Dont have W2's to go with tax return? 1099's instead?

[RUSSandRACHEL 3]

Whilst waiting for our NOA2 (should be any day now) we're starting to gather documents needed for the interview. My fiance has given me a copy of his 2008 Tax Return, signed Affadavit of Support and his pay slips. Now we're just waiting on a letter from his employer and my Police Cerificate.

Ive just noticed on some of the London Embassy Interview Reviews that people have become delayed in getting final approval because they have the tax return but no W2's. Russ hasnt given me any, but has given me 1099's instead. Will this suffice? And do I really need a tax transcript or will a copy of the filed tax return do instead?

Thank you!

[Nik+Heather 121]

Have your USC order tax transcripts from the IRS. They are free, and they are complete, so they stand alone and there's no need to dig out W2s or anything else.

[n1dom 0]

I only had Jen's last W2 and no actual tax returns. Just reading somewhere in the forums a couple of days before my interview I noticed that it was the actual returns and not W2s the embassy wanted.

Luckily Jen has the tax returns as pdf files so she e-mailed them to me and I took hardcopies along to the interview. When it came to handing over the documents I wasn't asked for a W2, nor did I offer it, just gave the tax return which satisfied the requirements.

Dom

[imaisha 0]

Does the amount listed on the 1099 equal the total income claimed on the return? If so, then you're fine, you're not missing anything. If not you really should order copies of the transcripts. It's just a lot easier to figure out and takes just a few days.

When it came to handing over the documents I wasn't asked for a W2, nor did I offer it, just gave the tax return which satisfied the requirements.

While they may not have asked you for the W-2s, they can and the OP should be prepared. Anyone could make up a return that says they earn $1 million per year- it's the W-2s and 1099s that back the claim up. The returns themselves mean nothing.

[RUSSandRACHEL 3]

Oh ok thanks very much.

Yes the 1099's add up. But his 2008 Tax Return in no way matches his current earnings at all. He was self employed during 2008 and on the return is actually in the minus'. Hope this wont be a problem. Hes been in his current job since June and earns $30,000 now. So I dont really see the sense in presenting the tax return to them at the interview but hey ho...

[mawilson 2,133]

W2 = full-time employees

1099 = self-employed / contractors / freelancers

[Nik+Heather 121]

Oh ok thanks very much.

Yes the 1099's add up. But his 2008 Tax Return in no way matches his current earnings at all. He was self employed during 2008 and on the return is actually in the minus'. Hope this wont be a problem. Hes been in his current job since June and earns $30,000 now. So I dont really see the sense in presenting the tax return to them at the interview but hey ho...

You'll need to present the returns anyway, I think they want to see them just to be sure that the obligation to the feds is met.

As for qualifying as a sponsor, get an employment letter and some pay stubs to document current income. This is the part that London will care about when assessing the USC's sponsorship capability.

[RUSSandRACHEL 3]

Oh ok thanks very much.

Yes the 1099's add up. But his 2008 Tax Return in no way matches his current earnings at all. He was self employed during 2008 and on the return is actually in the minus'. Hope this wont be a problem. Hes been in his current job since June and earns $30,000 now. So I dont really see the sense in presenting the tax return to them at the interview but hey ho...

You'll need to present the returns anyway, I think they want to see them just to be sure that the obligation to the feds is met.

As for qualifying as a sponsor, get an employment letter and some pay stubs to document current income. This is the part that London will care about when assessing the USC's sponsorship capability.

Thanks Nik and Heather. That wont be a problem... just waiting on his employee letter now