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Filed: Citizen (pnd) Country: India
Timeline
Posted (edited)

Hey guyz,

I am not a very knowledgeable person when it comes to tax. Also, I apologize if this is a repeated question.

Normally, I just hand over W2s, 1099s, etc to my accountant and she takes care of everything. At the end, I get an envelop with the copies of all the stuff and done. Till few days back, I didn't even bother to look into these envelopes. So, after seeing all the documents related to tax returns I've (W2s, 1040, schedule ABC and 3-4 other pages, 1099 for dividends and interests, property/car tax, medical bill, etc), what exactly am I suppose to end for AOS? Do I need to make copy of each and everything to send?

I do have tax transcript from 2005 to 2007 (ordered few days back). I plan to send tax transcripts as well as tax returns. For year 2008, I've not filed tax yet, waiting on one of the 1099 to get (in 10 days). In the case of year 2008, do I make copy of all the things such as W2, 1099 for dividends and interests, property/car tax, medical bill, etc) to send?

Thanks for the help. This for ROCKS!!!!! :D

Edited by champi

IR-5 - for Mom
------------
08/27/2012 - Sent Application
08/28/2012 - NOA1 date
08/31/2012 - Received email from USCIS saying the package is accepted
09/11/2012 - Received a letter saying case transferred Lee's Summit, MO
02/15/2013 - Received an email saying case is approved
02/22/2013 - I-130 NOA2 hard copy received

NVC Journey
--------------
02/18/2013 - NVC received the case
03/11/2013 - NVC case # assigned
03/12/2013 - Petitioners' email corrected, Beneficiary's email added
03/13/2013 - DS3032 received
03/13/2013 - DS3032 email sent (was sent before the we received the DS3032)
03/13/2013 - AOS fee invoiced and Paid (shows In Progress)
03/14/2013 - AOS fee shows PAID
03/14/2013 - AOS package sent (overnight next-day delivery)
03/15/2013 - AOS package delivered to NVC on 03/15/2013 at 10:06:00
03/19/2013 - Re-sent DS-3032 email with Supervisor Review on subject
03/21/2013 - DS-3032 accepted
03/22/2013 - IV fee invoiced and paid
03/25/2013 - IV fee shows PAID
03/25/2013 - IV package sent (overnight next-day delivery)
03/26/2013 - IV package delivered to NVC on 03/26/2013 at 10:04am
03/27/2013 - AOS accepted
04/08/2013 - IV checklist found out by phone - NVC lost our marriage certificate sad.png
04/09/2013 - IV checklist email received
04/16/2013 - IV Checklist response mailed - new Marriage Certificate

04/16/2013 - Case Complete (they found our first marriage certificate during supervisor review??)
04/17/2013 - NVC received IV Checklist response
04/23/2013 - Case Complete email from NVC

05/13/2013 - Medical

06/03/2013 - Interview

Thank you God!!!!

Posted

If you have IRS Transcripts, then you won't need those corresponding year's tax returns (that would be redundant).

As for 2008 - since you don't/won't have IRS Transcripts, you would need a copy of the return itself and copies of any/all supporting documents. :thumbs:

Filed: Citizen (pnd) Country: India
Timeline
Posted

If you submit your affadavit of support now, you can submit the 2005 to 2007 tax return transcripts, with a copy of each years W-2. Then at the interview you can have ready a copy of the 2008 tax return, with the W-2, and the supporting 1099 schedules.

FYI...I have already submitted my AOS with 2005-2007 transcipts and W02s, and plan on having the 2008 tax return package ready for my wife at the time of her interview.

Good Luck!!

The Journey Home
04/27/2009 - POE at JFK (Quick and Easy!!!!)
05/07/2009 - Applied for SSN
05/09/2009 - Welcome Letter Received
05/14/2009 - SSN Received
05/11/2009 - GC Production Ordered
06/12/2009 - GC Production Ordered (AGAIN ?!?!?!)
06/19/2009 - Alien Registration Approval notice email
06/22/2009 - 2 Year Green Card Received!!!!!!

Naturalization
02/06/2013 - Application Sent
02/13/2013 - NOA (Priority Date Feb 8th)
02/13/2013 - Biometrics Appt. Letter Received
02/21/2013 - Early Bio Appt. (Original March 15th)
02/26/2013 - Place Inline for Interview

04/24/2013 - Interview scheduled

05/31/2013 - Interview - Recommended for Approval

XX/XX/2013 - Oath Ceremony

Filed: Citizen (pnd) Country: India
Timeline
Posted

Great....So just to confirm.... Since I have tax transcripts for year 2005 to 2007, I don't need to send copy of any returns except W2s. Right?

Thanks guyz!

IR-5 - for Mom
------------
08/27/2012 - Sent Application
08/28/2012 - NOA1 date
08/31/2012 - Received email from USCIS saying the package is accepted
09/11/2012 - Received a letter saying case transferred Lee's Summit, MO
02/15/2013 - Received an email saying case is approved
02/22/2013 - I-130 NOA2 hard copy received

NVC Journey
--------------
02/18/2013 - NVC received the case
03/11/2013 - NVC case # assigned
03/12/2013 - Petitioners' email corrected, Beneficiary's email added
03/13/2013 - DS3032 received
03/13/2013 - DS3032 email sent (was sent before the we received the DS3032)
03/13/2013 - AOS fee invoiced and Paid (shows In Progress)
03/14/2013 - AOS fee shows PAID
03/14/2013 - AOS package sent (overnight next-day delivery)
03/15/2013 - AOS package delivered to NVC on 03/15/2013 at 10:06:00
03/19/2013 - Re-sent DS-3032 email with Supervisor Review on subject
03/21/2013 - DS-3032 accepted
03/22/2013 - IV fee invoiced and paid
03/25/2013 - IV fee shows PAID
03/25/2013 - IV package sent (overnight next-day delivery)
03/26/2013 - IV package delivered to NVC on 03/26/2013 at 10:04am
03/27/2013 - AOS accepted
04/08/2013 - IV checklist found out by phone - NVC lost our marriage certificate sad.png
04/09/2013 - IV checklist email received
04/16/2013 - IV Checklist response mailed - new Marriage Certificate

04/16/2013 - Case Complete (they found our first marriage certificate during supervisor review??)
04/17/2013 - NVC received IV Checklist response
04/23/2013 - Case Complete email from NVC

05/13/2013 - Medical

06/03/2013 - Interview

Thank you God!!!!

Filed: Citizen (pnd) Country: Colombia
Timeline
Posted
Great....So just to confirm.... Since I have tax transcripts for year 2005 to 2007, I don't need to send copy of any returns except W2s. Right?

Thanks guyz!

Right! All you have to send are the transcripts and copies of your W2's for those corresponding years. It might be a good idea to send the W2 for 2008 just in case BUT definitely bring the completed return the day of the Interview.

Good luck! :thumbs:

N- 400

05-01-08 N400 Sent to VSC

05-05-08 Delivered to VSC

05-06-08 Received/Piority Date

05-15-08 NOA 1 Notice & Biometrics Appt Sent

05-22-08 NOA 1 Notice & Biometrics Appt Received

05-30-08 Biometrics Appointment

08-15-08 Interview Notice Sent

08-21-08 Interview Notice Received

10-28-08 Interview Appointment (Approved)

11-19-08 Oath Day

*CR/IR-1 Visa* VSC

12-22-08 I-130 Sent to VSC

12-26-08 I-130 NOA 1 - Received

01-30-09 I-130 NOA 2 - Approved & Sent to NVC

02-06-09 NVC Received & Assigned Case Number (AVR System)

02-11-09 AOS fee Bill and DS-230 generated

02-24-09 AOS & IV Fee Bill Received & Paid Online

02-25-09 AOS & IV Bill Show as Paid (Online)

03-05-09 DS-230 sent to NVC

03-12-09 DS-230 entered into NVC system

03-18-09 Case Complete and Approved

05-27-09 Appointment - Colombian Embassy

05-27-09 Visa Approved

06-06-09 POE JFK

07-02-09 Received Welcome Letter

Posted
Great....So just to confirm.... Since I have tax transcripts for year 2005 to 2007, I don't need to send copy of any returns except W2s. Right?

Thanks guyz!

Right! All you have to send are the transcripts and copies of your W2's for those corresponding years. It might be a good idea to send the W2 for 2008 just in case BUT definitely bring the completed return the day of the Interview.

Good luck! :thumbs:

Just to clarify (or re-clarify)... if you submit IRS Transcripts , you do NOT need to attach W-2's or other supporting documents - this information is recorded in the transcript itself.

Filed: Citizen (pnd) Country: India
Timeline
Posted

I was just wondering if there was any drawback to sending both IRS transcript and all the stuff related to tax-returns (W2s, 1040s, 1099s, etc).

Thanks guys..... I love this forum, addicted in fact ;)

IR-5 - for Mom
------------
08/27/2012 - Sent Application
08/28/2012 - NOA1 date
08/31/2012 - Received email from USCIS saying the package is accepted
09/11/2012 - Received a letter saying case transferred Lee's Summit, MO
02/15/2013 - Received an email saying case is approved
02/22/2013 - I-130 NOA2 hard copy received

NVC Journey
--------------
02/18/2013 - NVC received the case
03/11/2013 - NVC case # assigned
03/12/2013 - Petitioners' email corrected, Beneficiary's email added
03/13/2013 - DS3032 received
03/13/2013 - DS3032 email sent (was sent before the we received the DS3032)
03/13/2013 - AOS fee invoiced and Paid (shows In Progress)
03/14/2013 - AOS fee shows PAID
03/14/2013 - AOS package sent (overnight next-day delivery)
03/15/2013 - AOS package delivered to NVC on 03/15/2013 at 10:06:00
03/19/2013 - Re-sent DS-3032 email with Supervisor Review on subject
03/21/2013 - DS-3032 accepted
03/22/2013 - IV fee invoiced and paid
03/25/2013 - IV fee shows PAID
03/25/2013 - IV package sent (overnight next-day delivery)
03/26/2013 - IV package delivered to NVC on 03/26/2013 at 10:04am
03/27/2013 - AOS accepted
04/08/2013 - IV checklist found out by phone - NVC lost our marriage certificate sad.png
04/09/2013 - IV checklist email received
04/16/2013 - IV Checklist response mailed - new Marriage Certificate

04/16/2013 - Case Complete (they found our first marriage certificate during supervisor review??)
04/17/2013 - NVC received IV Checklist response
04/23/2013 - Case Complete email from NVC

05/13/2013 - Medical

06/03/2013 - Interview

Thank you God!!!!

Posted
Great....So just to confirm.... Since I have tax transcripts for year 2005 to 2007, I don't need to send copy of any returns except W2s. Right?

Thanks guyz!

Right! All you have to send are the transcripts and copies of your W2's for those corresponding years. It might be a good idea to send the W2 for 2008 just in case BUT definitely bring the completed return the day of the Interview.

Good luck! :thumbs:

Do not sent unnecessary information for NVC will creating more confusion for them.

Check out this link. Good luck.

http://www.visajourney.com/forums/index.php?showtopic=185539

I-130 Journey

USCIS

06-15-2008 : Marriage

08-16-2008 : I-130 Sent

08-18-2008 : I-130 Received

08-22-2008 : I-130 NOA1

02-02-2009 : I-130 NOA2 Approved 164 days from NOA1

NVC

02-04-2009 : Visited my wife for 2 weeks. 02-22-2009 come back to US

02-11-2009 : Received package from NVC

02-23-2009 : AOS Paid $70 (Online)

02-23-2009 : DS-3032 sent (by email)

02-25-2009 : Payment Received from my bank (AOS)

03-04-2009 : NVC has received the Choice of Agent DS-3032 (Online)

03-04-2009 : IV Application Processing Fees $400 (Online)

03-05-2009 : Payment Received from my bank (IV APS)

03-07-2009 : DS-230, and I-864 Sent (by USPS)

03-12-2009 : USPS confirm arrived at NVC for DS-230, & I-864

03-13-2009 : NVC received DS-230, & I-864 (Case in progress)

03-20-2009 : NVC case completed in 1 week NVC completed 03-20-2009.

04-02-2009 : NVC Left to HCM city

04-22-2009 : Medical Passed

05-12-2009 : Received a package IV from HCM Consulate by email

05-18-2009 : My wife got Pink.. yeah..

05-26-2009 : Visa received

06-18-2009 : US Entry!!! Yeah, my wife finally here.

06-29-2009 : Received SSN from snail mail

07-20-2009 : Green card received by mail

09-15-2009 : Writting test from DVM.

11-03-2009 : Driving Test.

01-20-2010 : Working.

04-20-2011 : Submit I751

04-26-2011 : Received I-797 NOA with Receipt Number

05-11-2011 : Received ASC Appointment Notice

06-03-2011 : Biometrics Apts @ 11:00 AM

10-11-2011 : Submit more evidence.

Posted (edited)
I was just wondering if there was any drawback to sending both IRS transcript and all the stuff related to tax-returns (W2s, 1040s, 1099s, etc).

Thanks guys..... I love this forum, addicted in fact ;)

I would just send the transcripts!!!! YOU DO NOT need to send anything with them such as W2 Yes very addicting!!!!!!!!!!!!!!!!!!!!!

Edited by Paris Heart

Truly happy!!!

New life, new adventures, and a new attitude.

Filed: Citizen (pnd) Country: India
Timeline
Posted
Do not sent unnecessary information for NVC will creating more confusion for them.

Check out this link. Good luck.

http://www.visajourney.com/forums/index.php?showtopic=185539

Wow hniHnitsuJ, this is truely an eye opener... Thanks a bunch!!! I am not sure when my AOS bill will be generated. It sucks to be filling out AOS around the time of tax-return deadline... I am still confused about what to send now :unsure: ... The three possibilities I see are:

If I file my taxes now and my AOS bill is paid before 15th april?

If AOS bill is generated/paid before I file my tax?

If they both happen around same time-frame (with a week difference between two)?

What should I send in each of these instances?

IR-5 - for Mom
------------
08/27/2012 - Sent Application
08/28/2012 - NOA1 date
08/31/2012 - Received email from USCIS saying the package is accepted
09/11/2012 - Received a letter saying case transferred Lee's Summit, MO
02/15/2013 - Received an email saying case is approved
02/22/2013 - I-130 NOA2 hard copy received

NVC Journey
--------------
02/18/2013 - NVC received the case
03/11/2013 - NVC case # assigned
03/12/2013 - Petitioners' email corrected, Beneficiary's email added
03/13/2013 - DS3032 received
03/13/2013 - DS3032 email sent (was sent before the we received the DS3032)
03/13/2013 - AOS fee invoiced and Paid (shows In Progress)
03/14/2013 - AOS fee shows PAID
03/14/2013 - AOS package sent (overnight next-day delivery)
03/15/2013 - AOS package delivered to NVC on 03/15/2013 at 10:06:00
03/19/2013 - Re-sent DS-3032 email with Supervisor Review on subject
03/21/2013 - DS-3032 accepted
03/22/2013 - IV fee invoiced and paid
03/25/2013 - IV fee shows PAID
03/25/2013 - IV package sent (overnight next-day delivery)
03/26/2013 - IV package delivered to NVC on 03/26/2013 at 10:04am
03/27/2013 - AOS accepted
04/08/2013 - IV checklist found out by phone - NVC lost our marriage certificate sad.png
04/09/2013 - IV checklist email received
04/16/2013 - IV Checklist response mailed - new Marriage Certificate

04/16/2013 - Case Complete (they found our first marriage certificate during supervisor review??)
04/17/2013 - NVC received IV Checklist response
04/23/2013 - Case Complete email from NVC

05/13/2013 - Medical

06/03/2013 - Interview

Thank you God!!!!

Filed: Citizen (pnd) Country: India
Timeline
Posted

I think, when my turn comes, I'll just call NVC and do exactly what they say

IR-5 - for Mom
------------
08/27/2012 - Sent Application
08/28/2012 - NOA1 date
08/31/2012 - Received email from USCIS saying the package is accepted
09/11/2012 - Received a letter saying case transferred Lee's Summit, MO
02/15/2013 - Received an email saying case is approved
02/22/2013 - I-130 NOA2 hard copy received

NVC Journey
--------------
02/18/2013 - NVC received the case
03/11/2013 - NVC case # assigned
03/12/2013 - Petitioners' email corrected, Beneficiary's email added
03/13/2013 - DS3032 received
03/13/2013 - DS3032 email sent (was sent before the we received the DS3032)
03/13/2013 - AOS fee invoiced and Paid (shows In Progress)
03/14/2013 - AOS fee shows PAID
03/14/2013 - AOS package sent (overnight next-day delivery)
03/15/2013 - AOS package delivered to NVC on 03/15/2013 at 10:06:00
03/19/2013 - Re-sent DS-3032 email with Supervisor Review on subject
03/21/2013 - DS-3032 accepted
03/22/2013 - IV fee invoiced and paid
03/25/2013 - IV fee shows PAID
03/25/2013 - IV package sent (overnight next-day delivery)
03/26/2013 - IV package delivered to NVC on 03/26/2013 at 10:04am
03/27/2013 - AOS accepted
04/08/2013 - IV checklist found out by phone - NVC lost our marriage certificate sad.png
04/09/2013 - IV checklist email received
04/16/2013 - IV Checklist response mailed - new Marriage Certificate

04/16/2013 - Case Complete (they found our first marriage certificate during supervisor review??)
04/17/2013 - NVC received IV Checklist response
04/23/2013 - Case Complete email from NVC

05/13/2013 - Medical

06/03/2013 - Interview

Thank you God!!!!

Posted
I think, when my turn comes, I'll just call NVC and do exactly what they say

Have you read anything printed by NVC of required documents? Its veryhelpful. Did wonders for me and what I need for them, and even though Im not approved yet, Im ready for them.

Truly happy!!!

New life, new adventures, and a new attitude.

Filed: Citizen (pnd) Country: India
Timeline
Posted
Have you read anything printed by NVC of required documents? Its veryhelpful. Did wonders for me and what I need for them, and even though Im not approved yet, Im ready for them.

No I've not. I just read the short-cuts posted by various people. :) Where can I find the official NVC docs?

IR-5 - for Mom
------------
08/27/2012 - Sent Application
08/28/2012 - NOA1 date
08/31/2012 - Received email from USCIS saying the package is accepted
09/11/2012 - Received a letter saying case transferred Lee's Summit, MO
02/15/2013 - Received an email saying case is approved
02/22/2013 - I-130 NOA2 hard copy received

NVC Journey
--------------
02/18/2013 - NVC received the case
03/11/2013 - NVC case # assigned
03/12/2013 - Petitioners' email corrected, Beneficiary's email added
03/13/2013 - DS3032 received
03/13/2013 - DS3032 email sent (was sent before the we received the DS3032)
03/13/2013 - AOS fee invoiced and Paid (shows In Progress)
03/14/2013 - AOS fee shows PAID
03/14/2013 - AOS package sent (overnight next-day delivery)
03/15/2013 - AOS package delivered to NVC on 03/15/2013 at 10:06:00
03/19/2013 - Re-sent DS-3032 email with Supervisor Review on subject
03/21/2013 - DS-3032 accepted
03/22/2013 - IV fee invoiced and paid
03/25/2013 - IV fee shows PAID
03/25/2013 - IV package sent (overnight next-day delivery)
03/26/2013 - IV package delivered to NVC on 03/26/2013 at 10:04am
03/27/2013 - AOS accepted
04/08/2013 - IV checklist found out by phone - NVC lost our marriage certificate sad.png
04/09/2013 - IV checklist email received
04/16/2013 - IV Checklist response mailed - new Marriage Certificate

04/16/2013 - Case Complete (they found our first marriage certificate during supervisor review??)
04/17/2013 - NVC received IV Checklist response
04/23/2013 - Case Complete email from NVC

05/13/2013 - Medical

06/03/2013 - Interview

Thank you God!!!!

Posted
Do not sent unnecessary information for NVC will creating more confusion for them.

Check out this link. Good luck.

http://www.visajourney.com/forums/index.php?showtopic=185539

Wow hniHnitsuJ, this is truely an eye opener... Thanks a bunch!!! I am not sure when my AOS bill will be generated. It sucks to be filling out AOS around the time of tax-return deadline... I am still confused about what to send now :unsure: ... The three possibilities I see are:

If I file my taxes now and my AOS bill is paid before 15th april?

In my case, I did file my tax for 2008, therefore I did submit all my w2, and 1040 for the NVC including 06, 07, and 08 << ALL TAXES COPY ( I don't have my taxes transcript with me), and I hope I am okay. Accounding to other threads. It seems I am OKAY. who knows?

If AOS bill is generated/paid before I file my tax?

If they both happen around same time-frame (with a week difference between two)?

What should I send in each of these instances?

I think first you have to call NVC asking for your NVC case #, and ask for when your AOS will be generated it, and when can you pay bill online.

Second, you should timing yourself, should you or should not sending your tax for 2008. Good luck.

I-130 Journey

USCIS

06-15-2008 : Marriage

08-16-2008 : I-130 Sent

08-18-2008 : I-130 Received

08-22-2008 : I-130 NOA1

02-02-2009 : I-130 NOA2 Approved 164 days from NOA1

NVC

02-04-2009 : Visited my wife for 2 weeks. 02-22-2009 come back to US

02-11-2009 : Received package from NVC

02-23-2009 : AOS Paid $70 (Online)

02-23-2009 : DS-3032 sent (by email)

02-25-2009 : Payment Received from my bank (AOS)

03-04-2009 : NVC has received the Choice of Agent DS-3032 (Online)

03-04-2009 : IV Application Processing Fees $400 (Online)

03-05-2009 : Payment Received from my bank (IV APS)

03-07-2009 : DS-230, and I-864 Sent (by USPS)

03-12-2009 : USPS confirm arrived at NVC for DS-230, & I-864

03-13-2009 : NVC received DS-230, & I-864 (Case in progress)

03-20-2009 : NVC case completed in 1 week NVC completed 03-20-2009.

04-02-2009 : NVC Left to HCM city

04-22-2009 : Medical Passed

05-12-2009 : Received a package IV from HCM Consulate by email

05-18-2009 : My wife got Pink.. yeah..

05-26-2009 : Visa received

06-18-2009 : US Entry!!! Yeah, my wife finally here.

06-29-2009 : Received SSN from snail mail

07-20-2009 : Green card received by mail

09-15-2009 : Writting test from DVM.

11-03-2009 : Driving Test.

01-20-2010 : Working.

04-20-2011 : Submit I751

04-26-2011 : Received I-797 NOA with Receipt Number

05-11-2011 : Received ASC Appointment Notice

06-03-2011 : Biometrics Apts @ 11:00 AM

10-11-2011 : Submit more evidence.

 
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