AOS Question

[Que-Kiam 0]

Hi Folks,

I just want to know if you forget to send the Tax Year 2007 1099R (amount $50) due to missplaced, but 2007 Federal Tax Return and W2 is available, are they going to RFE?

Thanks

[Que-Kiam 0]

Hi Folks,

I just want to know if you forget to send the Tax Year 2007 1099R (amount $50) due to missplaced, but 2007 Federal Tax Return and W2 is available, are they going to RFE?

Thanks

[sachinky 465]

All I know is that if there is a discrepancy on your I-864 amounts and your tax returns amount, then yes, they will RFE you.

I don't know much about 1099s, sorry.

[Bernie C 24]

It's possible they could RFE for this but they may not.

I assume you checked the (optional) box for question 25 and are providing 2009, 2008 and 2007 tax records.

The instructions specifically state that you must include a copy of each and every w2 and from 1099 that relates to your return(s).

If your returns show you have the ability to maintain sufficient income you may be ok, however you may want to get a transcript for that year to be prepared in the event they do RFE.

We are just preparing to file so I don't have personal experience with this yet, just what I have read on the forums and in the instructions.

Best Wishes and hope it goes through without any RFE!!!

[William33 110]

Merged identical threads and moved to AOS.

Edited April 19, 2010 by William33

[Bobby+Umit 161]

Another reason to send tax transcripts with affidavits, rather than forms/evidence - no issues with missing supporting documents.

I agree with Bernie C, this is such a small amount, I doubt they would RFE you - but you never know, be prepared in case they do.

[Que-Kiam 0]

Thanks to everyone! I really appreciate all responses! Im about to send mine tomorrow or wednesday, 1 more question, I found a copy of that 2007 tax year transcript, but was issued 2008. Will this be ok? The transcripts I ordered from mail did not arrive yet, how long IRS usually send them? Thanks again

[Bobby+Umit 161]

Thanks to everyone! I really appreciate all responses! Im about to send mine tomorrow or wednesday, 1 more question, I found a copy of that 2007 tax year transcript, but was issued 2008. Will this be ok? The transcripts I ordered from mail did not arrive yet, how long IRS usually send them? Thanks again

Transcript is a transcript. It doesn't matter when it was issued, as long as it covers the information for the tax year in question.

(In other words, it should not change later unless you admended your return for some reason).

I call the IRS and had my 3 yr transctipts "faxed" over in 25 mins.