I 751 Tax record transcript

[3KKKLLL 1]

Do I need to order tax record transcript on IRS website to submit with I751? 

If so, which type do I order:

 

• 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.

 

I am including 1040 tax returns as well. 

 

Do I need W2s? that show different address?

maybe I shouldn't submit Ws? and 1040s would suffice. ???

 

THANKS!

[Letspaintcookies 2,235]

Do they don't specifically name it? I'm in a different stage so I don't know it but my consulate specifically asks for tax return transcripts.

 

And as far as I know the 1040 only works together with the W2. You can't leave one out cause then it's worth nothing.  

[3KKKLLL 1]

Would it be ok if I send W2 Page 2 instead of page 1?

[junkmart 320]

1 hour ago, 3KKKLLL said:

Do I need to order tax record transcript on IRS website to submit with I751? 

If so, which type do I order:

 

• 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.

 

I am including 1040 tax returns as well. 

 

Do I need W2s? that show different address?

maybe I shouldn't submit Ws? and 1040s would suffice. ???

 

THANKS!

You want to order the Tax Return Transcript for each year.

 

If you are including the actual tax return, be sure to include the form, all schedules, w-2s, 1099s, and anything else that you provided with you return.

[3KKKLLL 1]

There are 2 types of transcript on IRS site.

Which type of transcript should I order?

- account transcript ?

- return transcript?

[junkmart 320]

Just now, 3KKKLLL said:

There are 2 types of transcript on IRS site.

Which type of transcript should I order?

- account transcript ?

- return transcript?

See my post above. You want to order the return transcript.

[Pitaya 2,577]

All we sent in were IRS-generated Tax Return Transcripts for the respective years.

[3KKKLLL 1]

THANK YOU VERY MUCH!

[3KKKLLL 1]

29 minutes ago, junkmart said:

You want to order the Tax Return Transcript for each year.

 

If you are including the actual tax return, be sure to include the form, all schedules, w-2s, 1099s, and anything else that you provided with you return.

Thank you!

 

One more question,

Would it be OK to send W2 page 2 instead of page 1.

Also, our addresses don't match on W2s.

Is that OK? I used PO box...

[junkmart 320]

2 minutes ago, 3KKKLLL said:

Thank you!

 

One more question,

Would it be OK to send W2 page 2 instead of page 1.

Also, our addresses don't match on W2s.

Is that OK? I used PO box...

Mismatched addresses are OK.

 

Not sure how to answer about the W2, as mine have always only ever been one page with three copies of the W-2 on the page.

Edited June 19, 2019 by junkmart

[3KKKLLL 1]

1 minute ago, junkmart said:

Mismatched addresses are OK.

 

Not sure how to answer about the W2, as mine have always only ever been one page with three copies of the W-2 on the page.

I guess it's because we worked in different states. 

Husband says sending page 2 should be no problem then. 

 

Thank you very much for your response. 

[TheKingmaker 153]

I'll give you a very simple idea. Why not both

Don't overthink it. Just send both.

 

 

 

[Sukie 1,440]

If you send tax RETURN transcripts, you DO NOT NEED TO SEND 1040s/W2s.

 

Just order the tax RETURN transcripts and forget worrying about the 1040, the W2s and the 1099s.  Make it easy on yourself!

 

Sukie in NY