Tax Transcript requested

[Sails941 4]

Greetings all,

We are currently finishing up our Packet 3 stuff, but I'm running into two issues. A Police Certificate from China (a story for another day) and the request for my Tax Transcript from the US IRS. There's a link provided in the Packet 3 instructions that takes you directly to the IRS website where you can request transcripts. There are a total of 5 different types, but only 2 have both words "tax" and "transcript."  I'll list the 2 below. If anyone can tell me which they submitted, and was accepted I'd really appreciate it.

Thanks,

Ken

 

• Tax Return Transcript - shows most line items including your adjusted gross income (AGI) from your original tax return (Form 1040, 1040A or 1040EZ) as filed, along with any forms and schedules. It doesn’t show changes made after you filed your original return. This transcript is only available for the current tax year and returns processed during the prior three years. A tax return transcript usually meets the needs of lending institutions offering mortgages and student loans. Note: the secondary spouse on a joint return must use Get Transcript Online or Form 4506-T to request this transcript type. When using Get Transcript by Mail or phone, the primary taxpayer on the return must make the request.  
• Tax Account Transcript - shows basic data such as return type, marital status, adjusted gross income, taxable income and all payment types. It also shows changes made after you filed your original return. This transcript is available for the current tax year and up to 10 prior years using Get Transcript Online or Form 4506-T. When using Get Transcript by Mail or phone, you’re limited to the current tax year and returns processed during the prior three years. Note: If you made estimated tax payments and/or applied an overpayment from a prior year return, you can request this transcript type a few weeks after the beginning of the calendar year to confirm your payments prior to filing your tax return.

 

Above from;

https://www.irs.gov/individuals/tax-return-transcript-types-and-ways-to-order-them

 

Packet 3 Instructions used, Tax Transcript mentioned on page 3;

https://th.usembassy.gov/wp-content/uploads/sites/90/k-packet-3-instruction-april-2019-english.pdf

[Crazy Cat 39,237]

I think the RETURN TRANSCRIPT is sufficient....That's what I just used for my wife's I-751.

[payxibka 10,044]

5 minutes ago, Sails941 said:

Greetings all,

We are currently finishing up our Packet 3 stuff, but I'm running into two issues. A Police Certificate from China (a story for another day) and the request for my Tax Transcript from the US IRS. There's a link provided in the Packet 3 instructions that takes you directly to the IRS website where you can request transcripts. There are a total of 5 different types, but only 2 have both words "tax" and "transcript."  I'll list the 2 below. If anyone can tell me which they submitted, and was accepted I'd really appreciate it.

Thanks,

Ken

 

• Tax Return Transcript - shows most line items including your adjusted gross income (AGI) from your original tax return (Form 1040, 1040A or 1040EZ) as filed, along with any forms and schedules. It doesn’t show changes made after you filed your original return. This transcript is only available for the current tax year and returns processed during the prior three years. A tax return transcript usually meets the needs of lending institutions offering mortgages and student loans. Note: the secondary spouse on a joint return must use Get Transcript Online or Form 4506-T to request this transcript type. When using Get Transcript by Mail or phone, the primary taxpayer on the return must make the request.  
• Tax Account Transcript - shows basic data such as return type, marital status, adjusted gross income, taxable income and all payment types. It also shows changes made after you filed your original return. This transcript is available for the current tax year and up to 10 prior years using Get Transcript Online or Form 4506-T. When using Get Transcript by Mail or phone, you’re limited to the current tax year and returns processed during the prior three years. Note: If you made estimated tax payments and/or applied an overpayment from a prior year return, you can request this transcript type a few weeks after the beginning of the calendar year to confirm your payments prior to filing your tax return.

 

Above from;

https://www.irs.gov/individuals/tax-return-transcript-types-and-ways-to-order-them

 

Packet 3 Instructions used, Tax Transcript mentioned on page 3;

https://th.usembassy.gov/wp-content/uploads/sites/90/k-packet-3-instruction-april-2019-english.pdf

Return transcript. 

[Crazy Cat 39,237]

When you log on to the IRS site, it will ask you why you need it.......If you choose "Immigration", it suggests RETURN TRANSCRIPT............The ACCOUNT TRANSCRIPT is useful for showing things like payments made to your IRS account.

[Sails941 4]

Thank you both. I'll request the Return Transcript when I call Monday morning.

Missileman for some reason the IRS site wouldn't accept any of the 6 credit cards nor my student loan acct. number, so I never made it that far into the online request process. 

 

Really appreciate the advice guys!

Ken