regarding Tax return attached to I-864

[ndp125]

Hi,


I am on H1b and my wife is a USC, we married in Dec 2006. Our state is MA.

My wife is unemployed (as she was studying May 2005- May 2006) so we are counting on our household income.

I and my wife have our federal tax return form (w2 as well) for tax year 2006, 2005. However we both have ordered transcripts from IRS for 2004.

My wife did not pay taxes in year 2004 and she will be getting a letter stating the reason of why she hasn't paid the taxes. I did pay taxes and will be getting my transcript with W2 information.

Question:
Since the form I-864 provides two options in terms of federal tax return

1) The most recent year ( I and my wife (sponsor) have jointly filled for 2006 and have the returns and w2)

2) All three years (2004 (ordered transcripts), 2005, 2006)

-We both currently do not have returns for 2004 , but we do have all tax documents for 2005.
- It will take some time for the 2004 transcripts to arrive. (about 10 - 15 days)



Would it be wise just to send 2005 and 2006 Tax Return now or should we only send 2006 Tax Return and select the 'the most recent tax return' option on the form.

Please let me know if the question is not clear.

I had earlier posted this and got reply from Dr_lha however there were some clarifications required so I posted it again with further details.

ndp

 

[dalmazan]

Hi,


I am on H1b and my wife is a USC, we married in Dec 2006. Our state is MA.

My wife is unemployed (as she was studying May 2005- May 2006) so we are counting on our household income.

I and my wife have our federal tax return form (w2 as well) for tax year 2006, 2005. However we both have ordered transcripts from IRS for 2004.

My wife did not pay taxes in year 2004 and she will be getting a letter stating the reason of why she hasn't paid the taxes. I did pay taxes and will be getting my transcript with W2 information.

Question:
Since the form I-864 provides two options in terms of federal tax return

1) The most recent year ( I and my wife (sponsor) have jointly filled for 2006 and have the returns and w2)

2) All three years (2004 (ordered transcripts), 2005, 2006)

-We both currently do not have returns for 2004 , but we do have all tax documents for 2005.
- It will take some time for the 2004 transcripts to arrive. (about 10 - 15 days)



Would it be wise just to send 2005 and 2006 Tax Return now or should we only send 2006 Tax Return and select the 'the most recent tax return' option on the form.

Please let me know if the question is not clear.

I had earlier posted this and got reply from Dr_lha however there were some clarifications required so I posted it again with further details.

ndp

You should be fine with 2005 and 2006. When I applied in November, I sent the 2005 and 2004, only 2. I went last week to the interview and they didn't ask for the 2006. So you should be fine. Just for the heck of it, order the 2004, but have it with you for the interview, should you need it.