Jump to content
hpizzle

Haven't filed 2018 taxes yet - will this be an issue when filling out form I-864EZ?

23 posts in this topic

Recommended Posts

9 minutes ago, hpizzle said:

Question 5.a. on form I-864EZ asks if income taxes have been filed for the most recent tax year. I will have to enter "no" since I have not filed them yet. Will this cause an issue? I can and will show taxes for 2017, 2016, and 2015.

Before april 15th ,you are not obliged to list 2018 tax but need to present at later date .

Share this post


Link to post
Share on other sites
On 3/31/2019 at 9:42 PM, hpizzle said:

 

I am filing for an extension so will not have them complete by April 15th. When will I have to present 2018 taxes?

At the interview when you get one they will ask for 2018 assuming it’s after April 15th ofc

Share this post


Link to post
Share on other sites

Moved from Progress Reports to Process & Procedures.


Our journey:

Spoiler

September 2007: Met online via social networking site (MySpace); began exchanging messages.
March 26, 2009: We become a couple!
September 10, 2009: Arrived for first meeting in-person!
June 17, 2010: Arrived for second in-person meeting and start of travel together to other areas of China!
June 21, 2010: Engaged!!!
September 1, 2010: Switched course from K1 to CR-1
December 8, 2010: Wedding date set; it will be on February 18, 2011!
February 9, 2011: Depart for China
February 11, 2011: Registered for marriage in Wuhan, officially married!!!
February 18, 2011: Wedding ceremony in Shiyan!!!
April 22, 2011: Mailed I-130 to Chicago
April 28, 2011: Received NOA1 via text/email, file routed to CSC (priority date April 25th)
April 29, 2011: Updated
May 3, 2011: Received NOA1 hardcopy in mail
July 26, 2011: Received NOA2 via text/email!!!
July 30, 2011: Received NOA2 hardcopy in mail
August 8, 2011: NVC received file
September 1, 2011: NVC case number assigned
September 2, 2011: AOS invoice received, OPTIN email for EP sent
September 7, 2011: Paid AOS bill (payment portal showed PAID on September 9, 2011)
September 8, 2011: OPTIN email accepted, GZO number assigned
September 10, 2011: Emailed AOS package
September 12, 2011: IV bill invoiced
September 13, 2011: Paid IV bill (payment portal showed PAID on September 14, 2011)
September 14, 2011: Emailed IV package
October 3, 2011: Emailed checklist response (checklist generated due to typo on Form DS-230)
October 6, 2011: Case complete at NVC
November 10, 2011: Interview - APPROVED!!!
December 7, 2011: POE - Sea-Tac Airport

September 17, 2013: Mailed I-751 to CSC

September 23, 2013: Received NOA1 in mail (receipt date September 19th)

October 16, 2013: Biometrics Appointment

January 28, 2014: Production of new Green Card ordered

February 3, 2014: New Green Card received; done with USCIS until fall of 2023*

 

Share this post


Link to post
Share on other sites
4 minutes ago, hpizzle said:

Can anyone advise if not providing 2018 tax returns will be an issue? My I-864 is available to fill out so I do not want hold up that process while I still work on my 2018 taxes. I made slightly more in 2018 compared to 2017, 2016, 2015. 

No issue.  Beneficiary should carry 2018 return to the interview.  Before April 15, the most recent previous year return refers to 2017.


Facts are cheap...knowing how to use them is precious...
Understanding the big picture is priceless. Anonymous

Google Who is Pushbrk?

A Warning to Green Card Holders About Voting

http://www.visajourney.com/forums/topic/606646-a-warning-to-green-card-holders-about-voting/

Share this post


Link to post
Share on other sites
1 minute ago, pushbrk said:

No issue.  Beneficiary should carry 2018 return to the interview.  Before April 15, the most recent previous year return refers to 2017.

That is interesting. So when answering the question "Have you filed a Federal income tax return for each of the three most recent tax years?" I can put yes since it is still referring to 2017, 2016, and 2015?

Share this post


Link to post
Share on other sites
10 minutes ago, hpizzle said:

That is interesting. So when answering the question "Have you filed a Federal income tax return for each of the three most recent tax years?" I can put yes since it is still referring to 2017, 2016, and 2015?

Yes


Facts are cheap...knowing how to use them is precious...
Understanding the big picture is priceless. Anonymous

Google Who is Pushbrk?

A Warning to Green Card Holders About Voting

http://www.visajourney.com/forums/topic/606646-a-warning-to-green-card-holders-about-voting/

Share this post


Link to post
Share on other sites
7 minutes ago, hpizzle said:

The I-864EZ form states that you MUST provide photocopies of most recent taxes OR transcript. On the I-864EZ instructions however, it states that you must submit copies of your W2s and latest tax returns. Will the transcript not suffice?

Interpret the word OR literally, but take the 2018 transcript to the interview.


Facts are cheap...knowing how to use them is precious...
Understanding the big picture is priceless. Anonymous

Google Who is Pushbrk?

A Warning to Green Card Holders About Voting

http://www.visajourney.com/forums/topic/606646-a-warning-to-green-card-holders-about-voting/

Share this post


Link to post
Share on other sites
3 minutes ago, hpizzle said:

Ok, thanks. Is the I-864EZ Instruction Form incorrect/outdated since they do not mention the option of submitting your tax transcripts?

In a way, yes.  In the past either/or was correct and it still is for NVC.  However most Consular IV units have recently started requiring the latest transcript at interview.  When are you planning to file the 2018 return.  It's due next week anyway. 

 

 


Facts are cheap...knowing how to use them is precious...
Understanding the big picture is priceless. Anonymous

Google Who is Pushbrk?

A Warning to Green Card Holders About Voting

http://www.visajourney.com/forums/topic/606646-a-warning-to-green-card-holders-about-voting/

Share this post


Link to post
Share on other sites
Posted (edited)
6 minutes ago, pushbrk said:

In a way, yes.  In the past either/or was correct and it still is for NVC.  However most Consular IV units have recently started requiring the latest transcript at interview.  When are you planning to file the 2018 return.  It's due next week anyway. 

 

 

I was going to submit my I-864EZ before the 15th, that way the most recent tax year would be 2017. 

 

Would you suggest waiting until I have my 2018 taxes complete? They are being worked on right now, I am anticipating that they will be done in a few weeks. Since my spouse is in India, I am filing MFS with N/A as spouse SSN and snail mailing to the IRS. I have read on this forum that this is the best option. I will later amend the taxes since I am due a bigger refund if I file MFJ (which I cannot right now without a SSN or ITIN for my spouse).

 

I fully anticipate having my 2018 taxes completed before the interview. Do you think it is risky submitting the I-864EZ before April 15th to try and "sneak" in my 2017 taxes since 2018 is not complete? Will I get an RFE? Since I am paper filing 2018, I don't want my I-864EZ submission to be delayed. 

Edited by hpizzle

Share this post


Link to post
Share on other sites
2 minutes ago, hpizzle said:

I was going to submit my I-864EZ before the 15th, that way the most recent tax year would be 2017. 

 

Would you suggest waiting until I have my 2018 taxes complete? They are being worked on right now, I am anticipating that they will be done in a few weeks. Since my spouse is in India, I am filing MFS with N/A as spouse SSN and snail mailing to the IRS. I have read on this forum that this is the best option. I will later amend the taxes since I am due a bigger refund if I file MFJ (which I cannot right now without a SSN or ITIN for my spouse).

 

I fully anticipate having my 2018 taxes completed before the interview. Do you think it is risky submitting the I-864EZ before April 15th to try and "sneak" in my 2017 taxes since 2018 is not complete? Will I get an RFE?

Since I advise just that, no, I don't think it's risky. What would be risky is for your wife to show up at the interview without the 2018 transcript.


Facts are cheap...knowing how to use them is precious...
Understanding the big picture is priceless. Anonymous

Google Who is Pushbrk?

A Warning to Green Card Holders About Voting

http://www.visajourney.com/forums/topic/606646-a-warning-to-green-card-holders-about-voting/

Share this post


Link to post
Share on other sites
 
Didn't find the answer you were looking for? Ask our VJ Immigration Lawyers.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
- Back to Top -


Important Disclaimer: Please read carefully the Visajourney.com Terms of Service. If you do not agree to the Terms of Service you should not access or view any page (including this page) on VisaJourney.com. Answers and comments provided on Visajourney.com Forums are general information, and are not intended to substitute for informed professional medical, psychiatric, psychological, tax, legal, investment, accounting, or other professional advice. Visajourney.com does not endorse, and expressly disclaims liability for any product, manufacturer, distributor, service or service provider mentioned or any opinion expressed in answers or comments. VisaJourney.com does not condone immigration fraud in any way, shape or manner. VisaJourney.com recommends that if any member or user knows directly of someone involved in fraudulent or illegal activity, that they report such activity directly to the Department of Homeland Security, Immigration and Customs Enforcement. You can contact ICE via email at Immigration.Reply@dhs.gov or you can telephone ICE at 1-866-347-2423. All reported threads/posts containing reference to immigration fraud or illegal activities will be removed from this board. If you feel that you have found inappropriate content, please let us know by contacting us here with a url link to that content. Thank you.
×