I-864 2023 Return Transcript Not Available Yet. What are my options?

[edgarh1992 0]

Hi,

After our I-130 was approved two weeks ago, we've initiated the process of submitting documents for DQ. One challenge I'm trying to understand is how to handle income verification, given that my 2023 taxes were filed in September, but the transcript isn't yet available. I believe this might be related to filing a W7 in tandem with my return.


As a result, my most recent tax year is still 2022 in my transcript account, but I've seen online suggestions that it's not advisable to use this year after the April filing deadline. To address this, I'm considering setting my most recent tax year to 2023 and providing the following supporting documents: (1) copy of filed Federal tax return, (2) W-2s, 1099, and any other schedules, (3) paystubs, (4) a notice of extension to file, and (5) an employer income verification letter. The remaining years will be provided via return tax return transcripts once they become available. I was also wondering if it would be wise to include the 2023 'Wage and Income Tax Transcript' with our submission. 

Should I say yes for "Have you filed a Federal income tax return for each of the three most recent tax years?" despite it not being in their records or set that to no?

I'd appreciate any insights on our situation. Is it advisable to wait for the 2023 tax transcript, or should we proceed without it? I'm concerned about the potential delay to get DQ'd caused by RFEs :(.
 

[Crazy Cat 41,831]

1 hour ago, edgarh1992 said:

"Have you filed a Federal income tax return for each of the three most recent tax years?"

Mark "Yes" if you have submitted your tax return.....regardless of whether the IRS has processed them.  If you can't get a transcript, you can use a copy of the return package you sent to the IRS.

[pushbrk 12,872]

5 hours ago, Crazy Cat said:

Mark "Yes" if you have submitted your tax return.....regardless of whether the IRS has processed them.  If you can't get a transcript, you can use a copy of the return package you sent to the IRS.

When using a copy, you must also include W2s and 1099s associated with the return.