Another I-864 Question

[MrsBruce5 0]

Hi,

I was planning on sending out my I-864 tomorrow, but read another thread, and it got me thinking...and second guessing myself...

Here's the situation:

I ordered my tax transcripts (2003 & 2004) from the IRS and got them very quickly.

I did not have a copy of the 2003 return due to a divorce, and the ex taking them along with him. I do have a copy of my 2004's handy...but ordered 2003 and 2004 just to have the same items for presentation. I filed 2005's last month and have a copy of it, as well as my 1099's. (I am a contractor and do not get a W2)

I am submitting the copy of 2005 along with my 1099, however, do I need to send my 1099's for 2003 and 2004 along with the transcripts for 2003 and 2004 ? I figured they were not needed as the transcripts came from the IRS.

The visa we are going for is a CR1. We had to have a joint sponsor, as my income for 2005 just missed the mark. Our joint sponsor has copies of all of her returns and her W2's

So, must I submit them (the 1099's) along with the IRS transcripts???

I have to say, this whole thing is causing me to lose my rational thinking sometimes...Help !!

Thanks for any information in advance !

-Rose

Edited April 3, 2006 by MrsBruce5

[KarenCee 3]

I am thinking I read somewhere on here that only one years tax returns are needed now, for the I-864.

[MrsBruce5 0]

Hi Karen,

Thank you for answering...I have heard conflicting things regarding that.

That would be great if it were one year required for a CR1...it would save me all of the headaches I have gone through this week alone with gathering what I need to get this over and done with. However, it is my understanding that the jury is still out on whether that is definitive on CR1's, as there is no adjustment of status-it's an automatically an LPR situation.

I have heard a few different things with regard to the I-864 and CR1's. If there is anyone out there who has had a recent experience, please share.

Thanks !

-Rose

[Mermaid 0]

Hi Rose,

I was confused about the number of tax returns needed because the USCIS website is now saying 1 years is needed as well as some other consulate websites. When I called the NVC(about 2 weeks ago) regarding the number of years of tax returns needed. The operater told me that the department of state was still requiring 3 years of tax returns. This was one of the things we got a RFE for concerning the I-864. I was really hoping that we would only need to send in the last year. It has been a big hassle getting all this tax stuff together.

[aussiewench 9]

Hi Karen,

Thank you for answering...I have heard conflicting things regarding that.

That would be great if it were one year required for a CR1...it would save me all of the headaches I have gone through this week alone with gathering what I need to get this over and done with. However, it is my understanding that the jury is still out on whether that is definitive on CR1's, as there is no adjustment of status-it's an automatically an LPR situation.

I have heard a few different things with regard to the I-864 and CR1's. If there is anyone out there who has had a recent experience, please share.

Thanks !

-Rose

Rose,

I think its going to take a little time for the switch completely to only the most recent tax return being required as opposed to the 3. Some consulates are definately only requesting the most recent (1) for CR-1 visas. Australia being one of them when doing DCF which is the CR/IR-1 visa. All we can be guided by right now is what is requested from NVC.

Lorelle

[MrsBruce5 0]

Thank you for the information. I figured I was at the mercy of NVC, despite the changes within the embassy.

C'est La Vie.

I already placed a call to both my accountant and my ex. My accountant is meticulous with record keeping, but I am sure is BUSY with it being tax season and all...I spoke to the ex this morning also-he says he has them.

I'd really rather not have to take the 1.5 hour drive and deal with the ex, but needs must...

Maybe the accountant will call and I can run out on my lunch hour and grab them??? That would be cool, but whatever works out !

I am just happy that I don't have to wait longer to get my hands on them from the IRS, and perhaps even by tomorrow, my I-864 hellish nightmare will be part of history ! ((((fingers crossed))))

Thanks again,

Rose

[internetkafe 0]

Hello Lorelle,

We received an RFE related to AOS papers. The NVC asked for W2s..it did not find IRS transcripts enough. As far as I remember we do not have to send W2s. What can you say?

Thank you in advance...

[sanctifyer 1]

As far as I remember we do not have to send W2s.

internetkafe,

What gave you the idea that you did not have to send W2s?

Read the instructions for the I-864 and the instructions provided by the NVC.

sanc

Edited April 4, 2006 by sanctifyer

[steenbeangreen 0]

Yes we recieved an RFE because of missing W-2's. The directions for the I-864 say.. "If you filed a joint income tax return and are only using your own income to qualify, you must also submit copies of your W-2's for each of the most recent three tax years." Apparantly however they do want them anyway because I never filed joint, but was RFE ed anyway. The instructions sent to me from the NVC say to send the tax returns for the past 3 years "and/or" the W-2's. Unfortunately the instructions are not clear but I would suggest making sure you also have all 3 years w-2's and tax returns. I found it easier to get copies from my former employers than the tax preparer because it is busy tax season.

[sanctifyer 1]

Yes we recieved an RFE because of missing W-2's. The directions for the I-864 say.. "If you filed a joint income tax return and are only using your own income to qualify, you must also submit copies of your W-2's for each of the most recent three tax years." Apparantly however they do want them anyway because I never filed joint, but was RFE ed anyway. The instructions sent to me from the NVC say to send the tax returns for the past 3 years "and/or" the W-2's. Unfortunately the instructions are not clear but I would suggest making sure you also have all 3 years w-2's and tax returns. I found it easier to get copies from my former employers than the tax preparer because it is busy tax season.

Yes I remember that now.

But with all due respect, in this process wouldn't it be wise to include it anwyay? It costs nothing to do so and it would have prevented the checklist.

sanc