Tax transcripts for I864 (merged)

[displayName8490 0]

I filled I-130 for my spouse CR1 and now I’m at the NVC stage!! Filling form I-864 

 

Background: I’m employed with ONE company, and I get rental income from rental property. 

 

Since my salary is enough to sponsor; I’m thinking of providing my employment information and salary in PART-6 of I-864 rather than adding complexity by listing myself as self-employed (landlord) as well, is that ok?  

 

Also, I need help if I need to submit Schedule E (supplemental income and loss) and schedule D (capital gains)

 

So far, I’m planning to submit following documents

 

• Last 3-year Tax return transcripts
• W2 and 1099 MISS
• Employment letter with salary amount 
• Last 6 months paystub 

Do I need to submit Schedule E? (Since I had losses in two of three years)

 

Do I also need to submit schedule D (which I had to file due to stocks gains)

 

Thank you!!!

Edited October 16, 2022 by Raj0907

[JeanneAdil 6,670]

my understanding is you need each and every page of your personal tax returns whether u send IRS transcripts or your 1040

[pushbrk 13,133]

4 hours ago, Raj0907 said:

I filled I-130 for my spouse CR1 and now I’m at the NVC stage!! Filling form I-864 

 

Background: I’m employed with ONE company, and I get rental income from rental property. 

 

Since my salary is enough to sponsor; I’m thinking of providing my employment information and salary in PART-6 of I-864 rather than adding complexity by listing myself as self-employed (landlord) as well, is that ok?  

 

Also, I need help if I need to submit Schedule E (supplemental income and loss) and schedule D (capital gains)

 

So far, I’m planning to submit following documents

 

• Last 3-year Tax return transcripts
• W2 and 1099 MISS
• Employment letter with salary amount 
• Last 6 months paystub 

Do I need to submit Schedule E? (Since I had losses in two of three years)

 

Do I also need to submit schedule D (which I had to file due to stocks gains)

 

Thank you!!!

For your current income skipping the rental income should be OK.  Just the employer letter OR just one pay stub is fine.  Both is fine, but you don NOT need six months of pay stubs.  Your single pay stub almost always shows year to date income.  The six month thing is a decades old artifact in the instructions.  It would apply to people that don't receive modern pay stubs.

 

If you are submitting tax return transcripts they are complete enough.  You only submit "schedules" when you are submitting the complete tax return instead.  Your losses will be reflected in the total income line from the transcripts.  That's the number you'll enter in the tax return information section.  Don't try playing games with that number.  It is what it is.  There's good and bad to being a landlord, when it comes to the I-864.

3 hours ago, JeanneAdil said:

my understanding is you need each and every page of your personal tax returns whether u send IRS transcripts or your 1040

Yes, but the OP says he's submitting Tax Return Transcripts, not tax return copies.

[displayName8490 0]

Hello, 

 

I am preparing AOS documents. I have last 3 years tax transcripts. I thought I would merge all three into ONE file and submit. However, due to security feature I can't merge transcripts. 

 

I will upload all three transcripts separately. However, do you know if these transcripts are Ok to upload as is (since it contains some security features) or I need to print and scan these to remove security features.

 

I don't think these transcripts are password protected. 

 

Thank you!!

[displayName8490 0]

Thank you 

[hunny&me 274]

I uploaded mine as is - no issue.  Also, separately so I can note them for which year.

[displayName8490 0]

16 minutes ago, hunny&me said:

I uploaded mine as is - no issue.  Also, separately so I can note them for which year.

Great thank you! Do you know main page of W2 is enough or need to upload all pages? My W-2 have 4 pages (1st-Main page, 2nd,3rd,4th pages are instruction for employee)

[hunny&me 274]

3 minutes ago, Raj0907 said:

Great thank you! Do you know main page of W2 is enough or need to upload all pages? My W-2 have 4 pages (1st-Main page, 2nd,3rd,4th pages are instruction for employee)

Just the first page with the amounts.

[displayName8490 0]

Thank you! perhaps Last question. Do you know if, I864 need to print/scan as COLOR or Black/White is fine?

[pushbrk 13,133]

1 hour ago, Raj0907 said:

Great thank you! Do you know main page of W2 is enough or need to upload all pages? My W-2 have 4 pages (1st-Main page, 2nd,3rd,4th pages are instruction for employee)

If you're using tax return transcripts you don't need W2 forms.

 

26 minutes ago, Raj0907 said:

Thank you! perhaps Last question. Do you know if, I864 need to print/scan as COLOR or Black/White is fine?

There is no "color" on the I-864, so scan any way you want.

[displayName8490 0]

21 minutes ago, pushbrk said:

If you're using tax return transcripts you don't need W2 forms.

 

There is no "color" on the I-864, so scan any way you want.

Thank you pushbrk; I read few different places where W2 was requested even after submitting tax transcripts. 

 

Since I have W-2 and 1099 MISC handy; I am thinking to submit it. 

[pushbrk 13,133]

6 minutes ago, Raj0907 said:

Thank you pushbrk; I read few different places where W2 was requested even after submitting tax transcripts. 

 

Since I have W-2 and 1099 MISC handy; I am thinking to submit it. 

No harm in submitting them

[Ontarkie 14,509]

~~Related threads merged. Please keep additional or follow up questions together~~

[Chancy 6,243]

*** Removed related thread.  Please post your related questions in this thread to keep the discussion in one place. ***

 

12 minutes ago, displayName8490 said:

Hello, I’m petitioner and only sponsor for my wife (CR1). I’m planning to submit following documents. Can you please let me know if I’m missing any document? Thank you!! 

 

• I-864 signed form
• Tax return transcripts (2021,2020,2019)
• W2s (2021,2020,2019)
• 1099s (2021,2020,2019)
• Salary verification letter & recent two pay stub
• Naturalization certification for USC
• Passport bio page 
• DL & Bank statement for domicile 

 

No need for both naturalization certificate and US passport bio page.  Just pick one.

 

[displayName8490 0]

5 minutes ago, Chancy said:

*** Removed related thread.  Please post your related questions in this thread to keep the discussion in one place. ***

 

 

No need for both naturalization certificate and US passport bio page.  Just pick one.

 

Thank you!!