I-134 tax returns

[mmc12]

I have a question on the I-134 regarding tax returns and transcripts. I have the previous 3 years of tax transcripts (2005-2007). But I have heard a rumor that GUZ wants the 2008 returns. The problem I have is that I'm employed by a university, and the accounting around here is pretty mysterious. In particular, I get some income from my department which shows up on my W-2, but I also get income from scholarships, fellowships, etc that do not show up on my W-2. I declare these on my taxes (as I am legally obligated to do). However, there really isn't much of a record of that income beyond deposits in my bank account and my 1098-T.

 

Now, I've prepared my tax returns for 2008 (just for this interview), but I'm worried that if my fiancee shows those returns, the VO will be questioning where the numbers come from (since I think this income is pretty non-standard).

 

Would just showing the tax return be fine (since it is fairly consistant with the previous 3 years)? Or do I have to worry about explaining to my fiancee (so she can explain to the VO) how I arrived at my earned income? Or should I request that she doesn't even show the 2008 return unless asked for?

 

And one side question: I assume when they say 125% over the poverty line, they mean about $17,000 (1.25*$14,000, as opposed to (1+1.25)*$14,000)?

 

Thanks for any help.

[whome?]

I have a question on the I-134 regarding tax returns and transcripts. I have the previous 3 years of tax transcripts (2005-2007). But I have heard a rumor that GUZ wants the 2008 returns. The problem I have is that I'm employed by a university, and the accounting around here is pretty mysterious. In particular, I get some income from my department which shows up on my W-2, but I also get income from scholarships, fellowships, etc that do not show up on my W-2. I declare these on my taxes (as I am legally obligated to do). However, there really isn't much of a record of that income beyond deposits in my bank account and my 1098-T.

 

Now, I've prepared my tax returns for 2008 (just for this interview), but I'm worried that if my fiancee shows those returns, the VO will be questioning where the numbers come from (since I think this income is pretty non-standard).

 

Would just showing the tax return be fine (since it is fairly consistant with the previous 3 years)? Or do I have to worry about explaining to my fiancee (so she can explain to the VO) how I arrived at my earned income? Or should I request that she doesn't even show the 2008 return unless asked for?

 

And one side question: I assume when they say 125% over the poverty line, they mean about $17,000 (1.25*$14,000, as opposed to (1+1.25)*$14,000)?

 

Thanks for any help.

 

Only an OCD or Anal Retentive person like me would think to question is it 125% more than the poverty line or 125% of the poverty line!! I think they mean you should make 125% of the poverty line but the way it is worded could also mean 125% more than the proverty line. Never thought of it.

 

In my case I will not file my 2008 taxes until Oct 2009 (extension because working in China and pay Chinese taxes then need to pay USA taxes .. involves tax accountants and lawyers in USA and China). I guess this will be a red flag at my interview.

[dnoblett]

You can look up what us meant by 125% povertyline here: http://www.uscis.gov/portal/site/uscis/men...00045f3d6a1RCRD

 

They should not expect or demand a tax return until after the normal tax deadline this April.

[Randy W]

Didn't you say the income was documented on the 1098T? Why would you not submit a copy of those?

 

If you are concerned that your tax return doesn't show your true income, have an (one page) (income and expense) accounting statement drawn up.

 

My advice - don't try to have your SO provide what may sound like a line of BS - keep it short, sweet, and simple - and on paper