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17 hours ago, Pib said:

Congrats.   I expect just making up a number like 12345 would work fine.  When I got my endorsement notification like you just got I was on an OA Visa dtd Oct 2008 which I had extended around 14 times for reason of retirement and marriage.  Now since I was on a marriage extension of stay I selected a Non O marriage and entered the number from my latest Permitted to Stay extension....and I really couldn't be sure about some of the  handwritten numbers.   But this worked fine.  I really don't think it will make a difference regarding a visa number and I think they only want the info to do a little advance preparation of the paperwork to be accomplished/submitted from BoI to Immigration across the hall on the day of your appointment.

 

You may want to message BoI and see what they say.  

 

And Congrats again on getting endorsed (approved).  When did you initially submit your application?  And it was a Pensioner application, right?   And any further details/your impressions of the application process would surely be appreciated by others getting ready to make the application trek.

I did shoot off an email to BOI.  Hope to hear back before I depart or else I'll be at their office on the day I arrive in Bangkok.  

Initial pensioner application was submitted on Jan 9th.  Uploaded documents were (1) HMO health insurance coverage letter and  (2) monthly pension and annuity statements in lieu of a tax return, which BOI okayed prior to applying. 

Come Jan 19th, only 10 days after applying, BOI requests additional docs - a copy of my HMO ID card and a 2022 form 1040.  ID card, no problem.  As for the 2022 tax return, I was still waiting for all the 1099's to come in so I hadn't started on it.  Even the IRS wasn't accepting tax returns for another few more days. Not wanting to wait to complete the 1040, I uploaded a pension verification letter from my former employer instead.  Seemed just as good, if not better than a 1040.  Then I waited and waited. Did not  receive a single response to any of the emails sent after Jan 9th.  Religiously logged in and the same status appeared again and again - "consideration by government agencies".  Frustration level started to build.  BOI then unexpectedly sends me an email on Feb 28th stating that my LTR visa application was endorsed by the relevant government agencies.  Still haven't reached the finish line though.  I need to figure out how to answer the supposed currently held visa, which I don't have.   

Does BOI publish monthly LTR visa stats?  Curious to see numbers applied, issued, canceled, in review, rejected, and so on. 

14 hours ago, Pib said:

I have a LTR-Pension visa...submitted in late Oct...approved in late Dec 2022.  In my application I originally uploaded pension letters/statements from my various U.S. govt pensions.  However, appox 30 days later the BoI requested additional income docs.....see below the BoI Screener request.

 

I then uploaded my 2021 U.S. fed tax return which made them happy but I'm here to tell you since I file a joint return with the wife the pension/IRA amounts on that return varied significantly from my pension letters since the return was reflecting pensions/IRA/etc., payment for both of us versus just me....Plus, most of my pensions are either "fully or partially non-taxable/non reportable on my tax return" like my VA pension which is 100% non taxable/non reportable---does not appear anywhere on a tax return as authorized by U.S. law.  But that VA pension was reflected in the benefits letters/statements I uploaded.

 

Additionally, based on the Screener 3 request maybe they only wanted some document(s) to support the couple thousand dollars of "passive", repeat, passive income I put on the application without any supporting docs....and maybe they were totally happy with the pension income docs I provided.  Penson/IRA income is generally "not" considered passive income.  

 

I think the request for tax returns is geared just to give "additional support/proof" a person really does have certain/x-amount of pension/passive income and the BoI knows the pension/IRA amounts on the tax return (especially a joint) return could vary very significantly from pension/IRA letters uploaded.   Plus maybe it also shows you are a law abiding, tax paying person.  

 

 

 

 

I emailed the BOI twice asking if it needs anything else, but so far have received no response.

So it looks like I'll have to get the 2022 1040 done then upload it.  They probably would not accept a 2021 - only the most recent. 

Did you provide just the 2-page 1040 form?  How about supporting docs such as a 1099-R, Schedule B, etc?

Thank you to all those that have contributed to this thread.

Has any American here applying for the wealthy pensioner visa submitted income documentation other than a 1040 tax form?  I initially uploaded a monthly pension statement, which BOI ok'd in an email prior to applying.  Then they emailed back a few weeks later requesting a 2022 1040 form.  This happened to be a few days before the IRS started accepting them (in January) and I hadn't completed it yet. So instead, I uploaded a pension verification letter from my former employer.  I'm eagerly waiting to hear back.  Stuck on "consideration by government agencies".