My first RFE for I-751 help needed

[ACalmCountry 17]

Ok so another setback perhaps. As part of our initial evidence we submitted a  tenant income certification . 

It was deemed insufficient and so they asked for a lease agreement. However, after meeting with my landlord today he said that all they have is these tenant income certifications. There was an original lease agreement for my wife when she moved in before we were married and i came here. But that's all they have in terms of a lease agreement. 

 

So now i have tenant income certifications for each year that i have been living here and he's going to write a statement explaining why there is no lease agreement for each year.

 

I feel very stressed. It appears i am providing USCIS with exactly what they don't want and not what they do.

 

This is very worrying. Does anybody know of anyone having this same issue? 

 

 

[OldUser 6,725]

@ACalmCountry can your landlord write an affidavit confirming you both lived at the place since year 2xxx and they know you as a married couple? Essentially, what you're saying, only your wife is on lease and it was never updated to include you?

Edited December 6, 2023 by OldUser

[ACalmCountry 17]

9 minutes ago, OldUser said:

@ACalmCountry can your landlord write an affidavit confirming you both lived at the place since year 2xxx and they know you as a married couple? Essentially, what you're saying, only your wife is on lease and it was never updated to include you?

 

Yes he's going to do that. What i am saying is that they way they do it (we are in low income housing rental) is that they do an income certification each year. Each year shows me listed as a tenant etc. But as for a lease agreement there was originally just the one with my wife under her maiden name. Each year since it's just the income certification done each year. He explained there is no lease agreement as such. So basically i'd be giving them more (originally we just provided the income certification form of one year 2021) of exactly what they said was insufficient evidence. This is very worrying to me. But i have no choice that's what he has. 

 

So to summarise. I'd be providing income certification forms (not the lease agreements they say they require) with me listed as a tenant along with my wife and child for every year i've been there up to now. 

Edited December 6, 2023 by ACalmCountry

[ACalmCountry 17]

Have made a little progress this week but my nerves are still frazzled. Wil be moving into the tax documents next. My wife usually does our taxes so I need to figure out exactly what we should be printing out for our RFE. A little confused. Can anyone help by listing what they provided in regards to tax stuff. I know it’s going to be several years worth of stuff but what exactly. I know some stuff can or should be gathered from the IRS website.But I just want to be sure we provide everything. 

[powerpuff 6,713]

33 minutes ago, ACalmCountry said:

Can anyone help by listing what they provided in regards to tax stuff. 

Tax return transcripts downloaded from IRS

[ACalmCountry 17]

On 12/10/2023 at 1:20 PM, powerpuff said:

Tax return transcripts downloaded from IRS

Thank you for your prompt reply. OK does that include the schedules, W2's etc that they are asking for? 

[powerpuff 6,713]

4 minutes ago, ACalmCountry said:

Thank you for your prompt reply. OK does that include the schedules, W2's etc that they are asking for? 

Nope, just the tax return transcripts 

[ACalmCountry 17]

Ok so i went through our bank statements today and everything looks good. It clearly states our joint account and at the top of the statement saying ***** or ****** and our surnames and address. But i am still unclear about something. Is it enough to just show the statements for each year/photocopy our cards to show both numbers/cards being used each year? Do i need to point out/highlight examples of whose using what and why? I have shown one example of my wife drawing out money to pay our rent (took a photo of the money order in both our names /my pay going in same day and we have the post office receipts too) that shows cohabitation. But in terms of comingling of finances how specific do i need to be? Once again i know this is a general question and you guys can't give legal advice. How did others show this comingling of finances?

[ACalmCountry 17]

11 minutes ago, powerpuff said:

Nope, just the tax return transcripts 

 

12 minutes ago, powerpuff said:

Nope, just the tax return transcripts 

Ok thank you so much. Does anybody know anything about the schedules? 

[OldUser 6,725]

34 minutes ago, ACalmCountry said:

Ok so i went through our bank statements today and everything looks good. It clearly states our joint account and at the top of the statement saying ***** or ****** and our surnames and address. But i am still unclear about something. Is it enough to just show the statements for each year/photocopy our cards to show both numbers/cards being used each year? 

No, a summary annual  statement is not enough. Print every monthly statement of your joint account. All pages. From start of your marriage until now.

Edited December 11, 2023 by OldUser

[ACalmCountry 17]

1 hour ago, OldUser said:

No, a summary annual  statement is not enough. Print every monthly statement of your joint account. All pages. From start of your marriage until now.

Oh I’m sorry I didn’t make myself clear yeah have done that. Every month of every year until now. The first year we didn’t have a joint account yet I wasn’t working yet. But yes every year I have downloaded and intend to print all months for each year till now. 

Edited December 11, 2023 by ACalmCountry

[ACalmCountry 17]

Another question regarding the statements. Some of the older statements list card numbers for cards we don't have anymore. And i guess this goes to the question i asked earlier in the thread how do i show commingling? Yes of course the statement shows it's a joint account and my wage is the only wage coming in but can someone give me some concrete examples of how i can show can further show commingling in terms of the statements? 

[OldUser 6,725]

39 minutes ago, ACalmCountry said:

Another question regarding the statements. Some of the older statements list card numbers for cards we don't have anymore. And i guess this goes to the question i asked earlier in the thread how do i show commingling? Yes of course the statement shows it's a joint account and my wage is the only wage coming in but can someone give me some concrete examples of how i can show can further show commingling in terms of the statements? 

You're overthinking. Submit everything including statements you had before and what you have now.

Edited December 15, 2023 by OldUser

[ACalmCountry 17]

My wife ordered the tax transcripts by mail and they arrived today. They cover each year up till now. They look fine but I have no way of knowing if they are correct. 
 

It appears we have Account Transcripts is that what is required? The RFE we got mentioned schedules and W2s so I’m unsure. My wife does our taxes so I am ignorant of all of this. 
 

The IRS website says these are the types. Now that I look it at we have the second type I think did we need the first? I need to get this organized if we have the wrong one I can download it from the IRS directly I think but need help knowing if what we have is correct for what they are asking for  

Transcript Types

We offer the following transcript types at no charge:

• Tax Return Transcript - shows most line items from your original Form 1040-series tax return as filed, along with any forms and schedules. It doesn't show changes made after you filed your original return. This transcript is available for the current and three prior tax years. A tax return transcript usually meets the needs of lending institutions offering mortgages. Note:The secondary spouse on a joint return can use Get Transcript Online or Form 4506-T to request this transcript type. When using Get Transcript by Mail or calling 800-908-9946, the primary taxpayer on the return must make the request.
• Tax Account Transcript - shows basic data such as filing status, taxable income, and payment types. It also shows changes made after you filed your original return. This transcript is available for the current and nine prior tax years through Get Transcript Online, and the current and three prior tax years through Get Transcript by Mail or by calling 800-908-9946. These years and older tax years can be obtained by submitting Form 4506-T. Note: If you made estimated tax payments and/or applied an overpayment from a prior year return, you can request this transcript type a few weeks after the beginning of the calendar year to confirm your payments prior to filing your tax return.
• Record of Account Transcript - combines the tax return and tax account transcripts above into one complete transcript. This transcript is available for the current and three prior tax years using Get Transcript Online or Form 4506-T.
• Wage and Income Transcript - shows data from information returns we receive such as Forms W-2, 1098, 1099, and 5498. The transcript is limited to approximately 85 income documents. If you have more documents than that, the transcript will not generate. You’ll receive a notification online stating that your transcript request could not be processed and to complete and submit Form 4506-T. If you see a message of “No Record of return filed” for the current tax year, it means information has not populated to the transcript yet. Check back in late May. This transcript is available for the current and nine prior tax years using Get Transcript Online or Form 4506-T.
• Verification of Non-filing Letter - states that the IRS has no record of a processed Form 1040-series tax return as of the date of the request. It doesn't indicate whether you are required to file a return for that year. This letter is available after June 15 for the current tax year or anytime for the prior three tax years using Get Transcript Online or Form 4506-T. Use Form 4506-T if you need a letter for older tax years.

 

[powerpuff 6,713]

Tax return transcript. Download directly on the IRS website.

Edited December 21, 2023 by powerpuff