Tax Question.

[lovda_pi 0]

When we send a copy of our taxes do we need to include State also or just send the Federal tax 1040 with our W-2? Thanks

[jom 4]

I brought to the interview my husband's 1040 and W2 as required in the Packet 4. In addition, I had also with me his Ceriticate of Employment.

Hope this helps.

Goodluck!

[lovda_pi 0]

I brought to the interview my husband's 1040 and W2 as required in the Packet 4. In addition, I had also with me his Ceriticate of Employment.

Hope this helps.

Goodluck!

Thank you for your reply, I know she needs the Federal 1040 but are the state 1040's required also?

[YuAndDan 153]

IRS only, that is federal returns.

One thing about I-134, the directions included with I-134 are very old, USCIS has no reason to update them since USCIS has no application for that form.

The consulates tend to treat the I-134 like a mini-I-864 as so prefer the same financial evidence as the I-864.

In our case this what the I-134 included.

• I-134 signed and notarized.

• SIMPLE Tax transcripts from the IRS for past 3 years, (Redundant for the (1040,W2,1099) but are free from the IRS http://www.irs.gov/faqs/faq1-6.html

• Photo copy of IRS form 1040, and W2s for past 3 years (Not necessary if you provide the transcripts)

• Letter from my employer stating annual salary, job responsibility, and that is full time, on company letterhead.

• Photo copies of past month or so of pay stubs up to a few weeks before the interview.

My income was well above the povertyline so I did not include any asset data (LIKE BANK STATEMENTS or property values).

If your income exceeds 125% or (100% for military) of the povertyline when counting yourself, prospective immigrant and any dependents, then don't bother with assets (401K, Bank balance, Stocks etc..), it is just extra un-needed data to provide, the consular officer is most concerned with INCOME.

You may want to read the P3 document issued by Manila, they tell you exactly what they prefer with the I-134.

http://manila.usembassy.gov/wwwfivk1.pdf

k. EVIDENCE OF SUPPORT. You should be able to demonstrate that you will not become a public charge or be a burden on the U.S. taxpayers for financial support. Submit your petitioner’s most recent U.S. Federal income tax return (Form 1040) and wage statements (Form W-2). Employment letters stating salaries and bank statements may be included. A completed I-134 Affidavit of Support Form will be useful to the consular officer to evaluate your petitioner’s ability to be financially responsible for you.

[lovda_pi 0]

Thanks for the reply, I have everything else completed was putting it together then froze like a deer in the headlights with the state tax issue LOL, thanks again for your reply.

[warwick8 0]

I handed out my husband's state taxes but the prescreener returned it to me and told me he doesn't need it. Just the form 1040

[jom 4]

I brought to the interview my husband's 1040 and W2 as required in the Packet 4. In addition, I had also with me his Ceriticate of Employment.

Hope this helps.

Goodluck!

Thank you for your reply, I know she needs the Federal 1040 but are the state 1040's required also?

There is no state tax in Florida so only the Federal 1040 tax form. And from docjazzie's reply, no need for the state tax form if you have one.

Edited March 15, 2008 by jom