2008 Tax

[ohmy 0]

Hey VJ,

I completed the NVC process the 3rd week in February. I assume that my interview date will not be until after 4/15/09 so here is my question. When going to the interview are we required to provide 2008 tax transcripts or what? I read a post and it had me thinking. My husband has already filed, however, we have a co-sponsor, our friend, and since he is self employed, I wonder if they automatically have an extension or if there is something else that they provide? I dont want to inconvenience our friend because I assume there is a lot of paper work involved for filing business taxes-

any advice appreciated.

Ohmy

[trailmix 77]

Hey VJ,

I completed the NVC process the 3rd week in February. I assume that my interview date will not be until after 4/15/09 so here is my question. When going to the interview are we required to provide 2008 tax transcripts or what? I read a post and it had me thinking. My husband has already filed, however, we have a co-sponsor, our friend, and since he is self employed, I wonder if they automatically have an extension or if there is something else that they provide? I dont want to inconvenience our friend because I assume there is a lot of paper work involved for filing business taxes-

any advice appreciated.

Ohmy

Since the I-864 has already been signed and submitted, technically no they should not need a new one. It is based on the signing date of the I-864, not the interview date.

That said, they may, of course, ask for it. As your friend has a business, it is possible that his tax year end is not December 31st, so in fact he may not have done his return yet.

I guess the thing is, if you really don't want to bother him you can just hope they don't ask for the latest tax return at the interview.

The sponsor must submit with the Form I-864 the sponsor's U.S. Federal income tax return for the most recent tax year (that is, the completed tax year immediately preceding the date the sponsor signs the Form I-864). USCIS may generally expect a sponsor, after April 15 of any given year (or April 16 or 17, in a year in which April 15 is on a Saturday or Sunday), to have completed his or her tax return for the previous year. If the sponsor requested an extension, the sponsor should provide proof of filing for the extension. If the sponsor did not file a tax return, the sponsor must prove that he or she was not required to file. If a sponsor should have filed, the sponsor must file retroactively and provide proof of filing. Note that U.S. citizens generally have an obligation to file a tax return on non-U.S. earnings even if there was no tax liability.

Example 1 : Sponsor signs the Form I-864 on March 1, 2006. The US Federal income tax return for 2005 is not due until April 17, 2006. Therefore, the sponsor must submit his or her 2004 U.S. Federal income tax return.

Example 2 : Sponsor signs the Form I-864 on May 5, 2006. The sponsor must submit his or her 2005 U.S. Federal income tax return link

Edited March 5, 2009 by trailmix

[payxibka 10,047]

Hey VJ,

I completed the NVC process the 3rd week in February. I assume that my interview date will not be until after 4/15/09 so here is my question. When going to the interview are we required to provide 2008 tax transcripts or what? I read a post and it had me thinking. My husband has already filed, however, we have a co-sponsor, our friend, and since he is self employed, I wonder if they automatically have an extension or if there is something else that they provide? I dont want to inconvenience our friend because I assume there is a lot of paper work involved for filing business taxes-

any advice appreciated.

Ohmy

tax transcripts probably will not be available for 2008 by then... just bring complete set of the tax return as filed (including w-2's and attachments)

[ohmy 0]

Thanks you guys. So yes, our I-864 was signed in Feb and was completed and approved by the NVC then (in Feb).

I guess I am trying to prepare for the "unexpected". Just want to cross my T's and dot my i's.

Thanks,

Peace