Income tax return

[ZhaiandPaulino 0]

Hello there,we just had our NOA2 last December 27,but we're currently having trouble with tax transcript,my fiance didn't file taxes for 3 years and just filed recently,he sent me his form 1040 already,but I have read that I also need his tax transcript for the interview.my question is can he get a tax transcript even he still owe taxes and just got to file like a month ago?

[TBoneTX 45,308]

Thread is moved from Off Topic to the K-1 Process forum.

[Hank_ 9,174]

9 hours ago, ZhaiandPaulino said:

Hello there,we just had our NOA2 last December 27,but we're currently having trouble with tax transcript,my fiance didn't file taxes for 3 years and just filed recently,he sent me his form 1040 already,but I have read that I also need his tax transcript for the interview.my question is can he get a tax transcript even he still owe taxes and just got to file like a month ago?

 

Embassy in the Philippines does not require transcripts with the K-1 visa.   And with that said they only request your MOST RECENT tax return, which if he just filed could be 2019.  Have him scan and email a copy of his tax return to you, along with the W-2 and the I-134.

 

It is a little early to have your MNL# from NVC, I will give you a link to email NVC to request your case file # ... you will need this for the medical at St. Luke's

 

https://www.visaconnection-philippines.com/nvc.html

 

I will also include a link to a guide for the visa process for the Philippines.   Within the guide are links to the embassy checklist, St. Luke's for the medical, CFO 

 

https://www.visaconnection-philippines.com/us-embassy-usem.html

 

As for your questions about the visa process ... jump over to the Philippines forum.  https://www.visajourney.com/forums/forum/129-philippines/

Edited January 10, 2020 by Hank_

[ZhaiandPaulino 0]

How long does it take for him to get a tax return after filing?can he get a tax return if he filed late for 2018?I'm not sure if he filed 2019 already

[ZhaiandPaulino 0]

5 hours ago, Hank_ said:

 

Embassy in the Philippines does not require transcripts with the K-1 visa.   And with that said they only request your MOST RECENT tax return, which if he just filed could be 2019.  Have him scan and email a copy of his tax return to you, along with the W-2 and the I-134.

 

It is a little early to have your MNL# from NVC, I will give you a link to email NVC to request your case file # ... you will need this for the medical at St. Luke's

 

https://www.visaconnection-philippines.com/nvc.html

 

I will also include a link to a guide for the visa process for the Philippines.   Within the guide are links to the embassy checklist, St. Luke's for the medical, CFO 

 

https://www.visaconnection-philippines.com/us-embassy-usem.html

 

As for your questions about the visa process ... jump over to the Philippines forum.  https://www.visajourney.com/forums/forum/129-philippines/

How long does it take for him to get a tax return after filing?can he get a tax return if he filed late for 2018?I'm not sure if he filed 2019 already

[Crazy Cat 41,888]

4 minutes ago, ZhaiandPaulino said:

How long does it take for him to get a tax return after filing?can he get a tax return if he filed late for 2018?I'm not sure if he filed 2019 already

A tax return is created by the taxpayer......not the IRS.....a tax preparer should be able to supply a tax return immediately after filing.  The IRS does not start accepting 2019 tax returns until January 27th, 2020.

[Hank_ 9,174]

2 minutes ago, ZhaiandPaulino said:

How long does it take for him to get a tax return after filing?can he get a tax return if he filed late for 2018?I'm not sure if he filed 2019 already

 

He should have a copy from when he filed, that is all that is needed.   I hope he kept a copy.

 

If he didn't keep a copy y'all will have to wait for the transcripts to become available.   It can be a few weeks to a month once the IRS has the file in hand before the transcript is ready.

 

You have time as NVC may not have your file from USCIS yet, even then it can be another 3-4 weeks.    Relax ... be patient.

 

.    

[ZhaiandPaulino 0]

4 minutes ago, Hank_ said:

 

He should have a copy from when he filed, that is all that is needed.   I hope he kept a copy.

 

If he didn't keep a copy y'all will have to wait for the transcripts to become available.   It can be a few weeks to a month once the IRS has the file in hand before the transcript is ready.

 

You have time as NVC may not have your file from USCIS yet, even then it can be another 3-4 weeks.    Relax ... be patient.

 

1040 is different with tax return right?because that's what he sent me when he filed

[Crazy Cat 41,888]

1 minute ago, ZhaiandPaulino said:

7 minutes ago, Hank_ said:

 

He should have a copy from when he filed, that is all that is needed.   I hope he kept a copy.

 

If he didn't keep a copy y'all will have to wait for the transcripts to become available.   It can be a few weeks to a month once the IRS has the file in hand before the transcript is ready.

 

You have time as NVC may not have your file from USCIS yet, even then it can be another 3-4 weeks.    Relax ... be patient.

 

1040 is different with tax return right?because that's what he sent me when he filed

The 1040 is the tax return.......include all schedules....

[ZhaiandPaulino 0]

15 minutes ago, missileman said:

The 1040 is the tax return.......include all schedules....

They said that it recently change though,and are asking transcripts now,instead of tax return

[Crazy Cat 41,888]

3 minutes ago, ZhaiandPaulino said:

They said that it recently change though,and are asking transcripts now,instead of tax return

 

Who is "They"?  Please give a link for that information.

[Hank_ 9,174]

42 minutes ago, ZhaiandPaulino said:

48 minutes ago, Hank_ said:

 

He should have a copy from when he filed, that is all that is needed.   I hope he kept a copy.

 

If he didn't keep a copy y'all will have to wait for the transcripts to become available.   It can be a few weeks to a month once the IRS has the file in hand before the transcript is ready.

 

You have time as NVC may not have your file from USCIS yet, even then it can be another 3-4 weeks.    Relax ... be patient.

 

1040 is different with tax return right?because that's what he sent me when he filed

Then you are good!  That is what the 1040 = tax return

23 minutes ago, ZhaiandPaulino said:

They said that it recently change though,and are asking transcripts now,instead of tax return

With Immigrant visas.

[ZhaiandPaulino 0]

23 minutes ago, missileman said:

Who is "They"?  Please give a link for that information.

A Facebook group,that also helps k-1 visa filers,I saw this information there

[Just Paul 4,595]

5 minutes ago, ZhaiandPaulino said:

A Facebook group,that also helps k-1 visa filers,I saw this information there

well that sounds totally legit.

[SmallTownPA 72]

On 1/10/2020 at 6:50 PM, ZhaiandPaulino said:

A Facebook group,that also helps k-1 visa filers,I saw this information there

Read the I-129F.  That will tell you what you need.

 

Some Consulates want other documents, that should be in the P3 packet the beneficiary is sent once the case is at the consulate.

 

IRS tax transcripts were ALWAYS the preferred document, this is because a tax transcript would the what was officially entered by the IRS as your tax document.  Its a primary source of documentation.

 

People throw all kinds of garbage at USCIS and DoS, and since USCIS/DoS never tells you 'we don't need this' people think that its now required or that 'it helped' when in fact most of the paperwork people send it just ignored.