? about tax returns for RFE

wik

Registered Users (C)
I'd like to hear from those who have received RFEs that include a request for tax returns.

Most of us filed 485s long ago, mine in '02. My lawyer submitted my previous three years tax returns - 99/00/01 with our application. But I note from some of the posts here, that RFEs usually request tax returns from the LAST three years from the date of the RFE, not from the date of the application. Should I get an RFE this year (!), that would mean returns for 01/02/03.

Has anyone had an RFE asking for tax returns for the original three years of their application (not the latest three years), or even farther back than that? Is an IRS transcript OK, or does it need to be the (expensive) full-blown copy with all attachments (W2, 1099, etc).

I am asking because those requests with the IRS can take up to 60 days, and I want to have everything I can in hand should it be needed.

---

WAC-02-253xxxxx
 
Most people are receiving approvals without RFE now-a-days. Don't bother too much until in fact you receive an RFE.

If in case they ask, it will be last three year. You don't need to get it from IRS, make a copy of the copy of the tax return you already have, sign page 2 again (if it is not signed -> filed electronically) and send it.

wik said:
I'd like to hear from those who have received RFEs that include a request for tax returns.

Most of us filed 485s long ago, mine in '02. My lawyer submitted my previous three years tax returns - 99/00/01 with our application. But I note from some of the posts here, that RFEs usually request tax returns from the LAST three years from the date of the RFE, not from the date of the application. Should I get an RFE this year (!), that would mean returns for 01/02/03.

Has anyone had an RFE asking for tax returns for the original three years of their application (not the latest three years), or even farther back than that? Is an IRS transcript OK, or does it need to be the (expensive) full-blown copy with all attachments (W2, 1099, etc).

I am asking because those requests with the IRS can take up to 60 days, and I want to have everything I can in hand should it be needed.

---

WAC-02-253xxxxx
 
wik said:
.....
Is an IRS transcript OK, or does it need to be the (expensive) full-blown copy with all attachments (W2, 1099, etc).
....

Just wondering..... what do you mean by "expensive" here ??
 
max2k1 said:
Just wondering..... what do you mean by "expensive" here ??

The IRS charges $39 for an official copy of a single years tax return with all attachments. Multiply that by the number of years you might need. (Transcript copies are free, but they are simply a line item print out and lack attachments ot detail, etc.)
 
wik said:
The IRS charges $39 for an official copy of a single years tax return with all attachments. Multiply that by the number of years you might need. (Transcript copies are free, but they are simply a line item print out and lack attachments ot detail, etc.)

I don't think USCIS needs full blown tax returns from IRS. In the transcript, the amounts in those line numbers all they need. Transcript + your copy of tax return (full blown) together should be good enough. Transcript is going to support the numbers in your tax return copy as authentic and true.
 
01,02,03 tax transcripts

I was asked to submit last 3 years of tax transcripts. 01,02 & 03. I submitted Tax transcripts and also attached copy of tax returns submitted to IRS along with them.
 
wik said:
The IRS charges $39 for an official copy of a single years tax return with all attachments. Multiply that by the number of years you might need. (Transcript copies are free, but they are simply a line item print out and lack attachments ot detail, etc.)
OK - thanks - didn't know about that :)

I thought we could just send copies of tax returns that we have ... the same stuff that we filed ...
I guess that's not good enough...

Hope they've stopped asking people for such docs !
 
max2k1 said:
OK - thanks - didn't know about that :)

I thought we could just send copies of tax returns that we have ... the same stuff that we filed ...
I guess that's not good enough...

Hope they've stopped asking people for such docs !

max2k1,
You are right. most of the times it's the copy you have.
If the RFE is for copy of tax return, your copy of tax return should work fine. You don't need to retreive transcript or full-blown tax return from IRS (you can attach transcript anyway, as it's free). If RFE specifically asks for transcript or "stamped" copies, then you need get them from IRS. Rarely they ask for that.
 
Top