Urgent info regarding Tax return transcript or Photocopies of returns?

[jamesbond911]

Hi all..
I recently became a US citizen and wanted to file the AOS package for my wife. I need to turn in last 3 yrs tax returns for the I-864A form. I am not able to find 1 of those returns.I have all the W-2's with me for all the years. IRS has stopped giving them at the district office since Oct 1st and u need to request by phone or mail. My question is do I need
a) TAx return transcript
b) Tax Account Transcript
c) Photocopies of Tax returns.
and somewere also read about the letter IRS 1722. which one of these are requuired? Wud be really grateful if anyone can gimme the info as soon as possible.
Thanks.

[chand311]

Hi,
I have a similar problem. I need to get my wifes tax returns for the last 3yrs and we dont even have W-2's. Can we get our tax returns by contacting IRS ?? will they charge some fee and help us get the tax returns that we filed?

thank you very much,

Regards,
Chand

[SWaiting]

Just call the IRS. They will send you all the details for free in 2-3 weeks. I have done it before..

goodluck

[kitaorang]

Well guys, I have similar problem, but I try to do whatever necessary things. Call IRS 1800 number, they have electronic phone where you can just dial all the necessary things they said. When you finished, they will send you the copies by few days! Do it fast.

Second option, go to your local IRS office, ask for the copies, they will provide copies to you by few days by mail.

I submitted only W-2s for my AOS paper. But my interview will be very soon (November 19, 2003). Here where I start got panic....I am the 'alien'...I do all the paperworks, very nice, very complete, very professional. For few months, my husband keep telling me W2s is enough and its the same as tax return. Being naive and never know how US tax systems work, I believed him. But....when I read more and more about AOS interview in the forum in the internet, I saw so many ppl talking about 'return tax'...then I started to do my search about two weeks ago. Then....I asked my husband to go to IRS and asked for copies of the last 3 years and thought everything will be just okay.

Here come the problems...he only got his tax for year 2000. He is in the army. I start wondering why he only got for one year.

He called IRS then they told him, they received his filing (by E-File through their website for 2001 and 2002). But they stopped it coz' he keep changed the address for every year!!!! Of course coz' he is an army. But they said, when they see that, they will stopped and not proceed with it because they worried if its a fraud...oh well, at least I hope they will inform you. The officer said my husband need to refile with papers. Don't we thought internet suppose to make your life better?

Now....I am getting panic and frustrated with it coz' I have everything so neatly compiled, but because of tax return (the MOST IMPORTANT THING IN AOS)...my case may be delayed.

But I also not give up that easy...I tried my best by:-

1. Asking the IRS officer to write a letter explaining the situation why my husband's tax return cannot be produced and she AGREED to do that.

2. By filing his tax return with HR Block and he can get the confirmation of filing on the very same day. IRS said, they authorized HR Block.

3. Provides the most recent pay slips.

Besides being panicked, I also read in the AOS I-864 and my interview letter that:

"Provide the 3 years recent tax returns, if less, please explain".

So, I hope all my other alternatives to get the explanation will be enough for the interviewer.

I hope whoever has the same experience, and went to the interview, pls share your story.

Moral of the story: For US citizen or petitioner....check your tax returns to make sure its filed! And of course...NEVER GIVE UP! Do whatever you can.


Take care.

[SWaiting]

kitaorang,
Its always nice to hear your inputs
Be prepared but dont worry so much.
You are lucky that your applications falls
under oe of the fastest offices in US.

People dont even get their EAD's in 4 months sometimes thru VSC and you are gtiing the full GC.

a) how come your husband doesnt have any copies of the return for any year ??
b) When he did the e-filling, he should have received the response back in 2days whether the return was accepted or not.

I have moved around almost every year but never had this problem..

Anyway goodluck next week....

[kitaorang]

Thanks SWaiting

I am not very often writing as before, but I keep reading the posts in here.

The only confirmation he got only the confirmation of that they 'received' his filing immediately after he finished his E-Filing in the computer and to print that copy as the evidence of filing. Thats all. He never get any letters from IRS stating that they received his filing. So my husband must think that by getting the approval after filed in the website is enough.

The guy at the HR Block told us, we are not the only person has this problem. There are many!!!! IRS never even inform that their, including us not filed even after submitted through website or E-Filing.

You didn't have problem may be because you filed by forms and submit to them by mail right? When my husband asked the officer at the IRS, she just said..."we're worried if it was a fraud, coz' your address changed from the previous one"

Take care.

[SWaiting]

Kitaorang,
I moved around a lot too so I was concerned. But the E-filling does tell you if the Return is rejected ofr any reason(I hope so). Anyway I am sure they got mine as either I had to pay IRS og get a refund.. so I am good there...

Hope to hear the good news from you on NOV 19th...