1040 vs IRS Transcripts

[The Nature Boy 4,224]

http://www.visajourn...21g-tax-return/

Good lord guys. Really.. I mean really...just as i thought and have been saying all along. The issue was not that he had used a Tax transcript, the issue was that he did not meet the eligibility guidelines on those tax transcripts, so they asked for more information.Which is exactly what I said the case was probably about. Once again it was not the Transcript that triggered the 221g, but the info on it.

If any of you had bothered to read and understand the post you would have read his further explanation that said..

"Yes I gave my fiance the IRS Tax Transcript (which was mailed to me from the IRS) and my W2. And they still request the W2 and now Tax Return.

Im concerned because I did not make enough in 2010, but I did in 2011. I just submitted my 2011 taxes and gave her both 2010 and 2011 Tax Return and W2s. Praying they will accept this now... "

[The Nature Boy 4,224]

1) You have not provided a USCIS link which says transcripts are acceptable for a USEM K-1 interview. You also have not provided a link which backs up your claim that "transcripts are preferable." I-864's are irrelevant to this discussion.

Also, you are still not acknowledging the instructions on the USEM website (link) and the USEM interview preparation instructions (link).. Why not?

Additionally, here's what the Department of State says about the subject:

9 FAM 40.41 N4.6-3 Use of Form I-134, Affidavit of Support

...

~snip

...

e. To substantiate the information regarding income and resources, the sponsor should attach to the affidavit a copy of the latest Federal income tax return filed prior to the signing of the Form I-134, including all supporting schedules.

Department of State link.

2) By now, it's painfully obvious that you didn't bother to read the link in post #6. That link leads you to the latest poster who was required to submit a tax return. He is by no means the only VJer who has been required by the USEM to submit a tax return.

Being denied a visa by the Embassy is not a matter of semantics. It has a very definite meaning, and it's one you should learn. Playing fast and loose with words can get you into trouble. The consequences of a denial are very different than being issued an MNL-IV-22.

3) There you go again, asserting your opinion and ignoring the facts. I gave you a response to your assertion about the interview scheduling issue and you simply ignored it. Your "proof" is based upon what an NVC tier-one script-reader told you, isn't that correct? By the way, where are those 100's and 1000's of people who agree with you?

When Chinook and I went through the process, I spoke with an employee in the USEM IV Unit who told me that a K-1 packet had to physically be in the USEM and had to be entered into their system before scheduling an interview was possible.

4) I'm satisfied with letting people decide for themselves who is posting nonsense and who is not. I've backed up my case with relevant links. You haven't.

@None Ya...Based upon my three years of experience here on VJ, I believe the safest and surest route to a successful interview is to follow the USEM instructions. Because the USEM wants a tax return, it's wise to submit one. A vast majority of people do just that. Does anyone get away with submitting only transcripts? Of course. However, as I will say again, why would anyone ignore USEM instructions and risk a delay in their visa journey over such a simple matter.

If I were in your shoes, I would not reschedule the interview. Go ahead with the interview, and if the CO requires a tax return, he/she will issue your fiancée an MNL-IV-22. Then you simply submit the document through 2GO. It would be a minimal delay in issuing the visa. Best wishes!

Your right, I did miss post 6, and if I had not, I could have saved you page after page of mindless Google cut and pastes and embarrassingly painfully wrong assertions about a subject that you could not grasp. It took about 2 minutes to read the poster who said he was turned down for a tax transcript to easily determine, he was turned down because he did not meet basic elegblity requirments for income in 2010, so was asked to submit proof of his 2011 income. If he had time to file it and get transcripts for the IRS for 2011 that would have been fine for evidence.

As I said earlier. I don't have any axe to grind with you expect that you regularly post misleading information, that I don't think serves to help make the process easier for people.

[The Nature Boy 4,224]

How things change.. When we went through this a couple of years ago, it was my understanding that transcripts were preferred and that was all I sent. We didn't have any problems at all. I'm getting ready to send the I-751 packet in the next couple of months and was going to call for transcripts again. Guess I need to rethink that huh

Nothing has changed and transcripts will be fine. Did not mean to raise a fuss, but the goal of this board is to share accurate fist hand information, that will make life easier and simpler for all all applicants.

[Hank_ 9,174]

Nothing has changed and transcripts will be fine. Did not mean to raise a fuss, but the goal of this board is to share accurate fist first (fixored) hand information, that will make life easier and simpler for all all applicants.

Sharing what is stated by USCIS on the 134 instructions and by the embassy is "accurate", and that states TAX RETURNS 1040s. They have accepted transcripts but that is not what is stated as REQUIRED. Stating to using transcripts would be handing out mis-information. Will transcripts be accepted? Most times. But tax returns 1040 will be accepted everytime as it is the "letter" of the requirement.

~ like a dog with a bone.

Hope the transcripts are accepted for you and you have no issues with the interview.

Edited January 26, 2012 by Hank_Amy

[Tahoma 2,292]

Good lord guys. Really.. I mean really...just as i thought and have been saying all along. The issue was not that he had used a Tax transcript, the issue was that he did not meet the eligibility guidelines on those tax transcripts, so they asked for more information.Which is exactly what I said the case was probably about. Once again it was not the Transcript that triggered the 221g, but the info on it.

If any of you had bothered to read and understand the post you would have read his further explanation that said..

"Yes I gave my fiance the IRS Tax Transcript (which was mailed to me from the IRS) and my W2. And they still request the W2 and now Tax Return.

Im concerned because I did not make enough in 2010, but I did in 2011. I just submitted my 2011 taxes and gave her both 2010 and 2011 Tax Return and W2s. Praying they will accept this now... "

Exactly? Probably?

Now you're inventing things. Maybe you have the ability to read the consular officer's mind. If tax transcripts were, as you said, "perfectly fine" and "preferable," why would anyone be required to submit tax returns? If someone didn't meet the income eligibility requirements based upon their tax transcripts, how would a tax return change that? The gap in your logic is big enough to drive a Mack truck through.

Your right, I did miss post 6, and if I had not, I could have saved you page after page of mindless Google cut and pastes and embarrassingly painfully wrong assertions about a subject that you could not grasp. It took about 2 minutes to read the poster who said he was turned down for a tax transcript to easily determine, he was turned down because he did not meet basic elegblity requirments for income in 2010, so was asked to submit proof of his 2011 income. If he had time to file it and get transcripts for the IRS for 2011 that would have been fine for evidence.

As I said earlier. I don't have any axe to grind with you expect that you regularly post misleading information, that I don't think serves to help make the process easier for people.

First of all, the poster did not say that he was asked for proof of his 2011 income. Secondly, you're simply guessing that the poster would have been "fine" if only he had submitted his 2011 transcript. If, indeed, the poster was required to submit a tax return because of insufficient income, then you would be the one who is spreading misinformation since it was you who said transcripts are "acceptable" and "preferable" while they clearly aren't in cases like the poster's case, of which there are many.

As for my "mindless Google cut and pastes and embarrassingly painfully wrong assertions about a subject I could not grasp," you do realize that I simply posted what the USEM website, the USEM interview preparation instructions, and the DOS says about the tax return issue? According to you, they are all wrong about what they require. How do you explain that?

On the other hand, I'm still waiting for you to provide the link to the USCIS which you claim supports your continued assertions about transcripts for K-1ers. Where's the link?

[wantmybaby 4]

If not a transcript, they usually want a photocopy of your signed return, with all attachments. In other words, they want to see what you sent the IRS. Of course, now that they don't send out address labels anymore, I guess they have to take what they can get.

If you sign a pdf copy, I hope you don't intend on backdating it, because that would be misrepresentation.

Actually, good news. I just remembered that when I filed taxes electronically long ago, I printed and signed many copies of the PDF file that day, just in case they were needed some day in the future. So, I am not misrepresenting by "backdating" it. Phew... that's a relief....

[I AM NOT THAT GUY 5,715]

Actually, good news. I just remembered that when I filed taxes electronically long ago, I printed and signed many copies of the PDF file that day, just in case they were needed some day in the future. So, I am not misrepresenting by "backdating" it. Phew... that's a relief....

Cool! Glad that is working for you!

[The Nature Boy 4,224]

Sharing what is stated by USCIS on the 134 instructions and by the embassy is "accurate", and that states TAX RETURNS 1040s. They have accepted transcripts but that is not what is stated as REQUIRED. Stating to using transcripts would be handing out mis-information. Will transcripts be accepted? Most times. But tax returns 1040 will be accepted everytime as it is the "letter" of the requirement.

~ like a dog with a bone.

Hope the transcripts are accepted for you and you have no issues with the interview.

We all know that throughout the process bogus info is given out by USICS, NVC and the embassy. Some embassy Secretary put tax return on the website as a generic term meaning Tax transcript also. The purpose of VJ is to help members with accurate information that may be misleading. A tax transcript is just as valid as the full 1040, and no one will ever get denied just because it's a tax transcript if nothing else is wrong. The example you all cited was not about the transcript but because the poster did not meet the basic income requirements and had nothing to do with using a tax transcript

The one and only problem I have is that people where being told, that a poster was denied for having a tax transcript, which is false.

I do agree with you that if you have the return send it.

..

If you have your 1040 handy, by all means use them. However the OP stated he did not and all he had was a transcript and asked if it was acceptable. It is.

[The Nature Boy 4,224]

Exactly? Probably?

Now you're inventing things. Maybe you have the ability to read the consular officer's mind. If tax transcripts were, as you said, "perfectly fine" and "preferable," why would anyone be required to submit tax returns? If someone didn't meet the income eligibility requirements based upon their tax transcripts, how would a tax return change that? The gap in your logic is big enough to drive a Mack truck through.

First of all, the poster did not say that he was asked for proof of his 2011 income. Secondly, you're simply guessing that the poster would have been "fine" if only he had submitted his 2011 transcript. If, indeed, the poster was required to submit a tax return because of insufficient income, then you would be the one who is spreading misinformation since it was you who said transcripts are "acceptable" and "preferable" while they clearly aren't in cases like the poster's case, of which there are many.

As for my "mindless Google cut and pastes and embarrassingly painfully wrong assertions about a subject I could not grasp," you do realize that I simply posted what the USEM website, the USEM interview preparation instructions, and the DOS says about the tax return issue? According to you, they are all wrong about what they require. How do you explain that?

Your just being ridiculous now. The poster did not meet basic income requirements for 2010. That was the problem. Would have made no difference if it was a 1040 or transcript, I really think your smart enough to realize that, but heck I could be wrong.

On the other hand, I'm still waiting for you to provide the link to the USCIS which you claim supports your continued assertions about transcripts for K-1ers. Where's the link?

T

[Hank_ 9,174]

We all know that throughout the process bogus info is given out by USICS, NVC and the embassy. Some embassy Secretary put tax return on the website as a generic term meaning Tax transcript also. The purpose of VJ is to help members with accurate information that may be misleading. A tax transcript is just as valid as the full 1040, and no one will ever get denied just because it's a tax transcript if nothing else is wrong. The example you all cited was not about the transcript but because the poster did not meet the basic income requirements and had nothing to do with using a tax transcript

The one and only problem I have is that people where being told, that a poster was denied for having a tax transcript, which is false.

I do agree with you that if you have the return send it.

..

If you have your 1040 handy, by all means use them. However the OP stated he did not and all he had was a transcript and asked if it was acceptable. It is.

I don't recall anyone saying he was denied, I do recall that he got a request from the CO for a TAX RETURN 1040.

[The Nature Boy 4,224]

I don't recall anyone saying he was denied, I do recall that he got a request from the CO for a TAX RETURN 1040.

And he got a request to provide the 2011 ITR why /?? Come on work with me here ??

Because his 2010 transcript showed he did not meet the eligibility requirements. if it had he would have a visa right now..

[sunandmoon 450]

hopefully what is not getting lost in the copy of tax return vs tax transcript, is what's required is to show evidence of annual income claimed on the I-134. this can be accomplished by submitting a copy of the most recent tax return and W-2. some members submit a tax transcript to fullfill this requirement. If the most recent tax has a shortfall of the required income, but now are earning enough to meet the requirement, then it is important to show evidence of the substainable income. this can be accomplished with recent pay check stubs, a letter of explanation and an employment letter.

Edited January 27, 2012 by sunandmoon

[The Nature Boy 4,224]

hopefully what is not getting lost in the copy of tax return vs tax transcript, is what's required is to show evidence of annual income claimed on the I-134. this can be accomplished by submitting a copy of the most recent tax return and W-2. some members submit a tax transcript to fullfill this requirement. If the most recent tax has a shortfall of the required income, but now are earning enough to meet the requirement, then it is important to show evidence of the substainable income. this can be accomplished with recent pay check stubs, a letter of explanation and an employment letter.

Exactly You get it. Got it. Understand. Bravo. Clap clap. His 2010 tax transcript did not show enough income to meet the eligibility requirements.. He had not filled for 2011 yet. So he filled for 2011 ( a year in which he did meet guidelines). That gave him enough income and he meet the standard. Simply submiting his 2010 1040 instead of the transcipt would change nothing becuse it has the same figure for AGI. and that figure would put him below the guidelines. (now if his 1040 and his transcript had diffrent numbers and info he has a whole nother problem LOL)

That has been my whole rub all along. Posters who don't understand the process keep telling novice members they did not get their visa that day, for having a transcript instead of a 1040. That is just blatant false mis leading info.

[Stangman 7]

Sorry, correct me if I'm wrong but were you there at the interview?

They didn't even look at the income, I stated that is my concern yes, but they didn't even look at it - the particular CO we had DID NOT ACCEPT THE TAX TRANSCRIPT OR MY W2. I provided 2007 to 2010 W2s and Tax Transcripts. Did I make a mistake? Yes, I should have included the Form 1040's, but actually I think my case was a special blessing in disguise.

IF they denied based on income, then my 221g WOULD HAVE SAID SO. PERIOD. But it doesn't, it says 2010 W2 (which she had with her) and 2010 Income Tax Return needed. Why would they ask for the stuff if they know it wasn't sufficient?

Point of the story:

TAKE W2, FORM 1040, and IF you have them, IRS Tax Transcripts as backup, because maybe the CO doesn't pay taxes and therefore has no idea what a Tax Transcript really is!

You gotta ask yourself the Dirty Harry:

I know what you're thinking. "Did he take six documents or only five?" Well, to tell you the truth, in all this excitement I kind of lost track myself. But being as this is the Manila Embassy, the most stringent Embassy in the world, and would blow your case clean off, you've got to ask yourself one question: Do I feel lucky? Well, do ya, punk?

And learn from the mistakes (or hidden blessings) of others so you don't have to go through what we did.

AND ABOVE ALL - GIVE GLORY TO GOD no matter what the outcome!

=) Because He sure does know best, and I praise Him for this process because it truly is, a blessing to not have to get a sponsor and go through Administrative Review. Submitting extra documents is much better.

Good lord guys. Really.. I mean really...just as i thought and have been saying all along. The issue was not that he had used a Tax transcript, the issue was that he did not meet the eligibility guidelines on those tax transcripts, so they asked for more information.Which is exactly what I said the case was probably about. Once again it was not the Transcript that triggered the 221g, but the info on it.

If any of you had bothered to read and understand the post you would have read his further explanation that said..

"Yes I gave my fiance the IRS Tax Transcript (which was mailed to me from the IRS) and my W2. And they still request the W2 and now Tax Return.

Im concerned because I did not make enough in 2010, but I did in 2011. I just submitted my 2011 taxes and gave her both 2010 and 2011 Tax Return and W2s. Praying they will accept this now... "

[I AM NOT THAT GUY 5,715]

I thought you didn't get a 221g, and that was explained to you.

The MNL-IV-22 form is not the infamous 221g so commonly referred to on VJ.