ACalmCountry

Ok well I will download the tax return transcript. Thanks for your help @powerpuff

Ok. Sorry. It’s the wording on the RFE that’s bothering me. I want to give them exactly what they ask for. Yes I understand you can download it directly.

Just the tax return transcript? The letter is asking for complete joint federal and state tax returns inc schedules /attatchmenrs and W2s. This is all so confusing and stressful why can’t things just be made clear. They make everything so difficult. I thought I had this all worked out now I’m confused again.

Timeline Ok thank you for your prompt reply . I just got off the phone from the IRS and the gentleman I spoke to seemed to think that the record of account transcript would be the best option as it includes both the tax return transcript you mentioned and the tax account transcript we already have. But I guess you are saying order the tax return transcript. Then we will have both serves same purpose. The original RFE says complete joint federal and state tax returns inc schedules /attatchmenrs and W2s so I was just confused as to which forms we needed. So to clarify we have the tax account transcript for each year now we just need to download the tax return transcript for each year. Or just download the record of account transcript which has both.

Ok thank you for your prompt reply . I just got off the phone from the IRS and the gentleman I spoke to seemed to think that the record of account transcript would be the best option as it includes both the tax return transcript you mentioned and the tax account transcript we already have. But I guess you are saying order the tax return transcript. Then we will have both serves same purpose.

My wife ordered the tax transcripts by mail and they arrived today. They cover each year up till now. They look fine but I have no way of knowing if they are correct. It appears we have Account Transcripts is that what is required? The RFE we got mentioned schedules and W2s so I’m unsure. My wife does our taxes so I am ignorant of all of this. The IRS website says these are the types. Now that I look it at we have the second type I think did we need the first? I need to get this organized if we have the wrong one I can download it from the IRS directly I think but need help knowing if what we have is correct for what they are asking for Transcript Types We offer the following transcript types at no charge: Tax Return Transcript - shows most line items from your original Form 1040-series tax return as filed, along with any forms and schedules. It doesn't show changes made after you filed your original return. This transcript is available for the current and three prior tax years. A tax return transcript usually meets the needs of lending institutions offering mortgages. Note:The secondary spouse on a joint return can use Get Transcript Online or Form 4506-T to request this transcript type. When using Get Transcript by Mail or calling 800-908-9946, the primary taxpayer on the return must make the request. Tax Account Transcript - shows basic data such as filing status, taxable income, and payment types. It also shows changes made after you filed your original return. This transcript is available for the current and nine prior tax years through Get Transcript Online, and the current and three prior tax years through Get Transcript by Mail or by calling 800-908-9946. These years and older tax years can be obtained by submitting Form 4506-T. Note: If you made estimated tax payments and/or applied an overpayment from a prior year return, you can request this transcript type a few weeks after the beginning of the calendar year to confirm your payments prior to filing your tax return. Record of Account Transcript - combines the tax return and tax account transcripts above into one complete transcript. This transcript is available for the current and three prior tax years using Get Transcript Online or Form 4506-T. Wage and Income Transcript - shows data from information returns we receive such as Forms W-2, 1098, 1099, and 5498. The transcript is limited to approximately 85 income documents. If you have more documents than that, the transcript will not generate. You’ll receive a notification online stating that your transcript request could not be processed and to complete and submit Form 4506-T. If you see a message of “No Record of return filed” for the current tax year, it means information has not populated to the transcript yet. Check back in late May. This transcript is available for the current and nine prior tax years using Get Transcript Online or Form 4506-T. Verification of Non-filing Letter - states that the IRS has no record of a processed Form 1040-series tax return as of the date of the request. It doesn't indicate whether you are required to file a return for that year. This letter is available after June 15 for the current tax year or anytime for the prior three tax years using Get Transcript Online or Form 4506-T. Use Form 4506-T if you need a letter for older tax years.

Another question regarding the statements. Some of the older statements list card numbers for cards we don't have anymore. And i guess this goes to the question i asked earlier in the thread how do i show commingling? Yes of course the statement shows it's a joint account and my wage is the only wage coming in but can someone give me some concrete examples of how i can show can further show commingling in terms of the statements?

Oh I’m sorry I didn’t make myself clear yeah have done that. Every month of every year until now. The first year we didn’t have a joint account yet I wasn’t working yet. But yes every year I have downloaded and intend to print all months for each year till now.

Ok thank you so much. Does anybody know anything about the schedules?

Ok so i went through our bank statements today and everything looks good. It clearly states our joint account and at the top of the statement saying ***** or ****** and our surnames and address. But i am still unclear about something. Is it enough to just show the statements for each year/photocopy our cards to show both numbers/cards being used each year? Do i need to point out/highlight examples of whose using what and why? I have shown one example of my wife drawing out money to pay our rent (took a photo of the money order in both our names /my pay going in same day and we have the post office receipts too) that shows cohabitation. But in terms of comingling of finances how specific do i need to be? Once again i know this is a general question and you guys can't give legal advice. How did others show this comingling of finances?

Thank you for your prompt reply. OK does that include the schedules, W2's etc that they are asking for?

Have made a little progress this week but my nerves are still frazzled. Wil be moving into the tax documents next. My wife usually does our taxes so I need to figure out exactly what we should be printing out for our RFE. A little confused. Can anyone help by listing what they provided in regards to tax stuff. I know it’s going to be several years worth of stuff but what exactly. I know some stuff can or should be gathered from the IRS website.But I just want to be sure we provide everything.

Yes he's going to do that. What i am saying is that they way they do it (we are in low income housing rental) is that they do an income certification each year. Each year shows me listed as a tenant etc. But as for a lease agreement there was originally just the one with my wife under her maiden name. Each year since it's just the income certification done each year. He explained there is no lease agreement as such. So basically i'd be giving them more (originally we just provided the income certification form of one year 2021) of exactly what they said was insufficient evidence. This is very worrying to me. But i have no choice that's what he has. So to summarise. I'd be providing income certification forms (not the lease agreements they say they require) with me listed as a tenant along with my wife and child for every year i've been there up to now.

Ok so another setback perhaps. As part of our initial evidence we submitted a tenant income certification . It was deemed insufficient and so they asked for a lease agreement. However, after meeting with my landlord today he said that all they have is these tenant income certifications. There was an original lease agreement for my wife when she moved in before we were married and i came here. But that's all they have in terms of a lease agreement. So now i have tenant income certifications for each year that i have been living here and he's going to write a statement explaining why there is no lease agreement for each year. I feel very stressed. It appears i am providing USCIS with exactly what they don't want and not what they do. This is very worrying. Does anybody know of anyone having this same issue?

Feeling very stressed again. Another setback today. I went to my landlord to obtain copies of our current lease. He has that. When I asked for previous leases featuring both our signatures he went through them. Some of the lease agreements don’t have my signature. The early leases I probably wasnt working yet so that explains why I’m not on it . My probation period was 2020 till 2022. It looks like I’m listed on the lease for 2020 so that’s good. No signature though. Anyway he’s going to give me everything he has and then I’ll assess I guess.

Thanks for your post. It makes it pretty clear that I should throw in everything but the kitchen sink. This makes me feel ill though because I feel overwhelmed as it is. Having trouble getting started. Everything I think of brings up new questions which stalls my progress. At the moment the comingling is what I’m obsessing over. We have a joint account so no problem there. I am the sole provider of income. Can someone give me clear practical advice on how to show that we are sharing our money. We have no assets apart from the fact we were recently gifted a car so that’s in both our names which is at least something. We don’t really buy much for each other. We are in a low income live paycheck to paycheck. I have some receipts for anniversary gifts etc and some photos too. But on the statements themselves how do I show that we are both using the funds from my pay? I believe her card number is different on the actual credit card even though we do have a joint account with Chase. For example We rent so highlighting where we have drawn money out to pay the rent on the statement is possible but how does that show comingling.I guess what I am asking is how do I show the comingling? When we first put our package all we did was send what we had in terms of the bank statements at that point.

Another quick question regarding this ID card. We have a home address for the apartment where we live but we also have a PO BOX that we use for our mailing address .The PO BOX is in a nearby town. On the ID application it is asking me : "Do you get mail at this address? * DMV will print your mailing address on your driver's license or ID card, and will then mail it to this address" I'm wondering now if i should put the apartments address on the ID rather than the PO BOX. Considering that most of the mail i am presenting as evidence for my RFE has my apartment address. And just on that subject. Should we also provide evidence of our shared PO BOX in our response to our RFE? Dear me, every decision i make brings up new questions!

Thanks so much for pointing that out. I think it feels difficult right now because of the stress. It’s been two years since we put it in and I’m having trouble returning to that mindset of gathering evidence,writing cover letters etc I’m overthinking things and just being generally neurotic. I really appreciate everyone here’s help I sure need it right now.

Thanks so much for your reply. Yes i know this is the last chance which is why i feel so much pressure. God this is stressful.

Ok so today i decided to sit down and start the process. I intend to address each point of evidence one by one. However i'm stuck on the first point! The first point is: Documentation showing you cohabited, commingled finances and shared responsibilty for financial liabilities during the condtional residency period. It is a fairly straightforward suggestion of what is required. But in point four later in the RFE they ask for bank statements/joint taxes etc And in point two they ask for lease etc So how do i address this first point? Is it just covered by everything suggested later on in the RFE? Also the conditional residency period part is making me neurotic. I guess understand how to show that but they don't want me to focus just on those two years do they? I should send everything right? I can't believe i'm stuck on the very first point! The rest of the RFE (although stressful) i feel like i can make sense of but perhaps i'm overthinking this all. Any suggestions? How would you guys deal with this first point?

California. Are you saying that they might accept the expired Green Card if i use the extention letter? I haven't tried yet was just concerned when i read what they required that i didn't have anything in the first category. I'll give them a call tomorrow.

Ok I just looked into this and I may have a problem. I don’t have any of the documents in the first catagory to apply for a real ID. My foreign passport is expired and I don’t have the funds right now to renew. Hoping to do that in new year.I don’t have a EAD card my green card helped served that purpose. My green card is expired I have the form they send when you are waiting to get approval for removal of conditions of AOS that’s all I have. So looks like the ID card may be a no go.

Thank you so much for taking the time to post all that. It will be very helpful to refer to I cannot thank you enough. Much appreciated.

Yes that was recent occurrence that is a bit of luck. I keep stressing about how to show the commingling. We have a joint bank account is it enough to just highlight sections and say this is us paying rent this is us buying etc I don’t quite understand how to show them what they want. I’m the only one in the family working how do I show that we are both using the money. Sorry if this is a dumb question I just feel so stressed I’m having trouble thinking straight with all this. I know we have evidence it’s a matter of showing it. I want to make sure I give them exactly what they want.