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kayjee

Tax Transcripts for interview

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My Interview date is on 18th April. We have attached my wife's 2015-17 tax transcripts on CEAC and i will be taking them along to the interview too.

Is it necessary  to take 2018 tax transcripts too ? As they are not available at this stage. Please help.  

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You can't take what you don't have........but transcripts are available if taxes were filed a couple months ago.....at least my 2018 transcripts are..


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They are available the moment the return is approved. The whole thing is computerized. 

 

I got my 2018 Tax transcript 2 weeks after filing.

 

You have two options:

  1. Take the tax return with you if you have already filed. The actual return submitted.
    1. If it is approved but refund not yet received, submit a request online to get transcript. Transcript will come to your mailing address in 5-7 days well before your interview.
  2. If you have not filed, you can write a short letter that you have not submitted your tax return yet.
    1. Problem with this is that the interview is after the tax deadline, but its too close. Depending on officer, it may or may not be entertained.

If you have not filed yet, I would suggest file for an extension right now and take the extension receipt notice from IRS with you along with the previous 3 years worth. Now you have until October to do your taxes.

 

In either case, take last 3 months of pay stubs with you.

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8 minutes ago, missileman said:

You can't take what you don't have........but transcripts are available if taxes were filed a couple months ago.....at least my 2018 transcripts are..

The taxes have been filled but the transcripts are not available at this stage. probably because they were filed last month. Any idea if NVC would have a problem ?

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they may and probably give a 221 g for needed documents as taxes needed to be filed by the 15th of April

and the case, if approved at interview will go into AP

 

AP is described by Penn State law as follows:

 

https://pennstatelaw.psu.edu/sites/default/files/documents/pdfs/Immigrants/Administrative-Processing-FAQ.pdf

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11 minutes ago, kris&me said:

they may and probably give a 221 g for needed documents as taxes needed to be filed by the 15th of April

and the case, if approved at interview will go into AP

 

AP is described by Penn State law as follows:

 

https://pennstatelaw.psu.edu/sites/default/files/documents/pdfs/Immigrants/Administrative-Processing-FAQ.pdf

What if i take the tax return (1040) with me to the interview but not the transcripts as they probably wont be available before my interview. 
Will that be a problem ? As the taxes would be already filled but just not the transcripts available ?

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18 hours ago, kayjee said:

What if i take the tax return (1040) with me to the interview but not the transcripts as they probably wont be available before my interview. 
Will that be a problem ? As the taxes would be already filled but just not the transcripts available ?

You should be fine with the complete 2018 return, signed copy, all schedules and attachments, including the W2s, 1099s, everything filed to the IRS.  And take the most recent 6 months of pay stubs to be safe.  And it's not in NVC's hands anymore, it's the consulate abroad.  Good luck with your interview.

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On 4/3/2019 at 2:03 PM, kayjee said:

What if i take the tax return (1040) with me to the interview but not the transcripts as they probably wont be available before my interview. 
Will that be a problem ? As the taxes would be already filled but just not the transcripts available ?

Hi Kayjee, 

 

I see you had your interview. Did the Mumbai consulate ask for your 2018 tax transcripts? I don't have those available for the interview since I mailed in my tax returns, instead of e-filing. Because I mailed in my tax return, and I owed taxes, they are saying my tax transcripts won't be available until June-July

 

I have my 2018 1040, W2s, 1099s, and all other applicable schedules. I am really hoping they won't ask for transcripts for 2018. I have 2015, 2016, and 2017 transcripts available, and they are all well over (almost double) the minimum income requirement.

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4 hours ago, Mitpat92 said:

Hi Kayjee, 

 

I see you had your interview. Did the Mumbai consulate ask for your 2018 tax transcripts? I don't have those available for the interview since I mailed in my tax returns, instead of e-filing. Because I mailed in my tax return, and I owed taxes, they are saying my tax transcripts won't be available until June-July

 

I have my 2018 1040, W2s, 1099s, and all other applicable schedules. I am really hoping they won't ask for transcripts for 2018. I have 2015, 2016, and 2017 transcripts available, and they are all well over (almost double) the minimum income requirement.

For mine they never asked for any papers. Even I had brought everything including w2s , all transcripts, bank details, job letter , pay stubs etc. 
They probably judge you for what you have already uploaded on the CEAC website. If you cannot get the 2018 transcripts , you should just get the copy of your your 2018 taxes. That's what i took along for just in case. Even i dint had the 2018 transcripts. But definetly take along everything else including pay stubs,job letter. The taxes are the only way to judge that the beneficiary wont be a public dependent after arriving in usa i suppose. 

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