Need help with Financial Documents for NVC case - Tax Return 2019? Or 2018?

[Marie9 0]

Hello Everyone,

I'm new in the community. Found the forum on google while searching for a question that is tormenting me:

 

What tax documents should I use for the Affidavit of Support that I have to send to NVC?

 

This is my situation:

I have my 2016, 2017 and 2018 Tax Tanscripts, as the NVC strongly recommends.

In 2016 and 2017 I made way above the minimum needed average income. however in 2018 I made only around 9.000, because I lived that whole year in my husbands country, where I did not get employed either.

What I do have for 2019 are the W-2 forms from my employers and a letter from my latest employer stating how much I make, which again, is way more than the minimum level.

 

My concern is:

-> Should file the 2019 taxes, even tho this are not due yet as the deadline was moved to july, and use 2019 as my Most Recent tax year in the i-864 Form? taking into account I should send the NVC the full tax return instead the transcript as I wont have the transcript available for some time until they publish it online after filing

OR

 

-> Should I file the I-864 using 2018 (the year I made only 9.000 dollars according to my transcript), as my most recent tax year, and along with the 2016,17 and 2018 tax transcripts, upload to NVC the W-2 forms I have from 2019 (which again are more than the mimum 125% wage), along with an explanation/letter of why I made only 9.000 in 2018 (living abroad almost the whole year).

 

 

Has anyone experienced a situation like this in the past?

My intuition says I should go wit the second option, as 2019 tax year is not due yet. What do you guys think?

[Duke & Marie 1,389]

55 minutes ago, Marie9 said:

Hello Everyone,

I'm new in the community. Found the forum on google while searching for a question that is tormenting me:

 

What tax documents should I use for the Affidavit of Support that I have to send to NVC?

 

This is my situation:

I have my 2016, 2017 and 2018 Tax Tanscripts, as the NVC strongly recommends.

In 2016 and 2017 I made way above the minimum needed average income. however in 2018 I made only around 9.000, because I lived that whole year in my husbands country, where I did not get employed either.

What I do have for 2019 are the W-2 forms from my employers and a letter from my latest employer stating how much I make, which again, is way more than the minimum level.

 

My concern is:

-> Should file the 2019 taxes, even tho this are not due yet as the deadline was moved to july, and use 2019 as my Most Recent tax year in the i-864 Form? taking into account I should send the NVC the full tax return instead the transcript as I wont have the transcript available for some time until they publish it online after filing

OR

 

-> Should I file the I-864 using 2018 (the year I made only 9.000 dollars according to my transcript), as my most recent tax year, and along with the 2016,17 and 2018 tax transcripts, upload to NVC the W-2 forms I have from 2019 (which again are more than the mimum 125% wage), along with an explanation/letter of why I made only 9.000 in 2018 (living abroad almost the whole year).

 

 

Has anyone experienced a situation like this in the past?

My intuition says I should go wit the second option, as 2019 tax year is not due yet. What do you guys think?

Your only required to submit last FY... but can add more if you like... so if2018 you can by rights send 1044 and w2 from 2019 with recent pay stubs

Edited March 28, 2020 by Duke & Marie

[Boiler 43,804]

Current income is what counts, taxes are a separate issue.

[pushbrk 12,263]

2 hours ago, Duke & Marie said:

Your only required to submit last FY... but can add more if you like... so if2018 you can by rights send 1044 and w2 from 2019 with recent pay stubs

Mixing two issues.  Pay stubs are about current income.  W2's from 2019 are about the past.

 

My advice is file the 2019 tax return.  Provide the income numbers from 17 through 19 in the tax section.  State current income based on a full year at current gross pay.  That's what the pay stub is for, to document current income.

[Marie9 0]

14 hours ago, pushbrk said:

Mixing two issues.  Pay stubs are about current income.  W2's from 2019 are about the past.

 

My advice is file the 2019 tax return.  Provide the income numbers from 17 through 19 in the tax section.  State current income based on a full year at current gross pay.  That's what the pay stub is for, to document current income.

Thanks @pushbrk ! 

Should I file the 2019 Tax Return and send that to the NVC or wait (according to IRS, 6 weeks) for my Tax Transcript to become available online and then submit that?

 

What are the odds that Ill get an RFE for sending the tax return instead of my tax transcript for 2019?

[pushbrk 12,263]

4 hours ago, Marie9 said:

Thanks @pushbrk ! 

Should I file the 2019 Tax Return and send that to the NVC or wait (according to IRS, 6 weeks) for my Tax Transcript to become available online and then submit that?

 

What are the odds that Ill get an RFE for sending the tax return instead of my tax transcript for 2019?

Send a complete copy of the tax return including W2 and 1099 forms.  Tax Return Transcript taken to the interview.  Odds don't matter.  They'll do what they'll do but no reason to wait.  They don't demand things they only "strongly suggest".  It's the Consular Officer who makes the real decision.

[ViktorS 11]

On 3/28/2020 at 7:29 PM, pushbrk said:

Send a complete copy of the tax return including W2 and 1099 forms.  Tax Return Transcript taken to the interview.  Odds don't matter.  They'll do what they'll do but no reason to wait.  They don't demand things they only "strongly suggest".  It's the Consular Officer who makes the real decision.

We are in the same situation, but we decided to wait till my wife will be in US to file as we don't want to send her travel passport to IRS while processing the case in NVC, or go to the acceptance agent and show them her passport, so it will be in our possession all the time. 

I'm going to provide income for 2018,2018 and 2017. Task transcripts for 2018 and 2017, W2s and the current letter of employment. I'm going to add the 2019 1040 with a comment that it is a draft and was not filed to IRS yet. Is this acceptable? 

 

Edited March 31, 2020 by ViktorS

[Boiler 43,804]

They will not be interested in a draft.

[pushbrk 12,263]

3 hours ago, ViktorS said:

We are in the same situation, but we decided to wait till my wife will be in US to file as we don't want to send her travel passport to IRS while processing the case in NVC, or go to the acceptance agent and show them her passport, so it will be in our possession all the time. 

I'm going to provide income for 2018,2018 and 2017. Task transcripts for 2018 and 2017, W2s and the current letter of employment. I'm going to add the 2019 1040 with a comment that it is a draft and was not filed to IRS yet. Is this acceptable? 

 

A draft is not evidence of anything.  Send the return or a tax return transcript.  You are in an immigration process that requires tax returns be filed.  Don't  delay filing them.  You can always file amended returns later.

[ViktorS 11]

1 minute ago, pushbrk said:

A draft is not evidence of anything.  Send the return or a tax return transcript.  You are in an immigration process that requires tax returns be filed.  Don't  delay filing them.  You can always file amended returns later.

Thanks!