Behind on taxes, filing now but do I need to wait for tax return? [merged threads]

[hankjr4x4 1]

I haven't filed taxes for 2020, 21, 22. We have been accepted with our i-130 and getting everything in order for our interview, but I given that I haven't filed taxes and am not current I'm wondering if that will cause issues for us. I can easily file now and provide the confirmation, but it'll take 6 weeks to get the tax return and I don't want to necessarily wait that long. Can I just submit the confirmation, proof of income, and tax transcript or will it be reason for concern when we arrive at the interview? Mostly just trying to avoid the 6 weeks it takes to get the tax return and not get grilled for not being up to date on taxes.

 

Any advice?

Edited June 1, 2023 by TBoneTX

[Crazy Cat 41,836]

You won't be qualified by NVC or even reach the interview without submitting tax documentation.

Edited April 26, 2023 by Crazy Cat

[Crazy Cat 41,836]

You can file your back taxes, then submit copies of each tax package you filed.  

[hankjr4x4 1]

Thank you - so just to be clear you're saying that instead of tax returns I should upload the tax package itself and that will satisfy them? That would be great. Then I wouldn't have to wait the 6 weeks for the tax returns. I don't mind filing the taxes, just trying to avoid the delay (even though it's small and may end up being meaningless in the long run).

[Crazy Cat 41,836]

I am saying you must submit either copies of the tax returns (including scheduled) or tax transcripts. There are no other options.  The term "tax package" means copies of the tax returns  (along with schedules) you filed.  

Edited April 26, 2023 by Crazy Cat

[hankjr4x4 1]

Thank you! I really appreciate the help.

[SalishSea 17,818]

54 minutes ago, hankjr4x4 said:

Thank you! I really appreciate the help.

Just so you know, the consulate could require transcripts vs just returns, as only transcripts are proof of filing.

[JeanneAdil 6,491]

NVC will accept copy of 1040 with all W2's ,  or  any of the 21 different 1099's and all schedules u send in

embassy may want only the transcripts (embassy dependent)

but if u owe for any of these years,  u must show payment or agreement with IRS on a payment plan

if u are behind in child support,  that raises other issues 

 

u also  need to show filing as married the year u married and following years as u r not single those years

it  can be MFJ or MFS or Head of household if it applies in your case

[Chancy 6,241]

*** Moved from IR1/CR1 Progress Reports to IR1/CR1 Process & Procedures ***

 

[pushbrk 12,876]

Note that you "FILE" a tax return.  Many people think their refund is a "return".  It is a refund, not a return.

 

Once you have "filed" a tax return, you have a copy of it.  A complete copy is sufficient for NVC.  Under certain circumstances a Consular officer may require a Tax RETURN Transcript.  There are several "tax transcripts" but only the tax RETURN transcript is relevant to US immigration.

 

Some members (lazy typers, I guess) just type "tax transcript".  It's Tax Return Transcript.

 

For the OP, a complete copy of a tax return includes all the forms and schedules, plus W2 and 1099 forms.

[hankjr4x4 1]

We've been approved to have an interview. I unfortunately am a bit behind on my taxes - 3 years. Does anyone know if this will raise red flags during the interview, or do they not care as long as I can provide proper income verification?

[Mike E 11,739]

1. U.S. taxes?
 

2. Who is behind on taxes, the person who filed I-130 (U.S. citizen) or the person who filed DS-260 (non U.S. citizen)?

[hankjr4x4 1]

The US citizen is behind on US taxes.

Edited June 1, 2023 by hankjr4x4

[Mike E 11,739]

4 minutes ago, hankjr4x4 said:

The US citizen is behind on US taxes.

1. What month and year did you file I-864?

 

2. What was last tax year for which you filed U.S. taxes?

[Boiler 45,467]

Yes it will