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BigJohn

tax copy or transcript for I-864

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I was just looking at USCIS instructions for the 864 and it says to send a tax transcript. I had previously not heard anything about this and thought a copy was ok. Is this correct? Do I need to request one? Also it really just one year's needed?

07-28-2009 : Met online

10-14-2009 : Met for the first time in Cebu, had to go back 11-1-2009

01-14-2010 : Moved to Cebu

02-25-2010 : Married

10-14-2010 : DCF I-130 at Manila Embassy

10-21-2010 : Additional requested supporting evidence received at embassy

11-05-2010 : I-130 application approved

11-11-2010 : Received Packet 3 via Fed Ex with MNL Case #

11-18-2010 : Packet 3 (DS-230 and Interview request) received at embassy

11-22-2010 : Calling to try and get an interview date set!

12-16-2010 : Medical completed in Manila at St. Lukes

12-17-2010 : Flying back to the US to prepare for Maricel's arrival

01-12-2011 : Interview Set

01-12-2011 : APPROVED !!!!!!!!!!!!!!!!!!!!

01-20-2011 : Receive Visa

01-25-2011 : CFO Seminar completed - ready to go!

02-12-2011 : Leave Manila

02-13-2011 : POE at Houston, TX

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i sent for last 3 years with till 2009... yes u need to order tax transcript for the last 3 years showing that u meet the 125% guide line to sponsor the intending immigrant and if u dont meet the income requirement u need to have a joint sponsor and a joint sponsor could be anyone like friend relative or household member.. hope this helps

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I was just looking at USCIS instructions for the 864 and it says to send a tax transcript. I had previously not heard anything about this and thought a copy was ok. Is this correct? Do I need to request one? Also it really just one year's needed?

Yes, they are needed.I sent the last 3 yrs of my tax transcripts(Better to send at least the last 3 yrs). You can send your tax return and W2 or send the tax transcripts which would be better. You can call and order them over the phone and will have them within 2 weeks or have them faxed to you immediately. They are free of charge so get the last 3 years.

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Filed: K-1 Visa Country: Philippines
Timeline

I was just looking at USCIS instructions for the 864 and it says to send a tax transcript. I had previously not heard anything about this and thought a copy was ok. Is this correct? Do I need to request one? Also it really just one year's needed?

You can send copies of you returns but they must be printed/copied without the signature then signed. The copies must have an original (not copied) signatures.

I feel IRS transcripts are the best way to go. Call the IRS toll free number and navigate the menus and order the last 3 years of your transcipts. No signatures required, 100% free and takes 5-7 days to get in the mail.

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Filed: AOS (apr) Country: Philippines
Timeline

You can send copies of you returns but they must be printed/copied without the signature then signed. The copies must have an original (not copied) signatures.

I feel IRS transcripts are the best way to go. Call the IRS toll free number and navigate the menus and order the last 3 years of your transcipts. No signatures required, 100% free and takes 5-7 days to get in the mail.

Can you cite where original signature is required?

YMMV

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Filed: AOS (apr) Country: Singapore
Timeline

I send in just a copy of my 2009 tax returns and it was fine.

And no, the signatures were copied too.

08/22/06 - First entered USA on F-1

02/14/09 - Met The One

08/15/09 - Graduated with Masters degree

09/28/09 - Started OPT employment

01/15/10 - Engaged!

02/06/10 - Legally married (wedding not till 09/05/10)

05/04/10 - Mailed I-130, I-485, I-765, I-131 via Priority Mail

05/07/10 - Packet delivered to Chicago

05/11/10 - NOA1 via text and email

05/12/10 - Checks cashed

05/13/10 - NOA1 received in mail

05/17/10 - Biometrics letter in mail

06/08/10 - Scheduled Biometrics @ St Paul, MN office

06/25/10 - Interview letter received!

07/15/10 - EAD and AP approved

07/20/10 - AP received

07/26/10 - Scheduled interview - APPROVED!

07/29/10 - EAD and welcome letter received

08/09/10 - Green card received! :)

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I-864 instructions clearly state: that EITHER IRS transcript OR copy of individual tax return for LATEST tax year is required. You may submit 3 years if you think this may help you establish the 125% of the poverty level. ORIGINALS or CERTIFIED COPIES are NOT required.

NATURALIZATION

02/25/2014 - Eligibility date.

03/03/2014 - N-400 package mailed.

03/11/2014 - Check cashed.

03/14/2014 - NOA received.

04/09/2014 - Biometrics.

04/28/2014 - In-Line for Interview - 6 hours later Interview Scheduled!!

05/02/2014 - Interview Letter received. (Mailed on 29 April)

05/26/2014 - 3 year anniversary.

06/02/2014 - Interview. PASSED!

09/11/2014 - Oath Ceremony.

09/16/2014 - Updated driver licence and registered to vote.

10/08/2014 - Updated Social Security

10/14/2014 - Applied for U.S. Passport

10/27/2014 - U.S. Passport arrived in mail (13 days - DID NOT expedite)

10/30/2014 - Naturalization Certificate arrived in mail (was not folded)

MY IMMIGRATION JOURNEY IS OFFICIALLY FINISHED!!

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Filed: IR-5 Country: India
Timeline

IRS tax transcripts alone are sufficient.

Loto

CSC - I-130 for Parents (IR5)

10/11/2011 - Sent to Chicago Lockbox

10/13/2011 - Delivered at Chicago Lockbox

10/17/2011 - Email received with Receipt#, Routed to CSC

10/18/2011 - Cleared the checks $420*2

10/21/2011 - Received NOA1

03/30/2012 - Received NOA2

NVC

04/19/2012 - NVC received

05/01/2012 - Case# generated

05/02/2012 - DS-3032 COA emailed

05/02/2012 - I-864 AOS Fee $88 paid

05/05/2012 - I-864 AOS package mailed to NVC

05/07/2012 - I-864 AOS package received by NVC

05/07/2012 - DS-3032 COA accepted

05/08/2012 - DS-230 IV Fee $230*2 paid

05/09/2012 - DS-230 IV package mailed to NVC

05/11/2012 - DS-230 IV package received by NVC

05/17/2012 - Case Completed

Consulate

07/02/2012 - VFS visit in Cochin

07/04/2012 - Medical in Chennai

07/12/2012 - Interview in Mumbai - Success!

09/08/2012 - POE at JFK, NY

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Filed: IR-5 Country: India
Timeline

If you use tax transcripts do you still need to include W-2 copies?

John

Nope.

I didn't send anything other than IRS tax transcripts the last time. And it went through fine.

Loto

CSC - I-130 for Parents (IR5)

10/11/2011 - Sent to Chicago Lockbox

10/13/2011 - Delivered at Chicago Lockbox

10/17/2011 - Email received with Receipt#, Routed to CSC

10/18/2011 - Cleared the checks $420*2

10/21/2011 - Received NOA1

03/30/2012 - Received NOA2

NVC

04/19/2012 - NVC received

05/01/2012 - Case# generated

05/02/2012 - DS-3032 COA emailed

05/02/2012 - I-864 AOS Fee $88 paid

05/05/2012 - I-864 AOS package mailed to NVC

05/07/2012 - I-864 AOS package received by NVC

05/07/2012 - DS-3032 COA accepted

05/08/2012 - DS-230 IV Fee $230*2 paid

05/09/2012 - DS-230 IV package mailed to NVC

05/11/2012 - DS-230 IV package received by NVC

05/17/2012 - Case Completed

Consulate

07/02/2012 - VFS visit in Cochin

07/04/2012 - Medical in Chennai

07/12/2012 - Interview in Mumbai - Success!

09/08/2012 - POE at JFK, NY

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