I am writing to you in hopes that you can shed some light on our situation. I am not very familiar with US taxes or the IRS, so please bear with me.

My wife is preparing to submit our Adjustment of Status (AOS) and tax returns to the National Visa Center (NVC). However, we have noticed a few issues.

First, the most recent tax return that my wife has is for 2020-2021. We are just over the income threshold by about $200. Will this be a problem?

Second, we just realized that her accountant filed her taxes under her previous surname and as single. She was waiting for her new Social Security card to come in with her new surname. Are we okay to submit these taxes, or should we wait to get her taxes up to date for this year before we upload anything to NVC?

As a side note, we got married and I returned to the UK to wait out the I-130. Should this matter if my wife files married but separately?

I hope this makes sense. I apologize that I am not very knowledgeable about this process.