Bunch of Q's about pack 3 forms, taxes etc

[mingus_drake 0]

Hi all, I've been going through what will be needed for my pack 3 since people seem to be getting lots of NOA2s. A few questions came up though, as well as some about US tax returns. Any help greatly appreciated!

US tax returns- exactly what info do we need to provide (my sponsor & co sponsor) for the last three yrs? Is it a copy of what they submitted to the IRS? My fiance says they don't send back a letter just a cheque?

My fiance is a student and didn't work at all in 2008 and has been told by his family's accountant that he doesn't have to file a tax return. I'm worried about this, should/can he file something anyway so we have it for the affadavits? What happens if he doesn't?

form ds-230 q.14 "name of spouse" do i put my fiance petitioner or not as he is not my husband yet i.e. spouse

consulate asks for 'original medical records' to be attached to statement of readiness to be interviewed, what are these? from the med exam or my med history?

why does syd consulate info ask for DS-156 as this is a nonimmigrant visa form?

do i need form I-864A when i have a co sponsor in the household?

do i need I-864EZ if i have a co sponsor? cos it says 'i am using only my own income...'

THANKS!

[payxibka 10,047]

Hi all, I've been going through what will be needed for my pack 3 since people seem to be getting lots of NOA2s. A few questions came up though, as well as some about US tax returns. Any help greatly appreciated!

US tax returns- exactly what info do we need to provide (my sponsor & co sponsor) for the last three yrs? Is it a copy of what they submitted to the IRS? My fiance says they don't send back a letter just a cheque?

My fiance is a student and didn't work at all in 2008 and has been told by his family's accountant that he doesn't have to file a tax return. I'm worried about this, should/can he file something anyway so we have it for the affadavits? What happens if he doesn't?

form ds-230 q.14 "name of spouse" do i put my fiance petitioner or not as he is not my husband yet i.e. spouse

consulate asks for 'original medical records' to be attached to statement of readiness to be interviewed, what are these? from the med exam or my med history?

why does syd consulate info ask for DS-156 as this is a nonimmigrant visa form?

do i need form I-864A when i have a co sponsor in the household?

do i need I-864EZ if i have a co sponsor? cos it says 'i am using only my own income...'

THANKS!

copies of submitted returns

there are legit reasons for not filing... lack of taxable income is one

name of spouse equals NONE

med exam results

because "K" visas are non-immigrant visas

I-864 of any flavor is NOT used for a "K" visa... separate I-134's

moving to consulate forum

Edited March 31, 2009 by payxibka

[YuAndDan 153]

First up I-864 is for GREEN-CARDS (Adjustment of status) and IMMIGRANT visas (IR-1 and CR-1) NOT K-Visa interviews, K-Visas use I-134.

Tax returns are (1040, + W2, and/or 1099) OR Simple IRS Transcripts.

Can file a ZERO return, this will at least allow to get a transcript showing no income.

HAS NO SPOUSE a fiancee is NOT a spouse, simply write "NONE" The example forms are helpful. http://www.visajourney.com/examples/Form-DS-230.pdf

A K-1 Visa is a NON-Immigrant visa so requires DS-156, after a K-Visa holder enters the USA and Marries, they adjust status from NON-Immigrant to Immigrant by filing an I-485.

CO-Sponsor also provides an I-134.

I-864EZ can be used when adjusting status I-485, ONLY if the spouse/petitioner/PRIMARY-Sponsor is (NOT Using a joint sponsor, IS NOT using assets, and is sponsoring only ONE immigrant).

[mingus_drake 0]

thanks very much guys, that's all helpful. VJ is making this process 100% easier!

[mingus_drake 0]

for the zero return, i assume this is just a regular tax return but you put your income as zero? my fiance wanted me to ask because he wasn't sure which form to use. not sure also if he should put down the money he got through financial aid (he's a student)

thanks very much