Submitting W2 and Tax Transcripts

[DreamThinkLive 9]

Hi everyone! 

 

Can you advise me if the below are correct documents when submitting financial evidence?

 

• We are submitting a W2 as proof of employment (Which was received Jan 30th 2020) 
• We will also submit the most recent Tax Transcript that will be filed next week (Based on the W2 above) which would be 2019's Tax Transcript.

 

I read the below on their website and I wanted to make sure we were interrupting it correctly and I also read somewhere that we need the most recent 3 year Transcripts. Is that correct?

 

How to Show Proof of Income

Petitioners must submit a federal tax transcript from the most recent tax year as proof of income. Alternatively, they may submit a copy of a tax return from the most recent tax year. They must do this even if there is a joint sponsor or household member income being used to meet the Federal Poverty Guidelines. The only exception is if the petitioner was legally exempt from filing federal income taxes, in which case he or she must submit a statement indicating why they were exempt from filing. Please submit an IRS tax transcript; you can find information on getting a tax transcript on the IRS’s website.

 

Do all Financial Sponsors Have to Submit a Form W2

A Form W-2 Wage and Tax Statement is provided to employees each tax year by employers in the United States, and shows the amount of money earned by an employee. Sponsors who submit an IRS tax transcript must submit a Form W-2 only if they filed taxes under the "married filing jointly" category – and if they were issued a W-2. Sponsors who claim to meet the Poverty Guidelines based solely on income earned at work and who submit a tax return (Form-1040) – not an IRS tax transcript – as proof of income must also submit that year’s Form W-2, if he or she was issued one.

 

We are just making sure we get this correct thats all. Thank you for your help!

 

[Lil bear 3,842]

1 minute ago, DreamThinkLive said:

Hi everyone! 

 

Can you advise me if the below are correct documents when submitting financial evidence?

 

• We are submitting a W2 as proof of employment (Which was received Jan 30th 2020) 
• We will also submit the most recent Tax Transcript that will be filed next week (Based on the W2 above) which would be 2019's Tax Transcript.

 

I read the below on their website and I wanted to make sure we were interrupting it correctly and I also read somewhere that we need the most recent 3 year Transcripts. Is that correct?

 

How to Show Proof of Income

Petitioners must submit a federal tax transcript from the most recent tax year as proof of income. Alternatively, they may submit a copy of a tax return from the most recent tax year. They must do this even if there is a joint sponsor or household member income being used to meet the Federal Poverty Guidelines. The only exception is if the petitioner was legally exempt from filing federal income taxes, in which case he or she must submit a statement indicating why they were exempt from filing. Please submit an IRS tax transcript; you can find information on getting a tax transcript on the IRS’s website.

 

Do all Financial Sponsors Have to Submit a Form W2

A Form W-2 Wage and Tax Statement is provided to employees each tax year by employers in the United States, and shows the amount of money earned by an employee. Sponsors who submit an IRS tax transcript must submit a Form W-2 only if they filed taxes under the "married filing jointly" category – and if they were issued a W-2. Sponsors who claim to meet the Poverty Guidelines based solely on income earned at work and who submit a tax return (Form-1040) – not an IRS tax transcript – as proof of income must also submit that year’s Form W-2, if he or she was issued one.

 

We are just making sure we get this correct thats all. Thank you for your help!

 

Correct. Most current tax transcript is required   W2 not needed if you use the IRS provided transcript. You must also submit evidence of current income .. last years W2 isn’t usually used for that ... it’s usually in the form of  3-6 recent payslips 

[DreamThinkLive 9]

32 minutes ago, Lil bear said:

Correct. Most current tax transcript is required   W2 not needed if you use the IRS provided transcript. You must also submit evidence of current income .. last years W2 isn’t usually used for that ... it’s usually in the form of  3-6 recent payslips 

Ok thanks! Also to confirm, since the only required document they ask for are:

• FEDERAL INCOME TAX RETURN OR TRANSCRIPT
• AFFIDAVIT OF SUPPORT FORM(I-864,I-864EZ,or I-864W)

Should we be submitting anything located on this page that isn't marked as required?

• Evidence of income (Job letter I assume)
• Proof of Domicile
• Proof of relationship (Which was submitted under the Civil documents)
• Proof of U.S. status

We will submit the above anyway because we believe it won't hurt but we were just curious.

 

And lastly for now, once we submit our taxes for this year, should we wait until April when its available or can we submit what we currently and say write a supporting document (letter and screen shot of submission) letting them know if was submitted and we will bring the 2019 transcript to the interview? We just dont want to have to wait until April to Submit everything that's all.

[DreamThinkLive 9]

59 minutes ago, Lil bear said:

Correct. Most current tax transcript is required   W2 not needed if you use the IRS provided transcript. You must also submit evidence of current income .. last years W2 isn’t usually used for that ... it’s usually in the form of  3-6 recent payslips 

I was trying to edit my previous reply for some reason it wouldn't allow me to submit the the change. Here is the new update.

 

Ok thanks! Also to confirm, since the only required document they ask for are:

• FEDERAL INCOME TAX RETURN OR TRANSCRIPT
• AFFIDAVIT OF SUPPORT FORM (I-864,I-864EZ,or I-864W)

 

Should we be submitting anything located on this page that isn't marked as required?

• Evidence of income (should we include a job letter?)
• Proof of Domicile
• Proof of relationship (Which was submitted under the Civil documents)
• Proof of U.S. status

 

We will submit the above anyway because we believe it won't hurt but we were just curious.

 

And for now, once we submit our taxes for this year, should we wait until April when its available or can we submit what we currently and say write a supporting document (letter and screen shot of submission) letting them know if was submitted and we will bring the 2019 transcript to the interview? We just don't want to have to wait until April to Submit everything that's all.

 

Lastly, to to make sure I understand correctly. Should we be submitting the last 3 years of Tax Transcripts and if so, that would be 2017, 2018 and 2019 (if available based on my question about the 2019 above)

Edited January 31, 2020 by DreamThinkLive

[Lil bear 3,842]

5 minutes ago, DreamThinkLive said:

I was trying to edit my previous reply for some reason it wouldn't allow me to submit the the change. Here is the new update.

 

Ok thanks! Also to confirm, since the only required document they ask for are:

• FEDERAL INCOME TAX RETURN OR TRANSCRIPT
• AFFIDAVIT OF SUPPORT FORM (I-864,I-864EZ,or I-864W)

 

Should we be submitting anything located on this page that isn't marked as required?

• Evidence of income (Job letter or W2)
• Proof of Domicile
• Proof of relationship (Which was submitted under the Civil documents)
• Proof of U.S. status

 

We will submit the above anyway because we believe it won't hurt but we were just curious.

 

And for now, once we submit our taxes for this year, should we wait until April when its available or can we submit what we currently and say write a supporting document (letter and screen shot of submission) letting them know if was submitted and we will bring the 2019 transcript to the interview? We just don't want to have to wait until April to Submit everything that's all.

 

Lastly, to to make sure I understand correctly. Should we be submitting the last 3 years of Tax Transcripts and if so, that would be 2017, 2018 and 2019 (if available based on my question about the 2019 above)

I would be adding pay slips from this year to demonstrate current income 

You do not have to submit 3 years of transcripts.. only the most recent. If you submit the I864 before April 15 then the most recent tax transcript would be 2018   
You do not need to submit evidence of domicile (unless the petitioner is currently residing outside the US) not evidence of relationship .. the approved i130

already did that. 
 

[DreamThinkLive 9]

1 minute ago, Lil bear said:

I would be adding pay slips from this year to demonstrate current income 

You do not have to submit 3 years of transcripts.. only the most recent. If you submit the I864 before April 15 then the most recent tax transcript would be 2018   
You do not need to submit evidence of domicile (unless the petitioner is currently residing outside the US) not evidence of relationship .. the approved i130

already did that. 
 

Thank you again Lil Bear! I just noticed on their site it says for Proof of Income the Recent Tax Transcript should suffice, Im guessing this information is current? As for submitting the transcript before April 15, we might consider doing that and providing the supporting documents stating/proving it was submitted and will be brought to the interview. 

 

Do you happen to know how long it takes to receive the transcript after April 15?

[Lil bear 3,842]

5 hours ago, DreamThinkLive said:

Thank you again Lil Bear! I just noticed on their site it says for Proof of Income the Recent Tax Transcript should suffice, Im guessing this information is current? As for submitting the transcript before April 15, we might consider doing that and providing the supporting documents stating/proving it was submitted and will be brought to the interview. 

 

Do you happen to know how long it takes to receive the transcript after April 15?

It is usually 6+weeks 

[DreamThinkLive 9]

Just now, Lil bear said:

It is usually 6+weeks 

Ok thank you!