Most recent tax return for I-864

[Kipster 0]

The I-864 allows that documentation of the most recent tax year can be either a tax transcript issued by the IRS or a photocopy of the most recent return (along with applicable W-2). In block 25 of the form it provides lines for recording of the most recent tax year as well as the 2nd and 3rd most recent years. It then provides an optional block for checking to indicate that the petitioner has included photocopies or transcripts supporting evidence for the 2nd and 3rd tax years. I have included only my 2006 tax return (photocopy and W-2) and recorded my income in the line for the most recent tax year. I have chosen to leave the 2nd and 3rd year tax return lines blank.

Question:

Is it required to include our income from the 2nd and 3rd year on the lines provided in block 25, and if we do, is it still optional to to include the evidence for the 2nd and 3rd year tax returns?

Has anyone received an RFE for NOT including this information from the 2nd and 3rd year of tax returns?

[Robin28 2]

The I-864 allows that documentation of the most recent tax year can be either a tax transcript issued by the IRS or a photocopy of the most recent return (along with applicable W-2). In block 25 of the form it provides lines for recording of the most recent tax year as well as the 2nd and 3rd most recent years. It then provides an optional block for checking to indicate that the petitioner has included photocopies or transcripts supporting evidence for the 2nd and 3rd tax years. I have included only my 2006 tax return (photocopy and W-2) and recorded my income in the line for the most recent tax year. I have chosen to leave the 2nd and 3rd year tax return lines blank.

Question:

Is it required to include our income from the 2nd and 3rd year on the lines provided in block 25, and if we do, is it still optional to to include the evidence for the 2nd and 3rd year tax returns?

Has anyone received an RFE for NOT including this information from the 2nd and 3rd year of tax returns?

We sent info for 2005 ( as we filed before 2006 taxes were done ) we only filled out the most recent year in section 25 and left the other 2 blank .. we did not check the (optional) box in section 25 as we did not send all three years worth of info .. Good luck

PS .. we did get an RFE regarding the I-864 ( only for my daughters petition ) but it was for supporting documents that we did submit the first time .. this seems to be a common trend for them to send RFE's for things already submitted .. it didn't have anything to do with section 25 and the RFE did not ask for more then the most recent tax year ..

Edited February 18, 2007 by Robin28

[CutienPurg 0]

Hey there Kip,

You do have to list your income for the past 3 years, the only option is whether or not you provide proof for the other 2 years. If you do not provide the other 2 years tax info then you would not check the 2nd box.