I-864 question

[Alex___ 0]

Hello people.

The official instractions to I-864 AOS state that youhave to provide a "Certified copy of completed most recent federal tax return ". Now, this question must have been asked many times before, but still: What does "Certified copy" mean? Is tax transcript qualify for a certified copy, or it still needs to be notarized?

But as I understand, only signed documents can be notirized. And then, don`t they need three most recent tax returnes?

[aussiewench 9]

From the instructions

In order to complete this form you must submit the following

evidence of income:

A copy of your complete Federal income tax return,

As for 3 years tax returns.....There has been a change to this requirement where only one year is now required. NVC have been a little slow on the uptake with this new policy but it does seem that many now have only been required to submit one year. Check with an operator at NVC for confirmation re your case.

Lorelle

[hotairguy 0]

You can ignore that comment. You can use transcripts or copies of the 1040's. Make sure you include copies of W-2's if you filed jointly in the last three years. It has always been three years, if you download the full form, the instructions and checklist calls for three years tax info. Until it changes on the checklist, I would include three years as you never know what uninformed worker will check the packet.

Marilyn and Peter.

Edited June 8, 2006 by hotairguy

[aussiewench 9]

You can ignore that comment. You can use transcripts or copies of the 1040's. Make sure you include copies of W-2's if you filed jointly in the last three years. It has always been three years, if you download the full form, the instructions and checklist calls for three years tax info. Until it changes on the checklist, I would include three years as you never know what uninformed worker will check the packet.

Marilyn and Peter.

True but there is now special instructions for the I-864

Special Instructions:

All sponsors must submit the following documentation with their I-864:

Proof of current employment or self employment

A photocopy or an Internal Revenue Service-issued transcript of a photocopy or an Internal Revenue Service-issued transcript of your complete Federal income tax return for your most recent tax year, or an explanation if it is not submitted. Your W-2s and/or 1099 forms may also be required, see the I-864 instructions for details.

It does appear also that the checklist/guidelines for the I-864 has also now been updated on the DOS site (NVC).

Federal Income Tax Return: Include a photocopy or Internal Revenue Service (IRS) transcript* even if you filed electronically, with all supporting schedules and/or W-2s for the most recent federal income tax return.

Thats good news. Has been a pain with NVC being so slow on the uptake and caused some confusion.

There is a new I-864 due to be released and I imagine the new form/instructions will reflect same.

Edited June 8, 2006 by aussiewench

[stacato 0]

You can ignore that comment. You can use transcripts or copies of the 1040's. Make sure you include copies of W-2's if you filed jointly in the last three years. It has always been three years, if you download the full form, the instructions and checklist calls for three years tax info. Until it changes on the checklist, I would include three years as you never know what uninformed worker will check the packet.

Marilyn and Peter.

True but there is now special instructions for the I-864

Special Instructions:

All sponsors must submit the following documentation with their I-864:

Proof of current employment or self employment

A photocopy or an Internal Revenue Service-issued transcript of a photocopy or an Internal Revenue Service-issued transcript of your complete Federal income tax return for your most recent tax year, or an explanation if it is not submitted. Your W-2s and/or 1099 forms may also be required, see the I-864 instructions for details.

It does appear also that the checklist/guidelines for the I-864 has also now been updated on the DOS site (NVC).

Federal Income Tax Return: Include a photocopy or Internal Revenue Service (IRS) transcript* even if you filed electronically, with all supporting schedules and/or W-2s for the most recent federal income tax return.

Thats good news. Has been a pain with NVC being so slow on the uptake and caused some confusion.

There is a new I-864 due to be released and I imagine the new form/instructions will reflect same.

Is there a need for a letter from my current employer? or is that optional?

[lquin 0]

You can ignore that comment. You can use transcripts or copies of the 1040's. Make sure you include copies of W-2's if you filed jointly in the last three years. It has always been three years, if you download the full form, the instructions and checklist calls for three years tax info. Until it changes on the checklist, I would include three years as you never know what uninformed worker will check the packet.

Marilyn and Peter.

True but there is now special instructions for the I-864

Special Instructions:

All sponsors must submit the following documentation with their I-864:

Proof of current employment or self employment

A photocopy or an Internal Revenue Service-issued transcript of a photocopy or an Internal Revenue Service-issued transcript of your complete Federal income tax return for your most recent tax year, or an explanation if it is not submitted. Your W-2s and/or 1099 forms may also be required, see the I-864 instructions for details.

It does appear also that the checklist/guidelines for the I-864 has also now been updated on the DOS site (NVC).

Federal Income Tax Return: Include a photocopy or Internal Revenue Service (IRS) transcript* even if you filed electronically, with all supporting schedules and/or W-2s for the most recent federal income tax return.

Thats good news. Has been a pain with NVC being so slow on the uptake and caused some confusion.

There is a new I-864 due to be released and I imagine the new form/instructions will reflect same.

Is there a need for a letter from my current employer? or is that optional?

Either that or a recent pay stubb

[aussiewench 9]

May 2006

http://travel.state.gov/visa/immigrants/info/info_1329.html

Additional info

http://travel.state.gov/visa/immigrants/types/types_1309.html

[Bel & Er 0]

In my case they asked me the recent year tax return (the certified copy means you have to be notarized) and recent W-2.

My petetioner submitted a letter from his current employer to NVC.

[phirephly 0]

So the generated instructions are now saying that you only have to submit the last year? That's great! When I get mine, I'll scan a pdf for VJ and attach it to the aussie's shortcuts thread if no one else has already done so by that time One of the copiers at work does that automatically

Shredding party! ttyl,

mich

[hearsay 1]

a copy of your transcripts works perfect, that is what I used, and I sent copies not the originals. No problems.

[Alex___ 0]

Thank you Lorelle, thank you everybody. So, to sum up, one most recent year`s tax transcript should be enough. Still gonna call NVS to make sure, but - yeah, good news!!!