Tax Return Copy for I-864 Requirement

[CL1125 2]

I will be submitting a copy of my tax return with my I-864 as well as my W-2 and any other forms pertaining to the return as I dont have access to my Tax Transcipt (ID.me issue😡). The copy of my tax return that I have is an e-filed copy downloaded from TaxAct and is not signed. Is this OK to submit or do I need to sign it and if so what date do I put on it as I filed back in April but will be signing it now.

[OldUser 4,817]

Do your best to obtain a proper copy of IRS tax return transcript from IRS website.

 

You can submit Turbotax return transcript, but don't.get suprized if you get an RFE down the line.

 

What's the problem with id.me? It doesn't verify you? You may need to speak to their support. I had some issues getting verified, it was annoying for sure.

[top_secret 2,062]

8 hours ago, CL1125 said:

I will be submitting a copy of my tax return with my I-864 as well as my W-2 and any other forms pertaining to the return as I dont have access to my Tax Transcipt (ID.me issue😡). The copy of my tax return that I have is an e-filed copy downloaded from TaxAct and is not signed. Is this OK to submit or do I need to sign it and if so what date do I put on it as I filed back in April but will be signing it now.

 

You can also get your return transcript by paper letter in the mail without using ID.me at https://sa1.www4.irs.gov/irfof-tra/start.do .

[pushbrk 12,115]

13 hours ago, CL1125 said:

I will be submitting a copy of my tax return with my I-864 as well as my W-2 and any other forms pertaining to the return as I dont have access to my Tax Transcipt (ID.me issue😡). The copy of my tax return that I have is an e-filed copy downloaded from TaxAct and is not signed. Is this OK to submit or do I need to sign it and if so what date do I put on it as I filed back in April but will be signing it now.

The instructions and anecdotal evidence are both very clear, that a complete copy including W2 and applicable 1099 forms are acceptable......OR, the tax return Transcript.  If you want belt and suspenders, request the transcript by another method and have it ready at interview time.  NVC will NOT send an RFE for a Tax Return Transcript.....IF....they have the other option already.  A Consular Officer MIGHT, but not NVC when done correctly.

[CL1125 2]

Thanks for the responses everyone. Luckily ID.me support got back and verified my account after 2 weeks of waiting, so was able to get my transcripts. Issue solved.

 

Note for other readers: Don't use a VPN when verifying with ID.me. They will suspend your account.

Edited November 29, 2023 by CL1125