Tax documents for I-864

[Sparkey 17]

I received my K1 and I am now preparing to move and get married. 

We are looking at the AOS process...specifically the I-864.

The USC filed his 2020 taxes in April but still has not received anything. Therefore, no transcript is available yet. 

In this case, all he has is copies of the 1040 (3 pages), form 8888, and his W2s. 

Will this be enough to send with I-864 or will we get an RFE? Obviously we cannot submit the transcript since it's not available yet. 

Is there anything else that they would need other than what I listed above?

[Lucky2Lucky 2,526]

Are the transcripts available on the IRS website? 

[Sparkey 17]

9 minutes ago, Luckycuds said:

Are the transcripts available on the IRS website? 

No. They have not processed it yet. 

[Ayrton 965]

1 hour ago, Sparkey said:

I received my K1 and I am now preparing to move and get married. 

We are looking at the AOS process...specifically the I-864.

The USC filed his 2020 taxes in April but still has not received anything. Therefore, no transcript is available yet. 

In this case, all he has is copies of the 1040 (3 pages), form 8888, and his W2s. 

Will this be enough to send with I-864 or will we get an RFE? Obviously we cannot submit the transcript since it's not available yet. 

Is there anything else that they would need other than what I listed above?

Yes. It's either transcript or complete tax package.

[Sparkey 17]

1 minute ago, Ayrton said:

Yes. It's either transcript or complete tax package.

I was previously told that all the 1040 pages plus the W2s and 8888 form is not considered a 'full' package. However, thats all the USC has. 

Is there something else that he should have?

[Ayrton 965]

5 minutes ago, Sparkey said:

I was previously told that all the 1040 pages plus the W2s and 8888 form is not considered a 'full' package. However, thats all the USC has. 

Is there something else that he should have?

The more complicated the taxes are, the more forms they're gonna have. There are a bunch of schedules, but not everyone fill them out. So if your spouse's taxes are simple, that should be it 

[Sparkey 17]

2 minutes ago, Ayrton said:

The more complicated the taxes are, the more forms they're gonna have. There are a bunch of schedules, but not everyone fill them out. So if your spouse's taxes are simple, that should be it 

Thank you. That's very helpful. 

Due to Covid in 2020, he switched jobs, but literally all he has is the W2's since that was his only income. His income was low in 2020 (below the requirement) but we will also provide an employment verification letter and paystubs showing his new salary. Also, my savings and assets alone are more than 5x the requirement so hopefully that will be sufficient.

[Ayrton 965]

Just now, Sparkey said:

Thank you. That's very helpful. 

Due to Covid in 2020, he switched jobs, but literally all he has is the W2's since that was his only income. His income was low in 2020 (below the requirement) but we will also provide an employment verification letter and paystubs showing his new salary. Also, my savings and assets alone are more than 5x the requirement so hopefully that will be sufficient.

Remember that if you're including assets, you must send 12 months of bank statements.

[powerpuff 6,705]

Moved from AOS from K1 Case Filing and Progress Reports to AOS from K1 P&P 

[Sparkey 17]

1 minute ago, Ayrton said:

Remember that if you're including assets, you must send 12 months of bank statements.

That won't be an issue at all. There's also a significant amount in stocks but they are all liquid which I believe is what they require. 

[Ed&Midori1031 330]

4 hours ago, Sparkey said:

I received my K1 and I am now preparing to move and get married. 

We are looking at the AOS process...specifically the I-864.

The USC filed his 2020 taxes in April but still has not received anything. Therefore, no transcript is available yet. 

In this case, all he has is copies of the 1040 (3 pages), form 8888, and his W2s. 

Will this be enough to send with I-864 or will we get an RFE? Obviously we cannot submit the transcript since it's not available yet. 

Is there anything else that they would need other than what I listed above?

The transcripts from the IRS website only cover the 1040 section, so you will be fine with just either or. 

[Crazy Cat 41,886]

14 hours ago, Sparkey said:

I was previously told that all the 1040 pages plus the W2s and 8888 form is not considered a 'full' package. However, thats all the USC has. 

Is there something else that he should have?

The 1040, W-2s/1099s, and all applicable tax schedules sent to the IRS is a full package.

Edited August 2, 2021 by Lucky Cat