Don't have 2020 transcript. What to include with tax return? (merged)

[sarabou17 36]

Hi Everyone,

 

We are thrilled to be entering the NVC process!  At what point will we have to submit a 2020 transcript and what if we don't have it yet?  Would the NVC or consulate accept a 1040 return form and W2s?

[randy32 165]

37 minutes ago, sarabou17 said:

Hi Everyone,

 

We are thrilled to be entering the NVC process!  At what point will we have to submit a 2020 transcript and what if we don't have it yet?  Would the NVC or consulate accept a 1040 return form and W2s?

Tax transcript is preferred but tax return and W2s are acceptable in place of tax transcript.

 

It is needed at the NVC stage and also good to have on hand at the consulate interview

[powerpuff 6,748]

~ Moved from IR1/CR1 case filings and Progress Reports to IR1/CR1 P&P ~

[pushbrk 13,139]

8 hours ago, randy32 said:

Tax transcript is preferred but tax return and W2s are acceptable in place of tax transcript.

 

It is needed at the NVC stage and also good to have on hand at the consulate interview

So, submission is ASAP, since they are already at NVC.

[sarabou17 36]

Hi everyone,

 

Filling out the i-864EZ.  Under Part 5 Information About Your Employment and Income, it asks for Employer 1 and Employer 2 (if applicable).  I actually have two jobs, but with my 2nd job, I recieve a W2 but my income fluctuates a lot.  This would make it hard to include it in my annual income which they are also asking for in this section.  My primary job fulfills the minimum 125% poverty earnings requirement, so do you think it's ok if I don't list my 2nd employer on the i-864EZ?  (Actually I had 3 jobs in 2020 with 3 W2s.  I hope this won't be confusing if I just use my primary employer.)  I don't want to leave anything out.   Thanks for any advice you can give!

[seekingthetruth 1,248]

1 minute ago, sarabou17 said:

Hi everyone,

 

Filling out the i-864EZ.  Under Part 5 Information About Your Employment and Income, it asks for Employer 1 and Employer 2 (if applicable).  I actually have two jobs, but with my 2nd job, I recieve a W2 but my income fluctuates a lot.  This would make it hard to include it in my annual income which they are also asking for in this section.  My primary job fulfills the minimum 125% poverty earnings requirement, so do you think it's ok if I don't list my 2nd employer on the i-864EZ?  (Actually I had 3 jobs in 2020 with 3 W2s.  I hope this won't be confusing if I just use my primary employer.)  I don't want to leave anything out.   Thanks for any advice you can give!

You are going to submit your 2020 tax transcript or return, correct?  That will have all three.  IMHO, use all three as your income.  They are not going to care much about your second and third income fluctuating if your primary income is over the 125%.  Just shows you are a hard worker! 

[pushbrk 13,139]

21 minutes ago, seekingthetruth said:

You are going to submit your 2020 tax transcript or return, correct?  That will have all three.  IMHO, use all three as your income.  They are not going to care much about your second and third income fluctuating if your primary income is over the 125%.  Just shows you are a hard worker! 

An employed person's current income does not come from any tax return.  They should treat the tax return section as if it is a different set of questions from the current income.  Tax section is just information.  Current income is how they qualify.

 

So....Yes, it's ok to just list the primary employer and the annual income from that employment.  The entry should be the gross pay for a full pay period times the number of pay periods in a full year.  Example:  $1,000 a week is $52,000 a year etc.

[sarabou17 36]

18 hours ago, pushbrk said:

An employed person's current income does not come from any tax return.  They should treat the tax return section as if it is a different set of questions from the current income.  Tax section is just information.  Current income is how they qualify.

 

So....Yes, it's ok to just list the primary employer and the annual income from that employment.  The entry should be the gross pay for a full pay period times the number of pay periods in a full year.  Example:  $1,000 a week is $52,000 a year etc.

And it's ok to use the i864 EZ?  My husband thinks if you have more than one job with a w2 for each job, you cannot use the i864EZ, but it's not one of the 3 questions which determines whether or not you can use it, so I think I can still use this form.  In fact, on the form I-864EZ it says "Employer 1" and "Employer 2".  Is that correct?

[pushbrk 13,139]

1 minute ago, sarabou17 said:

And it's ok to use the i864 EZ?  My husband thinks if you have more than one job with a w2 for each job, you cannot use the i864EZ, but it's not one of the 3 questions which determines whether or not you can use it, so I think I can still use this form.  In fact, on the form I-864EZ it says "Employer 1" and "Employer 2".  Is that correct?

You can use the form, but if you have doubts, just use the regular one and skip the asset section.

[sarabou17 36]

Hey everyone,

 

So with the NVC, I don't have my 2020 transcript, so I am having to send my 2020 tax return.  Should I send all of it, like the 1040 form, W7, power of attorney, letter, etc, or just the actual form 1040?

 

 

[sarabou17 36]

Hi Everyone,

 

I know that it's optional to include the two previous year tax returns with the i-864EZ.  I'm happy to submit them, but I'm wondering if I should since my 2018 tax return was a married filing jointly with my ex husband, and the total income on that return was our joint income so it doesn't really show my individual income for the year 2018.  On the other hand, is it weaker to just submit one year's tax return?  Thanks!  I am searching the sight before posting these questions, and I couldn't find an answer. ;/

[SalishSea 18,170]

2 hours ago, sarabou17 said:

Hey everyone,

 

So with the NVC, I don't have my 2020 transcript, so I am having to send my 2020 tax return.  Should I send all of it, like the 1040 form, W7, power of attorney, letter, etc, or just the actual form 1040?

 

 

You need the transcript, which is the only evidence of filing.      Why do you not have it?

[sarabou17 36]

44 minutes ago, Jorgedig said:

You need the transcript, which is the only evidence of filing.      Why do you not have it?

It hasn't been processed yet.  Due to COVID.  They've just begun processing the ITIN we applied for with the return.  They are super behind!  There's a whole thread about it: 

 

 

[SalishSea 18,170]

26 minutes ago, sarabou17 said:

It hasn't been processed yet.  Due to COVID.  They've just begun processing the ITIN we applied for with the return.  They are super behind!  There's a whole thread about it: 

 

 

Well in that case, submit the 1040 with all of the supporting documentation.  Maybe by the time the interview rolls around, you will have the transcript for him to take to the consulate.

 

Like I said, it is preferred because the return and W-2 are not evidence of filing.

Edited September 24, 2021 by Jorgedig

[Ryan H 3,834]

Moved from Progress Reports to Process & Procedures.