返信先: IRS Tax Transcriptの代わりに1040

#15054
がお

    みなさま、大変お世話になります。

    初めて投稿しますが、ご存じの方がいらっしゃいましたら教えてください。

    現在日本在住でI-864に必要なTax Return Transcriptを、Form 4506-Tを使って入手する予定です。

    Form4506-Tの内容のうち質問6の部分です。
    皆さん実際どのように書かれたのかご教示頂けないでしょうか。

    6 Transcript Requested. Enter the tax form number here とありますが
    ここには”1040″と記載すればよいのでしょうか。

    6 Transcript requested. Enter the tax form number here (1040, 1065, 1120, etc.) and check the appropriate box below. Enter only one tax form
    number per request. ▶ この部分です。

    下記は”a”の “Return Transcript”にチェックを入れるだけでいいのでしょうか?

    a Return Transcript, which includes most of the line items of a tax return as filed with the IRS. A tax return transcript does not reflect
    changes made to the account after the return is processed. Transcripts are only available for the following returns: Form 1040 series,
    Form 1065, Form 1120, Form 1120-A, Form 1120-H, Form 1120-L, and Form 1120S. Return transcripts are available for the current year
    and returns processed during the prior 3 processing years. Most requests will be processed within 10 business days . . . . . .

    b Account Transcript, which contains information on the financial status of the account, such as payments made on the account, penalty
    assessments, and adjustments made by you or the IRS after the return was filed. Return information is limited to items such as tax liability
    and estimated tax payments. Account transcripts are available for most returns. Most requests will be processed within 10 business days .

    c Record of Account, which provides the most detailed information as it is a combination of the Return Transcript and the Account
    Transcript. Available for current year and 3 prior tax years. Most requests will be processed within 10 business days . . . . .

    またYear2020, 2019, 2018の3年分が必要な場合、”9″の”Year or Period Request”には、どのように記載したらよろしいでしょうか?

    9 Year or period requested. Enter the ending date of the year or period, using the mm/dd/yyyy format. If you are requesting more than four
    years or periods, you must attach another Form 4506-T. For requests relating to quarterly tax returns, such as Form 941, you must enter
    each quarter or tax period separately.

    ここ数年日本在住で日本の収入だけをIRSに申請しており、”1040″のみならず、”1116”, “2555”, “8965”, etc. と色んなフォームがありますが、このすべてのフォームに対してのReturn Transcriptの取寄せが必要なのでしょうか???

    どうぞよろしくお願いします。