Tax Transcript

[RobertHopkins 6]

Hello! For our 2022 joint tax return, my wife’s name does not appear on the IRS websites tax return transcript as she was a non-resident at the time however, I do have the full filing return my accountant did in which he included her name and labeled as “non resident alien” married filing jointly.

 

She does appear on the 2023 IRS tax receipt because by then she has her CR1 card and a social security number.

 

Will this be an issue? I was planning on including the tax return page the accountant created for 2022 and for 2023 have his and the IRS transcript together. Just wasn’t sure if it would be wierd to have transcript for one year and not for the other.

[JKLSemicolon 435]

For consistency it might be worthwhile to include the transcripts for all years, plus whatever additional documents you want to include for 2022.

 

You mention filing jointly in 2022 but are you sure the status wasn’t married filing separatly? If filing jointly you would have had to submit a paper return along with form W-7, supporting documents, and a statement from both of you requesting she be treated as a resident for tax purposes. This is not something an accountant could have done the way you described. Also, if you had filed jointly both of you would have appeared on the return transcript (I know because we did this our first year).

[RobertHopkins 6]

Actually yes you are right it was married separately because she was a non resident. Should I still include that? Unfortunately, we are filing before 2024 tax return so won’t be able to include this past year’s.

[JKLSemicolon 435]

14 hours ago, RobertHopkins said:

Actually yes you are right it was married separately because she was a non resident. Should I still include that? Unfortunately, we are filing before 2024 tax return so won’t be able to include this past year’s.

Yes, since the instructions say to include evidence starting from the date of marriage, the first year’s return is relevant. Like I mentioned earlier, I would still include the transcript (as that proves that the IRS accepted it) along with the complete return which connects the dots to your MFS filing status.

Edited January 29 by JKLSemicolon

[RobertHopkins 6]

Hello! My wife and I are applying for her ROC in about a week and were wondering about tax returns.

• At the moment we have 2022 married filing separately as she was not a resident at the time therefore her name is not on the IRS website transcript either but I do have form 1040 our accountant filled where it says "Married filing separately" and has her name and next to it says nonresident alien

 

• For 2023 we have "Married filing jointly" and her name is also on the IRS website transcript

 

• Should we wait to send in our I-751 till we file for 2024. We are still waiting on a few documents and can probably file sometime next week. Our 90 day window open on Feb 12. We probably won't be able to include the IRS transcript because I doubt it's ready that quickly but we can at least include full tax return prepared by our accountant

 

Thank you!

[OldUser 7,909]

33 minutes ago, RobertHopkins said:

Should we wait to send in our I-751 till we file for 2024.

Absolutely not. I-751 takes forever. Even getting receipt takes long time sometimes. File as soon as everything else is ready. I wouldn't wait for 2024 tax return transcripts.

[Crazy Cat 42,563]

***Similar topics merged***

[top_secret 2,550]

1 hour ago, RobertHopkins said:

Should we wait to send in our I-751 till we file for 2024. We are still waiting on a few documents and can probably file sometime next week. Our 90 day window open on Feb 12. We probably won't be able to include the IRS transcript because I doubt it's ready that quickly but we can at least include full tax return prepared by our accountant

 

 

You could include a copy of the actual filed 2024 return with your packet and you could always upload a transcript to the online unsolicited evidence tab at a later date .

[RobertHopkins 6]

I always wondered about unsolicited Evidence. Is there any harm in putting it later?

[EatBulaga 407]

31 minutes ago, RobertHopkins said:

I always wondered about unsolicited Evidence. Is there any harm in putting it later?

@OldUser I agree to file as soon as possible but I wouldn't upload unsolicited evidence.

 

I've sent requested evidence twice as instructed by USCIS. The first was for EAD and the instruction was to fax to a specific number.  Second was the I-693 courtesy email instructions to upload to the document tab.

 

Unless some specific USCIS officer request, I don't think the unsolicited evidence will get priority or will get looked at to expedite the process. If anything, it might delay the processing.

Edited February 8 by EatBulaga

[OldUser 7,909]

44 minutes ago, RobertHopkins said:

I always wondered about unsolicited Evidence. Is there any harm in putting it later?

No

[OldUser 7,909]

13 minutes ago, EatBulaga said:

@OldUser I agree to file as soon as possible but I wouldn't upload unsolicited evidence.

 

I've sent requested evidence twice as instructed by USCIS. The first was for EAD and the instruction was to fax to a specific number.  Second was the I-693 courtesy email instructions to upload to the document tab.

 

Unless some specific USCIS officer request, I don't think the unsolicited evidence will get priority or will get looked at to expedite the process. If anything, it might delay the processing.

Waiting for RFE definitely slows down the processing. Uploading additional evidence - I don't see how it can slow anything down. Officer won't look at file until he / she's ready to adjudicate. At that point they'll check evidence, most likely including unsolicited evidence. If it gets ignored, it doesn't hurt either.

[top_secret 2,550]

46 minutes ago, RobertHopkins said:

I always wondered about unsolicited Evidence. Is there any harm in putting it later?

 

We uploaded our 2023 transcript after it became available.  We also uploaded additional bank statements and updated vehicle registrations and insurance that renewed after my wife filed.  I have no idea if it was even looked at or considered in any way, but my wife’s I751 was approved without interview in record time so I can definitely say no harm came from submitting additional unsolicited evidence online.

[EatBulaga 407]

20 hours ago, OldUser said:

Waiting for RFE definitely slows down the processing. Uploading additional evidence - I don't see how it can slow anything down. Officer won't look at file until he / she's ready to adjudicate. At that point they'll check evidence, most likely including unsolicited evidence. If it gets ignored, it doesn't hurt either.

 

I forget where I read it on VJ.

But for AOS, it was recommended to not upload unsolicited evidence. 

This might be a remnant from the paper-based applications and evidence?

I'm just extrapolating to ROC.

 

Things may have changed as USCIS continues to migrate to digital systems.

[RobertHopkins 6]

Okay thanks for everyone’s input. I have all my documents and am ready to file. Even if I file this week I doubt the IRS transcript will be available within a week.