I864 asking for latest tax return document

[myaumyau 4]

In 23.a of form I-864, it asks "Have you filed a federal income tax return for each of the three most recent tax years?" and in the Note it says "You MUST attach a photocopy or transcript of your Federal income tax return for only the most recent tax year." I have two questions.

1) I have filed tax returns for all 3 past years including 2022 but I don't see the transcript available in the irs website yet. It says it may take 3-4 weeks to get it and I dont want to wait that long. Would it be okay to just submit tax returns for 2019, 2020 and 2021? Or should I submit form 1040 for 2022? Or am I allowed to later upload 2022 tax transcript when it becomes available?

2) When I login to IRS website, it gives me 4 options to download transcripts which are Return transcript, Record of account transcript, Account transcript and Wage and income transcript. Which is the one that they want me to upload? Or is it 1040?

Thanks

[Crazy Cat 41,814]

1.  If you can't wait, submit a copy of the complete filed 1040 package (including schedules, W-2s, 1099s) for tax year 2022 instead of a transcript.  

2.  Return Transcript. 

Note:  My transcript was available in a week or so.

Edited March 26, 2023 by Crazy Cat

[myaumyau 4]

11 minutes ago, Crazy Cat said:

1.  If you can't wait, submit a copy of the complete filed 1040 package (including schedules, W-2s, 1099s) for tax year 2022 instead of a transcript.  

2.  Return Transcript. 

Note:  My transcript was available in a week or so.

Thank you. I filed more than a week ago through CPA, wonder why its taking so long to show up.

[Crazy Cat 41,814]

4 minutes ago, myaumyau said:

Thank you. I filed more than a week ago through CPA, wonder why its taking so long to show up.

I could be mistaken. Could have been a couple weeks or so.  I also filed thru my CPA.  

[JeanneAdil 6,489]

• Until April 15th and after 2021 is the most recent
• you can provide the 2022 on CEAC by updating it after it is processed and/or at interview

[Crazy Cat 41,814]

6 minutes ago, JeanneAdil said:

• Until April 15th and after 2021 is the most recent
• you can provide the 2022 on CEAC by updating it after it is processed and/or at interview

Op has already filed 2022 taxes.  Thus, 2022 is most recent tax year filed.  That's the one I would use.

Edited March 26, 2023 by Crazy Cat

[myaumyau 4]

Yep. I will include previous years' return transcript as well. Just not sure if I can re-upload to CEAC once it becomes available through IRS.

[Alex&Nayden 91]

4 hours ago, myaumyau said:

In 23.a of form I-864, it asks "Have you filed a federal income tax return for each of the three most recent tax years?" and in the Note it says "You MUST attach a photocopy or transcript of your Federal income tax return for only the most recent tax year." I have two questions.

1) I have filed tax returns for all 3 past years including 2022 but I don't see the transcript available in the irs website yet. It says it may take 3-4 weeks to get it and I dont want to wait that long. Would it be okay to just submit tax returns for 2019, 2020 and 2021? Or should I submit form 1040 for 2022? Or am I allowed to later upload 2022 tax transcript when it becomes available?

2) When I login to IRS website, it gives me 4 options to download transcripts which are Return transcript, Record of account transcript, Account transcript and Wage and income transcript. Which is the one that they want me to upload? Or is it 1040?

Thanks

I sent my 2022 tax return + W2. Then I wrote a letter explaining why I don't have the transcript yet (we filed by paper since my husband doesn't have a SSN or ITIN). I printed it, signed it and uploaded it along with everything. We got DQed in 16 days.