I-751 evidence: Tax transcript missing address and name

[sanbot 5]

I got my tax transcript online from the IRS website but for some reason my name and address details are missing from the transcript (although it does show the last 4 digits of our social security). Has anyone experienced this before and what did you do? Am I going to have to order this via mail or is this how all IRS tax transcripts are like?

[Seth And Quynh 77]

order through the mail and it will have address and names on it

[Echel0n 27]

They accepted mine without names as well. The W2s are more important to them it seems.

[sanbot 5]

Actually what I should have said in the subject is that the name and address isn't missing but it is incomplete i.e. doesn't have all the letters of the name or address. On the instructions of the form 4056 to get it mailed, it states that IRS have modified transcripts so that only partial personal information is shown to protect privacy. So I wonder if this includes the name and address and whether getting it mailed won't make any difference? I don't want to have to wait for the mail if I could just send the packet in sooner.

 

Echelon,

Was this for you removing conditions? Did you get yours online as well and was your name and address missing completely or like mine where not all the letters are showing? What do you mean by the W2's are more important? Is that not included with the transcript?

 

 

Edited October 2, 2018 by sanbot

[sanbot 5]

Also, do I select return transcript, account transcript or record of account?

[TM92 527]

2 hours ago, sanbot said:

Also, do I select return transcript, account transcript or record of account?

Return transcript

[Echel0n 27]

6 hours ago, sanbot said:

Actually what I should have said in the subject is that the name and address isn't missing but it is incomplete i.e. doesn't have all the letters of the name or address. On the instructions of the form 4056 to get it mailed, it states that IRS have modified transcripts so that only partial personal information is shown to protect privacy. So I wonder if this includes the name and address and whether getting it mailed won't make any difference? I don't want to have to wait for the mail if I could just send the packet in sooner.

 

Echelon,

Was this for you removing conditions? Did you get yours online as well and was your name and address missing completely or like mine where not all the letters are showing? What do you mean by the W2's are more important? Is that not included with the transcript?

 

 

So mine was for an IR1 Visa - just had my interview yesterday. They wanted to see the W2s again but not the transcripts. The W2s exactly state how much your spouse earned the transcripts micht be more complicated for them to read especially if your filed jointly. Thats maybe a reason. No the W2s are not included and they asked for them also at NVC stage (not matter what else you hand in). So i recommend to add atleast the W2 of the last year to avoid delays. Might differ from process to process and case worker to case worker but thats my experience :D. Good luck

[TM92 527]

5 minutes ago, Echel0n said:

Thats maybe a reason. No the W2s are not included and they asked for them also at NVC stage (not matter what else you hand in). So i recommend to add atleast the W2 of the last year to avoid delays. Might differ from process to process

It does differ for ROC. At ROC stage, USCIS does not want to see proof of current income, but any commingling of finances (e.g. filing taxes as Married Filing Jointly).

[Y3+E 25]

We did not submit tax transcripts (because I did not know about them at the time of I-751 submission last year).  We submitted our 2016 7-page 1040 Federal Income Tax return prepared by H&R Block and an H&R Block 3-page summary of our 2016 State Return.  We did not receive a RFE.

[sanbot 5]

So I just got off the phone with IRS (after being on the phone for 1 hour and 40 minutes!) to see if getting a mailed copy of the transcript will include my address and full name details. After wasting so much time on the phone with them, they told me that a mailed copy will be the same without all the details! WTH? They also told me that there is a new procedure that if I wanted a transcript with my address and name, IRS needed to get in contact with USCIS and have USCIS tell IRS that they need that information?! I told them that USCIS will not do that for IRS and that even if they contacted USCIS, I haven't submitted my paperwork for I-751 because I need the transcript before I file the paperwork with USCIS and that IRS is holding this up for me.

 

I am feeling so defeated right now. What am I going to do?

[br9k 23]

I just got a tax transcript (about 2 weeks ago, for 2017) and it includes my full name and address. Sounds like AIR (agent invented rules).

[sanbot 5]

br9k, I really hope it is just AIR!

 

According to IRS its a "new" policy only introduced two weeks ago. I have since also contacted the Taxpayer Advocate Service who are apparently independent of IRS but part of IRS (not sure how that one works!). The lady on the phone was sympathetic with my issue but ultimately she was not able to come to a resolution and told me that she will speak with her supervisor but they might have to open up a case for this. She did however, try to access the transcript and told me that she also wasn't able to get transcripts with my full address and name.

 

This whole thing is ridiculous. Its my own personal information but they're talking like I'm not allowed to have access to my information under the guise of protecting my privacy. It should not be this difficult. Such a simple task turned into something so complex...

[br9k 23]

Interesting. Perhaps I did it just in time, then. That would be strange, but ultimately if there is a name and a social security number on it - this should be sufficient as a proof of common taxes. That said, address will have to be printed on the envelope in which the transcript arrives (or, more practically, because IRS uses envelopes with a little plastic window, it will have to be printed on the cover page of the transcript which is, naturally, a part of the transcript). So, simply send that together. 

[sanbot 5]

Mine only has the last 4 digits of social security number! So I don't even have that complete!

[Ketsuban 1,034]

If you can't get hold of complete transcripts, I think sending them in as they are along with the corresponding W-2s might help. You can also write in your covering letter what the IRS said about them being incomplete for privacy reasons. They do want to see the transcripts to show that you filed jointly. W-2s alone don't show how you filed your taxes, although they do contain your address and if it's the same as your spouse's then that's a win!