taxes??

[vanburen81]

I'm new here, just found the place a couple days ago. My fiancee has the interview in a few weeks. I think we've got everything ready, but I've been seeing stuff on here saying that it's necessary to turn in tax forms with the I-134 support form. It doesn't say this anywhere on the form, and the consulate didn't tell my fiancee we need that when she called -- so how are we supposed to know that? So what's up, is this really necessary? Has anyone been turned down because they didn't have tax info?

For a little background info -- I feel very confident about proving bona fide relationship -- I lived in China for 7 months and have visited her several times in addition to that, have emails and phone records, pictures...
In terms of support, I'm a graduate student so my dad is co-sponsoring. He makes plenty of money. We both filled out the form and gave bank statements and salary information.

[Randy W]

Yes - they CAN require tax forms from the previous 3 years. If they do (and you don't have them) it will be requested on a blue slip, which can delay the visa by a few months.

 

Best thing to do is to fill out the tax forms showing $0 US taxable income, mail them to the IRS, and keep copies to show the VO.

 

There is no penalty or interest for filing late when you have $0 taxes.

 

They may request the tax forms from your dad, also.

[ShaQuaNew]

I'm new here, just found the place a couple days ago. My fiancee has the interview in a few weeks. I think we've got everything ready, but I've been seeing stuff on here saying that it's necessary to turn in tax forms with the I-134 support form. It doesn't say this anywhere on the form, and the consulate didn't tell my fiancee we need that when she called -- so how are we supposed to know that? So what's up, is this really necessary? Has anyone been turned down because they didn't have tax info?

 

For a little background info -- I feel very confident about proving bona fide relationship -- I lived in China for 7 months and have visited her several times in addition to that, have emails and phone records, pictures...

In terms of support, I'm a graduate student so my dad is co-sponsoring. He makes plenty of money. We both filled out the form and gave bank statements and salary information.

 

The I-134 does not require income tax forms, unless you're self-employed. However, the I-864 does, depending upon the stage you're at in the immigration process:

 

All sponsors must submit the following documentation with their I-864:

 

Proof of current employment or self employment

 

A photocopy or an Internal Revenue Service-issued transcript of a photocopy or an Internal Revenue Service-issued transcript of your complete Federal income tax return for your most recent tax year, or an explanation if it is not submitted. Your W-2s and/or 1099 forms may also be required, see the I-864 instructions for details.

 

You may also, at your option, submit a photocopy or an Internal Revenue Service-issued transcript of your complete Federal income tax returns for your second and third most recent tax years if you believe these additional tax returns may help you establish the ability to maintain your household income at the governing threshold set forth in Form I-864P, Poverty Guidelines.

[dnoblett]

The consulate tend to require the same financial evidence that the I-864's directions indicate.

 

For example Manila:

Form I-134 Affidavit of Support: The I-134 Affidavit of Support is required for returning residents (SB-1), fianc�(e)s or spouses of U.S. citizens (K1, K3), children of K1 and K3 applicants, spouses and children of lawful permanent residents (LPRs), applicants with special immigrant status, and follow-to-join derivative family members of employment-based (E) applicants. A copy of the sponsor's most recent Federal income tax return (Form 1040) should accompany the I-134. Faxed copies of the ITR are acceptable.

http://manila.usembassy.gov/wwwh3217.html

 

The directions included with I-134 are very old, USCIS has no reason to update them since USCIS has no application for that form.

 

The consulates tend to treat the I-134 like a mini-I-864 as so prefer the same financial evidence as the I-864.

 

In our case this what the I-134 included.

• I-134.
   
  
• SIMPLE Tax transcripts from the IRS for past 3 years, (Redundant for the (1040,W2,1099) but are free from the IRS
  

http://www.irs.gov/taxtopics/tc156.html?portlet=1

• Photo copy of IRS form 1040, and W2s for past 3 years (Not necessary if you provide the transcripts)
   
  
• Letter from my employer stating annual salary, job responsibility, and that is full time, on company letterhead.
   
  
• Photo copies of past month or so of pay stubs up to a few weeks before the interview.
  

My income was well above the povertyline so I did not include any asset data (LIKE BANK STATEMENTS or property values).

 

If your income exceeds 125% of the povertyline when counting yourself, prospective immigrant and any dependents, then don't bother with assets (401K, Bank balance, Stocks etc..), it is just extra un-needed data to provide, the consular officer is most concerned with INCOME.

Edited January 12, 2010 by dnoblett (see edit history)

[vanburen81]

The consulate tend to require the same financial evidence that the I-864's directions indicate.

 

For example Manila:

Form I-134 Affidavit of Support: The I-134 Affidavit of Support is required for returning residents (SB-1), fianc�(e)s or spouses of U.S. citizens (K1, K3), children of K1 and K3 applicants, spouses and children of lawful permanent residents (LPRs), applicants with special immigrant status, and follow-to-join derivative family members of employment-based (E) applicants. A copy of the sponsor's most recent Federal income tax return (Form 1040) should accompany the I-134. Faxed copies of the ITR are acceptable.

http://manila.usembassy.gov/wwwh3217.html

 

The directions included with I-134 are very old, USCIS has no reason to update them since USCIS has no application for that form.

 

The consulates tend to treat the I-134 like a mini-I-864 as so prefer the same financial evidence as the I-864.

 

In our case this what the I-134 included.

• I-134.
   
  
• SIMPLE Tax transcripts from the IRS for past 3 years, (Redundant for the (1040,W2,1099) but are free from the IRS
  

http://www.irs.gov/taxtopics/tc156.html?portlet=1

• Photo copy of IRS form 1040, and W2s for past 3 years (Not necessary if you provide the transcripts)
   
  
• Letter from my employer stating annual salary, job responsibility, and that is full time, on company letterhead.
   
  
• Photo copies of past month or so of pay stubs up to a few weeks before the interview.
  

My income was well above the povertyline so I did not include any asset data (LIKE BANK STATEMENTS or property values).

 

If your income exceeds 125% of the povertyline when counting yourself, prospective immigrant and any dependents, then don't bother with assets (401K, Bank balance, Stocks etc..), it is just extra un-needed data to provide, the consular officer is most concerned with INCOME.

 

Thanks for the quick replies so far. I clicked the link you sent me but it said not found -- could you post it again?

 

So what is the quickest way to get the tax transcipt? My taxes are very simple, but I imagine my co-sponsor's are complicated.

 

If income is what's important my co-sponsor's income is far above the minimum (I'm living on student loans however).

[dnoblett]

 

 

Thanks for the quick replies so far. I clicked the link you sent me but it said not found -- could you post it again?

 

So what is the quickest way to get the tax transcipt? My taxes are very simple, but I imagine my co-sponsor's are complicated.

 

If income is what's important my co-sponsor's income is far above the minimum (I'm living on student loans however).

Quickest way to get a transcript is call them at 800-829-1040 And request them to be FAXed within minutes, you need access to a fax machine. Or by mail which can take a week or so.

 

Links:

 

http://www.irs.gov/taxtopics/tc156.html?portlet=1

 

http://manila.usembassy.gov/wwwh3217.html

[vanburen81]

 

 

Thanks for the quick replies so far. I clicked the link you sent me but it said not found -- could you post it again?

 

So what is the quickest way to get the tax transcipt? My taxes are very simple, but I imagine my co-sponsor's are complicated.

 

If income is what's important my co-sponsor's income is far above the minimum (I'm living on student loans however).

Quickest way to get a transcript is call them at 800-829-1040 And request them to be FAXed within minutes, you need access to a fax machine. Or by mail which can take a week or so.

 

Links:

 

http://www.irs.gov/taxtopics/tc156.html?portlet=1

 

http://manila.usembassy.gov/wwwh3217.html

 

OK, thanks, I'll try to do this ASAP since her interview is very soon. Still curious if anyone has actually been turned down (or given blue slip) for lack of tax forms?

[dnoblett]

 

 

OK, thanks, I'll try to do this ASAP since her interview is very soon. Still curious if anyone has actually been turned down (or given blue slip) for lack of tax forms?

The answer is YES!

 

They CAN Demand the returns to PROVE the numbers on the I-134.

[warpedbored]

Yes they have, many times. The consulate wants to make sure your sweet heart will not become a burden on the state.

[vanburen81]

OK, thanks for the responses.