Okay, i may have a crazy question right now

[MrsRowe 2]

Okay, i know that for the most recent tax year i am supposed to provid last tax transcript and copy of tax return but for the two years before that, do i provdie the tax transcript and the copy of tax return or just the transcripts? Help please? I am confused.

[YuAndDan 153]

If using transcripts you dont need to provide copies of returns.

Only past year return is required additional years are optional:

You must provide either an IRS transcript or a photocopy from your own records of your Federal individual income tax return for the most recent tax year. If you believe additional returns may help you to establish your ability to maintain sufficient income, you may submit transcripts or photocopies of your Federal individual income tax returns for the three most recent years.

http://www.uscis.gov/files/form/I-864.pdf Edited September 19, 2008 by YuAndDan

[payxibka 10,047]

Okay, i know that for the most recent tax year i am supposed to provid last tax transcript and copy of tax return but for the two years before that, do i provdie the tax transcript and the copy of tax return or just the transcripts? Help please? I am confused.

one or the other is required.... providing both is overkill but wont harm you

[cantwait2long 0]

If using transcripts you dont need to provide copies of returns.

Only past year return is required additional years are optional:

You must provide either an IRS transcript or a photocopy from your own records of your Federal individual income tax return for the most recent tax year. If you believe additional returns may help you to establish your ability to maintain sufficient income, you may submit transcripts or photocopies of your Federal individual income tax returns for the three most recent years.

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

Competely agree with YuAndDan.

[MrsRowe 2]

Thanks guys. I am going over this thing and i think i am over planning. Every detail looks like something major to me at this point.

Okay guys, what about the w-2's just for recent year or for all three years?

[payxibka 10,047]

Thanks guys. I am going over this thing and i think i am over planning. Every detail looks like something major to me at this point.

Okay guys, what about the w-2's just for recent year or for all three years?

tax transcripts replace any need.... If you use returns then W-2's are needed for any year provided. W-2's alone without returns are not typically accepted

[Phillip2 3]

The more the better you know how they are anil

[YuAndDan 153]

Thanks guys. I am going over this thing and i think i am over planning. Every detail looks like something major to me at this point.

Okay guys, what about the w-2's just for recent year or for all three years?

Again use transcripts.

IRS returns = Copy of (1040 and any supporting W2 and/or 1099) W2s not needed if using transcripts, and W2s without a 1040 mean nothing.

[MrsRowe 2]

Thanks. Okay, i decided to do, tax transcript, copy of tax return and w-2's for this year and previous two, just the transcripts. Thanks.