Tax returns or tax transcripts? Help!!

[Echo_Jay 1]

Hi me & my Fiance is on the process of waiting for the interview day. where just looking through our requirements and I noticed some people say you need your most 3 recent tax transcript but some says you just need the most 3 recent Federal Tax return? Im a bit worried because i already gave my 3 most recent tax returns & will they honor that as proof?.. Whats your guys take on this...

Edited August 28, 2019 by Echo_Jay

[payxibka 10,044]

11 minutes ago, Echo_Jay said:

Hi me & my Fiance is on the process of waiting for the interview day. where just looking through our requirements and I noticed some people say you need your most 3 recent tax transcript but some says you just need the most 3 recent Federal Tax return? Im a bit worried because i already gave my 3 most recent tax returns & will they honor that as proof?.. Whats your guys take on this...

What you need is what the consulate wants.  Manila rarely asks for financial support but in the event they do,  one year of tax return or transcript is it.  Transcripts are so much more convenient.   If you send returns your fine.  Did you include w2s?

Edited August 28, 2019 by payxibka

[Echo_Jay 1]

10 minutes ago, payxibka said:

What you need is what the consulate wants.  Manila rarely asks for financial support but in the event they do,  one year of tax return or transcript is it.  Transcripts are so much more convenient.   If you send returns your fine.  Did you include w2s?

Yep all 3 most recent Year

[USS_Voyager 1,971]

1 hour ago, Echo_Jay said:

Im a bit worried because i already gave my 3 most recent tax returns & will they honor that as proof?..

Either one is fine. The transcript is more convenient because it’s only 3 pages or whatever and has all the information they need. The return is also fine, but some people’s returns can be quite long and you have to include all the “stuff” that goes with it. My return is usually 40-50 pages long when you have kids, dependents, houses, businesses, rentals, W2s, 1099s and schedule C and schedule E , ....

Edited August 28, 2019 by USS_Voyager

[Hank_ 9,173]

11 hours ago, Echo_Jay said:

Hi me & my Fiance is on the process of waiting for the interview day. where just looking through our requirements and I noticed some people say you need your most 3 recent tax transcript but some says you just need the most 3 recent Federal Tax return? Im a bit worried because i already gave my 3 most recent tax returns & will they honor that as proof?.. Whats your guys take on this...

This is somewhat embassy specific.   Requirement for Manila is - Most recent tax return and W-2   (not 3 years .. embassy will refuse to take the other two years of tax return )     They will accept the tax transcript as well.

 

(quite often the embassy does not ask for any support evidence with the K-1, but it is listed as required, and they do ask so .. be prepared)

 

https://ph.usembassy.gov/visas/immigrant-visas/fiancee-visa/the-interview/

 

https://www.visaconnection-philippines.com/us-embassy-usem.html

 

 

For the visa process at the embassy you would do better to post your questions in the Philippines forum  https://www.visajourney.com/forums/forum/129-philippines/

Edited August 28, 2019 by Hank_

[Pitaya 2,576]

Save a tree or two, go for the tax return transcripts.

[Ontarkie 13,916]

~~Moved to the Regional forum, from K1 P&P - as the question is country specific~~

[John & Rose 7,237]

4 hours ago, Hank_ said:

This is somewhat embassy specific.   Requirement for Manila is - Most recent tax return and W-2   (not 3 years .. embassy will refuse to take the other two years of tax return )     They will accept the tax transcript as well.

 

(quite often the embassy does not ask for any support evidence with the K-1, but it is listed as required, and they do ask so .. be prepared)

 

https://ph.usembassy.gov/visas/immigrant-visas/fiancee-visa/the-interview/

 

https://www.visaconnection-philippines.com/us-embassy-usem.html

 

 

For the visa process at the embassy you would do better to post your questions in the Philippines forum  https://www.visajourney.com/forums/forum/129-philippines/

For our CR-1 interview we were specially asked for the transcript.  They sent a generic checklist and marked what was required for the interview. 2018 transcript was checked while tax return and W2/1099 were not checked.  They only took the latest transcript.  I had other available if asked...they didn't.  Others may have been burned by not bringing the entire return and only bringing the 1040 and W2.  

[Zach2015 211]

I gave my fiancé transcripts, returns and paystubs. They asked for nothing..lol

[Hank_ 9,173]

36 minutes ago, John & Rose said:

For our CR-1 interview we were specially asked for the transcript.  They sent a generic checklist and marked what was required for the interview. 2018 transcript was checked while tax return and W2/1099 were not checked.  They only took the latest transcript.  I had other available if asked...they didn't.  Others may have been burned by not bringing the entire return and only bringing the 1040 and W2.  

Yes.   For Immigrant visas transcripts are required.

 

K-1 they accept either tax return or transcripts.

 

And the embassy only wants the most recent tax return.

[Hank_ 9,173]

13 minutes ago, Zach2015 said:

I gave my fiancé transcripts, returns and paystubs. They asked for nothing..lol

That has been very common since 2014, yet financial support evidence is still listed as required .. so got to do the Boy Scout thing .. be prepared.

[Carpe Vinum 2,310]

You are good. It will probably never leave your fiance's folder)))) Mine didn't...