RFE for I-864

[CarolynSian 5]

I got an RFE for the I-864 saying: "submit all supporting tax documentation (W-2s, 1099s, Form 2555, and all supporting tax schedules) submitted to the IRS for the most recent tax year".

 

In our AOS package we submitted my husband's tax return with W-2s, he didn't have any 1099s or 2555's. Not sure why we got an RFE.

 

But anyway, I've heard it is better to just send tax return transcripts from IRS so I've got those now, but my question is should I send anything else with the tax return transcripts? Like W-2s? Thanks in advance.

[GreatDane 366]

4 minutes ago, CarolynSian said:

I got an RFE for the I-864 saying: "submit all supporting tax documentation (W-2s, 1099s, Form 2555, and all supporting tax schedules) submitted to the IRS for the most recent tax year".

 

In our AOS package we submitted my husband's tax return with W-2s, he didn't have any 1099s or 2555's. Not sure why we got an RFE.

 

But anyway, I've heard it is better to just send tax return transcripts from IRS so I've got those now, but my question is should I send anything else with the tax return transcripts? Like W-2s? Thanks in advance.

Send the transcript, together with the W-2s and other paperwork he has showing his earnings for the year.

[Wuozopo 4,293]

27 minutes ago, CarolynSian said:

But anyway, I've heard it is better to just send tax return transcripts from IRS so I've got those now, but my question is should I send anything else with the tax return transcripts? Like W-2s? Thanks in advance.

 

Straight from the I-864 instructions:

 

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. 

[CarolynSian 5]

1 minute ago, Wuozopo said:

 

Straight from the I-864 instructions:

 

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. 

Thanks! I’m finding all of this super confusing.

 

So I just include the IRS return transcripts and I don’t need to put anything else tax related with it? They seem so short, just a couple of pages. I was expecting more paperwork!

 

My RFE reply is as follows: a copy of the RFE, cover letter, return transcripts from IRS, letter from employer, pay stubs from the last 12 months and bank statements from the past 12 months. 

[Wuozopo 4,293]

24 minutes ago, CarolynSian said:

Thanks! I’m finding all of this super confusing.

 

So I just include the IRS return transcripts and I don’t need to put anything else tax related with it? They seem so short, just a couple of pages. I was expecting more paperwork!

 

My RFE reply is as follows: a copy of the RFE, cover letter, return transcripts from IRS, letter from employer, pay stubs from the last 12 months and bank statements from the past 12 months. 

It is confusing because they have this one RFE to fit all people from all circumstances instead of telling you what you did wrong. 

 

Transcripts seem short because they are super condensed with just the critical line numbers. No graphic boxes or instructions like the forms taxpayers fill out. It's just the basics. 

Edited August 24, 2018 by Wuozopo

[ineedadisplayname 499]

Also don't forget that the most recent tax year is 2017. We got an RFE because of that. We had an extension for 2017, we included it, and still got a RFE....

 

Edited August 26, 2018 by ineedadisplayname