I-864 Question

[tyriun_j 0]

Hey guys,

I have a question on required docs for the I-864 packet

I know only 1 year of tax returns is required but 3 is optional. The box on the form states " I am also including tax returns for the past 2 and 3 years. I am going to provide tax returns from 2008 and 2009 but do I have to include the 3rd tax year ( 2007 ) as well by checking this box or can I just include the last 2 years and be okay? The reason I say that is because the IRS doesn't have a tax transcript of it and it was the year I got a divorce so I have to file an amended return ( 1040X ). Very hard to track it down. If its possible, would it help to write a letter explaining why I am including only 2 years?

Here is what I have so far:

2009 complete tax transcripts, 1040's and W-2s

2008 complete tax transcripts, 1040's and W-2s

All paycheck stub copies for 2010 so far

Verification letter of salary and employement

Letter stating my job title change within company.

Thanks guys for any advice.

[Samoray 165]

Hey guys,

I have a question on required docs for the I-864 packet

I know only 1 year of tax returns is required but 3 is optional. The box on the form states " I am also including tax returns for the past 2 and 3 years. I am going to provide tax returns from 2008 and 2009 but do I have to include the 3rd tax year ( 2007 ) as well by checking this box or can I just include the last 2 years and be okay? The reason I say that is because the IRS doesn't have a tax transcript of it and it was the year I got a divorce so I have to file an amended return ( 1040X ). Very hard to track it down. If its possible, would it help to write a letter explaining why I am including only 2 years?

Here is what I have so far:

2009 complete tax transcripts, 1040's and W-2s

2008 complete tax transcripts, 1040's and W-2s

All paycheck stub copies for 2010 so far

Verification letter of salary and employement

Letter stating my job title change within company.

Thanks guys for any advice.

You can provide a letter listing all the tax years that you have provided and all the paychecks and all the other documents that you have included with the form I-864 but you don't have to check this Box.

Good Luck

[OBX 51]

You can provide a letter listing all the tax years that you have provided and all the paychecks and all the other documents that you have included with the form I-864 but you don't have to check this Box.

Good Luck

An explanation/cover letter is always good.

[LotofPatience 65]

You can provide a letter listing all the tax years that you have provided and all the paychecks and all the other documents that you have included with the form I-864 but you don't have to check this Box.

Good Luck

When you write the letter, explain why you were not required to file the tax.

Loto

[Markieboy 104]

An explanation/cover letter is always good.

When you write the letter, explain why you were not required to file the tax.

Loto

Excellent advice!

We did this for my wife's AOS. There was no problem.

[tyriun_j 0]

When you write the letter, explain why you were not required to file the tax.

Loto

Well I was required to file in for 2007. The problem is the IRS doesn't have record of it because I had to amend the return after it was submitted due to divorce problems. They don't have a transcript for it. I just want to know if not submitting the 3rd year will be okay and I can just explain the reasoning behind not getting the 3rd year return to them since, after all, 2nd and 3rd years worth of tax returns are merely optional to send in.

I had already planned on making a table of contents for the documents that I do have

[LotofPatience 65]

Well I was required to file in for 2007. The problem is the IRS doesn't have record of it because I had to amend the return after it was submitted due to divorce problems. They don't have a transcript for it. I just want to know if not submitting the 3rd year will be okay and I can just explain the reasoning behind not getting the 3rd year return to them since, after all, 2nd and 3rd years worth of tax returns are merely optional to send in.

I had already planned on making a table of contents for the documents that I do have

Tax returns for 2nd and 3rd prior years are optional.

More adjudication 'weight' goes to the last year and the current year income.

Loto

[J e n n y 26]

Question: If I submit tax transcripts for the previous 3 tax years, do I have to include W-2s for any of those years?

thanx

[LotofPatience 65]

Question: If I submit tax transcripts for the previous 3 tax years, do I have to include W-2s for any of those years?

thanx

Normally not needed, if the income you have shown is all your income.

W2/1099 with 1040 and schedules can be used as an alternative. Also, it can be used to derive the sponsor's income if the tax filing had combined with any other non-sponsor's income.

Loto

Edited November 23, 2010 by PatiencePaidOff