working on I-134

[nousername]

ok, everyone, i was a little more active on the board last fall/winter. then there was a "lull" in our relationship (i.e. a break up ), but to spare you the details... things are back on track and it's full-speed ahead, we couldn't be happier.

 

now, my questions about the I-134:

 

getting things notarized:

 

1.a) - do i need to have all supporting documents (i.e. bank statements, employment letters, tax returns, etc.) with the I-134 when I get it notarized?

 

1.b ) - do i need to notarize the supporting documents notarized separately?

 

tax statements:

 

2.a) filed online last 3 years, the only records i have have large "DO NOT FILE. COPY ONLY" watermarks on them, will these be ok?

 

2.b ) someone once mentioned including the "schedules", as i always do this online, i am not sure what this is or if i have it. is it necessary?

 

3.c) also, i have heard about tax "transcripts", what are these? are they necessary?

 

thanks again everyone...

 

Ryan

[perryf]

I only had the form itself notorized. I also filed the I-864 which is basically the same, only notorized the form itself, and it was approved. So I guess that answers the question.

 

Tax transcripts are a computer copy of your tax forms the IRS will supply. I think the number is 1-800-829-1040. Just call them up, supply your SSN and what years you would like the transcripts for. You'll have them in a week or so.

 

PF

[MRMC]

The Consular officer looked at my tax returns. He wanted to see the latest return. I provided a photocopy of the return that had been submitted to the IRS. The photocopy was stamped by a local Florida notary certifying on the first page that the document was true and correct. I did not ask the IRS for any copies.

[david_dawei]

glad to hear you overcame some issues..

 

Make copies of anything before you get it notarized *just in

case* you have to supply another notarized copy... or you could pay for second notorized copies.

 

The tax returns you have should be fine. If you didn't have any copies, or wanted copies from the IRS, then you would request the "Tax Transcripts" from them. These are accepted and much faster and cheaper to get than a full copy of the return.

[Guest Long_strider]

The only thing that needs to be notarized is the actual form I-134, not the accompanying documents. For tax returns you only need the two pages of the 1040, not all the supporting documents and forms.

 

 

 

To obtain a copy of your previous tax returns see below copied for the IRS.gov web site. Do a search for " obtain copies of past returns.".

 

 

How do I request a copy of my tax return for last year?

 

If you need an exact copy of a previously filed and processed return and all attachments (including Forms W-2), you must complete Form 4506 (PDF) , Request for Copy of Tax Return and mail it to the IRS address in the instructions along with a $39 fee for each tax year requested. Copies are generally available for returns filed in the current and past 6 years.

 

In cases where an exact copy of the return is not needed, tax return and transcripts may be ordered. The tax return transcript shows most line items contained on the return as it was originally filed, including any accompanying forms and schedules. In most cases, a tax return transcript will meet the requirements for lending institutions for mortgage verification purposes.

 

The transcript can be ordered by completing a Form 4506-T (PDF) or calling (800) 829-1040 and following the prompts in the recorded message. There is no charge for the transcript and you should receive it in 10 business days from the time we receive your request. Tax return transcripts are generally available for the current and past three years. If you need a statement of your tax account which shows changes that you or the IRS made after the original return was filed, you must request a "Tax Account Transcript". This transcript shows basic data including marital status, type of return filed, adjusted gross income, taxable income, payments and adjustments made on your account. Tax return and account transcripts are generally available for the current and past 3 years.

 

Form 4506-T can also be used to get proof from the IRS that you did not file a tax return for a particular tax year.

 

Forms can be downloaded at Forms & Pubs or ordered by calling (800) 829-1040.

 

References:

 

* Form 4506 (PDF) Request for Copy of Tax Return

* Form 4506-T (PDF) Request for Transcript of Tax Return

 

Can I get copies of my prior year Forms W-2 from the IRS?

 

The quickest way to obtain a copy of a prior year Form W-2 (PDF) is through your employer. If that is not possible, you can order and pay for copies of your entire return (attachments include Form W-2) from IRS, or order W-2 information at no charge from IRS. IRS can provide W-2 information for up to 10 years. Information for the current year is generally not available until the year after it is filed with the IRS. For example, W-2 information for 2003, filed in 2004, will be available from IRS until 2005.

 

To receive a copy of your return or transcript, complete and mail Form 4506 (PDF), Request for Copy of Tax Return or Form 4506-T (PDF) Request for Transcript of Tax Return. You should allow 60 calendar days for a response.

 

References:

 

* Form 4506 (PDF), Request for Copy of Tax Return

* Form 4506-T (PDF) Request for Transcript of Tax Return

 

 

long_strider