N400 Application

[ChristineMichael 0]

Hi All!

I'm currently preparing to file N400 form, do I need to provide evidences like joint bank account, etc...  I've been waiting for our tax transcript and that's the only thing that holding me up to file for this.  Is Form 1040 good enough?

[Mike E 11,739]

6 minutes ago, ChristineMichael said:

Hi All!

I'm currently preparing to file N400 form, do I need to provide evidences like joint bank account, etc...  I've been waiting for our tax transcript and that's the only thing that holding me up to file for this.  Is Form 1040 good enough?

Your timeline says you’ve been an LPR for over 7 years. 
 

So file under the 5 year rule. 
 

So no evidence of bonafide marriage (such as joint accounts) with a U.S. citizen required. 
 

You need your 2021, 2020, 2019, 2018, and 2017 tax return transcripts. It best to upload them when you file but you can upload later or them to the interview.  
 

 

[ChristineMichael 0]

1 hour ago, Mike E said:

Your timeline says you’ve been an LPR for over 7 years. 
 

So file under the 5 year rule. 
 

So no evidence of bonafide marriage (such as joint accounts) with a U.S. citizen required. 
 

You need your 2021, 2020, 2019, 2018, and 2017 tax return transcripts. It best to upload them when you file but you can upload later or them to the interview.  
 

 

Thanks for answering. I read the N400 instruction, tax transcript needed is just for 3 yrs. The 5 yrs needed is about where I have lived during the last 5 years of Part 5 of N400. I like the idea of uploading the tax transcript later. My N400 is ready to go.


 

[Mike E 11,739]

I’ve seen 5 year cases delayed because the LPR thinks they didn’t need to file tax returns or they did but made the mistake of not having tax return transcripts or tax returns in time for the interview.

 

From the N-400 instructions:

 

D. Tax Returns and Overdue Taxes. Bring photocopies of income tax returns that you filed with the IRS for the past 5 years, or 3 years if filing for naturalization on the basis of marriage to a U.S. citizen. Tax returns are not required for every case. However, USCIS strongly encourages you to bring your tax returns; especially if you are filing based on marriage to a U.S. citizen or have traveled outside the United States for a period that lasted 6 months or more. You can request copies of Federal tax documents at your local IRS office or www.irs.gov.
You may also bring an original IRS tax transcript listing tax information for the past 5 years (3 years if filing on the basis of marriage to a U.S. citizen). To obtain a free IRS tax transcript, visit www.irs.gov. Select “Tools” and then select “Order a Return or Account Transcript.” For assistance, you can also call the IRS at 1-800-908-9946.
If you have any Federal, state, or local taxes that are overdue, bring:
(1) A signed agreement from the IRS, state, or local tax office showing you have filed a tax return and arranged to pay the taxes you owe; and
(2) Documentation from the IRS, state, or local tax office showing the current status of your repayment program.