2013 Taxes Question and Assets Only Documentation

[cloclo2 3]

Waiting for NVC and trying to get organized...

Tax question: I ordered the 3 tax transcripts (2012, 2011, 2010). I cannot get 2013 because I filed for an extension. Will that be a problem with NVC? I do have a copy of my extension application so I can show that.

Second question: what exactly is needed when using ONLY assets for spousal support. I live abroad so my income doesn't count, I will be using ASSETS ONLY and am not sure what documentation I need. Just a bank statement showing the amount I have in my account?

Thanks!

[AtariBaby 17]

As to the first: I showed a copy of my extension for my AOS and they were fine with that. You can also get some sort of printout from your CPA or from the IRS directly showing that the extension was filed and accepted, but I didn't have that for the AOS.

[pushbrk 12,883]

Read the I-864 instructions regarding documenting liquid assets. Generally, money in the bank is preferred to be IN the USA already and documented with at least six months of consecutive bank or investment account statements.

[cloclo2 3]

As to the first: I showed a copy of my extension for my AOS and they were fine with that. You can also get some sort of printout from your CPA or from the IRS directly showing that the extension was filed and accepted, but I didn't have that for the AOS.

Thanks! So it seems like the copy will be fine for AOS but for the embassy interview, I might need an original from the IRS or my CPA.

Read the I-864 instructions regarding documenting liquid assets. Generally, money in the bank is preferred to be IN the USA already and documented with at least six months of consecutive bank or investment account statements.

Thanks for your help. The money is in the US and has been there for a looooong time. I will do 6 months or maybe even a year of investment account statements.

[pushbrk 12,883]

Thanks! So it seems like the copy will be fine for AOS but for the embassy interview, I might need an original from the IRS or my CPA.

Thanks for your help. The money is in the US and has been there for a looooong time. I will do 6 months or maybe even a year of investment account statements.

If the income has been from working abroad and will not continue, issues related to the tax returns are minimized considerably, as long as you have been filing and currently have filed an extension. Unless you actually file the return before the interview, the same copy of your extension paperwork will do just fine.