Tax Forms -- originals or photocopies?

[militarygf 0]

Hello VJers,

Fiance is finalizing the documents he needs to send me for my visa interview. He mentioned that he is having his tax forms photocopied, he only has 1 copy, and he says he needs those forms as well..perhaps for records. will a notarized photocopy of the tax forms (1040 and 1041? not sure if he has tax transcripts) be accepted at the embassy? or do we need to get certified true copies from IRS? how long does that usually take to be prepared if true copies are needed?

He has W2, do they have to be originals too?

Much thanks in advance.

[Dave&Roza 748]

Call the IRS at 800-829-1040 to order tax transcripts. They are free and usually take about 5-10 days to arrive. Then you do not need the W-2s as the tax transcripts have the numbers the IRS considers official. I ordered the last three years for the K-1 interview and again for the AOS I-864 form. Simple to do.

Good luck,

Dave

[militarygf 0]

Call the IRS at 800-829-1040 to order tax transcripts. They are free and usually take about 5-10 days to arrive. Then you do not need the W-2s as the tax transcripts have the numbers the IRS considers official. I ordered the last three years for the K-1 interview and again for the AOS I-864 form. Simple to do.

Good luck,

Dave

Thank you for the tip, Dave. My interview is on the 17th. We may not have enough time, but will ask just the same.

How bout for the other tax forms, the 1040 and 1041, if we cannot get the tax transcript in time for the interview, may he send notarized or certified true copies in lieu of the tax transcript or original? All help will be much appreciated.

[OneLove <3 6]

you can also order the tax transcripts online through the irs.gov website for free as well I ordered mine and received them in a week by mail.

[* Kristin * 49]

You could also provide COPIES of W2s and 1040s in lieu of tax transcripts.

Thank you for the tip, Dave. My interview is on the 17th. We may not have enough time, but will ask just the same.

How bout for the other tax forms, the 1040 and 1041, if we cannot get the tax transcript in time for the interview, may he send notarized or certified true copies in lieu of the tax transcript or original? All help will be much appreciated.

[Tahoma 2,292]

Hello VJers,

Fiance is finalizing the documents he needs to send me for my visa interview. He mentioned that he is having his tax forms photocopied, he only has 1 copy, and he says he needs those forms as well..perhaps for records. will a notarized photocopy of the tax forms (1040 and 1041? not sure if he has tax transcripts) be accepted at the embassy? or do we need to get certified true copies from IRS? how long does that usually take to be prepared if true copies are needed?

He has W2, do they have to be originals too?

Much thanks in advance.

You have nothing to worry about. Copies of his income tax returns are fine. The Embassy will accept them. The copies of his income tax returns do not have to be notarized. Also, there are no certified true copies of an income tax return, so there's nothing to worry about there.

You can submit copies of his W-2's to the Embassy. The original W-2's should be in your possession in case the consul officer wants to see them.

You can avoid income tax returns and W-2's altogether if you submit copies of income tax transcripts. Your fiancé can get his income tax transcripts immediately by going to his local IRS office.

Good luck with your interview!!!

[militarygf 0]

you can also order the tax transcripts online through the irs.gov website for free as well I ordered mine and received them in a week by mail.

thank you for the link, I shall send a sms msg informing him of that option, along with the phone number provided previously

You could also provide COPIES of W2s and 1040s in lieu of tax transcripts.

thats a relief, with his sched, im not sure if he make request of the tax transcripts asap. thank you for the info!

You have nothing to worry about. Copies of his income tax returns are fine. The Embassy will accept them. The copies of his income tax returns do not have to be notarized. Also, there are no certified true copies of an income tax return, so there's nothing to worry about there.

You can submit copies of his W-2's to the Embassy. The original W-2's should be in your possession in case the consul officer wants to see them.

You can avoid income tax returns and W-2's altogether if you submit copies of income tax transcripts. Your fiancé can get his income tax transcripts immediately by going to his local IRS office.

Good luck with your interview!!!

Tahoma, you've been a great help through this journey, and i can't thank you enough. i mentioned the tax transcripts and he didn't have a clue what they are LOL. i bet my man would be shaking your hand in thanks for this info, as it makes his paper work less burdensome. just the same, I will still ask him to try to get those transcripts from their local IRS, if he can find it in their installation, that is. i will have my medical tom, hope that luck you sent for the interview rubs in for tom's big day.

Thanks again for the help VJ family! best regards on everyone's journeys!