Does the 1040 need to be signed?

[j&ana 363]

oh well do it your way if you like doing things the hard way

from the nvc website

The USCIS is the same

IRS Tax Transcript If you completed Form I-864, I-864A, or I-864EZ submit an IRS tax transcript from the most recent tax year.

Extensions: If you filed an extension for the most recent tax year, submit a photocopy of your IRS Form 4868 (PDF - 509 KB) or write and sign a statement indicating you filed an extension.

If you did not file taxes: If you did not file Federal Income Tax Returns for the most recent tax year, write and sign a statement indicating why you did not file taxes.

If you cannot obtain an IRS tax transcript: If you are unable to obtain an IRS tax transcript, submit a photocopy of your IRS Federal Income Tax Returns and Form(s) W-2 or schedule(s) from the most recent tax year.

notice Tax transcript is mention first, I wonder why?

[Amhara 460]

Peace, my friends! Peace!

It's all good. No one is right and no one is wrong. If you send the Form 1040 (the print out from your Turbo Tax software), then they will accept that, I'm sure. You may notice that if you print it, the signature panel will already be filled out by the software. Something about e-signed and blah, blah. (At least that's what was there when I used last it nearly 7 years ago; so it could be different now.)

Tax transcripts don't need to be signed. I printed off the return image from the e-filing software I used to submit my returns and submitted tax transcripts during the DoS embassy interview. It's a different agency, but I did not sign this copy and had no issues.

Cheers!!

[Unidentified 2,930]

oh well do it your way if you like doing things the hard way

from the nvc website

IRS Tax Transcript If you completed Form I-864, I-864A, or I-864EZ submit an IRS tax transcript from the most recent tax year.

Extensions: If you filed an extension for the most recent tax year, submit a photocopy of your IRS Form 4868 (PDF - 509 KB) or write and sign a statement indicating you filed an extension.

If you did not file taxes: If you did not file Federal Income Tax Returns for the most recent tax year, write and sign a statement indicating why you did not file taxes.

If you cannot obtain an IRS tax transcript: If you are unable to obtain an IRS tax transcript, submit a photocopy of your IRS Federal Income Tax Returns and Form(s) W-2 or schedule(s) from the most recent tax year.

notice Tax transcript is mention first, I wonder why?

What do you mean make it harder for ourselves?

It says that the sponsor "must submit a complete federal income tax return submitted to the Internal Revenue Service (IRS) for the most recent year". Above the word tax return they wrote 1040 with a red pen.

[j&ana 363]

What do you mean make it harder for ourselves?

It says that the sponsor "must submit a complete federal income tax return submitted to the Internal Revenue Service (IRS) for the most recent year". Above the word tax return they wrote 1040 with a red pen.

I just met you had to send in copies of more forms like w-2 with 1040 tax forms maybe harder was not the appropriate word I met more time consuming but any way it is your case,

either way will be good .

a tax return is basically a slang word for tax forms , tax transcripts or any other taxes forms

Edited September 15, 2015 by j&ana

[Unidentified 2,930]

I just met you had to send in copies of more forms like w-2 with 1040 tax forms maybe harder was not the appropriate word I met more time consuming but any way it is your case,

either way will be good

I don't care if it's hard and/or time consuming, I just want it to be right And we already sent in the W2 I believe, we just didn't send the 1040.

[Vicha 7]

oh well do it your way if you like doing things the hard way

from the nvc website

IRS Tax Transcript If you completed Form I-864, I-864A, or I-864EZ submit an IRS tax transcript from the most recent tax year.

Extensions: If you filed an extension for the most recent tax year, submit a photocopy of your IRS Form 4868 (PDF - 509 KB) or write and sign a statement indicating you filed an extension.

If you did not file taxes: If you did not file Federal Income Tax Returns for the most recent tax year, write and sign a statement indicating why you did not file taxes.

If you cannot obtain an IRS tax transcript: If you are unable to obtain an IRS tax transcript, submit a photocopy of your IRS Federal Income Tax Returns and Form(s) W-2 or schedule(s) from the most recent tax year.

notice Tax transcript is mention first, I wonder why?

I wonder why you are talking about I-864 now? Maria&Seve has already submitted the AOS package. Together with I-864 I beleive. And recently they have received RFE, which mentioned to submit 1040.

[j&ana 363]

because your info was wrong . RFE what is a RFE? . return for evidence. What is the RFE for? the AOS I-864 form thus the I-864 form What is it asking for a completed 1040 tax return ? How can the RFE be answer

1 send in copy of the 1040 tax form

2 send in a tax transcript

It is pointless to argue with you, The op has already decide what he is going to do

[Unidentified 2,930]

because your info was wrong . RFE what is a RFE? . return for evidence. What is the RFE for? the AOS I-864 form thus the I-864 form What is it asking for a completed 1040 tax return ? How can the RFE be answer

1 send in copy of the 1040 tax form

2 send in a tax transcript

It is pointless to argue with you, The op has already decide what he is going to do

1. It's Request for Further Evidence, or as it's called when it's AOS: Request for Initial Evidence.

2. I don't understand your sentence there...

3. I'm a she.

4. Yes, I have decided to do an Info Pass when I get home to get clear answers.

5. Who's arguing?

Thank you everyone who's been helping me. I've got more questions than answers at this point so I will do an info pass and see what the immigration officers say.

[Vicha 7]

What do you mean make it harder for ourselves?

It says that the sponsor "must submit a complete federal income tax return submitted to the Internal Revenue Service (IRS) for the most recent year". Above the word tax return they wrote 1040 with a red pen.

Maria&Seve, maybe yes, some things we "cannot take literally" as some people have said , but not with USCIS.

I work for Bookkeeping and Tax Service Company, here, in the US, and I went through the last Tax "season", working for the company and e-filing my taxes as well, for Tax year 2014. At the end of July we received the same RFE you got. And before to sent my response to RFE, I have checked this with my co-workers.

I am not going to argue with anybody here or proof what is right or not. But I know exactly that 1040 - it is Federal Tax return. It is not "just a form".. It is a Document. And USCIS is able "to read" this, getting the info they need. And the main - they have requested exactly THIS.

Of course, you can send and tax transcript - up to you, and it really doesn't hurt But if RFE letter says 1040, send this, please... And W-2, even if you already sent it.. I would send and attachments to Tax Returns .. Like it says - complete Federal Tax Return.

If you got RFE, it means your case has been touched and they are working on it, to make a decision...

As usual, it doesn't take to long for USCIS to make a decision after they received your response to RFE... Just give them what they want. And even more, if you like Don't let any missing "paper" to fail an approval ...

Good luck and May Lord bless you all!!!

Edited September 15, 2015 by Vicha

[Adil & Jeanne 296]

According to instructions he is allowed to send in W 2's for that year but he just needs to go to nearest IRS office and ask for a transcript / they print it out that same day

[Unidentified 2,930]

Maria&Seve, maybe yes, some things we "cannot take literally" as some people have said , but not with USCIS.

I work for Bookkeeping and Tax Service Company, here, in the US, and I went through the last Tax "season", working for the company and e-filing my taxes as well, for Tax year 2014. At the end of July we received the same RFE you got. And before to sent my response to RFE, I have checked this with my co-workers.

I am not going to argue with anybody here or proof what is right or not. But I know exactly that 1040 - it is Federal Tax return. It is not "just a form".. It is a Document. And USCIS is able "to read" this, getting the info they need. And the main - they have requested exactly THIS.

Of course, you can send and tax transcript - up to you, and it really doesn't hurt But if RFE letter says 1040, send this, please... And W-2, even if you already sent it.. I would send and attachments to Tax Returns .. Like it says - complete Federal Tax Return.

If you got RFE, it means your case has been touched and they are working on it, to make a decision...

As usual, it doesn't take to long for USCIS to make a decision after they received your response to RFE... Just give them what they want. And even more, if you like Don't let any missing "paper" to fail an approval ...

Good luck and May Lord bless you all!!!

Thank you for all your help! Much more clear now

[Ebunoluwa 6,136]

Send in the following and save yourself the infopass with a clueless guy you may confuse you even more.

1. RFE letter placed on top

2. 1040 with all schedules and again the W2's.

3..Tax transcripts from the IRS you already ordered.

[KayDeeCee 4,893]

Good grief with all this....

The USCIS is actually clear on what they want. It is stated in the I-864 instructions. They prefer either. You can provide a complete copy of your return with all forms, schedules, W-2s and/or 1099s, OR an IRS tax transcript. If the RFE is asking for a 1040, then a copy of the 1040 or an IRS transcript will work to satisfy the RFE. It appears you only sent in the W-2 and not the 1040, so that is why they wrote 1040 above it in red.

http://www.uscis.gov/sites/default/files/files/form/i-864instr.pdf >

You must provide either an Internal Revenue Service (IRS) transcript or a photocopy from your own records of your
Federal individual income tax return for the most recent tax year.

...

If you provide a photocopy of your Federal individual income tax returns, you must include a copy of each and every
Form W-2 and Form 1099 that relates to your returns. Do not include copies of these forms if you provide an IRS
transcript of your Federal individual income tax returns rather than a photocopy unless you filed a joint income tax return
with your spouse and are qualifying using only your income.

...

You must include each and every Form 1040 Schedule, if any, that you filed with your Federal income tax return.

Edited September 16, 2015 by KayDeeCee

[Dave&Roza 748]

It boils done to the fact that the USCIS wants you to prove two things with the IRS information: 1) you are complying with the tax laws of the US, and 2) you actually made what you state you did. The complete tax return shows that you filed your taxes. Your adjusted gross income is used to compare against what you state your income history is. Now if you suddenly received a large increase in salary, you prove that with your employment letter and pay stubs.

Which is better proof of actually filing an income tax return. 1) A turbo tax printout of all forms, schedules, W-2 and 1099s that is signed, or 2) the actual document from the IRS showing what you sent to them to comply with the tax code of the US--i.e. a tax transcript. It is very easy to do a tax return in turbo tax or by hand and then never file it. The tax transcript is from the IRS and it is what the IRS has on file for you--very hard to fake that.

OP: you sent in a W-2 which is part of the complete tax return, but it is missing the actual return--1040, 1040A, 1040EZ depending on which you are required to file--so you need to send in the rest of the information to make it a complete tax return. Nothing says you now cannot change your mind and send in a tax transcript as a compete tax return to satisfy the RFE. They still want to see EITHER a compete tax return or the tax transcripts.

Dave

Edited September 16, 2015 by Dave&Roza

[Unidentified 2,930]

It boils done to the fact that the USCIS wants you to prove two things with the IRS information: 1) you are complying with the tax laws of the US, and 2) you actually made what you state you did. The complete tax return shows that you filed your taxes. Your adjusted gross income is used to compare against what you state your income history is. Now if you suddenly received a large increase in salary, you prove that with your employment letter and pay stubs.

Which is better proof of actually filing an income tax return. 1) A turbo tax printout of all forms, schedules, W-2 and 1099s that is signed, or 2) the actual document from the IRS showing what you sent to them to comply with the tax code of the US--i.e. a tax transcript. It is very easy to do a tax return in turbo tax or by hand and then never file it. The tax transcript is from the IRS and it is what the IRS has on file for you--very hard to fake that.

OP: you sent in a W-2 which is part of the complete tax return, but it is missing the actual return--1040, 1040A, 1040EZ depending on which you are required to file--so you need to send in the rest of the information to make it a complete tax return. Nothing says you now cannot change your mind and send in a tax transcript as a compete tax return to satisfy the RFE. They still want to see EITHER a compete tax return or the tax transcripts.

Dave

Thank you for your reply! I finally understand how this works now. I think I was a bit overwhelmed yesterday and now you have explained this in a way I understand (plain English and not so much tax form lingo).