AOS i-864 and Tax Extension

[Wings20 0]

Hi Everyone,

 

We're filling out i-864 for AOS but my husband filed a tax extension for 2020 (he changed tax firms/accountants earlier this year and they recommended a tax extension in light of the pandemic).

 

We don't have a 1040 yet for our most recent tax year (2020) but we intend to provide the following:

1) a cover letter explaining why we are not able to provide a Fed income tax return for 2020

2) a letter from our tax firm confirming that they have filed for the tax extension

3) pay stubs since Jan 2021 (to show that he is earning income up to today)

4) a letter of employment to show that he has a stable job and is still currently employed (he's been in the military for 20+ years)

5) W-2 for 2020

6) 1040's for 2018 and 2019 (the second and third most recent tax years) to show that in good faith he has been filing his taxes consistently

 

Questions:

1) Do we need to include any other tax forms for 2020, 2019 and/or 2018 (i.e.1099, etc.)?

2) On i-684, do we answer Yes or No to this question - 23.a.Have you filed a Federal income tax return for each of the three most recent tax years?

3) Any other recommendations or anything else we should be aware of?

4) How will USCIS respond to this package? (i.e.RFE and/or any other negative impacts/concerns)

 

This probably wasn't the best time to do a tax extension but we had a lot of hurdles earlier this year in the midst of a pandemic (including a travel ban + getting married unexpectedly in the U.S.). Any help would be so appreciated. Thank you!