i864EZ question ?

[Uk2usa2016 24]

The first question on the i864EZ

 

part 1

1B. I am using my own earned or retirement income  Which is documented using W2 form. 

 

Could I send the tax transcripts in instead of the W2 in answer to this question? 

[Crazy Cat 41,845]

I see no provision for providing tax transcripts in lieu of W-2s in the instructions.

https://www.uscis.gov/sites/default/files/files/form/i-864ezinstr.pdf 

[Be Happy!! 60]

1 hour ago, Uk2usa2016 said:

The first question on the i864EZ

 

part 1

1B. I am using my own earned or retirement income  Which is documented using W2 form. 

 

Could I send the tax transcripts in instead of the W2 in answer to this question? 

I sent my transcripts from 2015-2017 and also the W2 wage and tax statement. You can find that in the IRS website.

 

FYI: 

In order to qualify to utilize the form I-864ez you must answer questions 1a-1c Yes. If you leave it blank or say no to at least one of the boxes you cannot use the form.

My first checklist from NVC stated I can’t use the form because I did not qualify to do so. I thought I checked off the other boxes which I didnt. I resent it again with all 3 checked boxes because it did apply to me. 

Edited August 26, 2018 by Beltre0519

[Wuozopo 4,293]

2 hours ago, Uk2usa2016 said:

The first question on the i864EZ

 

part 1

1B. I am using my own earned or retirement income  Which is documented using W2 form. 

 

Could I send the tax transcripts in instead of the W2 in answer to this question? 

 

Yes. The instructions say:

 

If you provide a photocopy of your 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 returns rather than a photocopy unless you filed a joint tax return with your spouse. 

 

I find their question a little off--

 

1.b. I am using my own earned or retirement income, which is documented using Internal Revenue Service (IRS) Form W-2.

 

If you are getting retirement income, it would be on a 1099-R, not a W2. Or a Social Security retirement statement.

 

 

   

Edited August 26, 2018 by Wuozopo

[Uk2usa2016 24]

2 hours ago, Wuozopo said:

 

Yes. The instructions say:

 

If you provide a photocopy of your 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 returns rather than a photocopy unless you filed a joint tax return with your spouse. 

 

I find their question a little off--

 

1.b. I am using my own earned or retirement income, which is documented using Internal Revenue Service (IRS) Form W-2.

 

If you are getting retirement income, it would be on a 1099-R, not a W2. Or a Social Security retirement statement.

 

 

   

Thanks for your reply. 

 

Im being really thick here... 

 

so if I want to do the EZ form, we can submit original tax transcripts without having the w2s?  🙃 no photocopy 

[Crazy Cat 41,845]

1 minute ago, Uk2usa2016 said:

Thanks for your reply. 

 

Im being really thick here... 

 

so if I want to do the EZ form, we can submit original tax transcripts without having the w2s?  🙃 no photocopy 

Nowhere in the instructions for the I-864EZ does it say you can submit transcripts.....

[Be Happy!! 60]

19 minutes ago, missileman said:

Nowhere in the instructions for the I-864EZ does it say you can submit transcripts.....

Page 7 of he 1-864ez under section Item Numbers 5.a. - 6.c. Federal Income Tax Information. States : 

 

You must provide either an IRS transcript or a photocopy from your own records of your Federal individual income tax return for the most recent tax year. If you believe additional returns may help you to establish your ability to maintain sufficient income, you may submit transcripts or photocopies of your Federal individual income tax returns for the three most recent years. You are not required to have the IRS certify the transcript or photocopy unless specifically instructed to do so by a Government official; a plain transcript or photocopy is acceptable. Do not submit copies of your state income tax returns. Do not submit any tax returns that you filed with any foreign government unless you claim that you were not required to file a Federal income tax return with the United States government, and you wish to rely on the foreign return solely to establish the amount of your income that is not subject to tax in the United States. If you provide a photocopy of your tax returns, you must include a copy of each and every FormW-2 and Form 1099 that relates to your returns. Do not include copies of these forms if you provide an IRS transcript of your returns rather than a photocopy unless you filed a joint tax return with your spouse. If you were required to file a Federal income tax return for the most recent tax year but did not do so, you must file any and all late returns with the IRS and attach an IRS-generated tax return transcript documenting your late filing before submitting the I-864EZ. If you were not required to file a Federal income tax return under U.S. tax law for any other reason, attach a typed or printed explanation including evidence of the exemption and how you are subject to it. Residence outside of the United States does not exempt U.S. citizens or lawful permanent residents from filing a U.S. Federal income tax return. See “Filing Requirements” in the IRS Form 1040 Filing Instructions to determine whether you were required to file. For purposes of this affidavit, the line for Total income on IRS Forms 1040 and 1040A is considered when determining income. For persons filing IRS Form 1040EZ, the line for adjusted gross income is considered. Obtaining Tax Transcripts. You may use IRS Form 4506-T to request tax transcripts from the IRS. Complete IRS Form 4506-T with the ending date for each of your three most recent tax years listed on line 9. Follow all instructions for completing and filing Form 4506-T with the IRS

 

I mean thats what I understood when I sent mine. I also sent a letter from my both employers and 6 months of paystubs. I sent it just in case to be safe. 

[Crazy Cat 41,845]

Maybe just the transcripts will work.....I am looking at the requirements and the checklist:

[NikLR 13,227]

You can use just the tax transcripts for the I-864ez.  You do not need to provide the tax return or any w2s.  The tax return transcripts state where the income is derived (w2, 1099 etc..) 

I know this because I did this with zero issues. 

[Wuozopo 4,293]

4 hours ago, missileman said:

Nowhere in the instructions for the I-864EZ does it say you can submit transcripts.....

I copied it straight from the instructions.  ❓❓❓

[Wuozopo 4,293]

4 hours ago, Uk2usa2016 said:

Thanks for your reply. 

 

Im being really thick here... 

 

so if I want to do the EZ form, we can submit original tax transcripts without having the w2s?  🙃 no photocopy 

You have two options:

 

If you provide a photocopy of your tax returns, you must include a copy of each and every Form W-2 and Form 1099 that relates to your returns. That's copying every page of your return and adding the W2 or 1099.

 

Do not include copies of these forms (the W2s or 1099s)  if you provide an IRS transcript of your returns rather than a photocopy unless you filed a joint tax return with your spoise. That's saying no W2s needed with transcript unless you filed a joint return with your immigrant spouse. Did you?

[Uk2usa2016 24]

1 hour ago, Wuozopo said:

You have two options:

 

If you provide a photocopy of your tax returns, you must include a copy of each and every Form W-2 and Form 1099 that relates to your returns. That's copying every page of your return and adding the W2 or 1099.

 

Do not include copies of these forms (the W2s or 1099s)  if you provide an IRS transcript of your returns rather than a photocopy unless you filed a joint tax return with your spoise. That's saying no W2s needed with transcript unless you filed a joint return with your immigrant spouse. Did you?

No filed as single. 

 

so I have the transcripts that was ordered off the website and have all 3. 2015/2016/2017. 

Because these are printed off this way (by them) all together. This isn’t a photocopy of original is it? 

 

U actually mean me photocopying it 

 

I sound really stupid lol,. And I’m ok with the rest of the form. It’s just what supporting documents to send it isn’t really clear 🙄😩

 

thanks for your replys though. Very helpful 

[Uk2usa2016 24]

5 hours ago, NikLR said:

You can use just the tax transcripts for the I-864ez.  You do not need to provide the tax return or any w2s.  The tax return transcripts state where the income is derived (w2, 1099 etc..) 

I know this because I did this with zero issues. 

Ah great. Thanks for the reply. 

 

Did u order these all together from IRS website and use them? 

[NikLR 13,227]

3 hours ago, Uk2usa2016 said:

Ah great. Thanks for the reply. 

 

Did u order these all together from IRS website and use them? 

You can DL them from the IRS website.  My husband went to the IRS office to obtain his because he had issues downloading them. 

[Wuozopo 4,293]

8 hours ago, Uk2usa2016 said:

No filed as single. 

 

so I have the transcripts that was ordered off the website and have all 3. 2015/2016/2017. 

Because these are printed off this way (by them) all together. This isn’t a photocopy of original is it? 

 

U actually mean me photocopying it 

 

I sound really stupid lol,. And I’m ok with the rest of the form. It’s just what supporting documents to send it isn’t really clear 🙄😩

 

thanks for your replys though. Very helpful 

 

Forget the word "photocopy of tax return". You aren't doing that option.  It's old language young people don't even understand in the days of e-filing. In the olden days, paper tax returns were signed in ink and snail emailed to the IRS. W2s were attached to the front. That was the "original" tax return. Before you mailed, you made a photocopy of your return for your records. Today "photocopy of tax return" could mean a print out from TurboTax of the 1040, Schedule B, Schedule A...any forms your tax return used. Because you could fake a 1040 form with $100k income filled in, the NVC wants to see  wage slips (W2, 1099) from employers that verify what's on that tax return you sent them.

 

BUT if you use the transcript option...

 It comes from the IRS so you can't make up fake income to give NVC. The IRS knows what you earned because they get wage reports from your employer. A transcript is more official because it comes from the IRS records of your actual verified filing. THEREFORE, you don't have to show NVC your W2 because they believe the IRS transcript. 

 

Your two choices:

1. A print out of every page and form of a tax return *PLUS* W2s or 1099s.

2. A transcript exactly as it came from IRS with nothing else.

 

You have #2 so go with it. If three years are all run together, that's okay.