RFE clarification

[Natandaustin 1]

Hi guys,

I received my RFE in the post today - who knew it came on scary red paper - and I just wanted to clarify I will be sending the right thing back to them with you guys! (I have also asked my husband and his father but they are both at work so haven't replied to my text yet, so I'm basically being impatient) .

My RFE states I need to send: 'a complete Federal income tax return submitted to the IRS for the most recent tax year'.

Am I right that I need to send the 'form 1040EZ income tax return for single and joint filers with no dependents', for 2015 that he sends off to the IRS through like Turbotax and people?

I goofed first time round and sent my husbands w2, thinking it was the same thing, as he hadn't filed for his tax yet. Clearly I was wrong.... so i just dont want to go wrong again!

Thanks in advance,

Natalie

[rutabaga 209]

A complete return means not just the form, but all of the associated paperwork (W2s, 1099s, any schedules...) as well AFAIK.

Edited April 1, 2016 by rutabaga

[B-2-Z 37]

I think he needs the full transcript from the IRS for his most current year. Which you can get very easily(and quickly) here; https://www.irs.gov/Individuals/Get-Transcript

[rutabaga 209]

Just an FYI with regards to the transcript (since we're talking about the return for 2015): Current Year Transcript Availability

[concerned10 0]

I know I'll get a rfe too because I didn't include the one for 2015

[Natandaustin 1]

Thank you all for your help so far!

It seems he needs either a complete return, so all the papers he needed for his tax return, OR an IRS transcript.

But he doesn't have any 'schedules' or 1099; these dont apply to him, so its just the 1040EZ and his W2? Or a transcript?

[rutabaga 209]

If the 1040EZ and the W2 are the entirety of his return then that's it.

P.S. A transcript generally carries more weight, so I'd definitely send in that if available.

Edited April 1, 2016 by rutabaga

[Stevephoto 230]

I know I'll get a rfe too because I didn't include the one for 2015

I could be mistaken, but the 2015 returns are not due until April 15, 2016, so the most recent completed tax return is 2014---unless you filed early.

[rutabaga 209]

April 18 this year actually (as well as next).

[ddtenor2 80]

I'd recommend sending in the tax information for 2015. My husband applied for AOS in December, 2015. We got a letter at the beginning of March informing us that our case had been transferred to California for processing, and in the letter it specifically requested a copy of my 2015 tax return (or the request for an extension). Given that it is so close to the filing deadline, why risk further delays by sending his return for 2014 only to receive another RFE asking for 2015?

[francais_usa 74]

As the deadline for taxes are rapidly approaching, OP, you should send in the 2015 complete return + all schedules + W2. You DO NOT HAVE TO turn in a tax transcript. That is just an easier way to turn in the information, since it is a comprehensive document that has the complete return and the W-2 information included.

[Natandaustin 1]

As the deadline for taxes are rapidly approaching, OP, you should send in the 2015 complete return + all schedules + W2. You DO NOT HAVE TO turn in a tax transcript. That is just an easier way to turn in the information, since it is a comprehensive document that has the complete return and the W-2 information included.

I'd recommend sending in the tax information for 2015. My husband applied for AOS in December, 2015. We got a letter at the beginning of March informing us that our case had been transferred to California for processing, and in the letter it specifically requested a copy of my 2015 tax return (or the request for an extension). Given that it is so close to the filing deadline, why risk further delays by sending his return for 2014 only to receive another RFE asking for 2015?

Thank you again everyone for your help!! I've quoted the two above replies just for anyone else in the same situation, as these seem to be the right information.

I contacted USCIS this morning and spoke to a Tier 2 officer, who said that because the deadline for my RFE is 87 days away (from 3/29), and the 2015 tax window would be shut by then, that they will want to see tax information for 2015 rather than 2014!

So going to post off today and hopefully thats the last I'll hear about tax returns till 2016