AOS I-864 Tax requirement question

[sonnyboy0323 25]

Hello. a few things we are very confused about,

we are about to file for the AOS and getting together all the supporting documents, and I'm really not clear about some of what is being asked of us.

according to some guides and other posts on here, you need your tax transcripts and w2's, which is all well and good. where i get confused is where some suggest that you need "copies of your full tax return" and "all schedules" 

pardon my ignorance, but by "full tax return" does it mean only the 1040 (which ranges from 2-5 pages depending on the year) or the full 20+ page packet that was returned to me upon completion of my taxes which include such forms as 540, 3514, 8880 and such?

I'm also not very familiar with what a "schedule" is in regards to taxes.

any information and help is greatly appreciated

thank you

[OldUser 8,825]

Tax return transcript from IRS website is preferred. In this case, no 1040 or W2 is needed.

[K1visaHopeful 2,969]

1 hour ago, sonnyboy0323 said:

Hello. a few things we are very confused about,

we are about to file for the AOS and getting together all the supporting documents, and I'm really not clear about some of what is being asked of us.

according to some guides and other posts on here,

#1- Ensure you've read the I864 instructions FIRST.

1 hour ago, sonnyboy0323 said:

you need your tax transcripts and w2's,

 

1 hour ago, sonnyboy0323 said:

 

which is all well and good. where i get confused is where some suggest that you need "copies of your full tax return" and "all schedules" 

1. Return Transcript

OR not And

2. Copies of your full FEDERAL tax Return (all pages and schedules) AND earnings statement(s) (Earnings statements are W2s or 1099s).

1 hour ago, sonnyboy0323 said:

pardon my ignorance, but by "full tax return" does it mean only the 1040 (which ranges from 2-5 pages depending on the year)

No. The 1040 is not a full tax return.

1 hour ago, sonnyboy0323 said:

or the full 20+ page packet that was returned to me upon completion of my taxes

Yes if that's how many pages your Complete Federal return is.

1 hour ago, sonnyboy0323 said:

which include such forms as 540, 3514, 8880 and such?

If those are FEDERAL, yes.

1 hour ago, sonnyboy0323 said:

I'm also not very familiar with what a "schedule" is in regards to taxes.

It will say Schedule as the title.

 

*BUT you can avoid ALL of your confusion and simply submit a Return Transcript.

The instructions will be helpful to you to eliminate your confusion.