Still unclear about something

[Jason-Sasha 1]

I'm sending Sasha my notarized I-134 this week. Along with all other needed documents and evidence for the interview. We are going over everything carefully and still come across a bit of confusion. I know almost nothing about the IRS. All i do is collect W-2s, fillout the 1040s and send them in. Or, I have someone else do it for me. So, I'm a little confused about what exactly to give with my I-134. I asked similar stuff in another thread a while back, but needless to say, it didnt stick with me. So, please try to help me if you can. 2006 was a bad work year for me. Didnt earn enough on my W-2 to even file. I was working outside of my rhelm that year and most of my pay came through contractors. Bad, I know. Anyway, since middle of 2006 to the current I've had a well paying job. And 2007's W-2 is way over the minimum requirements set forth by the poverty guidelines. I received my W-2s about a week and a half ago. i was going to send one of the original copies to Sasha along with my recent paystubs, I-134, letter from employer. I read that only 2 forms of supporting evidence are required with the Aff of Supp. But I've also read that the sponsor needs to provide W-2, tax transcript from IRS, 1040, etc. I dont have tax transcripts. and what do they mean by 1040? Just a copy of the form I filled out and sent to the IRS for my claims? I wont get any returns until march at the soonest, since I'm just now sending them out.

Will my W-2s from 2007 be enough? I even read on the Moscow Embassy website that the I-134 is not required but may be requested. How can this be? I thought everyone needed to submit one of these. Anyway, I thought I had what was needed. but now I'm having some terrible visions. Can anyone please help me with this? I'm wiggin' out a bit. Thanks.

Edited February 4, 2008 by Jason-Sasha

[PlatyPius 5]

What they really want are tax transcripts from the IRS.

Get a transcript of your 2006 taxes (it's free from the IRS website). If that isn't enough for the min. requirements, then file your taxes quickly and send a copy of that.

[Jason-Sasha 1]

File quickly? There's no way I'll have 2007's back in time for the interview.

[PlatyPius 5]

File online. Then you have a completed 1040 once you've filed.

[Jason-Sasha 1]

Are you saying that they will give me something to printout once I've done it online? Will this suffice as an IRS issued return?? Thanks for your help, by the way.

[PlatyPius 5]

Yup. Once you file (I typically use taxACT or TurboTax online for free), they provide you with a PDF version of your return. Just print that off, add your W2s, and you should be good to go.

Since the interview is so close to tax time, they can't expect you to have an official transcript from the IRS for the 2007 tax year.

Edited February 4, 2008 by PlatyPius

[Kazan' Tiger 1]

Take a breath, my friend!

Just make a printout of the 1040 and any tax schedules after you file. Send them along with your W-2s. They only want to see a copy of your latest tax return. Send the I-134 as a "just in case". Some C/Os ask for it and others do not. This is why they say, "Not required, but could be requested."

I am confident all will go just as you want! Who could turn down Sasha?

[Jason-Sasha 1]

Yup. Once you file (I typically use taxACT or TurboTax online for free), they provide you with a PDF version of your return. Just print that off, add your W2s, and you should be good to go.

Since the interview is so close to tax time, they can't expect you to have an official transcript from the IRS for the 2007 tax year.

Thanks! You're awesome.

[Jason-Sasha 1]

Take a breath, my friend!

Just make a printout of the 1040 and any tax schedules after you file. Send them along with your W-2s. They only want to see a copy of your latest tax return. Send the I-134 as a "just in case". Some C/Os ask for it and others do not. This is why they say, "Not required, but could be requested."

I am confident all will go just as you want! Who could turn down Sasha?

Thanks Jeff! And that's very nice of you to say. I feel a bit better now. I'll send everything this week and I'll simply file online and send a printed copy of my return. Whew!

Hahahaha You and those hats!! that's really funny.

[Kazan' Tiger 1]

You are always welcome! Glad you like the new hats!

Take a breath, my friend!

Just make a printout of the 1040 and any tax schedules after you file. Send them along with your W-2s. They only want to see a copy of your latest tax return. Send the I-134 as a "just in case". Some C/Os ask for it and others do not. This is why they say, "Not required, but could be requested."

I am confident all will go just as you want! Who could turn down Sasha?

Thanks Jeff! And that's very nice of you to say. I feel a bit better now. I'll send everything this week and I'll simply file online and send a printed copy of my return. Whew!

Hahahaha You and those hats!! that's really funny.

[Jason-Sasha 1]

Yup. Once you file (I typically use taxACT or TurboTax online for free), they provide you with a PDF version of your return. Just print that off, add your W2s, and you should be good to go.

Since the interview is so close to tax time, they can't expect you to have an official transcript from the IRS for the 2007 tax year.

Just another question......to anyone who can answer. Are these websites the best for instant E-filing? Or should i use IRS.gov? I'm thinking maybe IRS.gov because the return I'll print out will be from the IRS, and not an online tax preparer. But I'm not sure.

[mox 298]

Yup. Once you file (I typically use taxACT or TurboTax online for free), they provide you with a PDF version of your return. Just print that off, add your W2s, and you should be good to go.

Since the interview is so close to tax time, they can't expect you to have an official transcript from the IRS for the 2007 tax year.

Just another question......to anyone who can answer. Are these websites the best for instant E-filing? Or should i use IRS.gov? I'm thinking maybe IRS.gov because the return I'll print out will be from the IRS, and not an online tax preparer. But I'm not sure.

Any of the major ones will be fine. Turbotax, H&R Block, etc. Any of them will do.

[a-jeanne 2]

This is the one that I used and it's free. I have used it for the last three years. I have already completed mine and have printed out the pdf file so I already have a copy to use for the I134. Here is the link...

http://free.123easytaxfiling.com/

[PlatyPius 5]

You'll have to use one of the "retail" sites.... the IRS doesn't have e-filing of its own. If you go to the IRS site, they'll give you a list of free filing sites to use.

As far as ease of use, if you've never e-filed before, TurboTax is the best. They ask you tons of questions about your income, deductions, etc. It's a complete no-brainer using them. The others can be a little less helpful.

[Jason-Sasha 1]

Might sound like a dumb question.....but what about the W-2? These online filing sites do the filing for you, but the IRS doesn't receive a copy of your W-2? I've always filed through the mail because I thought the IRS needed a "physical" copy of your W-2.