I-751 Joint Tax Returns - what to add?

[my_gf_wants_cr1 13]

Going through I-751 now.

How many pages from the federal / state joint tax returns should I add?

Each return is like 50 pages.

Thanks.

[Crazy Cat 41,979]

If you are submitting a return, you must include every page of the 1040, schedules, etc.  I would just submit transcripts.

***Moved to Removing Conditions on Residency forum****

[OldUser 6,865]

Go to IRS.gov.

Download tax return transcripts.

They're much shorter, like 3-5 pages.

They're preferred by USCIS.

 

[my_gf_wants_cr1 13]

4 minutes ago, Crazy Cat said:

If you are submitting a return, you must include every page of the 1040, schedules, etc.  I would just submit transcripts.

***Moved to Removing Conditions on Residency forum****

Thanks! Sorry for the wrong forum.

 

Not sure what you meant by "submitting a return".

The actual returns are no the issue here.

We are preparing our I-751 supporting evidence / documents and the joint returns are part of it, and they are each 13 to 50 pages, and I was just wondering if I actually need to print all of those out and submit them with the I-751.

I asked for a transcript.

2 minutes ago, OldUser said:

Go to IRS.gov.

Download tax return transcripts.

They're much shorter, like 3-5 pages.

They're preferred by USCIS.

 

Thanks, I submitted a request!

[OldUser 6,865]

2 minutes ago, my_gf_wants_cr1 said:

I asked for a transcript.

Thanks, I submitted a request!

Not sure what you mean? You should be able to download the tax return transcripts as PDF documents and print them out from IRS website. I don't believe you need to submit any requests.

Edited March 31 by OldUser

[my_gf_wants_cr1 13]

6 minutes ago, OldUser said:

Not sure what you mean? You should be able to download the tax return transcripts as PDF documents and print them out from IRS website. I don't believe you need to submit any requests.

At first I didn't want to download it online so I submitted a request to receive it by snail mail.

But I just did the online registration and I will download it.

 

What about state returns?

[OldUser 6,865]

2 minutes ago, my_gf_wants_cr1 said:

At first I didn't want to download it online so I submitted a request to receive it by snail mail.

But I just did the online registration and I will download it.

 

What about state returns?

Those is all you need for immigration 

Edited March 31 by OldUser

[my_gf_wants_cr1 13]

Just now, OldUser said:

Federal is all you need'

The I-751 Instruction PDF says

"complete joint Federal and State tax returns"

[OldUser 6,865]

34 minutes ago, my_gf_wants_cr1 said:

The I-751 Instruction PDF says

"complete joint Federal and State tax returns"

I corrected my message. Tax return transcripts contain lines about state taxes, just checked my transcripts. 

 

I went through I-751 and got it approved without RFE. Tax return transcripts is all you need. They actually prove your filing was accepted and processed by IRS.

[my_gf_wants_cr1 13]

2 minutes ago, OldUser said:

I corrected my message. Tax return transcripts contain lines about state taxes, just checked my transcripts. 

 

I went through I-751 and got it approved without RFE. Tax return transcripts is all you need. They actually prove your filing was accepted and processed by IRS.

I can't find anything about a state return in the transcript I got from the IRS, except for

"Refunds of state / local taxes...$0"

If that's what you mean, I believe you 😅

[OldUser 6,865]

3 hours ago, my_gf_wants_cr1 said:

I can't find anything about a state return in the transcript I got from the IRS, except for

"Refunds of state / local taxes...$0"

If that's what you mean, I believe you 😅

This is from my tax return transcript . Clearly state taxes are in taxes paid section. Both state and federal taxes done through Turbotax on my own. Sorry not showing more for privacy. 

 

 

[mc962 55]

If you go to the IRS.gov website and navigate to where the tax documents are, there is a question about what kind of document you want.

One of the options is "Immigration", and if you select that I believe it will give you the Tax Return Transcript for the years you select.

 

This is different than other documents the IRS provides such as the the Tax Account Transcript, which while might be OK for some stages of immigration (the embassy for the K-1 visa might allow it), this will not have all the information that they want to see. I didn't realize that originally and so we got an RFIE for submitting the wrong tax documents for the I-485 😅. 

 

So in summary, download the Tax Return Transcripts for the years needed for your I-751 (at least 3 years of whatever has been filed if I remember correctly). While you could submit the actual return packet that you filed, the IRS documents are much more concise and easier to just print out and submit.