Income Tax Transcripts LESSONS LEARNED

[Pangga&Shine 7]

Mr Pangga here:

OK I called BOTH the 1 800 829 1040 # and the 1 800 908 9946 # both went to same place the latter # got you there a little faster. I called them both and entered all my requested data and waited 10 business days. 15 business days later I got nothing so I did it again and again 15 business days later I got NOTHING but 6 weeks wasted time. I went to www.irs.gov and did this ONLINE then did the online survey and told them how the 800#'s failed me too. Well you guessed it... 15 business days later I got NOTHING! @$%*@&^$*#%@#&$!!!

So I called the first 800# then pressed Zero to operator and was on Hold and listening to recordings for nearly 25 minutes. The guy answers says his name and employee # then "How may I redirect your call?" I tell him all above and then says he will transfer me to someone who will fax it to me in real time. GREAT

So another 20 minutes of listening to recordings and then lady answers the phone with her name and employee number. I repeat the above facts, she then gets my SSN, Name, Address, Birthday. She says then says what is the purpose for the Income Tax Transcripts? I say USCIS, Dept of Homeland Security and DOJ for VISA. She says please hold. 5 min later she asked where these filed by Mailed IN or Electronically for 2009, 2010 & 2011. I say 2011 & 2010 were electronic and 2009 was mailed in. Put on hold again. 10 minutes later she says she has found them and could they be faxed in the next 48 to 72 hours? I reply NO WAY not after all of this and nearly 2 moths of trusting your systems NO WAY. Also the guy who transferred me said they would be faxed real-time today!!! A long pause then I hear her exhale abruptly and say "I will have to walk to the printer now". I stayed on my cell phone while these were faxed to my home phone line and Fax Machine. Each year was about 7 pages so 21 pages later I have them

DO NOT WAIT UNTIL your NOA#2 then start to get these you might be severely delayed. Yes many have had the 800# work for them... But I would try it once then do website same day then 15 business days later you got nothing then see above. GOOD LUCK

Edited July 6, 2012 by Pangga&Shine

[menina 50]

Mr Pangga here:

OK I called BOTH the 1 800 829 1040 # and the 1 800 908 9946 # both went to same place the latter # got you there a little faster. I called them both and entered all my requested data and waited 10 business days. 15 business days later I got nothing so I did it again and again 15 business days later I got NOTHING but 6 weeks wasted time. I went to www.irs.gov and did this ONLINE then did the online survey and told them how the 800#'s failed me too. Well you guessed it... 15 business days later I got NOTHING! @$%*@&^$*#%@#&$!!!

So I called the first 800# then pressed Zero to operator and was on Hold and listening to recordings for nearly 25 minutes. The guy answers says his name and employee # then "How may I redirect your call?" I tell him all above and then says he will transfer me to someone who will fax it to me in real time. GREAT

So another 20 minutes of listening to recordings and then lady answers the phone with her name and employee number. I repeat the above facts, she then gets my SSN, Name, Address, Birthday. She says then says what is the purpose for the Income Tax Transcripts? I say USCIS, Dept of Homeland Security and DOJ for VISA. She says please hold. 5 min later she asked where these filed by Mailed IN or Electronically for 2009, 2010 & 2011. I say 2011 & 2010 were electronic and 2009 was mailed in. Put on hold again. 10 minutes later she says she has found them and could they be faxed in the next 48 to 72 hours? I reply NO WAY not after all of this and nearly 2 moths of trusting your systems NO WAY. Also the guy who transferred me said they would be faxed real-time today!!! A long pause then I hear her exhale abruptly and say "I will have to walk to the printer now". I stayed on my cell phone while these were faxed to my home phone line and Fax Machine. Each year was about 7 pages so 21 pages later I have them

DO NOT WAIT UNTIL your NOA#2 then start to get these you might be severely delayed. Yes many have had the 800# work for them... But I would try it once then do website same day then 15 business days later you got nothing then see above. GOOD LUCK

I agree. Luckily we requested with plenty of time, but I had to make 3 requests before they finally came in the mail. My first requests were done by internet, the next by phone. The last request I made was received within a couple of days along with the other 2 requests I had made weeks earlier. I think the internet system does not work properly.

[Ning 619]

Mr Pangga here:

OK I called BOTH the 1 800 829 1040 # and the 1 800 908 9946 # both went to same place the latter # got you there a little faster. I called them both and entered all my requested data and waited 10 business days. 15 business days later I got nothing so I did it again and again 15 business days later I got NOTHING but 6 weeks wasted time. I went to www.irs.gov and did this ONLINE then did the online survey and told them how the 800#'s failed me too. Well you guessed it... 15 business days later I got NOTHING! @$%*@&^$*#%@#&$!!!

So I called the first 800# then pressed Zero to operator and was on Hold and listening to recordings for nearly 25 minutes. The guy answers says his name and employee # then "How may I redirect your call?" I tell him all above and then says he will transfer me to someone who will fax it to me in real time. GREAT

So another 20 minutes of listening to recordings and then lady answers the phone with her name and employee number. I repeat the above facts, she then gets my SSN, Name, Address, Birthday. She says then says what is the purpose for the Income Tax Transcripts? I say USCIS, Dept of Homeland Security and DOJ for VISA. She says please hold. 5 min later she asked where these filed by Mailed IN or Electronically for 2009, 2010 & 2011. I say 2011 & 2010 were electronic and 2009 was mailed in. Put on hold again. 10 minutes later she says she has found them and could they be faxed in the next 48 to 72 hours? I reply NO WAY not after all of this and nearly 2 moths of trusting your systems NO WAY. Also the guy who transferred me said they would be faxed real-time today!!! A long pause then I hear her exhale abruptly and say "I will have to walk to the printer now". I stayed on my cell phone while these were faxed to my home phone line and Fax Machine. Each year was about 7 pages so 21 pages later I have them

DO NOT WAIT UNTIL your NOA#2 then start to get these you might be severely delayed. Yes many have had the 800# work for them... But I would try it once then do website same day then 15 business days later you got nothing then see above. GOOD LUCK

People can also just walk in to any IRS office & get them handed to them there. Our arrived by mail in 8 days.

[Pitaya 2,577]

I cannot believe the trouble you had obtaining tax transcripts from the IRS.

My experience was quite different. I filled out the online form and received the transcripts via snail mail within ten days. Of course, I wasn't in a rush. I had started assembling my required data while we were waiting for our NOA2.

YMMV

[I AM NOT THAT GUY 5,715]

Never had a problem getting stuff from the IRS. But, I guess it could happen, and waiting until the last minute will seem to increase the chance for it to happen to you, according to Murphy.

[D N Medellin COL 75]

My experience with obtaining my tax transcript was also a bit burdensome - Because I had moved a year before I could not order them online but rather had to fill out the papers and mail them in. It took about 4 weeks to get in the mail.

They never ask for them in the interview, just simply a copy of my last year return (1040)and a letter from my employer.

Good luck!

[amberlynnloves 125]

My experience with obtaining my tax transcript was also a bit burdensome - Because I had moved a year before I could not order them online but rather had to fill out the papers and mail them in. It took about 4 weeks to get in the mail.

They never ask for them in the interview, just simply a copy of my last year return (1040)and a letter from my employer.

Good luck!

Does this have to be a TRANSCRIPT or can it be the actual forms that were filed?

[JnB 6]

I requested mine online only once. I got them throuh mail after 5 business days. I was surprise it was that fast. my theory is sometimes maybe their system goes down. But it works. I guess the lesson here is after the first request and nothing is received in 3 weeks, it's better to talked to live person and do the request with them.

[Pitaya 2,577]

Does this have to be a TRANSCRIPT or can it be the actual forms that were filed?

You can send in your complete tax return instead of the tax transcript. If you do, you have to include every schedule, form, document, etc., associated with your tax return. For ease and simplicity, most folks seem to be opting for the tax transcript. They are usually easy to request, are about 8-10 pages, and they are free from the IRS.

YMMV

Good luck on your visa journey.

Edited July 6, 2012 by A&B

[Pitaya 2,577]

My experience with obtaining my tax transcript was also a bit burdensome - Because I had moved a year before I could not order them online but rather had to fill out the papers and mail them in. It took about 4 weeks to get in the mail.

They never ask for them in the interview, just simply a copy of my last year return (1040)and a letter from my employer.

Good luck!

They may not ask for them, but they can. It would be very sad if your visa approval was delayed due to simply not having a free tax document.

[Rob&Ema 12]

IS this refering to the adjustment of status? Or an afadavit of support?

[newlyweds2010 208]

Never had any issues. Requested them online and got them after about 10 days.

[Lonelywithouthim 5]

IS this refering to the adjustment of status? Or an afadavit of support?

For the k-1 visa, I submitted all that information with the affidavit of support, which my fiancé provided to the consulate at the time of the interview.

[unlockingsky 94]

you can stop at your local irs office and they will give it to you in a few minutes.

[nicky&imad 16]

Wow! Sorry to hear about all your trouble. I did mine on-line also and received them by mail in about 10 days.