Taxes Filed Incorrectly, Interview Approaching

[Bat man 56]

I filed 2021 taxes a week ago, paper submission and just noticed on my copy the tax person did them incorrectly. I contacted them and they said they can't amend my taxes until I receive my tax refund. When we submitted our financial documents for NVC back in December the taxes were from 2020, so I was just gathering updated taxes for this year because I read that after April 18th they might ask for updated taxes. Our interview is May 3rd and I doubt i'll get my return by then. The tax person is gonna prep a form to amend my taxes that I can send as soon as I get my return, should I have copy of that for interview or can I get a letter from tax person explaining the situation in case they ask for my updated taxes? As it is I don't make enough so we have a joint sponsor who makes enough and their taxes are correct so I don't know how much it matters. Any advice appreciated thank you!

[Verrou 1,962]

as long as you bring any documentation to proof that you filed your tax, you are good to go. bring the letter from tax person its a good idea + the form

[Bat man 56]

11 minutes ago, Misscloud said:

as long as you bring any documentation to proof that you filed your tax, you are good to go. bring the letter from tax person its a good idea + the form

Ah okay i'll definitely do that thank you!

[JeanneAdil 6,510]

58 minutes ago, Bat man said:

I filed 2021 taxes a week ago, paper submission and just noticed on my copy the tax person did them incorrectly. I contacted them and they said they can't amend my taxes until I receive my tax refund. When we submitted our financial documents for NVC back in December the taxes were from 2020, so I was just gathering updated taxes for this year because I read that after April 18th they might ask for updated taxes. Our interview is May 3rd and I doubt i'll get my return by then. The tax person is gonna prep a form to amend my taxes that I can send as soon as I get my return, should I have copy of that for interview or can I get a letter from tax person explaining the situation in case they ask for my updated taxes? As it is I don't make enough so we have a joint sponsor who makes enough and their taxes are correct so I don't know how much it matters. Any advice appreciated thank you!

there is not wait time to amend taxes / only that it has to be done within 3 years

However the time to amend is long as there are over 20 weeks to process amended returns 

 

if the error is a mathmatical error , it could be corrected by IRS
 

https://www.irs.gov/faqs/irs-procedures/amended-returns-form-1040x/amended-returns-form-1040x

 

When filing an amended or corrected return:

• Include copies of any forms and/or schedules that you're changing or didn't include with your original return.
• To avoid delays, file Form 1040-X only after you've filed your original return. Generally, for a credit or refund, you must file Form 1040-X within 3 years after the date you timely filed your original return or within 2 years after the date you paid the tax, whichever is later.
• Allow the IRS up to 16 weeks to process the amended return.

[Bat man 56]

7 minutes ago, JeanneAdil said:

there is not wait time to amend taxes / only that it has to be done within 3 years

However the time to amend is long as there are over 20 weeks to process amended returns 

 

if the error is a mathmatical error , it could be corrected by IRS
 

https://www.irs.gov/faqs/irs-procedures/amended-returns-form-1040x/amended-returns-form-1040x

 

When filing an amended or corrected return:

• Include copies of any forms and/or schedules that you're changing or didn't include with your original return.
• To avoid delays, file Form 1040-X only after you've filed your original return. Generally, for a credit or refund, you must file Form 1040-X within 3 years after the date you timely filed your original return or within 2 years after the date you paid the tax, whichever is later.
• Allow the IRS up to 16 weeks to process the amended return.

Doesn't this mean I have to wait since I filed by paper not electronically. Wouldn't it not count as filed until they received it? Tax person said to wait until I get the refund.

[Wuozopo 4,293]

19 hours ago, Bat man said:

Tax person said to wait until I get the refund.

I think that is correct. The IRS (on the phone) told me the same thing one year. Wait for the refund to process, then amend and pay in the $20 error back to them. 
 

What was the error?
 

You may not have a problem because

• The embassy should accept 2020 as that was the correct return at the time your affidavit of support was signed and submitted. Had you submitted after April 18, then 2021 would be required. I wouldn’t even bring up 2021. See how it goes.
• London often doesn’t even bring up the affidavit of support they receive from NVC. In your case, they may just ask how do you know your joint sponsor.
• The officer isn’t a tax auditor who is going to review the details of your return to see if was filed correctly. Again, how obvious is the error? What is it? He’s just looking to see you submitted a return (required by immigration law) and then move on to the one with enough income, your joint sponsor. 

 

[Bat man 56]

7 hours ago, Wuozopo said:

I think that is correct. The IRS (on the phone) told me the same thing one year. Wait for the refund to process, then amend and pay in the $20 error back to them. 
 

What was the error?
 

You may not have a problem because

• The embassy should accept 2020 as that was the correct return at the time your affidavit of support was signed and submitted. Had you submitted after April 18, then 2021 would be required. I wouldn’t even bring up 2021. See how it goes.
• London often doesn’t even bring up the affidavit of support they receive from NVC. In your case, they may just ask how do you know your joint sponsor.
• The officer isn’t a tax auditor who is going to review the details of your return to see if was filed correctly. Again, how obvious is the error? What is it? He’s just looking to see you submitted a return (required by immigration law) and then move on to the one with enough income, your joint sponsor. 

 

The error was adding a W2 from 2020 on accident. However I only worked that job for a short amount of time and made very little like $600~ so I believe it wasn't a huge deal lol

I've informed my husband to not bring it up and if they ask for affidavit of support to give them the ones from 2020 that we submitted. I just wanted to have this covered in case they do ask for it for whatever reason. It must not be that obvious an error considering the tax person didn't notice and the person above them that double checked everything didn't notice either 😅

[Wuozopo 4,293]

22 minutes ago, Bat man said:

The error was adding a W2 from 2020 on accident. However I only worked that job for a short amount of time and made very little like $600~ so I believe it wasn't a huge deal lol

I've informed my husband to not bring it up and if they ask for affidavit of support to give them the ones from 2020 that we submitted. I just wanted to have this covered in case they do ask for it for whatever reason. It must not be that obvious an error considering the tax person didn't notice and the person above them that double checked everything didn't notice either 😅

Your husband can bring the 2021 return with him to hand over only if specifically asked for a newer return when he gets  called up the second time to the interviewer. As far as all that letter from the tax preparer…not necessary. The embassy will be none the wiser that it’s an error and that mistake did not put you over the poverty level anyway.  Settle up with the IRS later and get a little more refund. The IRS computer may catch the error and adjust because your reported W2s will not match the W2s they received. 
 

 

[Bat man 56]

2 hours ago, Wuozopo said:

Your husband can bring the 2021 return with him to hand over only if specifically asked for a newer return when he gets  called up the second time to the interviewer. As far as all that letter from the tax preparer…not necessary. The embassy will be none the wiser that it’s an error and that mistake did not put you over the poverty level anyway.  Settle up with the IRS later and get a little more refund. The IRS computer may catch the error and adjust because your reported W2s will not match the W2s they received. 
 

 

Thanks so much! 💗