Tax Returns?

[lyscra]

If anyone has any information about this it would be greatly appreciated.

 

My friend went throught this process last year and said that the Affidavit of Support requiered tax returns. I looked and it said nothing about that, so I had him look and he said they must have changed it. My lady said that she heard back from someone on a chinese website that she was rejected for not having 5 years worth of tax info. So I figure better safe than sorry and expect I will need it by GUZ at least, so my question is this:

 

Do I need actual copies of the

1) original papers like W2s,

2) the tax account transcripts, or

3) the tax return transcripts

 

IRS Topic 156 - Copy of Your Tax Return ¨C How to Get One

http://www.irs.gov/taxtopics/tc156.html

 

Also, my friend said I only need federal... is that right?

 

Thanks in advance

 

-Sy

[tywy_99]

It's always been an understanding to include 3 years in returns with the I-134 even though the I-134 techically doesn't call for them except in self-empoyed cases.

I guess the 3 year exception comes from the I-864 affidavit rules which 3 years is mandatory.

So, I would include 3 years worth and that is only copies of your 1040. No w2 copies needed unless you want to include them.

[dnoblett]

It is also acceptable to provide tax transcripts also available from the IRS for free, they provide all the information that they require. http://www.irs.gov/faqs/faq1-6.html

[Zhen's Tiger]

It is also acceptable to provide tax transcripts also available from the IRS for free, they provide all the information that they require. http://www.irs.gov/faqs/faq1-6.html

This is great stuff! I just called them as I was reading this (10:00pm EST) and someone actually answered the phone - that is, after playing the 'push all the buttons' game - and was truly very helpful. He is sending my transcripts for the last 3 years... 5-10 business days.

 

But even better, he told me to call back tomorrow and ask them to FAX them to me (no FAX at home) at work & they would. Said people call all the time for INS purposes and the FAXed Transcripts are fine for this purpose.

 

Thanks for the great info and link!!

[ktmracer]

It's always been an understanding to include 3 years in returns with the I-134 even though the I-134 techically doesn't call for them except in self-empoyed cases.

I guess the 3 year exception comes from the I-864 affidavit rules which 3 years is mandatory.

So, I would include 3 years worth and that is only copies of your 1040. No w2 copies needed unless you want to include them.

I-864 only recent year mandatory, years 2 and 3 are optional as said in the instructions in section 25. also, state returns not needed.

[woainilin]

If anyone has any information about this it would be greatly appreciated.

 

My friend went throught this process last year and said that the Affidavit of Support requiered tax returns. I looked and it said nothing about that, so I had him look and he said they must have changed it. My lady said that she heard back from someone on a chinese website that she was rejected for not having 5 years worth of tax info. So I figure better safe than sorry and expect I will need it by GUZ at least, so my question is this:

 

Do I need actual copies of the

1) original papers like W2s,

2) the tax account transcripts, or

3) the tax return transcripts

 

IRS Topic 156 - Copy of Your Tax Return ¨C How to Get One

http://www.irs.gov/taxtopics/tc156.html

 

Also, my friend said I only need federal... is that right?

 

Thanks in advance

 

-Sy

 

 

I provided SO with 3 years of tax returns with I-134 and it was one of the few things that GUZ took from my SO at his interview. In actuality the things they took were strange, they took 1-134 info, a picture of me with his family and a report card from my Chinese language class .. this is in addition to the standard stuff