Questions: I-864 and few others
May 19th 2004, 10:02 pm
#1
Guest
Posts: n/a
Questions: I-864 and few others
Hello,
While filing for I-864, the instruction says that tax returns and w-2s of
the last three years are required, skimming through this NG reveals that tax
transcripts from the IRS may be used. So is it ok to send tax transcripts
instead of returns and w-2s since my wife disposed or lost them?
Another thing, we got married in San Francisco and we're moving to Utah,
which USCIS center should we file the papers? The one that governs
California or Utah?
Thank you.
Edward & Kelly
While filing for I-864, the instruction says that tax returns and w-2s of
the last three years are required, skimming through this NG reveals that tax
transcripts from the IRS may be used. So is it ok to send tax transcripts
instead of returns and w-2s since my wife disposed or lost them?
Another thing, we got married in San Francisco and we're moving to Utah,
which USCIS center should we file the papers? The one that governs
California or Utah?
Thank you.
Edward & Kelly
May 20th 2004, 4:09 am
#2
Guest
Posts: n/a
Re: Questions: I-864 and few others
When in doubt, I always go by the instructions on the form. I've also heard
that tax transcripts were acceptable, but the instructions say complete tax
return. So that's what I sent in. The W-2's are only required if you filed
a joint return and are only using your own income to qualify.
From the I-485 instructions:
... evidence of income:
A copy of your complete Federal income tax return, as
filed with the Internal Revenue Service, for each of the
most recent 3 tax years. .... If you filed a joint income tax
return and are using only your own income to qualify,
you must also submit copies of your W-2s for each of
the most recent 3 tax years,
- Eric S.
"Eddie" <[email protected]> wrote in message
news:[email protected]...
> Hello,
> While filing for I-864, the instruction says that tax returns and w-2s of
> the last three years are required, skimming through this NG reveals that
tax
> transcripts from the IRS may be used. So is it ok to send tax transcripts
> instead of returns and w-2s since my wife disposed or lost them?
> Another thing, we got married in San Francisco and we're moving to Utah,
> which USCIS center should we file the papers? The one that governs
> California or Utah?
> Thank you.
> Edward & Kelly
that tax transcripts were acceptable, but the instructions say complete tax
return. So that's what I sent in. The W-2's are only required if you filed
a joint return and are only using your own income to qualify.
From the I-485 instructions:
... evidence of income:
A copy of your complete Federal income tax return, as
filed with the Internal Revenue Service, for each of the
most recent 3 tax years. .... If you filed a joint income tax
return and are using only your own income to qualify,
you must also submit copies of your W-2s for each of
the most recent 3 tax years,
- Eric S.
"Eddie" <[email protected]> wrote in message
news:[email protected]...
> Hello,
> While filing for I-864, the instruction says that tax returns and w-2s of
> the last three years are required, skimming through this NG reveals that
tax
> transcripts from the IRS may be used. So is it ok to send tax transcripts
> instead of returns and w-2s since my wife disposed or lost them?
> Another thing, we got married in San Francisco and we're moving to Utah,
> which USCIS center should we file the papers? The one that governs
> California or Utah?
> Thank you.
> Edward & Kelly
May 20th 2004, 4:19 am
#3
Guest
Posts: n/a
Re: Questions: I-864 and few others
Eddie wrote:
> Hello,
> While filing for I-864, the instruction says that tax returns and w-2s of
> the last three years are required, skimming through this NG reveals that tax
> transcripts from the IRS may be used. So is it ok to send tax transcripts
> instead of returns and w-2s since my wife disposed or lost them?
Yes you can use transcripts. I don't believe there is a requirement for
W-2's unless you filed a joint return and need to prove which part of
the income is your's.
>
> Another thing, we got married in San Francisco and we're moving to Utah,
> which USCIS center should we file the papers? The one that governs
> California or Utah?
The location that serves where you live when you file.
Where you got married is never relevant to where you file.
> Hello,
> While filing for I-864, the instruction says that tax returns and w-2s of
> the last three years are required, skimming through this NG reveals that tax
> transcripts from the IRS may be used. So is it ok to send tax transcripts
> instead of returns and w-2s since my wife disposed or lost them?
Yes you can use transcripts. I don't believe there is a requirement for
W-2's unless you filed a joint return and need to prove which part of
the income is your's.
>
> Another thing, we got married in San Francisco and we're moving to Utah,
> which USCIS center should we file the papers? The one that governs
> California or Utah?
The location that serves where you live when you file.
Where you got married is never relevant to where you file.
May 20th 2004, 6:16 am
#4
Lost in BE Cyberspace
Joined: Oct 2003
Location: My Old KY Home!
Posts: 6,498
Re: Questions: I-864 and few others
Tax transcripts are much easier to use in my opinion, the only hard part is waiting to get from the IRS - especially if your wife has lost her w-2s and original forms.
How quickly do you need to file the paperwork? If you need it filed asap, and, I assume, you live in San Fran, you may want to file there. However, if you're moving soon (like in a few weeks), and you're moving to a long term residence, you could always wait to file until you're in Utah. But there is always a chance that paperwork could be lost, and change of address forms never updated in the system, and goverment documents are not forwarded to new addresses. We're facing the same situation - not different states, but a change of address nonetheless. It's a tough situation - I worry that we'll miss/not receive notices once we move, but I absolutely cannot stand to stay in my apt for the next year or so (it just ain't gonna happen).
Good luck!
Jamie
How quickly do you need to file the paperwork? If you need it filed asap, and, I assume, you live in San Fran, you may want to file there. However, if you're moving soon (like in a few weeks), and you're moving to a long term residence, you could always wait to file until you're in Utah. But there is always a chance that paperwork could be lost, and change of address forms never updated in the system, and goverment documents are not forwarded to new addresses. We're facing the same situation - not different states, but a change of address nonetheless. It's a tough situation - I worry that we'll miss/not receive notices once we move, but I absolutely cannot stand to stay in my apt for the next year or so (it just ain't gonna happen).
Good luck!
Jamie
Originally posted by Eric S.
When in doubt, I always go by the instructions on the form. I've also heard
that tax transcripts were acceptable, but the instructions say complete tax
return. So that's what I sent in. The W-2's are only required if you filed
a joint return and are only using your own income to qualify.
From the I-485 instructions:
... evidence of income:
A copy of your complete Federal income tax return, as
filed with the Internal Revenue Service, for each of the
most recent 3 tax years. .... If you filed a joint income tax
return and are using only your own income to qualify,
you must also submit copies of your W-2s for each of
the most recent 3 tax years,
- Eric S.
"Eddie" <[email protected]> wrote in message
news:[email protected]...
> Hello,
> While filing for I-864, the instruction says that tax returns and w-2s of
> the last three years are required, skimming through this NG reveals that
tax
> transcripts from the IRS may be used. So is it ok to send tax transcripts
> instead of returns and w-2s since my wife disposed or lost them?
> Another thing, we got married in San Francisco and we're moving to Utah,
> which USCIS center should we file the papers? The one that governs
> California or Utah?
> Thank you.
> Edward & Kelly
When in doubt, I always go by the instructions on the form. I've also heard
that tax transcripts were acceptable, but the instructions say complete tax
return. So that's what I sent in. The W-2's are only required if you filed
a joint return and are only using your own income to qualify.
From the I-485 instructions:
... evidence of income:
A copy of your complete Federal income tax return, as
filed with the Internal Revenue Service, for each of the
most recent 3 tax years. .... If you filed a joint income tax
return and are using only your own income to qualify,
you must also submit copies of your W-2s for each of
the most recent 3 tax years,
- Eric S.
"Eddie" <[email protected]> wrote in message
news:[email protected]...
> Hello,
> While filing for I-864, the instruction says that tax returns and w-2s of
> the last three years are required, skimming through this NG reveals that
tax
> transcripts from the IRS may be used. So is it ok to send tax transcripts
> instead of returns and w-2s since my wife disposed or lost them?
> Another thing, we got married in San Francisco and we're moving to Utah,
> which USCIS center should we file the papers? The one that governs
> California or Utah?
> Thank you.
> Edward & Kelly
May 20th 2004, 7:07 am
#5
Joined: Apr 2002
Posts: 35,082
Re: Questions: I-864 and few others
Originally posted by sunflwrgrl13
Tax transcripts are much easier to use in my opinion, the only hard part is waiting to get from the IRS -
Tax transcripts are much easier to use in my opinion, the only hard part is waiting to get from the IRS -
Last edited by meauxna; May 20th 2004 at 8:00 am.
May 20th 2004, 7:50 am
#6
Member
Joined: Apr 2001
Posts: 14,049
Re: Questions: I-864 and few others
Eric,
That instruction you quoted does not say "W-2's are ONLY required if you filed a joint return and are only using your own income to qualify." (The emphasis on the word 'only' is mine.) The instruction says that W-2s are required in that circumstance. It does not address whether or not they might be required in other circumstances.
W-2s can be required in other circumstances if the person who is reviewing the information wants to see them. The anecdotal evidence is that this happens quite often.
Regards, JEff
That instruction you quoted does not say "W-2's are ONLY required if you filed a joint return and are only using your own income to qualify." (The emphasis on the word 'only' is mine.) The instruction says that W-2s are required in that circumstance. It does not address whether or not they might be required in other circumstances.
W-2s can be required in other circumstances if the person who is reviewing the information wants to see them. The anecdotal evidence is that this happens quite often.
Regards, JEff
Originally posted by Eric S.
When in doubt, I always go by the instructions on the form. I've also heard
that tax transcripts were acceptable, but the instructions say complete tax
return. So that's what I sent in. The W-2's are only required if you filed
a joint return and are only using your own income to qualify.
From the I-485 instructions:
... evidence of income:
A copy of your complete Federal income tax return, as
filed with the Internal Revenue Service, for each of the
most recent 3 tax years. .... If you filed a joint income tax
return and are using only your own income to qualify,
you must also submit copies of your W-2s for each of
the most recent 3 tax years,
- Eric S.
"Eddie" <[email protected]> wrote in message
news:[email protected]...
> Hello,
> While filing for I-864, the instruction says that tax returns and w-2s of
> the last three years are required, skimming through this NG reveals that
tax
> transcripts from the IRS may be used. So is it ok to send tax transcripts
> instead of returns and w-2s since my wife disposed or lost them?
> Another thing, we got married in San Francisco and we're moving to Utah,
> which USCIS center should we file the papers? The one that governs
> California or Utah?
> Thank you.
> Edward & Kelly
When in doubt, I always go by the instructions on the form. I've also heard
that tax transcripts were acceptable, but the instructions say complete tax
return. So that's what I sent in. The W-2's are only required if you filed
a joint return and are only using your own income to qualify.
From the I-485 instructions:
... evidence of income:
A copy of your complete Federal income tax return, as
filed with the Internal Revenue Service, for each of the
most recent 3 tax years. .... If you filed a joint income tax
return and are using only your own income to qualify,
you must also submit copies of your W-2s for each of
the most recent 3 tax years,
- Eric S.
"Eddie" <[email protected]> wrote in message
news:[email protected]...
> Hello,
> While filing for I-864, the instruction says that tax returns and w-2s of
> the last three years are required, skimming through this NG reveals that
tax
> transcripts from the IRS may be used. So is it ok to send tax transcripts
> instead of returns and w-2s since my wife disposed or lost them?
> Another thing, we got married in San Francisco and we're moving to Utah,
> which USCIS center should we file the papers? The one that governs
> California or Utah?
> Thank you.
> Edward & Kelly
Last edited by jeffreyhy; May 20th 2004 at 7:54 am.
May 20th 2004, 8:27 am
#7
Tod's Princess
Joined: Jan 2004
Location: Me: Ghent, Belgium - Tod: Providence (Rhode Island), USA
Posts: 180
Re: Questions: I-864 and few others
Originally posted by jeffreyhy
W-2s can be required in other circumstances if the person who is reviewing the information wants to see them. The anecdotal evidence is that this happens quite often.
Regards, JEff
W-2s can be required in other circumstances if the person who is reviewing the information wants to see them. The anecdotal evidence is that this happens quite often.
Regards, JEff
If I weren't reading this NG, I don't think we would include them because the information on the forms clearly gives the impression that the W-2's are ONLY needed when there was a joint return filed...
So anyway, it's going to be "tax returns" and "W-2's" for us. No tax transcripts. Those are obviously not needed if you have the returns.
May 20th 2004, 8:43 am
#8
Joined: Apr 2002
Posts: 35,082
Re: Questions: I-864 and few others
Originally posted by Noortje
So anyway, it's going to be "tax returns" and "W-2's" for us. No tax transcripts. Those are obviously not needed if you have the returns.
So anyway, it's going to be "tax returns" and "W-2's" for us. No tax transcripts. Those are obviously not needed if you have the returns.
May 20th 2004, 8:46 pm
#9
Tod's Princess
Joined: Jan 2004
Location: Me: Ghent, Belgium - Tod: Providence (Rhode Island), USA
Posts: 180
Re: Questions: I-864 and few others
Originally posted by meauxna
Or not so obviously: http://67.15.12.206/forum/showthread...hreadid=226117
Or not so obviously: http://67.15.12.206/forum/showthread...hreadid=226117
Does anyone know how long it takes to get those transcripts once you ask for them through phone?
May 21st 2004, 4:05 am
#10
Joined: Apr 2002
Posts: 35,082
Re: Questions: I-864 and few others
Originally posted by Noortje
Grrrrrrrrrr............ thanks.
Does anyone know how long it takes to get those transcripts once you ask for them through phone?
Grrrrrrrrrr............ thanks.
Does anyone know how long it takes to get those transcripts once you ask for them through phone?
May 21st 2004, 4:08 am
#11
Queen of the Obvious
Joined: Oct 2003
Location: VSC District
Posts: 313
Re: Questions: I-864 and few others
Regarding the W-2's - I lost one of mine and my employer was able to get me a photocopy for that particular year.
May 21st 2004, 6:09 am
#12
Member
Joined: Apr 2001
Posts: 14,049
Re: Questions: I-864 and few others
W-2 information can also be obtained with a tax transcript by checking the appropriate box on IRS Form 4506-T.
If one wants complete W-2 information (state and local as well as federal) use Form 4506 and request a copy of the tax return rather than a transcript.
Regards, JEff
If one wants complete W-2 information (state and local as well as federal) use Form 4506 and request a copy of the tax return rather than a transcript.
Regards, JEff
Originally posted by KimJ
Regarding the W-2's - I lost one of mine and my employer was able to get me a photocopy for that particular year.
Regarding the W-2's - I lost one of mine and my employer was able to get me a photocopy for that particular year.
May 22nd 2004, 12:33 am
#13
Guest
Posts: n/a
Re: Questions: I-864 and few others
Hi, I'm from France. I'll be marrying an American woman soon. We're both
young under 30s, she doesn't have tax returns papers and neither do I. I've
been on the working market for less than a year and in France. What kind of
evidence are they going to ask for. I've tax returns from my parents saying
that I was not to pay taxes. Thank you and good luck.
"Eric S." <[email protected]> wrote in message news:[email protected]...
> When in doubt, I always go by the instructions on the form. I've also
heard
> that tax transcripts were acceptable, but the instructions say complete
tax
> return. So that's what I sent in. The W-2's are only required if you
filed
> a joint return and are only using your own income to qualify.
> From the I-485 instructions:
> ... evidence of income:
> A copy of your complete Federal income tax return, as
> filed with the Internal Revenue Service, for each of the
> most recent 3 tax years. .... If you filed a joint income tax
> return and are using only your own income to qualify,
> you must also submit copies of your W-2s for each of
> the most recent 3 tax years,
> - Eric S.
> "Eddie" <[email protected]> wrote in message
> news:[email protected]...
> > Hello,
> > While filing for I-864, the instruction says that tax returns and w-2s
of
> > the last three years are required, skimming through this NG reveals that
> tax
> > transcripts from the IRS may be used. So is it ok to send tax
transcripts
> > instead of returns and w-2s since my wife disposed or lost them?
> >
> > Another thing, we got married in San Francisco and we're moving to Utah,
> > which USCIS center should we file the papers? The one that governs
> > California or Utah?
> >
> > Thank you.
> > Edward & Kelly
> >
> >
young under 30s, she doesn't have tax returns papers and neither do I. I've
been on the working market for less than a year and in France. What kind of
evidence are they going to ask for. I've tax returns from my parents saying
that I was not to pay taxes. Thank you and good luck.
"Eric S." <[email protected]> wrote in message news:[email protected]...
> When in doubt, I always go by the instructions on the form. I've also
heard
> that tax transcripts were acceptable, but the instructions say complete
tax
> return. So that's what I sent in. The W-2's are only required if you
filed
> a joint return and are only using your own income to qualify.
> From the I-485 instructions:
> ... evidence of income:
> A copy of your complete Federal income tax return, as
> filed with the Internal Revenue Service, for each of the
> most recent 3 tax years. .... If you filed a joint income tax
> return and are using only your own income to qualify,
> you must also submit copies of your W-2s for each of
> the most recent 3 tax years,
> - Eric S.
> "Eddie" <[email protected]> wrote in message
> news:[email protected]...
> > Hello,
> > While filing for I-864, the instruction says that tax returns and w-2s
of
> > the last three years are required, skimming through this NG reveals that
> tax
> > transcripts from the IRS may be used. So is it ok to send tax
transcripts
> > instead of returns and w-2s since my wife disposed or lost them?
> >
> > Another thing, we got married in San Francisco and we're moving to Utah,
> > which USCIS center should we file the papers? The one that governs
> > California or Utah?
> >
> > Thank you.
> > Edward & Kelly
> >
> >
