Getting a tax transcript from the IRS

[griz326]

A while back I read a post that mentioned getting "tax transcripts" from the IRS. Because the records come straight from the US government, does it provide any positive benefit?

 

 

Here's the link for it:

 

http://www.irs.gov/newsroom/article/0,,id=148237,00.html

[Shenzhen K-1]

A while back I read a post that mentioned getting "tax transcripts" from the IRS. Because the records come straight from the US government, does it provide any positive benefit?

 

 

Here's the link for it:

 

http://www.irs.gov/newsroom/article/0,,id=148237,00.html

 

There is where I got mine for my 134, it keeps you from sending your W-2's!!!!!!

[dnoblett]

I used them with the I-134 for K-1, and later with the I-864EZ used for the green-card.

 

They are preferable to IRS returns (1040+W2 and/or 1099)

 

Just simple transcripts needed. Not "copy of tax return"

 

I always refer to: http://www.irs.gov/faqs/faq1-6.html when answering I-134 questions.

Edited December 19, 2007 by dnoblett (see edit history)

[Ovahimba]

If I had it do over again, I wouldn't bother making copies of your own 1040s. Just get the IRS transcripts. This is especially so if you own your own business and don't keep all the 1099s. We almost didn't pass the AOS interview because I didn't bring additional documentation to show my business income; copies of 1040s for the last 4 years didn't impress him.

[sweattrl1]

If I had it do over again, I wouldn't bother making copies of your own 1040s. Just get the IRS transcripts. This is especially so if you own your own business and don't keep all the 1099s. We almost didn't pass the AOS interview because I didn't bring additional documentation to show my business income; copies of 1040s for the last 4 years didn't impress him.

call (1-800-829-1040) order as many times as you need to free

[Shenzhen K-1]

If I had it do over again, I wouldn't bother making copies of your own 1040s. Just get the IRS transcripts. This is especially so if you own your own business and don't keep all the 1099s. We almost didn't pass the AOS interview because I didn't bring additional documentation to show my business income; copies of 1040s for the last 4 years didn't impress him.

call (1-800-829-1040) order as many times as you need to free

 

 

1-800-829-0922 works well also to get any account information! They will send you a simple transcript or an itemized version, good luck.

[kwn]

I used them with the I-134 for K-1, and later with the I-864EZ used for the green-card.

 

They are preferable to IRS returns (1040+W2 and/or 1099)

 

Just simple transcripts needed. Not "copy of tax return"

 

I always refer to: http://www.irs.gov/faqs/faq1-6.html when answering I-134 questions.

 

I took a look at IRS Form 4506-T. Besides Item 6a (Return Transcript), do we also need Item 8?

Thanks.

[dnoblett]

I used them with the I-134 for K-1, and later with the I-864EZ used for the green-card.

 

They are preferable to IRS returns (1040+W2 and/or 1099)

 

Just simple transcripts needed. Not "copy of tax return"

 

I always refer to: http://www.irs.gov/faqs/faq1-6.html when answering I-134 questions.

 

I took a look at IRS Form 4506-T. Besides Item 6a (Return Transcript), do we also need Item 8?

Thanks.

I did not use form 4506-T, I picked up the phone and called (800) 829-1040 spoke with a nice lady at the IRS and ordered simple transcripts, she printed them out while we spoke, and poped them into the mail the next day.

[kwn]

I used them with the I-134 for K-1, and later with the I-864EZ used for the green-card.

 

They are preferable to IRS returns (1040+W2 and/or 1099)

 

Just simple transcripts needed. Not "copy of tax return"

 

I always refer to: http://www.irs.gov/faqs/faq1-6.html when answering I-134 questions.

 

I took a look at IRS Form 4506-T. Besides Item 6a (Return Transcript), do we also need Item 8?

Thanks.

I did not use form 4506-T, I picked up the phone and called (800) 829-1040 spoke with a nice lady at the IRS and ordered simple transcripts, she printed them out while we spoke, and poped them into the mail the next day.

 

Thanks for the prompt reply.