NVC Filers - March 2014

[aizeny987 7]

PLEASE HELP: my case was completed yesterday according to CSR however I receive a checklist today and it was the same checklist I have before number 19 on I-864EZ I have copied exactly whats on my W2 now I dont have idea on what Im doing wrong. They want the beneficiary to bring the corrected one during interview but I dont know how to correct it. Please help...

We got a checklist for an unmatched amount coz we used the amount from W2. So per IRS, Adjusted Gross Income is defined as gross income minus adjustments to income. Refer to the federal income tax return:

Line 4 - if you filed a Form 1040EZ

Line 21 - if you filed a Form 1040A

Line 37 - if you filed a Form 1040.

Hope it helps! Good luck on your interview!

[aizeny987 7]

Hi!

We received our case number (form to update the spreadsheet submitted - btw Saylin: nice background!!!).

However we were supposed to change my husband's address over the phone once the case number is assigned, but the NVC lady told us to send a request by email... which I find kinda weird (she had to ask a supervisor). Has anyone changed their address over the phone??

Thanks

The CSR I have talked with also instructed me to email them for the change of address. Then after 3 weeks, I got a confirmation email for the updated address.

[Fabian&Rossy 120]

We got a checklist for an unmatched amount coz we used the amount from W2. So per IRS, Adjusted Gross Income is defined as gross income minus adjustments to income. Refer to the federal income tax return:

Line 4 - if you filed a Form 1040EZ

Line 21 - if you filed a Form 1040A

Line 37 - if you filed a Form 1040.

Hope it helps! Good luck on your interview!

Careful, AOS requires the "adjusted gross income" only if you filed IRS Form 1040EZ. If tax return was filed with either form 1040 or 1040A, then the "total income" amount should be reported for AOS purposes.

[MsGoyave 45]

The CSR I have talked with also instructed me to email them for the change of address. Then after 3 weeks, I got a confirmation email for the updated address.

Thanks!! We'll send the email then! :-)

[R<3S 97]

I have a question. I have read all threads and cannot see an answer

For Singapore and Hong Kong they won't process Police Certificates without requesting document from NVC. However we don't get this checklist until near the end of the process. Can we apply for Police Certificates by using an NOA2

Would appreciate hearing from anybody on this.

I have a question. I have read all threads and cannot see an answer

For Singapore and Hong Kong they won't process Police Certificates without requesting document from NVC. However we don't get this checklist until near the end of the process. Can we apply for Police Certificates by using an NOA2

Would appreciate hearing from anybody on this.

Not sure if you ave a similar case. For me, I needed a PCC fro Kuwait for my husband but they needed a request letter. I emailed the US embassy in Kuwait and they created a letter for my husband, he took this letter to submit and get a PCC. A checklist might take a long time, maybe if possible try emailing the US embassy to see if they can write a letter for you to obtain a PCC.

[MsGoyave 45]

Hmm... I have a doubt... when using IRS transcripts to file I-864, do we have to use the amounts from line "TOTAL INCOME" or "ADJUSTED GROSS INCOME"?

[DearJohn 28]

Oh man......I only sent the first page of my 1040. Do they want the whole thing? Instructions for the i864ez said they only look at the adjusted gross income so I just sent the first page

We got a checklist for an unmatched amount coz we used the amount from W2. So per IRS, Adjusted Gross Income is defined as gross income minus adjustments to income. Refer to the federal income tax return:

Line 4 - if you filed a Form 1040EZ

Line 21 - if you filed a Form 1040A

Line 37 - if you filed a Form 1040.

Hope it helps! Good luck on your interview!

Careful, AOS requires the "adjusted gross income" only if you filed IRS Form 1040EZ. If tax return was filed with either form 1040 or 1040A, then the "total income" amount should be reported for AOS purposes.

Fabian&Rossy is correct guys, please read the instructions carefully:

I-864EZ Instructions:

For purposes of this affidavit, the line for gross (total) income on IRS Forms 1040 and 1040A will be considered when determining income. For persons filing IRS Form 1040EZ, the line for adjusted Gross income will be considered.

So, it depends on what IRS form you filed:

Form 1040, 1040A = Total Income

Form 1040EZ = Adjusted Gross Income

[LoveMyTico 999]

Yellow triangle of death for IV fee!

HUZZAH!

Sending my husband to get a new police report so we're ready to send out IV package next week.

How much did you pay for that police report?

[dirk_diggler 107]

I had the same concern as I also filed my 1040 online.

I would suggest you get a transcript instead of sending a copy of the 1040. They prefer this anyways, as they can confirm the IRS submission as opposed to a copy of 1040.

You can get a transcript instantly online.

http://www.irs.gov/Individuals/Get-Transcript

I would much prefer to send a transcript for 2013, but I filed by mail and not sure if the transcript will be available when I need to send the AOS

[aizeny987 7]

Careful, AOS requires the "adjusted gross income" only if you filed IRS Form 1040EZ. If tax return was filed with either form 1040 or 1040A, then the "total income" amount should be reported for AOS purposes.

Fabian&Rossy is correct guys, please read the instructions carefully:

I-864EZ Instructions:

For purposes of this affidavit, the line for gross (total) income on IRS Forms 1040 and 1040A will be considered when determining income. For persons filing IRS Form 1040EZ, the line for adjusted Gross income will be considered.

So, it depends on what IRS form you filed:

Form 1040, 1040A = Total Income

Form 1040EZ = Adjusted Gross Income

Oh, so we did put a wrong figure again on our AOS form. That is so sad! But anyway thank you guys. Looks like we will get another checklist but I hope they just let us bring the corrected form on the interview! And sorry for giving a wrong information.

[mattandinga 5]

Greetings All,

Yet another question regarding EP – I understand that both the AOS and IV packages will have several attached files. Presumably the respective bar-coded cover sheets are included as individual attachments as well? If so, do we expect the below naming format to be acceptable?

MTL##########_FIRSTNAME_LASTNAME_DOCUMENT_COVER_SHEET

Thanks,

P.S. I also echo the sentiment expressed by so many others – This site and more specifically the many individuals who contribute knowledge, time and a myriad of kind words are appreciated beyond measure!!

Edited March 29, 2014 by mattandinga

[waiting_______ 92]

I would much prefer to send a transcript for 2013, but I filed by mail and not sure if the transcript will be available when I need to send the AOS

Oh I see! Still worth a check to see if it's available already.

If not, I would certainly send a signed copy of the 1040, with all of the associated worksheets, 1099s and w-2s. Might be a good idea to sign the form and make a copy of that to send to NVC.

[Fabian&Rossy 120]

Oh, so we did put a wrong figure again on our AOS form. That is so sad! But anyway thank you guys. Looks like we will get another checklist but I hope they just let us bring the corrected form on the interview! And sorry for giving a wrong information.

Sorry to hear that. Did you check your tax forms to see if maybe your total income and adjusted gross income are the same amount? In my case, I filed 1040A because I needed to declare some credits but I had no deductions, so for me both lines were the same.

If they are different and you did put the wrong amount then call NVC and see if they can give you some guidelines. I know of one member that had the same error and realized it after he sent his AOS packet. He called NVC and then sent an updated 864 right away without waiting for a checklist. His delay was minimal.

[Changnoi 410]

Sorry to hear that. Did you check your tax forms to see if maybe your total income and adjusted gross income are the same amount? In my case, I filed 1040A because I needed to declare some credits but I had no deductions, so for me both lines were the same.

If they are different and you did put the wrong amount then call NVC and see if they can give you some guidelines. I know of one member that had the same error and realized it after he sent his AOS packet. He called NVC and then sent an updated 864 right away without waiting for a checklist. His delay was minimal.

Great Advice...Fabian&Rossy understand how its done... ...minimize the delay...at this point....

after all the waiting...express ship the correction with the bar-coded cover sheet...minimal delay

[Lakehouse 293]

Greetings All,

Yet another question regarding EP – I understand that both the AOS and IV packages will have several attached files. Presumably the respective bar-coded cover sheets are included as individual attachments as well? If so, do we expect the below naming format to be acceptable?

MTL##########_FIRSTNAME_LASTNAME_DOCUMENT_COVER_SHEET

Thanks,

P.S. I also echo the sentiment expressed by so many others – This site and more specifically the many individuals who contribute knowledge, time and a myriad of kind words are appreciated beyond measure!!

Try reviewing this for Saylin's recommendations, although the only thing I might have done is make coversheet one word:) And is it a pdf? Maybe add .pdf or .doc? Not sure that's necessary.

http://www.visajourney.com/wiki/index.php/NVC_for_Montreal_Beneficiaries_%E2%80%93_Electronic_Processing_and_New_Online_Forms