Tax Transcripts for Recent Divorcee

[Protocol417 161]

Hello everyone, I'm hoping you can help me with something.

We're getting ready for our NOA2 and I'm gathering documentation for evidence of support.

I got divorced in January 2013 after a long separation. My ex-husband and I filed our 2012 taxes jointly to save each other money. Unfortunately, he took all of the documents with him home to scan before giving them back to me and somehow managed to lose my W-2 in the process.

I read in another thread that you could simply apply to the IRS for tax transcripts and this would work, so that's what I did. I received my tax transcripts today, however, and realized that they reflect wages for both myself and my ex-husband, all lumped into one number, so it doesn't show just my wages broken out.

Is this going to be okay? If not, any tips for what document I should replace it with?

Also, is it going to be a problem that my most recent tax documents say "married filing jointly"?

[VanessaTony 3,567]

Filing jointly may or may not be a problem depending on the other red flags in your relationship and the country your fiance/e is from. Usually it's not a problem.

[NikLR 13,227]

Make sure you have current pay stubs because they like CURRENT income. Past income merely shows you worked. You filed 4 months after your divorce so you should be okay, IMO.

[KayDeeCee 4,893]

You could ask your employer if it is at all possible to get a copy of your 2012 W-2 from them, even though the tax transcript should be enough. You can get the W-2 information from the IRS, but not until next year. See #8 of this form > http://www.irs.gov/pub/irs-pdf/f4506t.pdf

A copy of your entire return is $57 > http://www.irs.gov/taxtopics/tc159.html

[Protocol417 161]

Hmmmm. Okay, this is what I have access to:

- The tax transcripts mentioned above, showing both my income and my ex-husbands lumped into a single number

- Printouts of paystubs (my company does not issue physical paystubs)

- The tax return (sans W-2) for 2012 (basically the 1040A form) - unsigned (the tax accountant sent the signed copy to the IRS)

- I think I can get the letter from my employer

Do you think this will work?

Do I need to provide bank statements if I make well over 125% of the poverty level? I'm more of a "cash under the mattress" kinda gal...

[KayDeeCee 4,893]

The IRS transcript, letter from employer and recent pay stub(s) is plenty. No need for bank statements if you are above the 125% and not using assets.

[Protocol417 161]

The IRS transcript, letter from employer and recent pay stub(s) is plenty. No need for bank statements if you are above the 125% and not using assets.

Woot! And I see in the instructions that copies are a-okay, so I should be good with my non-paystub-y paystubs, too. Thanks for your help!

[Hank_ 9,174]

Using IRS tax transcripts includes the W-2 info, so you should be good to go.

And yes copies always, unless the embassy specifically states they want originals.

[Laura. 90]

From what I've read, London is pretty laid back when it comes to the I-134.

I plan to just use an employment letter and a ton of payslips.

Edited July 6, 2013 by Laura Clare

[FrozenGlitter 1]

I'm going to have a similar situation when I get to this stage. I will have possibly my 2013 tax documents (if he gets his interview after I've filed), my 2012 ones (which show me with a very very low income), and my 2011 was a joint return on which I didn't work, it's all my ex's income. So I'm guessing that in my case, submitting paystubs at that point showing the right income will be more important than my old and no longe relevant info?

[KayDeeCee 4,893]

I'm going to have a similar situation when I get to this stage. I will have possibly my 2013 tax documents (if he gets his interview after I've filed), my 2012 ones (which show me with a very very low income), and my 2011 was a joint return on which I didn't work, it's all my ex's income. So I'm guessing that in my case, submitting paystubs at that point showing the right income will be more important than my old and no longe relevant info?

You only need the most recent tax transcript, and you list current income on the I-134, not past. It is current income that is most important. If you currently meet the income requirement, then you are good. Supply a letter from employer and recent pay stub(s) to prove your current income.

[Protocol417 161]

Using IRS tax transcripts includes the W-2 info, so you should be good to go.

Yes, that's why I got them, but I didn't know when I ordered them that all of my information and my ex-husband's information would be lumped together. It's not itemized, so I wouldn't think it would be much help as you can't tell how much I made from it. The W-2 by itself would.