NVC Now Requiring Tax Transcripts Only with I-864?

[Cheddar Cheeze 15]

I read on another thread that a member mentioned that only tax transcripts are now required with the I-864. See website https://travel.state.gov/content/travel/en/us-visas/immigrate/the-immigrant-visa-process/collect-and-submit-forms-and-documents-to-the-nvc/step-4-collect-financial-documents.html

I don't see tax return 1040 mentioned anywhere on that.

 

I am just about ready to send in our application for my wife's adjustment of status. I had just filed my 2018 taxes and was going to send in a copy of the tax return (1040) from TurboTax, along with all my W2s. I won't be able to obtain Tax Transcripts for 2018 until later this year, but I do have 2016, and 2017 which I will also send in. 

 

I know 2018 taxes will not be required until after April 15 but I had already filed and I made significantly more in 2018, while I barely made 125% of the FPL in 2017. 

 

So I'm hoping if anyone can clear this up this for me. I hope I can still send in my ITR 2018 along w/ W2s for the I-864. I don't want to wait until later in the year for the transcripts before we file for AOS. Please advise.

 

[K1visaHopeful 2,814]

6 minutes ago, Cheddar Cheeze said:

I read on another thread that a member mentioned that only tax transcripts are now required with the I-864. See website https://travel.state.gov/content/travel/en/us-visas/immigrate/the-immigrant-visa-process/collect-and-submit-forms-and-documents-to-the-nvc/step-4-collect-financial-documents.html

I don't see tax return 1040 mentioned anywhere on that.

 

I am just about ready to send in our application for my wife's adjustment of status. I had just filed my 2018 taxes and was going to send in a copy of the tax return (1040) from TurboTax, along with all my W2s. I won't be able to obtain Tax Transcripts for 2018 until later this year, but I do have 2016, and 2017 which I will also send in. 

 

I know 2018 taxes will not be required until after April 15 but I had already filed and I made significantly more in 2018, while I barely made 125% of the FPL in 2017. 

 

So I'm hoping if anyone can clear this up this for me. I hope I can still send in my ITR 2018 along w/ W2s for the I-864. I don't want to wait until later in the year for the transcripts before we file for AOS. Please advise.

 

The NVC requires Tax Return Transcripts to be uploaded to them for overseas Consular SPOUSAL visas. The NVC has nothing to do with the AOS application process. 

For AOS, you can still submit the most recent:

1) Complete Income Tax Forms (all pages and schedules) PLUS W2s

Or

2) Tax Return Transcripts 

 

 

Edited February 21, 2019 by K1visaHopeful

[K1visaHopeful 2,814]

PS. Only the most recent year of tax forms is required. Three years of forms is optional. You write in your income from the three most recent years but you dont need to submit three years of tax forms.

Read page 5, questions 23 through 25 on the I864 very carefully.

Edited February 21, 2019 by K1visaHopeful

[Cheddar Cheeze 15]

1 minute ago, K1visaHopeful said:

The NVC requires Tax Return Transcripts to be uploaded to them for overseas Consular SPOUSAL visas. The NVC has nothing to do with the AOS application process. 

For AOS, you can still submit the most recent:

1) Complete Income Tax Forms (all pages and schedules) PLUS W2s

Or

2) Tax Return Transcripts 

 

 

That is very reassuring. Thank you for the clarification. I completely misunderstood when I first read it. This whole process got me freaking out over every little thing. 🤯

[Curt&Ro 18]

On 2/21/2019 at 12:18 AM, Cheddar Cheeze said:

I read on another thread that a member mentioned that only tax transcripts are now required with the I-864. See website https://travel.state.gov/content/travel/en/us-visas/immigrate/the-immigrant-visa-process/collect-and-submit-forms-and-documents-to-the-nvc/step-4-collect-financial-documents.html

I don't see tax return 1040 mentioned anywhere on that.

 

I am just about ready to send in our application for my wife's adjustment of status. I had just filed my 2018 taxes and was going to send in a copy of the tax return (1040) from TurboTax, along with all my W2s. I won't be able to obtain Tax Transcripts for 2018 until later this year, but I do have 2016, and 2017 which I will also send in. 

 

I know 2018 taxes will not be required until after April 15 but I had already filed and I made significantly more in 2018, while I barely made 125% of the FPL in 2017. 

 

So I'm hoping if anyone can clear this up this for me. I hope I can still send in my ITR 2018 along w/ W2s for the I-864. I don't want to wait until later in the year for the transcripts before we file for AOS. Please advise.

 

If you already filed your 2018 tax return you can get your transcript online via IRS website we did it too and just print it out there's an option why you need the transcript I choose for IMMIGRATION. It's easy.