W-2 doesn't match tax return, and W-2 is a printout, not a hardcopy

[pocheros 101]

Hi,

So I just found out from my husband that his W2 for 2011 lists a different amount of income than his tax return. However, on both the tax return and W2 we are well above the poverty guidelines. The IRS actually owes us money, my husband just didn't bother to send a form to the IRS asking for the amount owed. Since both of these forms show we're above the poverty limit, will this be a problem with the 864?

Also, my husband insists that he didn't receive a hardcopy of the W2, but that he "might" be able to find it online and print it out there. I'm worried that the hardcopy of his W2 might've been lost in the mail since he was laid off around tax time. As I have learned throughout our relationship, and continue to forget, my husband, as sweet and loving as he is, has an atrocious record for keeping track of things. You'd think someone would care about their W2 not arriving in the mail, but not him, apparently.

Anyways, if he is able to get the W2 online, is that acceptable, or must it be a photocopy of the hardcopy of the W2?

He tried to get transcripts from the IRS but didn't notice that he didn't update our address with them, so if we go that route we'll have to wait several weeks because you have to change you address through a paper form. Excuse my ranting, it's just that my husband has made this process more difficult than it ever needed to be, and he says it isn't "his fault" for being absentminded Sure, he can remember when the Warcraft expansion comes out, but not to keep track of his taxes. I've waited over a year to finally file for my AOS and right when I think it's going well, something like this comes up I was going to include three years worth of tax transcripts, but it looks like I might be knocked down to the bare minimum for the 864, and I really don't want to do that...

Thanks in advance for any help.

Edited October 17, 2012 by pocheros

[feli114 65]

I was above the povertyline on all 3 years so we just sent the 2011 tax transcript. Can't you express the mail in form to change the address? If he can get the w2 online, you could print it out and send it. As long as it has his information on it, it should be ok. Good luck.

[no-to-rfes 0]

Hi,

So I just found out from my husband that his W2 for 2011 lists a different amount of income than his tax return. However, on both the tax return and W2 we are well above the poverty guidelines. The IRS actually owes us money, my husband just didn't bother to send a form to the IRS asking for the amount owed. Since both of these forms show we're above the poverty limit, will this be a problem with the 864?

Also, my husband insists that he didn't receive a hardcopy of the W2, but that he "might" be able to find it online and print it out there. I'm worried that the hardcopy of his W2 might've been lost in the mail since he was laid off around tax time. As I have learned throughout our relationship, and continue to forget, my husband, as sweet and loving as he is, has an atrocious record for keeping track of things. You'd think someone would care about their W2 not arriving in the mail, but not him, apparently.

Anyways, if he is able to get the W2 online, is that acceptable, or must it be a photocopy of the hardcopy of the W2?

He tried to get transcripts from the IRS but didn't notice that he didn't update our address with them, so if we go that route we'll have to wait several weeks because you have to change you address through a paper form. Excuse my ranting, it's just that my husband has made this process more difficult than it ever needed to be, and he says it isn't "his fault" for being absentminded Sure, he can remember when the Warcraft expansion comes out, but not to keep track of his taxes. I've waited over a year to finally file for my AOS and right when I think it's going well, something like this comes up I was going to include three years worth of tax transcripts, but it looks like I might be knocked down to the bare minimum for the 864, and I really don't want to do that...

Thanks in advance for any help.

Hi,

Maybe you can request your IRS transcripts without updating your address (send them to your old address). At the same time, submit a a change of address with USPS to forward your mail from your old address to your new address. (and don't forget to update with IRS after that).

Convoluted but might work.

Also, printed W-2 from online is as valid as copy of hardcopy.

- ntr

[pocheros 101]

Thanks everyone for your replies. We found the hardcopy of his W2s. Took some searching but we have them! Transcripts are nicer but I want to get this sent off tomorrow and now that I have all the info I'm good to go.

Thanks again for your help.