I864 Help

[Bars&Saqi 120]

Hello,

Has anyone been successful in geting their AOS approved with just tax transcripts?

I see a lot of RFEs for sending tax returns because a page or two is missing, so to avoid that I wanted to send the tax transcripts only.

Is that okay/allowed? I would not send any W2s or tax returns.

[Ayrton 965]

1 hour ago, Bars&Saqi said:

Hello,

Has anyone been successful in geting their AOS approved with just tax transcripts?

I see a lot of RFEs for sending tax returns because a page or two is missing, so to avoid that I wanted to send the tax transcripts only.

Is that okay/allowed? I would not send any W2s or tax returns.

It's preferable to send Tax Return Transcript.

[Bars&Saqi 120]

1 minute ago, Ayrton said:

It's preferable to send Tax Return Transcript.

So if I send the transcripts, I don't have to send returns or W2s or 1099s?

[Letspaintcookies 2,310]

13 minutes ago, Ayrton said:

It's preferable to send Tax Return Transcript.

I just looked up the instructions and it clearly says returns. Though I was stupid enough to send transcripts cause I'm so used that everybody wants transcripts and totally ignored that. Just sent it in last week so we'll see what happens.

[Ayrton 965]

17 minutes ago, Bars&Saqi said:

So if I send the transcripts, I don't have to send returns or W2s or 1099s?

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."

[Ayrton 965]

1 minute ago, Letspaintcookies said:

I just looked up the instructions and it clearly says returns. Though I was stupid enough to send transcripts cause I'm so used that everybody wants transcripts and totally ignored that. Just sent it in last week so we'll see what happens.

The I-864 instructions say:

 

"Item Numbers 23.a. - 25. Federal Income Tax Return Information. You must provide either an Internal Revenue Service (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."

[Letspaintcookies 2,310]

Just now, Ayrton said:

The I-864 instructions say:

 

"Item Numbers 23.a. - 25. Federal Income Tax Return Information. You must provide either an Internal Revenue Service (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."

Thank you. I was questioning myself why I did it but there was a reason for.