our returns sometime in March. Will make sure to have it ready if requested.

 

Three weeks left left until the interview. So nervous!