

Nor should the sponsor submit tax returns filed with a foreign government unless the sponsor claims no requirement to file a U.S. The sponsor should not submit copies of state income tax returns. Telefile tax records are not acceptable proof of filing. It is not necessary to have the IRS certify the transcript or photocopy of the return unless it is specifically requested. The tax form for requesting an extension is IRS Form 4868. If the sponsor requested an extension of time to file his or her tax returns, he or she should include a copy of the income tax form requesting an extension and a copy of the income tax return from the previous year. The USCIS generally expects the sponsor, after April 15 of any given year, to have filed a tax return for the previous year. If the sponsor filed the tax return electronically, no “hard copy” will exist, in which case they can only submit an IRS transcript.
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Adjudicators Field Manual (AFM) Chapter 20.5(i)(1). The only exception is if they filed a joint income tax return with their spouse and are qualifying using only their individual income. While sponsors who submit a photocopy of the income tax returns must include a copy of the Form W-2 and Form 1040, they do not include copies of these forms if they are providing an IRS transcript. The sponsor should request that the transcript be sent directly to his or her address, not to the National Visa Center. The sponsor also can request a transcript by calling 1-80. The form can be downloaded from the IRS website at. Sponsors may submit copies of tax returns but must comply with the file size limits for electronic uploads to CEAC and could be delayed by requests for additional documentation.”įor those who wish to follow this DOS advice, use Form 4506-T to request tax transcripts from the IRS. The new language on the DOS website states: “NVC strongly recommends the submission of tax transcripts since they typically provide the information necessary for an evaluation of completeness of the Affidavit of Support and result in more efficient processing. Fortunately, the DOS changed its website to only recommend that applicants submit the tax transcript rather than to mandate it.

It also conflicted with the regulations, which allow the sponsor to submit a copy of the tax return. However, this conflicted with the Foreign Affairs Manual (FAM), which indicates that the sponsor can submit either a photocopy of the tax return or an IRS-generated tax transcript with the Form I-864. The DOS website indicated that sponsors must submit a tax transcript rather than a copy of the Form 1040 that they filed with the Internal Revenue Service (IRS). The Department of State (DOS) briefly changed the requirements for sponsors who must submit evidence of tax filing, along with the affidavit of support.
