I-864 supporting evidence - should we file taxes early for 2022?

[ind2can 11]

Hello 

My spouse (US Citizen) has filed a I-130 application for me (Indian Citizen, Canadian Permanent Resident) around 12 months ago. We are looking to gather all the documents required for the NVC stage so that it may be sent to consular processing promptly. 

On the topic of the I-864 - This last year has been my spouse's first year with a full-time job. Her income well exceeds the requirements. Should we file 2022 taxes early (filing season has started) so that we can get a tax transcript from IRS? We already have a W2 from the employer. 

Since there is only a year's history of employment, should we consider attaching proof of assets even though we meet income requirements?

Thanks,
ind2can

[iwannaplay54 985]

I would

[pushbrk 12,969]

6 hours ago, ind2can said:

Hello 

My spouse (US Citizen) has filed a I-130 application for me (Indian Citizen, Canadian Permanent Resident) around 12 months ago. We are looking to gather all the documents required for the NVC stage so that it may be sent to consular processing promptly. 

On the topic of the I-864 - This last year has been my spouse's first year with a full-time job. Her income well exceeds the requirements. Should we file 2022 taxes early (filing season has started) so that we can get a tax transcript from IRS? We already have a W2 from the employer. 

Since there is only a year's history of employment, should we consider attaching proof of assets even though we meet income requirements?

Thanks,
ind2can

The year you sponsor an immigrant is not a year to delay filing your tax return.

[ind2can 11]

Thank you, we will file taxes as soon as possible.

[TBoneTX 45,498]

An unrelated post was split into its own topic in this forum.

[Troy B 224]

btw, if you don't already have an IRS online account,  sooner to sign up for one is better.

[Alex&Nayden 91]

On 2/10/2023 at 10:51 AM, ind2can said:

Hello 

My spouse (US Citizen) has filed a I-130 application for me (Indian Citizen, Canadian Permanent Resident) around 12 months ago. We are looking to gather all the documents required for the NVC stage so that it may be sent to consular processing promptly. 

On the topic of the I-864 - This last year has been my spouse's first year with a full-time job. Her income well exceeds the requirements. Should we file 2022 taxes early (filing season has started) so that we can get a tax transcript from IRS? We already have a W2 from the employer. 

Since there is only a year's history of employment, should we consider attaching proof of assets even though we meet income requirements?

Thanks,
ind2can

I don’t know how helpful the other answers were but I will give you my take.

 

Yes, file the 2022 returns now and submit them to NVC (along with your W2). In addition, include most recent paystubs for bonus proof (3-6 would be great)! 
 

If you are filing “married but separately” keep in mind that you can only paper file your taxes if your spouse does not have an ITIN or SSN. So the transcript won’t show up for months.

 

I did all of this and wrote a letter explaining the entire thing just to cover my bases.

 

Hope this helps! 
 

 

[Alex&Nayden 91]

Just now, Alex&Nayden said:

I don’t know how helpful the other answers were but I will give you my take.

 

Yes, file the 2022 returns now and submit them to NVC (along with your W2). In addition, include most recent paystubs for bonus proof (3-6 would be great)! 
 

If you are filing “married but separately” keep in mind that you can only paper file your taxes if your spouse does not have an ITIN or SSN. So the transcript won’t show up for months.

 

I did all of this and wrote a letter explaining the entire thing just to cover my bases.

 

Hope this helps! 
 

 

Also, I wouldn’t bother with assets if she meets the income requirements. ☺️