Packet check please before sending it off

[stag 51]

Hello everyone, I would kindly appreciate a packet check before we send it off! (Filing for wife) Thanks!

 

1.       Check for $680 made payable to U.S. Department of Homeland Security

2.       Form I-751 filled out and signed

3.       Form G-1145 filled out

4.       Green Card copy (front and back)

5.       Copy of our son's birth certificate, born during our marriage

6.       Copy of our Marriage Certificate

7.       Statement from our building Property Manager confirming our residence at our address. 

8.       Reference Letter from our Pastor (he married us and we are active in the community)

9.       Exhibit -A-: Financial Supporting Evidence

a.        2022 Tax Return Transcript

b.        2022 Full Tax Return (Joint Filing)

c.        2022 & 2023 W2 Forms (wife) [showing same address]

d.        2022 & 2023 W2 Forms (husband)

e.        Bank A Debit Card Welcome Statement (wife)

f.          Bank A Joint Checking Account Statements (every 3 months)

g.        Brokerage Joint Account Statement

h.        Bank B Joint CD Account Statements

i.          Bank A Savings Account with wife as beneficiary and statements

j.         Husband's 401K Account with wife as beneficiary

k.        Wife’s 401K Account with husband as beneficiary

l.           Bank C Credit Cards with wife as Authorized User and the credit card statements. (every 3 months)

m.     Several Phone Bill Statements for our phone plan together

n.        Husband designated as emergency contact at wife's workplace

10.  Exhibit -B-: Car Documents

a.        Both our driver licenses showing our address

b.        Car Insurance Documents showing both of us on the policy for a few cycles.

11.  Exhibit -C-Medical

a.        Health insurance cards of the three of us (husband, wife, son)

b.        Insurance Claim from the hospital for son's birth

c.        Two medical bills for tests billed to our address for wife

d.        Dental Insurance for the three of us

12.  Exhibit -D- Trips and Photos

a.        Airline tickets for two trips we took (City X) and the three of us to City Y

b.        Hotel Reservations for our City Z, City W, and City U roadtrips.

c.        ~13 Photos of us with son and family members in the past 2 years and from those trips.

 

Some clarifying notes made in the cover letter:

- I owned home and car before we got married

- 2023 joint tax return not ready to be filed yet but will upload it as additional evidence when available 

Edited February 16 by stag

[Crazy Cat 41,894]

Looks good to me.  Good luck for a swift approval.   I would file for citizenship when elligible.

Edited February 16 by Crazy Cat

[OldUser 6,710]

1. No need for full tax returns. Only submit tax return transcripts. The reason not to submit full - it will confuse them and it will also require submitting other docs. No need yo submit W2s.

2. Why item g is singular? Do you have more than one statement?

3. What about gas, water, electricity etc bills? Phone bill is good.

 

Overall good evidence, good luck!

[stag 51]

26 minutes ago, OldUser said:

1. No need for full tax returns. Only submit tax return transcripts. The reason not to submit full - it will confuse them and it will also require submitting other docs. No need yo submit W2s.

2. Why item g is singular? Do you have more than one statement?

3. What about gas, water, electricity etc bills? Phone bill is good.

 

Overall good evidence, good luck!

The tax receipt I got from IRS doesn't have our full names it's cut off, so that's why included the full return, but yeah it's long indeed so maybe just include at least first page of the return? W2 included to show same address.

 

Brokerage statement because we opened it together but then I wasn't active with it (chose CD account instead). 

 

There's no gas, water, or cable bill (it's included in our HOA). The electricity bill is only in my name and unfortunately I wasn't able to add my wife's name to the bill because of their system.

[stag 51]

19 minutes ago, stag said:

The tax receipt I got from IRS doesn't have our full names it's cut off, so that's why included the full return, but yeah it's long indeed so maybe just include at least first page of the return? W2 included to show same address.

 

Brokerage statement because we opened it together but then I wasn't active with it (chose CD account instead). 

 

There's no gas, water, or cable bill (it's included in our HOA). The electricity bill is only in my name and unfortunately I wasn't able to add my wife's name to the bill because of their system.

 

typo meant tax return transcript*

[stag 51]

another clarification: the mortgage statement is just statement confirming my wife and I opened the mortgage account. 

[OldUser 6,710]

1 hour ago, stag said:

The tax receipt I got from IRS doesn't have our full names it's cut off, so that's why included the full return, but yeah it's long indeed so maybe just include at least first page of the return?

 

This is normal, everybody's names are cut on tax return transcripts. I had no issue with this.

 

Do not include one page of full return. Either include entire return + W2s or don't include full return at all.

[stag 51]

2 hours ago, OldUser said:

 

This is normal, everybody's names are cut on tax return transcripts. I had no issue with this.

 

Do not include one page of full return. Either include entire return + W2s or don't include full return at all.

Thank you for the advice!

[Sukie 1,463]

Here's another vote for including the tax transcript only.  The transcript proves that you filed.  A signed 1040 package does not.  Plus, they prefer the transcripts!

 

Sukie in NY

[stag 51]

2 minutes ago, Sukie said:

Here's another vote for including the tax transcript only.  The transcript proves that you filed.  A signed 1040 package does not.  Plus, they prefer the transcripts!

 

Sukie in NY

 

Yes good point. I guess I won't include the 1040 package then. 

 

Another thing: we have two credit cards together and mainly use those, I have another credit card though and used to use that more, but when we got the two credit cards together after my wife got SSN, I began using it less and less as these two have better rewards. Do I have to mention about that credit card at all? We did use that credit card for family purchases in the beginning, but wife wasn't an authorized user. 

[OldUser 6,710]

1 hour ago, stag said:

We did use that credit card for family purchases in the beginning, but wife wasn't an authorized user. 

No reason to mention it.

Edited February 17 by OldUser

[GEOntificator 281]

18 hours ago, stag said:

Hello everyone, I would kindly appreciate a packet check before we send it off! (Filing for wife) Thanks!

 

1.       Check for $680 made payable to U.S. Department of Homeland Security

2.       Form I-751 filled out and signed

3.       Form G-1145 filled out

4.       Green Card copy (front and back)

5.       Copy of our son's birth certificate, born during our marriage

6.       Copy of our Marriage Certificate

7.       Statement from our building Property Manager confirming our residence at our address. 

8.       Reference Letter from our Pastor (he married us and we are active in the community)

9.       Exhibit -A-: Financial Supporting Evidence

a.        2022 Tax Return Transcript

b.        2022 Full Tax Return (Joint Filing)

c.        2022 & 2023 W2 Forms (wife) [showing same address]

d.        2022 & 2023 W2 Forms (husband)

e.        Bank A Debit Card Welcome Statement (wife)

f.          Bank A Joint Checking Account Statements (every 3 months)

g.        Brokerage Joint Account Statement

h.        Bank B Joint CD Account Statements

i.          Bank A Savings Account with wife as beneficiary and statements

j.         Husband's 401K Account with wife as beneficiary

k.        Wife’s 401K Account with husband as beneficiary

l.           Bank C Credit Cards with wife as Authorized User and the credit card statements. (every 3 months)

m.     Several Phone Bill Statements for our phone plan together

n.        Husband designated as emergency contact at wife's workplace

10.  Exhibit -B-: Car Documents

a.        Both our driver licenses showing our address

b.        Car Insurance Documents showing both of us on the policy for a few cycles.

11.  Exhibit -C-Medical

a.        Health insurance cards of the three of us (husband, wife, son)

b.        Insurance Claim from the hospital for son's birth

c.        Two medical bills for tests billed to our address for wife

d.        Dental Insurance for the three of us

12.  Exhibit -D- Trips and Photos

a.        Airline tickets for two trips we took (City X) and the three of us to City Y

b.        Hotel Reservations for our City Z, City W, and City U roadtrips.

c.        ~13 Photos of us with son and family members in the past 2 years and from those trips.

 

Some clarifying notes made in the cover letter:

- I owned home and car before we got married

- 2023 joint tax return not ready to be filed yet but will upload it as additional evidence when available 

This is far more than others have submitted including myself. This should be more than enough. Good luck to you.

[KateD 28]

@stag There is also a thread for Feb 2022 filers