Questions re I-134 tax return info

[grinchus 11]

Hi all,

Do I *need* the 4506T (transcripts) version of my tax returns, or can I just photocopy my returns for the past 3 years? This is the last piece of documentation we need for packet 3 and I don't want to wait any longer for the transcripts to come in the mail (I sent off for them 2 wks ago).

Thanks!!

[Stephen + Elisha 92]

You don't need transcripts for the I-134. The benefit of having them, however, is that they prove that you filed and the IRS accepted your return. Anyone can fill out a 1040; a copy of the return does not prove that it was filed.

Did you request your transcripts by mail? They generally arrive within a week if you request by phone.

[grinchus 11]

You don't need transcripts for the I-134. The benefit of having them, however, is that they prove that you filed and the IRS accepted your return. Anyone can fill out a 1040; a copy of the return does not prove that it was filed.

Did you request your transcripts by mail? They generally arrive within a week if you request by phone.

I requested them by fax per the instructions on the request form. I tried requesting them by phone and the lady on the phone said that my "request" was simply a request to have the request form sent to me by mail, which seemed stupid since I already had the request form in hand. Can I call back and check the status of my request? If it's better to have it, I'm willing to wait.

[Stephen + Elisha 92]

When you request by phone, you shouldn't have to talk to anyone. It's all done via an automated response system. Call 1-800-829-1040 and follow the prompts.

I also faxed a 4506T, and after several weeks with no response, I called in a request via the automated system. I had my transcripts within a week.

http://www.irs.gov/individuals/article/0,,id=110571,00.html

[grinchus 11]

You don't need transcripts for the I-134. The benefit of having them, however, is that they prove that you filed and the IRS accepted your return. Anyone can fill out a 1040; a copy of the return does not prove that it was filed.

Did you request your transcripts by mail? They generally arrive within a week if you request by phone.

Oh and BTW my taxes were done by a tax accountant so I have the preparer's signature at the bottom, plus a signed paper by me giving her permission to file on my behalf. If I end up sending copies of my 1040 perhaps that will give them more credibility that they were actually filed.

When you request by phone, you shouldn't have to talk to anyone. It's all done via an automated response system. Call 1-800-829-1040 and follow the prompts.

I also faxed a 4506T, and after several weeks with no response, I called in a request via the automated system. I had my transcripts within a week.

http://www.irs.gov/individuals/article/0,,id=110571,00.html

Will do right away. Thanks!

[grinchus 11]

You don't need transcripts for the I-134. The benefit of having them, however, is that they prove that you filed and the IRS accepted your return. Anyone can fill out a 1040; a copy of the return does not prove that it was filed.

Did you request your transcripts by mail? They generally arrive within a week if you request by phone.

Oh and BTW my taxes were done by a tax accountant so I have the preparer's signature at the bottom, plus a signed paper by me giving her permission to file on my behalf. If I end up sending copies of my 1040 perhaps that will give them more credibility that they were actually filed.

When you request by phone, you shouldn't have to talk to anyone. It's all done via an automated response system. Call 1-800-829-1040 and follow the prompts.

I also faxed a 4506T, and after several weeks with no response, I called in a request via the automated system. I had my transcripts within a week.

http://www.irs.gov/individuals/article/0,,id=110571,00.html

Will do right away. Thanks!

Ummmmm sorry for being dense, but I don't hear a choice in the prompts that matches that I want a transcript. What am I missing (or misunderstanding)? Thanks!!!

[Dakine 26]

Hi all,

Do I *need* the 4506T (transcripts) version of my tax returns, or can I just photocopy my returns for the past 3 years? This is the last piece of documentation we need for packet 3 and I don't want to wait any longer for the transcripts to come in the mail (I sent off for them 2 wks ago).

Thanks!!

aI called yesterday and IRS offered to fax them to me while was talking to them. I'[m not in a hurray so I ust told them to mail them.

Transcripts are much more valid then returns.

Edited September 9, 2009 by Haole

[Stephen + Elisha 92]

Ummmmm sorry for being dense, but I don't hear a choice in the prompts that matches that I want a transcript. What am I missing (or misunderstanding)? Thanks!!!

Press 2 - 2 - Social Security Number - 1 - 1 - 3

I think you can take it from there.

[grinchus 11]

Ummmmm sorry for being dense, but I don't hear a choice in the prompts that matches that I want a transcript. What am I missing (or misunderstanding)? Thanks!!!

Press 2 - 2 - Social Security Number - 1 - 1 - 3

I think you can take it from there.

Done. Thank you!!!!

[Stephen + Elisha 92]

Ummmmm sorry for being dense, but I don't hear a choice in the prompts that matches that I want a transcript. What am I missing (or misunderstanding)? Thanks!!!

Press 2 - 2 - Social Security Number - 1 - 1 - 3

I think you can take it from there.

Done. Thank you!!!!

You're welcome

And since the I-134 pertains to the consulate stage... moving this thread to the Embassy/Consulate Discussion.

[Dakine 26]

You don't need transcripts for the I-134. The benefit of having them, however, is that they prove that you filed and the IRS accepted your return. Anyone can fill out a 1040; a copy of the return does not prove that it was filed.

Did you request your transcripts by mail? They generally arrive within a week if you request by phone.

Oh and BTW my taxes were done by a tax accountant so I have the preparer's signature at the bottom, plus a signed paper by me giving her permission to file on my behalf. If I end up sending copies of my 1040 perhaps that will give them more credibility that they were actually filed.

When you request by phone, you shouldn't have to talk to anyone. It's all done via an automated response system. Call 1-800-829-1040 and follow the prompts.

I also faxed a 4506T, and after several weeks with no response, I called in a request via the automated system. I had my transcripts within a week.

http://www.irs.gov/individuals/article/0,,id=110571,00.html

Will do right away. Thanks!

Ummmmm sorry for being dense, but I don't hear a choice in the prompts that matches that I want a transcript. What am I missing (or misunderstanding)? Thanks!!!

I had trouble also with the prompts. I think I ended up clicking Zero. Got a live peson who was very helpfull.

Edited September 9, 2009 by Haole

[Gary and Alla 3,694]

Hi all,

Do I *need* the 4506T (transcripts) version of my tax returns, or can I just photocopy my returns for the past 3 years? This is the last piece of documentation we need for packet 3 and I don't want to wait any longer for the transcripts to come in the mail (I sent off for them 2 wks ago).

Thanks!!

You do not need transcripts. You can give copies of the 1040 but must include copies of all schedules, attachments, w-2s, and/or 1099s. With a transcript you do not need anything else.