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Need Tangerine

Which Tax Transcript format should I include for I-864?

By Need Tangerine in IR-1 / CR-1 Spouse Visa Process & Procedures

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Need Tangerine Newbie

Need Tangerine   0

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Filed: IR-1/CR-1 Visa Country: China
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Posted

Dear all,

 

While filing I-864 to NVC, I realized there are actually 4 types of Tax Transcript availiable in IRS.gov.  

 

Should I use the first option " Return Transcript" ?  

 

Also, since we all just filed the tax for 2022, seems that 2022 is still "missing" .... is it OK with NVC? 

 

Many thanks to all!

 

image.thumb.png.151aa0fe50b62ffa2a0845afd20a1bc6.png

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Crazy Cat Grand Master

Crazy Cat   41,814

Posted
Filed: Citizen (apr) Country: Taiwan
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Posted (edited)

Return Transcript. 

Edited by Crazy Cat

"The US immigration process requires a great deal of knowledge, planning, time, patience, and a significant amount of money.  It is quite a journey!"

- Some old child of the 50's & 60's on his laptop 

 

Senior Master Sergeant, US Air Force- Retired (after 20+ years)- Missile Systems Maintenance & Titan 2 ICBM Launch Crew Duty (200+ Alert tours)

Registered Nurse- Retired- I practiced in the areas of Labor & Delivery, Home Health, Adolescent Psych, & Adult Psych.

IT Professional- Retired- Web Site Design, Hardware Maintenance, Compound Pharmacy Software Trainer, On-site go live support, Database Manager, App Designer.

______________________________________

In summary, it took 13 months for approval of the CR-1.  It took 44 months for approval of the I-751.  It took 4 months for approval of the N-400.   It took 172 days from N-400 application to Oath Ceremony.   It took 6 weeks for Passport, then 7 additional weeks for return of wife's Naturalization Certificate.. 
 

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RandyW Rising Star

RandyW   149

Posted
Filed: Lift. Cond. (apr) Country: China
 Timeline
Posted (edited)
2 hours ago, Need Tangerine said:

Dear all,

 

While filing I-864 to NVC, I realized there are actually 4 types of Tax Transcript availiable in IRS.gov.  

 

Should I use the first option " Return Transcript" ?  

 

Also, since we all just filed the tax for 2022, seems that 2022 is still "missing" .... is it OK with NVC? 

 

Many thanks to all!

 

image.thumb.png.151aa0fe50b62ffa2a0845afd20a1bc6.png

You should have copies of your returns. You can submit those.

Transcripts are NOT required unless you are specifically requested to submit those.

They are interested in your INCOME, which is indicated on the tax return. 

Edited by RandyW

玉林，桂 resident
Feb 23, 2005 ........ Mailed I-129F to TSC . . . . . . . . .March 8th ............. P1 from CSC
April 11 ................. P2 from CSC . . . . . . . . . . . . . . . . .April 25 ................ NVC sends packet to GUZ
June 22 ................ P3 received . . . . . . . . . . . . . . . . . .Nov 22 ................. PASSED Interview
Dec 2 ................... Made it! . . . . . . . . . . . . . . . . . . . . .Dec 16 .................. Married
May 23, 2006 ..... TDL, EAD, AP received. . . . . . . . . June 16, 2006 ........ AOS interview - wait for FBI bkgrnd check
Apr 19, 2007 .... EAD # 2. . . . . . . . . . . . . . . . . . . . . . Oct 7, 2008 ......... 10-year green card
- - - - - - - - - - - - - - - - - - - - - - - - - - K2 (son) - - - - - - - - - - - - - - - - - - - - - - - - - - -
Dec 2 ..................... AOS/EAD filed . . . . . . . . . . . . . .Dec 17 ................... 21st birthday
Jan 4, 2007 .......... transferred to CSC . . . . . . . . . . . Feb 6, 2007 ............ transferred to MSC
Feb 23 .................... EAD card . . . . . . . . . . . . . . . . . . .Apr 16 .................... AOS denied (over 21)
Jul 26 .................... Master Calendar hearing . . . . . . Nov 15 ...................... Removal hearing
Jan 29, 2008 ........ Voluntary departure

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pushbrk Grand Master

pushbrk   12,870

Posted
Filed: Other Country: China
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Posted
8 hours ago, RandyW said:

You should have copies of your returns. You can submit those.

Transcripts are NOT required unless you are specifically requested to submit those.

They are interested in your INCOME, which is indicated on the tax return. 

Well yes, but this confusion comes not from official instructions but posts here that just say Tax Transcript, when the instructions say "Tax Return Transcript", and other saying just tax return instead of "Complete copy of Tax Return including W2 and 1099 forms".

Facts are cheap...knowing how to use them is precious...
Understanding the big picture is priceless. Anonymous

Google Who is Pushbrk?

A Warning to Green Card Holders About Voting

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RandyW Rising Star

RandyW   149

Posted
Filed: Lift. Cond. (apr) Country: China
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Posted
5 hours ago, pushbrk said:

Well yes, but this confusion comes not from official instructions but posts here that just say Tax Transcript, when the instructions say "Tax Return Transcript", and other saying just tax return instead of "Complete copy of Tax Return including W2 and 1099 forms".

Well, yes - that's exactly why I try to point that out whenever anyone is thinking about delaying filing because they think they NEED the transcripts. What goes around simply CONTINUES going around.

 

But yes - it doesn't hurt to be completely specific.

玉林，桂 resident
Feb 23, 2005 ........ Mailed I-129F to TSC . . . . . . . . .March 8th ............. P1 from CSC
April 11 ................. P2 from CSC . . . . . . . . . . . . . . . . .April 25 ................ NVC sends packet to GUZ
June 22 ................ P3 received . . . . . . . . . . . . . . . . . .Nov 22 ................. PASSED Interview
Dec 2 ................... Made it! . . . . . . . . . . . . . . . . . . . . .Dec 16 .................. Married
May 23, 2006 ..... TDL, EAD, AP received. . . . . . . . . June 16, 2006 ........ AOS interview - wait for FBI bkgrnd check
Apr 19, 2007 .... EAD # 2. . . . . . . . . . . . . . . . . . . . . . Oct 7, 2008 ......... 10-year green card
- - - - - - - - - - - - - - - - - - - - - - - - - - K2 (son) - - - - - - - - - - - - - - - - - - - - - - - - - - -
Dec 2 ..................... AOS/EAD filed . . . . . . . . . . . . . .Dec 17 ................... 21st birthday
Jan 4, 2007 .......... transferred to CSC . . . . . . . . . . . Feb 6, 2007 ............ transferred to MSC
Feb 23 .................... EAD card . . . . . . . . . . . . . . . . . . .Apr 16 .................... AOS denied (over 21)
Jul 26 .................... Master Calendar hearing . . . . . . Nov 15 ...................... Removal hearing
Jan 29, 2008 ........ Voluntary departure

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Crazy Cat Grand Master

Crazy Cat   41,814

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Filed: Citizen (apr) Country: Taiwan
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Posted
7 hours ago, RandyW said:

Well, yes - that's exactly why I try to point that out whenever anyone is thinking about delaying filing because they think they NEED the transcripts. What goes around simply CONTINUES going around.

 

But yes - it doesn't hurt to be completely specific.

The original question was which transcript to send.  The correct answer is the RETURN transcript.  

"The US immigration process requires a great deal of knowledge, planning, time, patience, and a significant amount of money.  It is quite a journey!"

- Some old child of the 50's & 60's on his laptop 

 

Senior Master Sergeant, US Air Force- Retired (after 20+ years)- Missile Systems Maintenance & Titan 2 ICBM Launch Crew Duty (200+ Alert tours)

Registered Nurse- Retired- I practiced in the areas of Labor & Delivery, Home Health, Adolescent Psych, & Adult Psych.

IT Professional- Retired- Web Site Design, Hardware Maintenance, Compound Pharmacy Software Trainer, On-site go live support, Database Manager, App Designer.

______________________________________

In summary, it took 13 months for approval of the CR-1.  It took 44 months for approval of the I-751.  It took 4 months for approval of the N-400.   It took 172 days from N-400 application to Oath Ceremony.   It took 6 weeks for Passport, then 7 additional weeks for return of wife's Naturalization Certificate.. 
 

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Crazy Cat Grand Master

Crazy Cat   41,814

Posted
Filed: Citizen (apr) Country: Taiwan
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Posted (edited)

Never mind.

Edited by Crazy Cat

"The US immigration process requires a great deal of knowledge, planning, time, patience, and a significant amount of money.  It is quite a journey!"

- Some old child of the 50's & 60's on his laptop 

 

Senior Master Sergeant, US Air Force- Retired (after 20+ years)- Missile Systems Maintenance & Titan 2 ICBM Launch Crew Duty (200+ Alert tours)

Registered Nurse- Retired- I practiced in the areas of Labor & Delivery, Home Health, Adolescent Psych, & Adult Psych.

IT Professional- Retired- Web Site Design, Hardware Maintenance, Compound Pharmacy Software Trainer, On-site go live support, Database Manager, App Designer.

______________________________________

In summary, it took 13 months for approval of the CR-1.  It took 44 months for approval of the I-751.  It took 4 months for approval of the N-400.   It took 172 days from N-400 application to Oath Ceremony.   It took 6 weeks for Passport, then 7 additional weeks for return of wife's Naturalization Certificate.. 
 

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RandyW Rising Star

RandyW   149

Posted
Filed: Lift. Cond. (apr) Country: China
 Timeline
Posted (edited)
28 minutes ago, Crazy Cat said:

Are you referring to my answer?  The original question was which transcript to send.  The correct answer is the RETURN transcript.  

 

Mike (pushbrk) is correct - the whole idea of what to send in is muddied - transcripts are NOT necessary. Especially in a case like this, where the original poster may consider DELAYING his filing and is apparently wondering whether "2022 is still "missing" .... is it OK with NVC?".
No, it's NOT okay. As of April 15, you should include a  "Complete copy of Tax Return including W2 and 1099 forms" if 2022 tax return transcripts are not available.

Edited by RandyW

玉林，桂 resident
Feb 23, 2005 ........ Mailed I-129F to TSC . . . . . . . . .March 8th ............. P1 from CSC
April 11 ................. P2 from CSC . . . . . . . . . . . . . . . . .April 25 ................ NVC sends packet to GUZ
June 22 ................ P3 received . . . . . . . . . . . . . . . . . .Nov 22 ................. PASSED Interview
Dec 2 ................... Made it! . . . . . . . . . . . . . . . . . . . . .Dec 16 .................. Married
May 23, 2006 ..... TDL, EAD, AP received. . . . . . . . . June 16, 2006 ........ AOS interview - wait for FBI bkgrnd check
Apr 19, 2007 .... EAD # 2. . . . . . . . . . . . . . . . . . . . . . Oct 7, 2008 ......... 10-year green card
- - - - - - - - - - - - - - - - - - - - - - - - - - K2 (son) - - - - - - - - - - - - - - - - - - - - - - - - - - -
Dec 2 ..................... AOS/EAD filed . . . . . . . . . . . . . .Dec 17 ................... 21st birthday
Jan 4, 2007 .......... transferred to CSC . . . . . . . . . . . Feb 6, 2007 ............ transferred to MSC
Feb 23 .................... EAD card . . . . . . . . . . . . . . . . . . .Apr 16 .................... AOS denied (over 21)
Jul 26 .................... Master Calendar hearing . . . . . . Nov 15 ...................... Removal hearing
Jan 29, 2008 ........ Voluntary departure

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Crazy Cat Grand Master

Crazy Cat   41,814

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Filed: Citizen (apr) Country: Taiwan
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Posted (edited)
12 minutes ago, RandyW said:

 

Mike (pushbrk) is correct - the whole idea of what to send in is muddied - transcripts are NOT necessary. Especially in a case like this, where the original poster may consider DELAYING his filing and is apparently wondering whether "2022 is still "missing" .... is it OK with NVC?".
No, it's NOT okay. As of April 15, you should include a  "Complete copy of Tax Return including W2 and 1099 forms" if 2022 transcripts are not available.

I know who Mike is.  Mike is always right.  No one is claiming otherwise. I have learned a great deal from him.

Edited by Crazy Cat

"The US immigration process requires a great deal of knowledge, planning, time, patience, and a significant amount of money.  It is quite a journey!"

- Some old child of the 50's & 60's on his laptop 

 

Senior Master Sergeant, US Air Force- Retired (after 20+ years)- Missile Systems Maintenance & Titan 2 ICBM Launch Crew Duty (200+ Alert tours)

Registered Nurse- Retired- I practiced in the areas of Labor & Delivery, Home Health, Adolescent Psych, & Adult Psych.

IT Professional- Retired- Web Site Design, Hardware Maintenance, Compound Pharmacy Software Trainer, On-site go live support, Database Manager, App Designer.

______________________________________

In summary, it took 13 months for approval of the CR-1.  It took 44 months for approval of the I-751.  It took 4 months for approval of the N-400.   It took 172 days from N-400 application to Oath Ceremony.   It took 6 weeks for Passport, then 7 additional weeks for return of wife's Naturalization Certificate.. 
 

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