i-134 support documents for tax turbo tax or actual transcripts from the IRS

[Toronto85 0]

Hi for the k1 interview are actual transcripts obtained from the IRS required or can turbo tax be downloaded and printed out? for the last 3 years. Will they accept turbo tax 1040's or the actual transcript is needed.

[Pitaya 2,577]

Most folks opt for the IRS-provided tax return transcripts for several reasons, they are free and easy to obtain, they are provided by the IRS, they are concise (ours are typically around 9 pages). With other documentation you need to send in a copy of the entire return, schedules, worksheets, forms, etc. (which can amount to a lot of paper).

https://www.irs.gov/individuals/get-transcript

YMMV,

Good luck on your immigration journey.

[Avsiws 4]

I wasn't aware you could get the IRS transcripts so easily! We submitted a full Turbotax print out and we were approved

[zeilend 1]

I wasn't aware you could get the IRS transcripts so easily! We submitted a full Turbotax print out and we were approved

I checked mine on TurboTax and it came out to 144 pages ---- did you print the WHOLE thing for the last two years?

Think a W2 would suffice? Only reason I'm asking is because the IRS keeps booting me out of their system during registration.

[Avsiws 4]

Oh yikes! I believe we just printed out around 30 pages for 2015. I recall my partner printing out "the important" /relevant ones from Turbotax. I wish I had a better recollection of exactly what pages we printed but we ran into some infuriating postal delays and it was the night before the interview 10 mins before the library closed :/ I wish I could be more helpful.

I'm not sure about a W2- as I'm Canadian, I'm not exactly sure what's on one and if it'd suffice.

Edited December 2, 2016 by Avsiws

[Toronto85 0]

Thanks and also for the bank letter did you just call the bank and ask for the date opened, current balance and last 12 months deposits. Does it have to be signed or stamped by the bank or can they send it via the online banking.

[lilacmarie213 4]

A W2 on its own is not sufficient. At a minimum they require the 1040 as well as the W2.

Personally, I included tax transcript, my 1040 & W2 for the most recent year, and my original job offer letter from when I first got my job, and my last 3 pay stubs - they took all of it at my fiance's interview.

Bank letter(s) are not needed if you have sufficient income (3x-5x the poverty level for your household size). If needed to make up missing income requirements - you may not however just print your online banking statements. You will likely have to physically go to the bank (or call/make an online request), send/print out the I-134 Instructions and highlight the instructions about the date opened/12 months deposits/etc. and ask them to provide you a letter.

Although I make well over the required income, to be on the safe side, I did request these letters. I went to Bank of America with the printed instructions for I-134, and had no issues - it was signed by an employee of the bank, but not notarized. I asked them to notarize it just in case, and was told by multiple bank employees that it did NOT need to be notarized for immigration support purposes. However, I later found out that some other banks/credit-unions will notarize this kind of letter by default.

Edited December 2, 2016 by lilacmarie213

[NikLR 13,232]

Go to the nearest IRS office and obtain the tax return transcripts in person. My husband did this. Took all of 2 hours of his time, but worth it. I've waited longer at the DMV down here.

(they really need one stop license shops like they have in Alberta...)