Turbo Tax documents okay?

[ebe 6]

Have read a few other threads on this but can't get a clear answer...

My parents are sponsoring my husband for a CR-1 visa as we both live in Chile and have no US income. They are planning on sending in the tax documents for the last 3 years (theirs and mine) that they have from Turbo Tax. Along with this they'll include pay stubs, bank info, employment letter.

Is this okay? Or will we get an RFE since they're not Tax Transcripts?

(I'm seeing them in the US in one week so I'm hoping to just get all the documents from them then. I understand that this won't be enough time to get tax transcripts. However, we're still at stage 1 so we're not dealing with the NVC quite yet. Just hoping to get ahead on gathering everything I need as petitions from outside the US seem to be getting NOA2s quite quickly.)

[JohnR! 5,495]

Have read a few other threads on this but can't get a clear answer...

My parents are sponsoring my husband for a CR-1 visa as we both live in Chile and have no US income. They are planning on sending in the tax documents for the last 3 years (theirs and mine) that they have from Turbo Tax. Along with this they'll include pay stubs, bank info, employment letter.

Is this okay? Or will we get an RFE since they're not Tax Transcripts?

(I'm seeing them in the US in one week so I'm hoping to just get all the documents from them then. I understand that this won't be enough time to get tax transcripts. However, we're still at stage 1 so we're not dealing with the NVC quite yet. Just hoping to get ahead on gathering everything I need as petitions from outside the US seem to be getting NOA2s quite quickly.)

There is no way of telling for sure whether they will accept the copies. They may accept them; or insist on the transcripts. I would play it safe and send the tax transcripts.

Note that they only require the last tax-year transcript but it is always prudent to send them the last three.

Good luck!

[ebe 6]

Good to know. Wish this were more clear/consistent! But I suppose playing it safe is better.

[JohnR! 5,495]

Good to know. Wish this were more clear/consistent! But I suppose playing it safe is better.

When it comes to these forms, my suggestion is that you check the USCIS website where you can download the latest version of the form and where you can also check the instructions and the documentation needed with each form.

Here is what is required for the I-864:

http://www.uscis.gov/files/form/i-864instr.pdf

The transcripts are insurance, IMHO.

[ebe 6]

Sounds like personal records are okay but "telefile" records are not... what are telefile records?

Seems like one would PROBABLY be fine with Turbo Tax docs. If my parents should be comfortably over the limit, maybe it's okay? (They're not rich or anything but should be able to support us fine if necessary...) I don't know if that makes a difference or not in how closely they analyze the information.

[JohnR! 5,495]

Sounds like personal records are okay but "telefile" records are not... what are telefile records?

Seems like one would PROBABLY be fine with Turbo Tax docs. If my parents should be comfortably over the limit, maybe it's okay? (They're not rich or anything but should be able to support us fine if necessary...) I don't know if that makes a difference or not in how closely they analyze the information.

When you say 'parents' will you need to poll your dad's and your mom's incomes in order to make the minimum or do the income of either of them is already above the minimum?

I ask because if you need to use both of their incomes, one of them will have to fill out a I864A. If one W-2 alone meets the minimum then I believe the copies, in addition to the support documentation which is required, might be sufficient.

[Dave&Roza 748]

Have read a few other threads on this but can't get a clear answer...

My parents are sponsoring my husband for a CR-1 visa as we both live in Chile and have no US income. They are planning on sending in the tax documents for the last 3 years (theirs and mine) that they have from Turbo Tax. Along with this they'll include pay stubs, bank info, employment letter.

Is this okay? Or will we get an RFE since they're not Tax Transcripts?

(I'm seeing them in the US in one week so I'm hoping to just get all the documents from them then. I understand that this won't be enough time to get tax transcripts. However, we're still at stage 1 so we're not dealing with the NVC quite yet. Just hoping to get ahead on gathering everything I need as petitions from outside the US seem to be getting NOA2s quite quickly.)

Here is the rub. You need to send in the COMPLETE tax return with supporting documents like W-2, 1099s, schedules, and worksheets. IF you fail to supply a complete tax return you will get an RFE. If you send in a tax transcript, that is all that you need to send in. No W-2s, 1099s etc. This is what the IRS has received and processed so the USCIS accepts this as proof that you supplied all the information the IRS wanted which is a complete tax return. That is why tax transcripts are the preferred method of supplying this information plus they ae easy to obtain and are free.

Good luck,

Dave

[ebe 6]

Thanks for the tips! I'm still in the learning process here as on top of all of this I have never filed my own taxes (just got done being a student) so I'm REALLY behind on the lingo.

My dad does make above the minimum, I was just thinking of having my dad (whose income is higher) fill out the I-184 and my mom fill out the I-184a, just to provide a complete picture. Will that be confusing?