Tax return or Transcripts ?

[TtownDude 1]

I know this has been discussed earlier, but need some clarity.

I have the package ready and want to send it tomorrow. I don't have the transcripts but have copies of the joint return. Will that suffice ?

Has anyone got an RFE for sending returns instead of transcripts ?

Thanks

[amykathleen2005 441]

You need either full returns with W2's or transcripts. You will receive an RFE if the returns are not complete.

[pgupta 19]

I know this has been discussed earlier, but need some clarity.

I have the package ready and want to send it tomorrow. I don't have the transcripts but have copies of the joint return. Will that suffice ?

Has anyone got an RFE for sending returns instead of transcripts ?

Thanks

you can send either tax return with W-2s or Transcript.

[juliava 80]

I sent copies of the tax returns and not the tax tanscripts, but I made sure that I had attached all our W2s so nothing was missing. During the 9-month waiting process, I also ordered the tax transcripts, preparing myself for a possible RFE. However, everything was fine and the I-751 was approved without receiving an RFE. Now, looking back, if I were in your shoes, for my own piece of mind, I would go with the tax transcripts.

[I AM NOT THAT GUY 5,715]

It doesn't matter, we used both during our journey. For the ROC and the Naturalization, we used transcripts because it was easier than photocopying a 10 page tax return, and free.

[TtownDude 1]

Thanks Everyone for clarifying.

Is there a reason they ask for W2 with Tax returns. Is it to verify if the income from both match or for any other purpose ?

Thanks

[I AM NOT THAT GUY 5,715]

Is there a reason they ask for W2 with Tax returns. Is it to verify if the income from both match or for any other purpose ?

Thanks

Yep. Unscrupulous people have been known to generate fake tax returns to prove income. The W-2's and 1099's are the only way they have to verify the income. The information from the W-2's and 1099's is on the tax transcripts.

[TtownDude 1]

Yep. Unscrupulous people have been known to generate fake tax returns to prove income. The W-2's and 1099's are the only way they have to verify the income. The information from the W-2's and 1099's is on the tax transcripts.

Thanks Patriot. Makes sense.

[churawan 14]

Transcripts are the way to go.. Free, simple and consolidated for your easy use.... I wouldn't try and mess with the tax returns especially if it is a multi page return.. Transcripts are offical documents so you are fully covered with them....

[sopetite 1]

I sent both, just to be sure.

[bigdog 376]

Yep. Unscrupulous people have been known to generate fake tax returns to prove income. The W-2's and 1099's are the only way they have to verify the income. The information from the W-2's and 1099's is on the tax transcripts.

:thumbs:I sent both and W-2 stuff. One less excuse to delay and or deny.

[TtownDude 1]

I was able to do a walk-in to the local IRS office and get my Joint tax transcripts. So sent both the transcripts and the returns with W2/1099

[bigdog 376]

:thumbs:Awesome

[TtownDude 1]

Thanks Bigdog !

Am re-posting an older post on the options to get your Transcripts real quick. For those of you who don't have a Fax and can't wait the 5 to 10 days to get your transcripts in the mail and need to be able to send the Forms to USCIS immediately, you should be able to go to your local DMV office and get your transcripts in person within few minutes after filling out a form. It is free.

How to request an IRS tax transcript

Preference 1: By Phone

Call 1-800-829-1040.

When Calling Between the Hours of 7AM to 10PM,

Select “All Other Options, i.e., Option # 3"

Enter the Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).

Then select option # 3, "Request a Tax Transcript/ Photocopy of your Tax Return"

Enter the Numbers in your street address.

Option 2 (Transcript of Tax Return)

Enter the year of the Return you are requesting.

Preference 2: By Phone

When calling at any other time,

Select “Option #2

Enter the Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).

Then, Option #1, enter the Numbers in your street address.

Then, Option #2, enter the Year of the Return you are requesting.

Preference 3: By Mail

You can also order the transcripts by mail.

For form and other info, check: http://www.irs.gov/taxtopics/tc156.html

Note: By using Preference 1, Preference 2 and Preference 3, you will get your Tax transcript(s) within 7 - 14 days.

Preference 4: By Fax

Call: 800-829-1040, normal business hours 7AM to 10PM, Mon - Fri, except Federal holidays.

Option #2 “Questions about your Personal Tax Account”

Option #2 (again) “Questions about your Personal Tax Account”

Enter your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN) and follow the prompts.

Option #1 At this point, remains online and DO NOT follow the prompts.

…You will eventually reach a person.

Request a Tax Transcript by Fax (please be near the fax machine as it has confidential information about YOU).

Preference 5: By person appearance

If you stop by at a local IRS office and they should be able to give you Tax Transcript.

Select your State and City: http://www.irs.gov/localcontacts/index.html

Note: By using Preference 4 and Preference 5, you will get your Tax transcript(s) within 10- 15 minutes.

Source: Actual experience (all above), Google search and IRS for information.

Please feel free to update this info as IRS automated phone options change from year to year.

:thumbs:Awesome

Edited January 23, 2013 by svenkat