1040 and w2 vs. Tax Transcripts

[Chisaia 0]

Hi everyone, I’m so confused and angry on what documents to bring for the interview. I just passed my medical today and is up for interview on March 5—one week from now. 
 

Ever since the past month, my fiance has submitted me his tax documents: his 2018 and 2019 1040 (Individual Income Tax Return) and his 2019 w2s. I told him not to bother with earlier years since they only ask for the most recent documents. I told him (actually nagged) him about getting a Tax Transcript from the IRS. He tried getting it online but the damn IRS wont even allow him to create an account on their website after putting all the correct information about him. We also tried calling their hotline as to why this is happening, but only an automated assistance is available. He also tried requesting through the phone, but once it arrived, it says no tax is available for this year. IT IS TRULY AND UTTERLY FRUSTRATING.

 

Now when I asked other people who are already in the USA; they said that the COs only ask for the Tax Transcript when you dont have a 1040 and w2 with you. And btw, my fiance made 21,424$ this 2019 based on his 1040 which is within the required income needed for 2 people. When I asked people in the facebook group, they insistently said that I should get the Tax Transcript nonetheless. It doesnt matter if you have 1040 or w2. It all comes down to the blasted Tax Transcript. Now it’s too late to get it. In 7 days I’ll be having my interview. I’m at my wit’s end and thinking about rescheduling the damn thing just to wait for the Tax Transcript. What should I do?!?!

[SalishSea 18,238]

I think your bigger issue is that very low income.  Do you have a joint sponsor lined up just in case?  

 

Which consulate?  You can't submit what you don't have.  He can request his tax transcript by mail.  If it doesn't arrive in time for the interview, just take the 1040 and W-2 and payslips, and hope for the best.  

 

If you get a 221g for public charge, you can submit the transcript and any joint sponsor info later.

[Chisaia 0]

Just now, Jorgedig said:

I think your bigger issue is that very low income.  Do you have a joint sponsor lined up just in case?  

 

Which consulate?  You can't submit what you don't have.  He can request his tax transcript by mail.  If it doesn't arrive in time for the interview, just take the 1040 and W-2 and payslips, and hope for the best.  

 

If you get a 221g for public charge, you can submit the transcript and any joint sponsor info later.

Yes i do have a joint sponsor just in case. And it’s in the embassy in Manila,

[SalishSea 18,238]

Ah.  Maybe @geowrian or @Hank can share their perspective.  Manila tends to be in a league of its own when it comes to sponsorship and I-134s.

[Chisaia 0]

2 minutes ago, Jorgedig said:

134s.

Thank you! Im sure that Manila accepts co-sponsors. I have everything that I need EXCEPT the Tax transcript  

[geowrian 22,338]

Manila traditionally will accept a tax transcript or full tax return copy, or a W-2. They also don't even ask for the I-134 that often, so don't be surprised if they never want to see it. Have it with you, obviously, but just don't be surprised if they don't look it.

Pay stubs would be best evidence to bring, IMO.

 

That said, when you get to AOS, the rules are much more defined...

38 minutes ago, Chisaia said:

And btw, my fiance made 21,424$ this 2019 based on his 1040 which is within the required income needed for 2 people.

While the tax transcript (or a copy of the return) is required, note that unless he is self-employed, the tax return only shows past income. He will need need evidence of current income. This is generally evidenced by pay stubs and an employment letter. Note that these items are suggested for the I-134 too.

For instance, somebody who lost their job last month has a current income of $0, not what is on their tax return.

 

$21,424 is very borderline...expect to need the joint sponsor for the I-864, or co sponsor for the I-134 (if they ask for it).

CO makes a decision based upon the totality of the circumstances, not just minimums.

 

17 minutes ago, Chisaia said:

Im sure that Manila accepts co-sponsors.

Manila accept co sponsors on a case by case basis. Generally, a close/immediate family member or friend would be acceptable. Basically, they need a compelling reason to actually support you, if needed.

[Ryan H 3,834]

Moved from Progress Reports to Process & Procedures.

[Hank_ 9,174]

On 2/27/2020 at 1:07 AM, Chisaia said:

Hi everyone, I’m so confused and angry on what documents to bring for the interview. I just passed my medical today and is up for interview on March 5—one week from now. 
 

Ever since the past month, my fiance has submitted me his tax documents: his 2018 and 2019 1040 (Individual Income Tax Return) and his 2019 w2s. I told him not to bother with earlier years since they only ask for the most recent documents. I told him (actually nagged) him about getting a Tax Transcript from the IRS. He tried getting it online but the damn IRS wont even allow him to create an account on their website after putting all the correct information about him. We also tried calling their hotline as to why this is happening, but only an automated assistance is available. He also tried requesting through the phone, but once it arrived, it says no tax is available for this year. IT IS TRULY AND UTTERLY FRUSTRATING.

 

Now when I asked other people who are already in the USA; they said that the COs only ask for the Tax Transcript when you dont have a 1040 and w2 with you. And btw, my fiance made 21,424$ this 2019 based on his 1040 which is within the required income needed for 2 people. When I asked people in the facebook group, they insistently said that I should get the Tax Transcript nonetheless. It doesnt matter if you have 1040 or w2. It all comes down to the blasted Tax Transcript. Now it’s too late to get it. In 7 days I’ll be having my interview. I’m at my wit’s end and thinking about rescheduling the damn thing just to wait for the Tax Transcript. What should I do?!?!

 

On 2/27/2020 at 1:27 AM, Chisaia said:

Yes i do have a joint sponsor just in case. And it’s in the embassy in Manila,

 

On 2/27/2020 at 1:33 AM, Chisaia said:

Thank you! Im sure that Manila accepts co-sponsors. I have everything that I need EXCEPT the Tax transcript  

Don't need transcripts.   For the K-1 visa embassy in Manila is still fine with the tax return (1040), transcripts are NOT needed.   And as you already stated, only the most recent tax return is needed, which until 15 April is the 2018 return.   Embassy required; I-134, most recent tax return and W-2.   If a new employee pay stubs & employer letter are good to have .. otherwise don't need those either.  All can be scanned and emailed to the beneficiary for the interview, originals are not needed.   (don't be surprised if they don't ask for your financial support evidence)

 

Guide for the visa process in the Philippines ;  https://www.visaconnection-philippines.com/us-embassy-usem.html

 

Philippines forum  https://www.visajourney.com/forums/forum/129-philippines/   <<  You should be posting your questions here.

 

With the K-1 the embassy does not have to accept a joint sponsor, but when they do consider accepting a joint sponsor the want it to be immediate family (parent(s) or siblings).    

 

Gross income requirement for two is  $21,137     I doubt you will need a joint sponsor.

 

 

Update your profile and

Edited March 2, 2020 by Hank_

[TBoneTX 46,383]

3 hours ago, Hank_ said:

Philippines forum  https://www.visajourney.com/forums/forum/129-philippines/   <<  You should be posting your questions here.

OP, remain in this thread for your related and follow-up questions.  Don't start a duplicate thread.

 

VJ Moderation

[Hank_ 9,174]

4 hours ago, TBoneTX said:

OP, remain in this thread for your related and follow-up questions.  Don't start a duplicate thread.

 

VJ Moderation

So you don't want questions relating to the visa application process in the Philippines to be posted in the Philippines forum?     OK.

[geowrian 22,338]

23 minutes ago, Hank_ said:

So you don't want questions relating to the visa application process in the Philippines to be posted in the Philippines forum?     OK.

I think the implication was not to make a duplicate post for the same - or related - question.

[Hank_ 9,174]

Just now, geowrian said:

I think the implication was not to make a duplicate post for the same - or related - question.

I had send a note that the OP's topic and subsequent questions were Philippine related to get the whole works moved ....    so instead of moving it to the Philippine forum, I find that posting.   

 

Implied ...  ok, if you think so.   Me, I don't know why the topic wasn't moved