What do i need to submit as tax return, I don't have my return yet. IRS is taking too long to process.

[rodrigomarie 0]

Hi community. My husband has been waiting for I130 overseas and now we are just in NVC stage.

 

I have my last 5 years tax return except for last year (2022) and NVC/Consulate is asking me to provide my tax return for last year as well (2022)

 

Last year I(US citizen) had to mail my tax return because my husband lives aboard and had no SSN.

I was told by turbotax to print my tax return and mail it to IRS and I mailed it with certified usps.

 

Its been 9 months and IRS still hasn't been processed my taxes. I have a copy of my turbotax papers but not sure if it is enough to send.

I tried to call IRS but its impossible to find someone to answer. I have official IRS returns for previous years but since they didn't process my 2022 return yet, I don't gave documentation for it.

 

What should I submit to NVC/Consulate for 2022 tax return? Do I have to wait for IRS to process my taxes? But what if they take longer?

[Crazy Cat 41,836]

9 minutes ago, rodrigomarie said:

I have a copy of my turbotax papers but not sure if it is enough to send.

It is. Just send everything you sent to the IRS such as schedules, W-2s, etc.

[pushbrk 12,877]

As you continue, pay attention to little words like or, and, if etc.  You missed the "or" applicable to complete copy of tax return OR tax return transcript.

[rodrigomarie 0]

5 hours ago, pushbrk said:

As you continue, pay attention to little words like or, and, if etc.  You missed the "or" applicable to complete copy of tax return OR tax return transcript.

thank you sir. I read that but I wasn't sure what "tax return transcript" or "copy of tax return" refer to.

So copy is tax return  = what I mail to IRS?

So it is perfectly fine to send what I mail to IRS? It is 1040 tax form + my W2s. I was thinking that they would expect to see official letters from IRS (not from me).

 

Thank you if you can clarify this one last time.

Edited March 25 by rodrigomarie

[pushbrk 12,877]

3 minutes ago, rodrigomarie said:

thank you sir. I read that but I wasn't sure what "tax return transcript" or "copy of tax return" refer to.

So copy is tax return  = what I mail to IRS?

So it is perfectly fine to send what I mail to IRS? It is 1040 tax form + my W2s. I was thinking that they would expect to see official letters from IRS (not from me).

 

Thank you if you can clarify this one last time.

A complete copy of a federal tax return, is exactly "everything" you would mail to IRS if filing by mail.

 

[JeanneAdil 6,492]

  I would also go to IRS site that shows they recd return (but not yet completed it)  and print out that page to show u do not have IRS transcript and all u have is copy of what u sent

 

https://www.irs.gov/wheres-my-refund

[Crazy Cat 41,836]

11 hours ago, rodrigomarie said:

So copy is tax return  = what I mail to IRS?

Yes.  A tax return is generated by the taxpayer....A tax transcript is generated by the IRS. Either is acceptable. 

[TexasRafael 134]

When I did mine in March 2023, I sent one copy of my tax transcript that I go from the IRS website and the copy of my 2022 that I had filed with the IRS but they had not processed and had no issues.

[pushbrk 12,877]

8 hours ago, Crazy Cat said:

Yes.  A tax return is generated by the taxpayer....A tax transcript is generated by the IRS. Either is acceptable. 

Correct but there are multiple transcripts.  The "Tax RETURN Transcript" is the only accepted one.

[rodrigomarie 0]

12 hours ago, Crazy Cat said:

Yes.  A tax return is generated by the taxpayer....A tax transcript is generated by the IRS. Either is acceptable. 

 

23 hours ago, pushbrk said:

A complete copy of a federal tax return, is exactly "everything" you would mail to IRS if filing by mail.

 

 

thank you both. i was worried that I have no proof of tax return because IRS hasn't processed yet. I'm just sending "whatever I mailed to IRS" as a proof.

 

as a result, what I mailed to IRS with my signature(Form 1040, W2, etc) == Tax Return transcript which is sufficient for USCIS/NVC/Consulate. Correct?

You can just give thumps up, if you agree.

 

Thanks.

[pushbrk 12,877]

1 hour ago, rodrigomarie said:

 

 

thank you both. i was worried that I have no proof of tax return because IRS hasn't processed yet. I'm just sending "whatever I mailed to IRS" as a proof.

 

as a result, what I mailed to IRS with my signature(Form 1040, W2, etc) == Tax Return transcript which is sufficient for USCIS/NVC/Consulate. Correct?

You can just give thumps up, if you agree.

 

Thanks.

You have or will sign your affidavit of support under penalty of perjury.  The "or" in the instructions is there on purpose.  Trust it.

 

[rodrigomarie 0]

5 hours ago, pushbrk said:

You have or will sign your affidavit of support under penalty of perjury.  The "or" in the instructions is there on purpose.  Trust it.

 

thank you very much. Just one final question if you can answer.

I'm trying to E-FILE this year's tax (spouse is abroad, non resident alien, with no SSN)

 

Is it okay to e-file if a tax software allows me to? or is it illegal or wrong/incorrect to e-file taxes in this situation? I don't want to mail it again so I prefer e-file but it seems like only a few software is letting people e-file without SSN.

i'm using taxAct(heard people used it without spouse's ssn)

 

i appreciate if you have any thought on this.

[pushbrk 12,877]

43 minutes ago, rodrigomarie said:

thank you very much. Just one final question if you can answer.

I'm trying to E-FILE this year's tax (spouse is abroad, non resident alien, with no SSN)

 

Is it okay to e-file if a tax software allows me to? or is it illegal or wrong/incorrect to e-file taxes in this situation? I don't want to mail it again so I prefer e-file but it seems like only a few software is letting people e-file without SSN.

i'm using taxAct(heard people used it without spouse's ssn)

 

i appreciate if you have any thought on this.

E-filing is fine if the software will let you do it and you trust the software.