Tax transcript and return

[Mardy 15]

Ok, under the 5 year rule application, it needs 5 years of my tax transcript/return. I have 2013 to 2016 transcripts & sent a copy with my n-400. I have read some of the posts here that we can fill in a form to request for an old transcript but has to pay something. I still have a copy of my 2012 income tax return. Do you think I can just use the return for 2012 while the rest of the years are transcripts for the interview ?

Edited March 20, 2017 by Mardy

[bearmirus 45]

31 minutes ago, Mardy said:

Ok, under the 5 year rule application, it needs 5 years of my tax transcript/return. I have 2013 to 2016 transcripts & sent a copy with my n-400. I have read some of the posts here that we can fill in a form to request for an old transcript but has to pay something. I still have a copy of my 2012 income tax return. Do you think I can just use the return for 2012 while the rest of the years are transcripts for the interview ?

 

You can make a request to IRS to get your last 5 years tax transcripts for free.  IRS will provide you two different type of transcript:

1. Tax Return transcript
2. Tax Account transcript

I do not know which ones USCIS will accept so I would get both to be on the safe side. While I did not provide copies of the 2012-2016 IRS transcripts with my N400, I brought both Tax Return and Tax Account transcripts with me to my N400 interview just in case but never been asked to show them to the IO. 

 

Be aware that the Tax Account transcript is only available for the last 10 years ONLINE, only the last three years are available to mail.

 

[Mardy 15]

10 hours ago, bearmirus said:

You can make a request to IRS to get your last 5 years tax transcripts for free.  IRS will provide you two different type of transcript:

1. Tax Return transcript
2. Tax Account transcript

I do not know which ones USCIS will accept so I would get both to be on the safe side. While I did not provide copies of the 2012-2016 IRS transcripts with my N400, I brought both Tax Return and Tax Account transcripts with me to my N400 interview just in case but never been asked to show them to the IO. 

 

Be aware that the Tax Account transcript is only available for the last 10 years ONLINE, only the last three years are available to mail.

 

Thank you! Appreciate it 

[candybabe 46]

12 hours ago, Mardy said:

Ok, under the 5 year rule application, it needs 5 years of my tax transcript/return. I have 2013 to 2016 transcripts & sent a copy with my n-400. I have read some of the posts here that we can fill in a form to request for an old transcript but has to pay something. I still have a copy of my 2012 income tax return. Do you think I can just use the return for 2012 while the rest of the years are transcripts for the interview ?

I went online, signed up for an account with the IRS, they ask you to verify identity, pair your phone for dual authentication - I was able to download 2012-2016 info with no problems,return transcripts and account transcripts ( they have other stuff in there, but did not think it was relevant). To those I plan to add my regular H&R Block pdfs although it may be overkill - The IRS docs have all the info they may need, if paid in full, if anything due etc.....

All in all, the exercise probably took me one hour - to go online, sign up, download etc...

[mustang-sally 8]

20 hours ago, Mardy said:

Ok, under the 5 year rule application, it needs 5 years of my tax transcript/return. I have 2013 to 2016 transcripts & sent a copy with my n-400. I have read some of the posts here that we can fill in a form to request for an old transcript but has to pay something. I still have a copy of my 2012 income tax return. Do you think I can just use the return for 2012 while the rest of the years are transcripts for the interview ?

I applied under the 5 year rule. I took 3 years of tax returns with me - 2013, 2014 and 2015 (my accountant still has 2016).

At the interview all I was asked for was my driving license, green card and passport.  I had a bag full of evidence and wasn't asked for any.