Which Tax Forms to Submit? [split topic]

[JonathanMetts 0]

On 1/29/2022 at 9:23 PM, pushbrk said:

The 2020 tax return filed in 2021 showing 2020 income is currently the most recent tax return

One recent pay stub is fine as evidence of current income.

No worries regarding bonuses.  As long as the income stated is comfortably over the required amount, it's fine.  They can see the past income is actually MORE than the stated income.  It's not a problem.

Not required to file a tax return is not a problem. Being required to and not filing is a problem.

 

Lots of members here have been in the same situation but may not be reading and replying.  More important is to get the right answers from somebody who actually knows. 😉

Good evening, I recently received a RFIE regarding my (the sponsor's) I-864.  One of the items that USCIS requested was "a complete copy of the petitioning sponsor's federal income tax return...for the most recent tax year." 

 

I have filled out my 1040 for the tax year of 2021 and I have all w2's and 1099s. However, I filled jointly with my wife who does not have a social security number or ITIN. In early March we applied for an ITIN number at a IRS office. They took my 1040 and all supporting documents and said they would file it for me once my wife's ITIN number is approved/issued. 

 

So should I submit my 1040 for 2021 with my I-864? Or just send them a copy of my 2020 transcript and list years 2018-2020 since my 2021 return has not been processed yet? 

[pushbrk 12,083]

21 minutes ago, JonathanMetts said:

Good evening, I recently received a RFIE regarding my (the sponsor's) I-864.  One of the items that USCIS requested was "a complete copy of the petitioning sponsor's federal income tax return...for the most recent tax year." 

 

I have filled out my 1040 for the tax year of 2021 and I have all w2's and 1099s. However, I filled jointly with my wife who does not have a social security number or ITIN. In early March we applied for an ITIN number at a IRS office. They took my 1040 and all supporting documents and said they would file it for me once my wife's ITIN number is approved/issued. 

 

So should I submit my 1040 for 2021 with my I-864? Or just send them a copy of my 2020 transcript and list years 2018-2020 since my 2021 return has not been processed yet? 

Submit a complete copy of what you mailed to IRS for 2021.

[TBoneTX 42,990]

The above query and reply were split from an unrelated thread in this forum.