RFE for Tax Transcript for past 5 years

[Sellamalola 222]

Ok, I’m glad you posted this cause that way I can set aside my transcripts starting now. It’s kind of ridiculous they ask for transcripts rather than returns, specially if the IRS doesn’t give you a broader access 🙄

[Sukie 1,479]

USCIS prefers transcripts.  Shorter, neater, and it proves you filed.

 

Write a cover letter with your RFE response.  Tell them exactly what you have told us - you requested transcripts online, but only 4 years were available.  You specifically requested 2016, but as of the date of your mailing, you had not received them.  Therefore, along with the 2017 - 2020 transcripts, and in lieu of the 2016 TRANSCRIPT, you are including:

 

1.  Copy of request to IRS for 2016 transcript

2.  IRS "Account" transcript for 2016

3.  Copies of your 2016 tax return along with all 1099s, W-2s, (and all schedules)

 

Sometimes you have to really, as someone above said, send them the kitchen sink, and explain all the parts.

 

Best of luck!!!

 

Sukie in NY

[Saljuboori 1]

59 minutes ago, Sukie said:

USCIS prefers transcripts.  Shorter, neater, and it proves you filed.

 

Write a cover letter with your RFE response.  Tell them exactly what you have told us - you requested transcripts online, but only 4 years were available.  You specifically requested 2016, but as of the date of your mailing, you had not received them.  Therefore, along with the 2017 - 2020 transcripts, and in lieu of the 2016 TRANSCRIPT, you are including:

 

1.  Copy of request to IRS for 2016 transcript

2.  IRS "Account" transcript for 2016

3.  Copies of your 2016 tax return along with all 1099s, W-2s, (and all schedules)

 

Sometimes you have to really, as someone above said, send them the kitchen sink, and explain all the parts.

 

Best of luck!!!

 

Sukie in NY

That's awesome - Thank you so much for your reply! Do you think they would understand eventually the fact I was NOT able to get them that transcript due to it was beyond my control?

[Saljuboori 1]

2 hours ago, Sellamalola said:

Ok, I’m glad you posted this cause that way I can set aside my transcripts starting now. It’s kind of ridiculous they ask for transcripts rather than returns, specially if the IRS doesn’t give you a broader access 🙄

Yeah, right?! They should at least know that IRS don't go more than 4 years! I'm sure they don't talk to each other and leave the burden on us to figure it out.

[arken 4,197]

12 minutes ago, Saljuboori said:

Yeah, right?! They should at least know that IRS don't go more than 4 years! I'm sure they don't talk to each other and leave the burden on us to figure it out.

4 years for online  and six years thru mail.

In any case, i believe they would be good with tax return docs for OP's 2016 tax return.

[OscarN 7]

I remember when I applied for my citizenship back in February 2020 I decided to be proactive and requested the 5th tax return transcript by mailing that very same 4056 form I believe in April 2020. Since then I got my interview, got approved, got my passport all done in 2020. I finally received a response from the irs in May of THIS year that they were unable to process my request. 🤪

[Saljuboori 1]

11 minutes ago, arken said:

4 years for online  and six years thru mail.

In any case, i believe they would be good with tax return docs for OP's 2016 tax return.

Have you tried sending my mail/fax before for those transcripts? 

[Saljuboori 1]

3 minutes ago, OscarN said:

I remember when I applied for my citizenship back in February 2020 I decided to be proactive and requested the 5th tax return transcript by mailing that very same 4056 form I believe in April 2020. Since then I got my interview, got approved, got my passport all done in 2020. I finally received a response from the irs in May of THIS year that they were unable to process my request. 🤪

WIERD! and don't you think USCIS should know about those facts and IRS process in general? 

[Sukie 1,479]

1 hour ago, Saljuboori said:

That's awesome - Thank you so much for your reply! Do you think they would understand eventually the fact I was NOT able to get them that transcript due to it was beyond my control?

I think the important thing to show is that you TRIED to get that transcript.  In all the how-to's out there, it says transcripts OR tax returns.  As I said earlier, they PREFER transcripts, but that one year should NOT make a difference.  However, NONE of us can tell you what they will do or think.  Just be very organized in your reply.

 

Best of luck!

 

Sukie in NY

[Bob in Boston 767]

4 hours ago, Sellamalola said:

Ok, I’m glad you posted this cause that way I can set aside my transcripts starting now. It’s kind of ridiculous they ask for transcripts rather than returns, specially if the IRS doesn’t give you a broader access 🙄

I save mine every year. started immigration process in 2016 and had to send them for AOS. Just one of those things i do now. You can save them as a .pdf and store them on your computer.

[OscarN 7]

1 hour ago, Saljuboori said:

WIERD! and don't you think USCIS should know about those facts and IRS process in general? 

Based on my experience with government agencies even if they knew they would probably not care

[Saljuboori 1]

31 minutes ago, Sukie said:

I think the important thing to show is that you TRIED to get that transcript.  In all the how-to's out there, it says transcripts OR tax returns.  As I said earlier, they PREFER transcripts, but that one year should NOT make a difference.  However, NONE of us can tell you what they will do or think.  Just be very organized in your reply.

 

Best of luck!

 

Sukie in NY

Understood! Thanks again!

[jolyn69 28]

On 7/15/2021 at 4:19 PM, Saljuboori said:

After citizenship interview, I received an RFE to submit IRS transcripts for the past 5 years (2020-2016). However, I created an online account with IRS and was able to pull return transcripts for only past 4 years. I'm missing the one for 2016. However, I filled out the 4506-T form and faxed to IRS since 7/3/2021. I still haven't received it yet, what should I do? The RFE due date is 8/3. Please advise what should I do.

I received my  transcript by mail after 3 weeks. I sent it by faxed. hoping that before the deadline you get it.

[Saljuboori 1]

1 minute ago, jolyn69 said:

I received my  transcript by mail after 3 weeks. I sent it by faxed. hoping that before the deadline you get it.

After or within 3 weeks?

[jolyn69 28]

1 minute ago, Saljuboori said:

After or within 3 weeks?

i guess within 3 weeks