CEAC Income and Tax Document Organization and Uploading for I-864?

[edgarh1992 0]

Wow, color me surprised. I didn't think I'd need help on this and after some research, I do.

 

Current Documentation Status:

• Filing I-130
• Tax Documentation: 3 most recent years available.
  • 2023: Tax transcript NOT available on IRS website yet
    • Have: Filed 2023 tax return copy, W-2, 1099, and W-7
  • 2022 and 2021: Tax return transcripts available and ready to upload.
• Additional Documents Available:
  • Last 6 months of paystubs
  • Employment verification letter
     

Questions:

1. What's the best way to organize these documents for submission?
2. Should I:
   • Option A: Combine 2023 tax return copy, W-2, and 1099 into one PDF for the main section (highlighted), then add 2021/2022 transcripts to "Additional AOS Supporting Documentation"?
   • Option B: Upload 2023 tax return copy alone  in the main section (highlighted), then submit everything else (2023 W-2, 1099, W7, older transcripts, paystubs, and employment verification) separately in the additional supporting documents section?
3. Should I file the "2023 Verification of Non-Filing Letter" despite having submitted the tax return already? 

Looking for guidance on the most appropriate way to organize these documents so as to avoid an RFE.

 

 

Edited October 31 by edgarh1992