TAXES

[ashcashbananas 66]

I have a question for everyone!

 

Do I ABSOLUTELY NEED to send tax forms from the past 3 years? 

Or can I just send the most recent one?

 

Thanks in advance

[JFH 12,191]

*~*~*moved from "progress reports" to "process and procedures"*~*~*

[bakphx1 789]

You can say that you were exempt the other two years, or explain why you didn't file.  Though if you just plain blew it off, it may hang you up.  If they ask for three years and get one with no explanation, it's probably a show-stopper. 

[BethB 2]

the most recent one is mandatory, the older ones are optional.

they may ask for them in the future IF they need farther information. But for now, only the newest one is necessary 

[geowrian 22,338]

Only the most recent year is required to send. The past 3 years are required to have been filed (or provide an explanation as to why you were not required to file).

[ashcashbananas 66]

32 minutes ago, bakphx1@aol.com said:

You can say that you were exempt the other two years, or explain why you didn't file.  Though if you just plain blew it off, it may hang you up.  If they ask for three years and get one with no explanation, it's probably a show-stopper. 

 

I filed them all  2 of them, I filed a year later but I still filed.

I guess I worded my question wrong. I was wondering if they are going to ask for all 3 or just the most recent year.

Thanks for your response  

33 minutes ago, BethB said:

the most recent one is mandatory, the older ones are optional.

they may ask for them in the future IF they need farther information. But for now, only the newest one is necessary 

 

Thank you!

[pushbrk 13,173]

7 hours ago, BethB said:

the most recent one is mandatory, the older ones are optional.

they may ask for them in the future IF they need farther information. But for now, only the newest one is necessary 

This is correct but you will need information from three tax returns, unless you were exempt from filing one or more of them.  At this point, think in terms of 17, 16, and 15.  Get the 17 filed if you can.  If not send it along to be carried to the interview.

[Jeanne Adil 1,651]

they asked for all 3 of mine

i went to IRS office and got the 3 transcripts plus a copy for my records of what i sent to immigration

they can not be ones that say copy you get from a tax preparation office or site or even copies of your original ones / they should be from IRS

BTW you are married

best to file A W7 at the time you do 2017 taxes and get him included as a dependent

Casa embassy likes to see commingling of finances so this is one step to doing that

IRS site tells you how to do this

[ashcashbananas 66]

3 hours ago, pushbrk said:

This is correct but you will need information from three tax returns, unless you were exempt from filing one or more of them.  At this point, think in terms of 17, 16, and 15.  Get the 17 filed if you can.  If not send it along to be carried to the interview.

Thank you!!  

[ashcashbananas 66]

1 hour ago, adil-rafa said:

they asked for all 3 of mine

i went to IRS office and got the 3 transcripts plus a copy for my records of what i sent to immigration

they can not be ones that say copy you get from a tax preparation office or site or even copies of your original ones / they should be from IRS

BTW you are married

best to file A W7 at the time you do 2017 taxes and get him included as a dependent

Casa embassy likes to see commingling of finances so this is one step to doing that

IRS site tells you how to do this

 

Who asked for all 3 of yours, the NVC or was it during your husband's interview?

 

& thaaaaank you, I will definitely be taking your advice.

[bakphx1 789]

12 hours ago, ashcashbananas said:

 

I filed them all  2 of them, I filed a year later but I still filed.

 

If the worry is having filed late, getting transcripts will make it less obvious, and for their purposes, the likely won't notice or care.  Showing three years of income is much stronger.  Transcripts are easy to get online in a few minutes. 

[ashcashbananas 66]

33 minutes ago, bakphx1@aol.com said:

If the worry is having filed late, getting transcripts will make it less obvious, and for their purposes, the likely won't notice or care.  Showing three years of income is much stronger.  Transcripts are easy to get online in a few minutes. 

 

Thank you very much!!

[Jeanne Adil 1,651]

NVC asked for all 3 

 

embassy didn't need them as NVC said "already received on the checklist form"

 

you are looking at an interview after April 15th (from your timeline i am just guessing) so you are going to need 2017, 2016, and 2015 taxes

 

if before the 15th of April 2016, 2015 and 2014

 

[4000mf 33]

This is the first I’ve heard about providing tax forms, will I be asked for these at some stage of the I-130 process?

 

I live in the UK apart from my wife who is in the US and my interview will be in London. Just wanted to check and clarify if I’ll be asked to provide HMRC (British) tax returns. 

[Thegirl 225]

30 minutes ago, 4000mf said:

This is the first I’ve heard about providing tax forms, will I be asked for these at some stage of the I-130 process?

 

I live in the UK apart from my wife who is in the US and my interview will be in London. Just wanted to check and clarify if I’ll be asked to provide HMRC (British) tax returns. 

The petitioner will need to provide them at the NVC stage to show evidence of ability to support the beneficiary financially. The beneficiary is not required to provide these. 

Edited January 21, 2018 by Keas