Okay, my apologies. This has been WAY too confusing so I decided to start a new thread and clear this up once and for all - for myself and for probably countless others who have this problem.
Anyone: If you can answer these questions you're an absolute hero and if you're ever in the Orlando/Titusville area of Florida, my husband and I will gladly invite you out to dinner as a 'thank you'.
Anyways, we are concerned with the question of income and tax forms on the I-864.
We would like to know where exactly on the Tax Return Transcripts and W2's to find the required information in our case.
To start off: We have a joint sponsor. She has filed her taxes jointly with her husband for the last 3 years, but she is the one supporting us, not her husband. However, all the numbers shown on her Tax Return Transcripts are for both of them combined.
She has only given us her Tax Return Transcripts for the past 3 years and her W-2's for that time.
My husband as the primary sponsor didn't make enough money before 2013, so he only has one Tax Return Transcript (for 2013 as he hasn't filed for 2014, yet) and 2 W2's (one for 2013 and one for 2014). We current can't find 1040's or 1040EZ's for either of them.
To the questions:
1) We are trying to get the information for I-864, Part 6. Question 5: "My current individual annual income is:"
Can we even get this information from the Tax Return Transcripts and W2's? If yes then where exactly on these forms can we find it? If no, how do we calculate it? Do we used earnings statements? What if the statements don't say how much he makes annually, nevermind currently?
2) Questions 13.a. through 13.c. have completely thrown us for a loop. How can they be so poorly worded?
It says there "My total income (adjusted gross income on IRS Form 1040EZ) as reported on my Federal tax returns for the most recent 3 years was:"
Since we only have the IRS Tax Return Transcript and the W2's for everyone and cannot find the 1040EZ to double-check, which one is it? Do they want to know the number listed under "Total Income" or "Adjusted Gross Income" on the Tax Return Transcript? They are fortunately the same for my husband who didn't receive any adjustments to his income, but they differ quite a bit for our joint sponsor. Then of course there is the fact that her individual income has been thrown together with her husband's on the Tax Return Transcript.
The W2's do show her individual income, but which numbers do we have to look for to answer that question?
Is it the number under "Wages, tips, other comp."? If yes, is it "Gross Wages", "Taxable Wages" or something altogether different?
Anyways, thanks a lot in advance!