syrinx128

5 hours ago, NikLR said:

Yup if you cant get a tax return transcript then you must take a photocopy of the entire tax return 

Just saw this after I posted the above and I can't edit my answer. 😜 My thought was that maybe you could just show the parts that would show on the transcripts, but if they specify the entire return must be submitted, then you will need to include all forms and schedules. If anything is labeled a worksheet, it is actually not part of the return itself (they are for your own information and are not filed with the IRS) so those things, you could leave out still. It would be up to you to decide whether it would be worth the time to weed all of those worksheets out or if it would be easier to just copy everything as it and send it off. 

4 hours ago, Tea_pgtips said:

Ah I’m so glad youre an accountant! You’re the perfect person to ask. My spouses tax return is HUGE because he’s an ophthalmologist so he has dividends, interest, 3 k1’s and it’s just a huge massive file to send. Do I take photocopies of all of this and send it? It is so thick lol

@Tea_pgtips Ideally whole returns are good, but I know what you're saying, once you start adding all that stuff the size of the returns can get a little ridiculous, haha. 

Just a disclosure, I'm not at this point so I don't claim to be an expert as to what the USCIS wants. But if it were me, I would guess the things you REALLY want to focus on are any parts of the return that are showing his income sources and where they come from - so the main 1040, Schedule B, Schedule C (if he had one), Schedule D, and Schedule E. If his return has a ton of "See Statement ##"s throughout,  I'd send the corresponding statements, too. 

In addition to any W-2s, you'll probably want to include copies of his K-1s (especially if he practices within a partnership or S-corp as a lot of medical folks do), and maybe the 1099s from the brokerage if it makes up a significant part of his income.

I would think you could leave out any informational worksheets or forms showing calculations or tax credits, since those are more tax related and not actually proving anything as far as income. Those things are often what make the returns really big, so if you take them out and just have the schedules mentioned above and any significant supporting documents, hopefully you're left with something a little more manageable. 🙂

59 minutes ago, usmsbow said:

On 1/3/2019 at 12:33 PM, Tea_pgtips said:

 

Yep, that is correct. My wife works in the mortgage industry, and some of her pending loan applications are stalled due to an inability to get applicants' tax transcripts. 

 I'm a CPA and indeed, everything's pretty much down. About 12% of the IRS is still showing up, and those that are still there are not dealing with things like transcripts or non-seasonal tax questions. We can't even efile returns or fax power of attorney forms. Between this and the tax overhaul (to my knowledge the 2018 forms aren't even finalized), us accountants are in for a heck of a filing season. 😭 

Maybe it's better my fiance can't come to the States until June. I miss him very much but if he came here much sooner, who knows what terrifying creature he'd be coming home to. 🤪

I'm on the I-134 now and not 100% sure how the AOS works, but I agree with @Wuozopo - if the shutdown continues your best bet would be to send complete copies of your prior year returns (however many years you're supposed to go back) , the W-2s and/or 1099's (depending on whether you're an employee or run a business), and any other supporting documentation you think might help to prove your income.

10 hours ago, Greenbaum said:

You should become familiar with your country's sub-forum here on VJ to get a better understanding of the process for the Embassy that you will be interviewing with. This will allow you to get direct answers from those who have completed the steps you are about to take at the US Embassy - Brazil.  Sub-forum for Brazil is located here: http://www.visajourney.com/forums/forum/96-mexico-latin-south-america/

 

This is the Packet 3 (P3) letter from your Embassy.

https://br.usembassy.gov/visas/fiancee/the-interview-2/

 

There is a lot of information on the Embassy for Brazil here https://br.usembassy.gov/visas/frequently-asked-questions-non-immigrant-visas/

 

A thread were a lot of chatter about the process for the Brazil Embassy and interview

http://www.visajourney.com/forums/topic/679652-nvc-to-interview-in-rio-brazil/?page=10

Thank you so much @Greenbaum!  The information you've given me both here and in your other posts has really helped me along!

Usually lurking, but happy to say our case was updated to "In Transit" today too. Wahoo! 😁 

Congrats to everyone else's in transit today as well!