Impact of Tax Deadline Change to CR1 Interview?

[JourneyTogether 11]

My understanding is that typically we need to bring our tax return from last year to the interview if it's after Apr 15th. I'm assuming that this year we only need to bring one if we interview after Jul 15th? Meaning that we don't need to rush to file today for immigration purposes. Are there any rules from USCIS that requires the latest tax return after Apr 15th regardless of IRS deadline? Thank you!

[Crazy Cat 39,194]

1 hour ago, JourneyTogether said:

Are there any rules from USCIS that requires the latest tax return after Apr 15th regardless of IRS deadline? Thank you!

USCIS states "most recent tax year" tax documents........this year the "most recent year" will be 2018 taxes....until July 15th.  After July 15th, "most recent tax year" will be 2019.  There is no specific reference to April 15th.

Edited April 15, 2020 by Lucky Cat

[JourneyTogether 11]

Thank you, makes sense!

[pushbrk 12,096]

9 hours ago, Lucky Cat said:

USCIS states "most recent tax year" tax documents........this year the "most recent year" will be 2018 taxes....until July 15th.  After July 15th, "most recent tax year" will be 2019.  There is no specific reference to April 15th.

And while that is absolutely correct, it is BEST to take the 2019 tax return to the interview if possible.  If a Consular Officer ASKS to see it, it suddenly IS "required" in order to move forward.

[JourneyTogether 11]

5 hours ago, pushbrk said:

tax return

Hi there, thank you for the info. Is a tax return sufficient for interviews or do I need to bring all the other forms (w-2s 1099s etc)? I know for NVC approval tax transcripts are preferred over tax return, but I worry if I file my 2019 tax close to the interview date IRS won't be able to process a transcript for me in time.

[payxibka 10,044]

4 hours ago, JourneyTogether said:

Hi there, thank you for the info. Is a tax return sufficient for interviews or do I need to bring all the other forms (w-2s 1099s etc)? I know for NVC approval tax transcripts are preferred over tax return, but I worry if I file my 2019 tax close to the interview date IRS won't be able to process a transcript for me in time.

For immigration purposes, the word tax return means form 1040 and ALL supporting forms and schedules, including but not limited to forms w2 and 1099.

[Hank_ 9,171]

CO can't ask for a person's most recent tax return and expect the 2019 tax return until after the IRS "drop dead date" .. which this year is in July.   

 

IF a person has filed their 2019 tax return before the interview THEN it would become your most recent tax return, regardless of the date

[JourneyTogether 11]

Great info, appreciate the help everyone!!

[pushbrk 12,096]

8 hours ago, Hank_ said:

CO can't ask for a person's most recent tax return and expect the 2019 tax return until after the IRS "drop dead date" .. which this year is in July.   

 

IF a person has filed their 2019 tax return before the interview THEN it would become your most recent tax return, regardless of the date

Actually, A CO can ask for anything they think they need, in order to make a decision.  For example, many people, particularly the self employed, routinely file extensions giving them until October to file the return.  Don't no what the deadline on extensions will be this year.  CO's absolutely do ask for tax returns under extension situations or at times NEAR but not AFTER the regular filing deadline of April 15, or so.  In these situations, the decision is DELAYED, until the request id complied with and the submitted documents are evaluated.

 

It's NVC that won't ask for a tax return before what you are referring to as the "drop dead date".

[Hank_ 9,171]

Yup, the CO could ask.   And he could ask for the kitchen sink from the house too ... 

 

But for the majority of those completing the process .. there is NO reason to rush and file the 2019 return just to have it "in case the CO asks" 

[pushbrk 12,096]

50 minutes ago, Hank_ said:

Yup, the CO could ask.   And he could ask for the kitchen sink from the house too ... 

 

But for the majority of those completing the process .. there is NO reason to rush and file the 2019 return just to have it "in case the CO asks" 

I agree with your "majority" sentence.  I was responding to your use of the absolute term, "can't".  They CAN and DO, particularly when the sponsor is self employed and (There is every reason to expect.) particularly THIS YEAR.

[Hank_ 9,171]

26 minutes ago, pushbrk said:

I agree with your "majority" sentence.  I was responding to your use of the absolute term, "can't".  They CAN and DO, particularly when the sponsor is self employed and (There is every reason to expect.) particularly THIS YEAR.

I didn't say the CO can't ask ... that was not what I said.     Do read it again

 

"CO can't ask for a person's most recent tax return and expect the 2019 tax return until after the IRS "drop dead date" 

[pushbrk 12,096]

1 hour ago, Hank_ said:

I didn't say the CO can't ask ... that was not what I said.     Do read it again

 

"CO can't ask for a person's most recent tax return and expect the 2019 tax return until after the IRS "drop dead date" 

I did.  Here's the quote.

 

CO can't ask for a person's most recent tax return and expect the 2019 tax return until after the IRS "drop dead date" 

[Ryan H 3,790]

***Posts violating the TOS (abusive language) removed along with posts quoting or referencing; Administrative Action taken.***