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eritrocita

Advice. Don’t have last year tax transcripts

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Hello everyone! We are gathering the papers for the AOS package.  Unfortunately my husband still hasn’t filled last year’s taxes because he hasn’t had time yet. We are using the I864-EZ form. Now we are wondering what to do, should we just send the 2015, 2016 and 2017 tax transcripts?  We also can send the W2’s for all years including 2018.  I am worried this is going to delay the process because we will have to wait until April to get the transcripts for 2018.

 

Any advice?  Thank you.! 

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Posted (edited)

From various stories that I remember from last year in March, is that people who sent out their AOS papers without the (then) 2017 tax transcripts got an RFE for not providing it. So they had to do their taxes and get the transcripts in order to reply to the RFE.

 

USCIS won't care about your husband not having time to do it, you're the one responsible to provide it.

Edited by Hadassah123

K1                                                                                            AoS

I-129F Received: 05-June-2017                                        AoS, EAD & AP Filed: 15-June-2018             

NOA2: 09-January-2018                                                      NOA1 on all three: 27-June-2018

NVC Received/Case #: 24-January-2018                         Biometrics: 20-July-2018

Consulate Received: 02-February-2018                           Case Ready For Interview: 24-July-2018         

Interview: 13-March-2018                                                   EAD & AP Approvals: 18-October-2018                               

VOH: 17-March-2018                                                           Interview Scheduled: 8-April-2019 / Rescheduled on 17-April-2019

POE (LAX): 11-April-2018                                                    Interview Date: 28-April-2019

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You had to get married within the 90 days of arriving in the US. Though you're in a somewhat limbo-status after the 90 days, there is no actual deadline to file for AOS (that i know of). Usually the sooner the better, so that you have proof of being allowed to stay, but I also know of people that wait many months because of personal reasons and/or finances. 

 

So you should be fine with waiting another month till you send it off.


K1                                                                                            AoS

I-129F Received: 05-June-2017                                        AoS, EAD & AP Filed: 15-June-2018             

NOA2: 09-January-2018                                                      NOA1 on all three: 27-June-2018

NVC Received/Case #: 24-January-2018                         Biometrics: 20-July-2018

Consulate Received: 02-February-2018                           Case Ready For Interview: 24-July-2018         

Interview: 13-March-2018                                                   EAD & AP Approvals: 18-October-2018                               

VOH: 17-March-2018                                                           Interview Scheduled: 8-April-2019 / Rescheduled on 17-April-2019

POE (LAX): 11-April-2018                                                    Interview Date: 28-April-2019

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9 hours ago, Hadassah123 said:

From various stories that I remember from last year in March, is that people who sent out their AOS papers without the (then) 2017 tax transcripts got an RFE for not providing it. So they had to do their taxes and get the transcripts in order to reply to the RFE.

 

USCIS won't care about your husband not having time to do it, you're the one responsible to provide it.

Are you talking about RFE at the NVC stage, or after interview?

I didn't submit any tax return or transcript for 2018. My AOS papers are accepted at the NVC. I submitted the W2 for 2018 though.


USC, For spouse, April 02, YSC

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10 hours ago, eritrocita said:

Hello everyone! We are gathering the papers for the AOS package.  Unfortunately my husband still hasn’t filled last year’s taxes because he hasn’t had time yet. We are using the I864-EZ form. Now we are wondering what to do, should we just send the 2015, 2016 and 2017 tax transcripts?  We also can send the W2’s for all years including 2018.  I am worried this is going to delay the process because we will have to wait until April to get the transcripts for 2018.

 

Any advice?  Thank you.! 

I advice submitting what you have at this point, since getting the taxes done at this point will take time anyways. My experience is that NVC should accept them.

In the meanwhile your husband can file his taxes. Then you can take your 2018 tax documents during the interview.


USC, For spouse, April 02, YSC

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1 minute ago, suhridkhan said:

Are you talking about RFE at the NVC stage, or after interview?

I didn't submit any tax return or transcript for 2018. My AOS papers are accepted at the NVC. I submitted the W2 for 2018 though.

That member is doing Adjustment of Status (AOS) in the US. That's handled by USCIS directly.

The OP and you are doing consular processing for an immigrant visa. This goes USCIS -> NVC -> embassy. NVC issues checklists. The embassy issues a 221(g) for additional documents. Only USCIS issues RFEs.

 

The 2018 taxes aren't due until tax day (April 15th). Until then, 2017 taxes are fine. The CO may request to see them after tax day, though.

I personally do not suggest sending a W-2 without a matching tax return copy/transcript. Some people have received a checklist for doing this. YMMV.


Timelines:

Spoiler

AOS (I-485 + I-131 + I-765):

9/25/17: sent forms to Chicago

9/27/17: received by USCIS

10/4/17: NOA1 electronic notification received

10/10/17: NOA1 hard copy received. Social Security card being issued in married name (3rd attempt!)

10/14/17: Biometrics appointment notice received

10/25/17: Biometrics

1/2/18: EAD + AP approved (no website update)

1/5/18: EAD + AP mailed

1/8/18: EAD + AP approval notice hardcopies received

1/10/18: EAD + AP received

9/5/18: Interview scheduled notice

10/17/18: Interview

10/24/18: Green card produced notice

10/25/18: Formal approval

10/31/18: Green card received

 

K-1:

Spoiler

I-129F

12/1/17: sent

12/14/17: NOA1 hard copy received

3/10/17: RFE (IMB verification)

3/22/17: RFE response received

3/24/17: Approved!

3/30/17: NOA2 hard copy received

 

NVC

4/6/2017: Received

4/12/2017: Sent to Riyadh embassy

4/16/2017: Case received at Riyadh embassy

4/21/2017: Request case transfer to Manila, approved 4/24/2017

 

K-1

5/1/2017: Case received by Manila (1 week embassy transfer??? Lucky~)

7/13/2017: Interview: APPROVED!!!

7/19/2017: Visa in hand

8/15/2017: POE

 

 

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50 minutes ago, geowrian said:

That member is doing Adjustment of Status (AOS) in the US. That's handled by USCIS directly.

The OP and you are doing consular processing for an immigrant visa. This goes USCIS -> NVC -> embassy. NVC issues checklists. The embassy issues a 221(g) for additional documents. Only USCIS issues RFEs.

 

The 2018 taxes aren't due until tax day (April 15th). Until then, 2017 taxes are fine. The CO may request to see them after tax day, though.

I personally do not suggest sending a W-2 without a matching tax return copy/transcript. Some people have received a checklist for doing this. YMMV.

Thank you very much. What do you mean by “CO”? 

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Posted (edited)
2 minutes ago, eritrocita said:

Thank you very much. What do you mean by “CO”? 

Consular Officer (the person who interviews you at the embassy/consulate and makes the visa decision).

Edited by geowrian

Timelines:

Spoiler

AOS (I-485 + I-131 + I-765):

9/25/17: sent forms to Chicago

9/27/17: received by USCIS

10/4/17: NOA1 electronic notification received

10/10/17: NOA1 hard copy received. Social Security card being issued in married name (3rd attempt!)

10/14/17: Biometrics appointment notice received

10/25/17: Biometrics

1/2/18: EAD + AP approved (no website update)

1/5/18: EAD + AP mailed

1/8/18: EAD + AP approval notice hardcopies received

1/10/18: EAD + AP received

9/5/18: Interview scheduled notice

10/17/18: Interview

10/24/18: Green card produced notice

10/25/18: Formal approval

10/31/18: Green card received

 

K-1:

Spoiler

I-129F

12/1/17: sent

12/14/17: NOA1 hard copy received

3/10/17: RFE (IMB verification)

3/22/17: RFE response received

3/24/17: Approved!

3/30/17: NOA2 hard copy received

 

NVC

4/6/2017: Received

4/12/2017: Sent to Riyadh embassy

4/16/2017: Case received at Riyadh embassy

4/21/2017: Request case transfer to Manila, approved 4/24/2017

 

K-1

5/1/2017: Case received by Manila (1 week embassy transfer??? Lucky~)

7/13/2017: Interview: APPROVED!!!

7/19/2017: Visa in hand

8/15/2017: POE

 

 

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5 hours ago, eritrocita said:

Thank you !! 

Agree with @geowrian  Submit 2017 tax transcript 


ROC:

 

2/1/2019: Mailed i-751 Application

2/11/2019: NOA (MSCXXXXXXXXXX)

2/15/2019: Biometrics Appointment letter received

3/1/2019: Biometrics Completed

5/9/2019: Email notification that interview will be scheduled

 

 

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On 3/6/2019 at 12:16 AM, eritrocita said:

I think you are confused. We are filing for an spouse visa. 

 

On 3/6/2019 at 8:40 AM, geowrian said:

That member is doing Adjustment of Status (AOS) in the US. That's handled by USCIS directly.

The OP and you are doing consular processing for an immigrant visa. This goes USCIS -> NVC -> embassy. NVC issues checklists. The embassy issues a 221(g) for additional documents. Only USCIS issues RFEs.

 

The 2018 taxes aren't due until tax day (April 15th). Until then, 2017 taxes are fine. The CO may request to see them after tax day, though.

I personally do not suggest sending a W-2 without a matching tax return copy/transcript. Some people have received a checklist for doing this. YMMV.

 

Sorry! Did not mean to spread the wrong info. Only interpreted "husband" as coming in on K1 and getting married and had overlooked the I864-EZ form

So knowing that now, I know that your reply is the correct one. 


K1                                                                                            AoS

I-129F Received: 05-June-2017                                        AoS, EAD & AP Filed: 15-June-2018             

NOA2: 09-January-2018                                                      NOA1 on all three: 27-June-2018

NVC Received/Case #: 24-January-2018                         Biometrics: 20-July-2018

Consulate Received: 02-February-2018                           Case Ready For Interview: 24-July-2018         

Interview: 13-March-2018                                                   EAD & AP Approvals: 18-October-2018                               

VOH: 17-March-2018                                                           Interview Scheduled: 8-April-2019 / Rescheduled on 17-April-2019

POE (LAX): 11-April-2018                                                    Interview Date: 28-April-2019

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On 3/6/2019 at 6:11 AM, eritrocita said:

Hello everyone! We are gathering the papers for the AOS package.  Unfortunately my husband still hasn’t filled last year’s taxes because he hasn’t had time yet. We are using the I864-EZ form. Now we are wondering what to do, should we just send the 2015, 2016 and 2017 tax transcripts?  We also can send the W2’s for all years including 2018.  I am worried this is going to delay the process because we will have to wait until April to get the transcripts for 2018.

 

Any advice?  Thank you.! 

The advice you’ve received here is correct - submit 2015. 2016. 2017. 

As long as it’s before April. 

 

We submitted our 1864 EZ with hubbys IRS transcripts 2015, 2016, and 2017. We submitted in December. Had to resubmit other civil documents and in February all docs were approved including AOS

I had my interview (CR1) on March 1st and have been approved.

 

I had a copy of the AOS and IRS transcripts with me , but wasn’t asked to see them. 

 

Good luck!

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On 3/6/2019 at 1:11 AM, eritrocita said:

Hello everyone! We are gathering the papers for the AOS package.  Unfortunately my husband still hasn’t filled last year’s taxes because he hasn’t had time yet. We are using the I864-EZ form. Now we are wondering what to do, should we just send the 2015, 2016 and 2017 tax transcripts?  We also can send the W2’s for all years including 2018.  I am worried this is going to delay the process because we will have to wait until April to get the transcripts for 2018.

 

Any advice?  Thank you.! 

FILE A TAX EXTENSION! It's super simple if you do it over Turbo Tax. If not, go to the IRS website and search it. I filed an extension and the stress is off my shoulders in trying to get that done on top of the million things we have to do with our situation.

 

Good Luck!

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