Tax Transcripts for Interview

[A233465 5]

How many years do we need?  3 or 5?
The IRS only has 4 years available for download so we did that.  They did have an 'account transcript' for the 5th year, which showed that we did file, its just not the entire transcript and we can of course bring our tax return, or we could get proof from the people who prepared our taxes.  

I don't need to do the extra step and request the IRS to mail me the transcript for the year 2020 do i?  

[A233465 5]

11 minutes ago, A233465 said:

How many years do we need?  3 or 5?
The IRS only has 4 years available for download so we did that.  They did have an 'account transcript' for the 5th year, which showed that we did file, its just not the entire transcript and we can of course bring our tax return, or we could get proof from the people who prepared our taxes.  

I don't need to do the extra step and request the IRS to mail me the transcript for the year 2020 do i?  

This is to say - we are applying under the general provision.

[OldUser 10,332]

1 hour ago, A233465 said:

This is to say - we are applying under the general provision.

Then 5

[OldUser 10,332]

 

I always download and save theae transcripts, not to rely on IRS in the future if they don't store them long term.

You may or may not be asked for transcripts at the interview. If you're asked, most likely they'll expect tax return transcript, and nothing else would work. Worst case you'd get RFE.

Edited Saturday at 09:27 PM by OldUser

[A233465 5]

3 hours ago, OldUser said:

 

I always download and save theae transcripts, not to rely on USCIS in the future if they don't store them long term.

You may or may not be asked for transcripts at the interview. If you're asked, most likely they'll expect tax return transcript, and nothing else would work. Worst case you'd get RFE.

makes sense. I already emailed the lawyer and i sent off the request for the last transcript this morning.  We have the actual tax returns though so if the last transcript doesnt come in time we will go with that and like you said, worst case get an RFE.  

When i did the affidavit of support years ago I did not use tax transcripts, I made copies of my tax returns and sent those and they were accepted.  

[TBoneTX 47,796]

1 hour ago, A233465 said:

copies of my tax returns

These are typically far bulkier than transcripts are -- another justification for having and using transcripts.   

[Fr8dog 449]

One of the reason they want transcripts is that know what they look like, and they show they are from the IRS and they show you have filed.

I you are not able to get the 5th year, you  might still be able to request it from the IRS through regular mail. If all else fails I would try the account transcript combined with your own copy of the filing that might do the trick.

[A233465 5]

23 hours ago, Fr8dog said:

One of the reason they want transcripts is that know what they look like, and they show they are from the IRS and they show you have filed.

I you are not able to get the 5th year, you  might still be able to request it from the IRS through regular mail. If all else fails I would try the account transcript combined with your own copy of the filing that might do the trick.

I have requested by mail - will try calling, I didnt realize i could call to request transcripts but I also want to see if I can just make an apt to go to an IRS office and have them print it there.  There is an IRS office 5 minutes from my house as long as we can get an apt.

If not my thought was to use the act transcript combined with our own copy of the filing.  Its the same year and the act transcript shows filed and a zero balance owed.  

[OldUser 10,332]

16 hours ago, A233465 said:

I have requested by mail - will try calling, I didnt realize i could call to request transcripts but I also want to see if I can just make an apt to go to an IRS office and have them print it there.  There is an IRS office 5 minutes from my house as long as we can get an apt.

If not my thought was to use the act transcript combined with our own copy of the filing.  Its the same year and the act transcript shows filed and a zero balance owed.  

Account transcript is NOT what USCIS is interested in

Edited yesterday at 04:58 PM by OldUser

[A233465 5]

20 hours ago, OldUser said:

Account transcript is NOT what USCIS is interested in

Well i'm working with what I have.  The lawyer responded and  said bring whatever you have and explain the absence of what we don't.  We do have evidence that we filed and paid taxes that year - along with the tax return prepared by our preparer, the tax transcript that shows we paid with zero balance (and what we paid) the carbon copy of the cheque made out to the us govt which matches as well as the bank statement with the matching cheque number that shows said cheque was cashed.  

The lawyer did not suggest rescheduling the apt.    I sent off for the tax forms and i'm just concerned about them getting back in time.  

[OldUser 10,332]

Just now, A233465 said:

The lawyer did not suggest rescheduling the apt.

I wouldn't reschedule either.

[OldUser 10,332]

2 minutes ago, A233465 said:

Well i'm working with what I have.  

 

On 8/30/2025 at 10:25 AM, OldUser said:

 

You may or may not be asked for transcripts at the interview. If you're asked, most likely they'll expect tax return transcript, and nothing else would work. Worst case you'd get RFE.