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Confused about Tax transcript and Schedule A-D

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Filed: IR-1/CR-1 Visa Country: Brazil
Timeline

Can someone clarify what documents my self-employed joint sponsor needs to submit? 
I know if he were to submit his 1040 return he’d have to send any schedule A-D’s for that year. 

But does he still need to submit Schedule A-D forms if he submits a tax transcript, or is the transcript enough?

 

  1. Married: 02/25/2017
    I-130 sent: 03/25/2019
    I-130 NOA1: 04/02/2019
    I-129F (K3) sent: 08/26/2019
    I-129F NOA1: 08/29/2019
    I-129F Denied: 09/29/2019
    I-130 NOA2 Approved 09/29/2019
    Case sent to NVC 10/08/2019
    NVC Received Case 10/10/2019
    Received IV & AOS Bill 11/01/2019
    Payed IV & AOS Fees 11/09/2019
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Filed: Citizen (apr) Country: Brazil
Timeline

The transcript is the best option... and you don't need to include other documents if that's what you submit. We've submitted transcripts with each filing and have never been asked for additional documentation.

K1

02/11/16 - Form I-129F mailed to Lewisville, TX

08/30/16 - Rio Consulate Interview - 221(g) - Incorrect State Police Certificate submitted - case approved pending submission of correct certificate

09/26/16 - Passport received (with K1 Visa)

10/04/16 - POE Atlanta

10/24/16 - SSN application submitted

10/29/16 - Marriage

 

AOS

11/10/16 - Forms I-485, I-765, and I-131 mailed to Chicago lockbox

12/21/16 - Biometrics Appointment - St Paul, MN

02/13/17 - I-765, I-131 Approved: New Card is being Produced

05/08/17 - I-485 NOA2 text and e-mail received (Approved - no interview)

05/13/17 - Conditional (2-year) Green Card Received

 

ROC

02/12/2019 - Form I-751 mailed to Phoenix lockbox

08/27/2019 - Biometrics (Walk-In) - St Paul, MN

12/17/2019 - I-751 Approved: New Card is being Produced (NO Interview)

12/21/2019 - 10-year Green Card received via USPS

 

N-400

02/08/2020 - Form N-400 Submitted Online

03/02/2020 - Biometrics Appointment - St Paul MN

02/22/2021 - N-400 Interview - Minneapolis, MN - APPROVED

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Filed: IR-1/CR-1 Visa Country: Brazil
Timeline
34 minutes ago, rocklobstermass said:

The transcript is the best option... and you don't need to include other documents if that's what you submit. We've submitted transcripts with each filing and have never been asked for additional documentation.

Even if the sponsor is self employed? I’m confused because on the I-864 instructions it says Schedule A-D need to be submitted if the sponsor is self employed. I want sure if the transcript removes the need for them. 

 

  1. Married: 02/25/2017
    I-130 sent: 03/25/2019
    I-130 NOA1: 04/02/2019
    I-129F (K3) sent: 08/26/2019
    I-129F NOA1: 08/29/2019
    I-129F Denied: 09/29/2019
    I-130 NOA2 Approved 09/29/2019
    Case sent to NVC 10/08/2019
    NVC Received Case 10/10/2019
    Received IV & AOS Bill 11/01/2019
    Payed IV & AOS Fees 11/09/2019
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Filed: Citizen (apr) Country: Brazil
Timeline

I believe that if you are submitting IRS transcripts, and I re-read the Form I-864 instructions and still interpret them this way , you do not need to include any other documentation. Just the transcript(s). All of the information contained in Schedules A-D will appear on the transcript. So you either submit copies of FILED tax returns, including all additional Schedules, or you submit an IRS Transcript.

 

Now all that said, if you submit IRS transcripts and if you HAVE copies of the additional schedules and you want to include them, it shouldn't cause your application to be rejected. But I believe that everything requested as documentation of tax filing is covered with just an IRS transcript.

K1

02/11/16 - Form I-129F mailed to Lewisville, TX

08/30/16 - Rio Consulate Interview - 221(g) - Incorrect State Police Certificate submitted - case approved pending submission of correct certificate

09/26/16 - Passport received (with K1 Visa)

10/04/16 - POE Atlanta

10/24/16 - SSN application submitted

10/29/16 - Marriage

 

AOS

11/10/16 - Forms I-485, I-765, and I-131 mailed to Chicago lockbox

12/21/16 - Biometrics Appointment - St Paul, MN

02/13/17 - I-765, I-131 Approved: New Card is being Produced

05/08/17 - I-485 NOA2 text and e-mail received (Approved - no interview)

05/13/17 - Conditional (2-year) Green Card Received

 

ROC

02/12/2019 - Form I-751 mailed to Phoenix lockbox

08/27/2019 - Biometrics (Walk-In) - St Paul, MN

12/17/2019 - I-751 Approved: New Card is being Produced (NO Interview)

12/21/2019 - 10-year Green Card received via USPS

 

N-400

02/08/2020 - Form N-400 Submitted Online

03/02/2020 - Biometrics Appointment - St Paul MN

02/22/2021 - N-400 Interview - Minneapolis, MN - APPROVED

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Filed: Lift. Cond. (apr) Country: China
Timeline

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*

December 18, 2023:  Filed I-90 to renew Green Card

December 21, 2023:  Production of new Green Card ordered - will be seeing USCIS again every 10 years for renewal

 

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Filed: Other Country: China
Timeline

There are several kinds of "Tax Transcripts".  The only one that applies in this context is the "Tax Return Transcript".  It replaces a complete tax return.  A complete tax return includes all schedules.

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/

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