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Filed: Citizen (apr) Country: Mexico
Timeline
Posted

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.

Screenshot2024-10-30at8_37_18PM.thumb.png.a2e4c3b33c2c2e9c074840269860d3ab.pngScreenshot2024-10-30at8_37_28PM.thumb.png.c50ce061b39694d80241893925379fd6.png

Documentation Status:

  • Filed 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
Filed: Other Country: China
Timeline
Posted

Option 2 is fine but only the 2023 is required.  Unless there's something about the earlier returns that improves how your finances look, no need to upload more than the current.  You'll most likely be updating with 24 return again before the interview anyway.

Facts are cheap...knowing how to use them is precious...
Understanding the big picture is priceless. Anonymous

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