Please help me with this RFE

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PraetorianXI

Banned
Hi fellow ones,

Please clarify something for me. I got an RFE on the mail today for my I-485.

It asks for my I-693 and my I-693 Supplemental Form (the one that covers vaccinations). I have both of them, given to me by the Civil Surgeon.

It also says: "W-2s, 1099s, and/or all schedules submitted to the Internal Revenue Service (IRS)--a copy of his/her Federal income tax return was submitted and/or the sponsor or joint sponsor requested an extension to file his or her Federal income tax return."

What is the statement above asking for exactly? What should I send? I am sending the I-693/Supplement on the sealed envelope that the Civil Surgeon gave me. But I am thinking aside from that... should I send my Wife's W2 and 1099 for 2006? is that all?

Thanks for the input :cool:
 
We submitted copies of my husband's federal tax returns (plus copies of W2s and 1099s) for the most recent 3 tax years.
 
Praetorian, when you sent your original submission, did you send the W-2 copy and 1099 copies along with the actual tax return? If you submit her own copy of her return, they do require that you send all these so called information statements (that are not filed w/ IRS) with the return for the I-864.

You could also request an IRS transcript, in that case the transcript is all you file. The law only requires the most recent tax return now, but you can optionally enclose prior year's returns to make for a stronger case (probably doesn't hurt?). According to what I read, the determination whether she can support you is based on most current income.
 
I submitted tax returns for 2004, 2005 and 2006. But never sent the W2s or 1099s for 2006 (or any other year). Would sending those W2s and 1099s for 2006 be enough? we also sent an employment letter.
 
Aha! Well, I'm assuming you indicated on the I-864 (maybe I-864EZ?) that you're optionally submitting tax returns for the three most recent years, so to be consistent with what you noted on the form, I'd submit the W-2's and 1099s for all three years. (If you checked that you're only submitting the most recent tax year, then I'm guessing you only need 2006's). Is it an issue of availability of the older statements? Then it may be best to get IRS transcripts instead. The USCIS either accepts your copy + all statements OR the IRS transcript by itself as valid proof, at least that's in the I-864 instructions for the original submission of documents.

I would say whichever years you decide to submit, it might be a good idea to resubmit tax return + W-2 + 1099s as a complete package instead of relying on them to match the statements with the returns. I don't think it can hurt to submit your tax return twice, right? But this is just my (unprofessional) opinion of what to submit.
 
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I am submitting the W2s and 1099s for all 3 most recent years. Bytheway, what is the fastest way to get an IRS transcript? who do I call? can I have it faxed?

Thanks guys, RFE is being sent back today :)
 
PraetorianXI said:
I am submitting the W2s and 1099s for all 3 most recent years. Bytheway, what is the fastest way to get an IRS transcript? who do I call? can I have it faxed?

Thanks guys, RFE is being sent back today :)
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The fastest way of getting transcripts is by calling an IRS 800 number, its an automated call, i think they print them automatically and you get them in about 5 days. If you mail a trasncript request form you have to wait for weeks. I have done it both ways in the past, so I know :)
 
PraetorianXI said:
It asks for my I-693 and my I-693 Supplemental Form (the one that covers vaccinations). I have both of them, given to me by the Civil Surgeon.

I am sending the I-693/Supplement on the sealed envelope that the Civil Surgeon gave me.
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Why didn't you send them when you filed the whole package???
 
Hey PraetorianXI... You got a similar RFE to me. Did you also send an employment letter with your original package? ... I included W2's and my tax returns for past 3yrs with my app. but still got an RFE. Don't even know what a 1099 is lol... On the RFE form does it not give you the IRS phone # to call and request for transcripts? Mine did... it's all automated over the phone and takes approx 15 days max to get them mailed to you. Damn wish it was faster. Had my biometrics 30min ago... so now just waiting for my transcripts so I can get the I-485 ball rolling again! Good luck.
 
shinkansen said:
Hey PraetorianXI... You got a similar RFE to me. Did you also send an employment letter with your original package? ... I included W2's and my tax returns for past 3yrs with my app. but still got an RFE. Don't even know what a 1099 is lol... On the RFE form does it not give you the IRS phone # to call and request for transcripts? Mine did... it's all automated over the phone and takes approx 15 days max to get them mailed to you. Damn wish it was faster. Had my biometrics 30min ago... so now just waiting for my transcripts so I can get the I-485 ball rolling again! Good luck.
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I sent an employment letter, not a very detailed one. And tax returns for the past 3 years... My RFE did not list any number to call the IRS.

1099 is a self employment/independent contractor form to file taxes.

I want my interview already! :)

ps: What is the phone number? I need to get those transcripts just in case.
 
Praetorian, I think this IRS article answers your question. A wealth of information on the IRS website, www.irs.gov.

For anyone who doesn't know what these mysterious tax documents are, here's a quick crash course:

Certain forms of income are reported on different forms. Employment income is reported on Form W-2 (there might be multiple, for people with multiple jobs). It is reported by the employer to the employee, and the employee sends the federal copy of Form W-2 with the return to the IRS (the employee will receive multiple copies ... federal, state, a copy to keep for their records).

Certain other forms of income are reported on what are called 1099 "information statements." These are issed e.g. by banks you have accounts with (for interest income), by brokerages (for dividends, capital gains, interest, original issue discount, ...), mostly what's called "passive income." These financial services companies send the 1099 directly to the IRS and a copy to you. That's why they are not physically filed with the return (the IRS already has them) but retained for your records (in case you're audited). They come with a variety of names ... 1099-INT, 1099-DIV, 1099-B, 1099-OID are some common ones. Since the USCIS is not the INS, they don't already have your 1099 info, so when you submit the return with your immigration paperwork, you need to include the 1099's too, even though they were not part of the originally filed tax return.

Hope this answers the question why USCIS needs these!

Alternatively, they are not required when you submit the IRS transcript, because I suppose USCIS trusts IRS that they have done their job checking over your W-2 and 1099s when they accepted your return.
 
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Praetorian, you're very welcome, and no I'm just someone who's been around for a while in the U.S. ... been filing taxes here for 8 years and now help everyone in my wife's family with their tax questions too. :)

Plus, I'm interested in financial topics ... this is the other forum I regularly frequent. ;) See the sticky thread on tax issues, 3000+ posts on all kinds of tax questions to digest!
 
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Well, I may ask you to help me this year when my wife and I, file tax together. Though, I am good at reading and filing forms... it is pretty straight forward.

Are you from Austria? :)
 
PraetorianXI said:
Are you from Austria? :)
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Maybe! What a good guess. ;) I thought it would help in an immigration forum if my user name hinted at where I'm from. I don't find too many Austrians in these immigration forums, though, or anywhere in the US for that matter (but I'm ok with that).

I'd be glad to help if you have a tax question, but if you've mastered the AOS process then taxes are not that hard in comparison. It gets complicated if you own a house, trade a lot of stocks, have your own business, that kind of stuff. Oh, or if you have bank accounts or other income from a foreign country. As a resident or resident alien for tax purposes, you need to file on your worldwide income in the US. Then you can get a credit for foreign tax paid, and that's a pretty complicated form.
 
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