prior tax records question

[David-Rhosie 0]

My wife and I are anticipating filing our AOS in February and have a question or two for you.

The I-864 Affidavit of Support for the AOS phase ask if you filed a tax return for the last three taxable years. With my 2007 taxes about to be filed and my 2006 a distant memory; I'm left with a question of my 2005 year. I had a period of two years with no taxes to be filed. I'm still a fairly young individual and the first of those two years(2004) I was in a government funded trade school, so the year was kind of null and void. Year two(2005) I spent most of the year doing odd jobs for people I knew and also a piece of the year doing contract labor for a mechanic shop that refused to put me on any official pay roll. All income for the 2005 taxable year was straight cash and not much of that. No taxable jobs that year (not much income at all) since most of the year was spent earning my room and board by playing maid in my ex's moms home. My 2006 taxes were "ok" and my 2007 are much better with following years expected to continue the trend. Will my lack of a 2005 tax year hurt us in this phase of our process?

Edited January 31, 2008 by Forever in Love

[DeeZee 0]

Hi! We're also anticipating to file for our AOS this month. We're currently waiting for our marriage certificate to be released. Anyway, I believe you only need your latest tax returns so if your 2006 was fine, you should be ok. Good luck to the next process..

[second stage 14]

Am in the process of collecting documents to apply for AOS.

Its my understanding you only need the current year's tax records and you can add the previous two year's tax returns but that's optional.

[Nanusia & Lukaszek 0]

You don't have to send in the past 3 yrs, just last yrs. So if you want to send in 2006 & 2007 you'll be safe, and dont worry about 2005.

I sent in the past 3 yrs tax info, and at the AOS interview the IO gave me back the 2 extra years of income tax info I submitted originally. She said its not needed, and shouldnt clutter the file.

Good luck

[Karaoke 0]

Ok what in case my wife was a housewife for most of 2005, all 2006 and 2007, but from Jan. 1 2008 she has a very well paid job?

Will a letter from the employer and a very well-stuffed bank account suffice?? I have savings too, well above the poverty line required, would it be useful to show that evidence when it comes to the embassy interview for the K3 or CR1?

You don't have to send in the past 3 yrs, just last yrs. So if you want to send in 2006 & 2007 you'll be safe, and dont worry about 2005.

I sent in the past 3 yrs tax info, and at the AOS interview the IO gave me back the 2 extra years of income tax info I submitted originally. She said its not needed, and shouldnt clutter the file.

Good luck

[David-Rhosie 0]

Thank you for all your responses. Very well appreciated

[motu 6]

Ok what in case my wife was a housewife for most of 2005, all 2006 and 2007, but from Jan. 1 2008 she has a very well paid job?

Will a letter from the employer and a very well-stuffed bank account suffice?? I have savings too, well above the poverty line required, would it be useful to show that evidence when it comes to the embassy interview for the K3 or CR1?

You may be dealing with a different requirement - some embassies require 3 years tax returns (Colombia does) - so you need to check with yours. Also be aware that generally speaking - personal assets like bank funds need to be three times the amount of the shortfall in the income to meet the 125% poverty line for the household size. Good Luck

[Karaoke 0]

So can you give me a ballpark figure for 2 people? I think the poverty line is something like $18k? what if my savings are 3 times the 125% poverty line then (not the acutal shortfall) and my wife's present income 5 times that?

The problem is not the fact that we can support ourselves, the problem is the fact that she did not have any income for a the last few years and therefore no tax filing or form...

Ok what in case my wife was a housewife for most of 2005, all 2006 and 2007, but from Jan. 1 2008 she has a very well paid job?

Will a letter from the employer and a very well-stuffed bank account suffice?? I have savings too, well above the poverty line required, would it be useful to show that evidence when it comes to the embassy interview for the K3 or CR1?

You may be dealing with a different requirement - some embassies require 3 years tax returns (Colombia does) - so you need to check with yours. Also be aware that generally speaking - personal assets like bank funds need to be three times the amount of the shortfall in the income to meet the 125% poverty line for the household size. Good Luck

[Karaoke 0]

Sorry to bump this, but I need opinions (SEE BELOW) because we are at NVC now...

We got official transcripts from the IRS, employment letter, in case do we need to document the savings in the bank account with some official bank statement?

So can you give me a ballpark figure for 2 people? I think the poverty line is something like $18k? what if my savings are 3 times the 125% poverty line then (not the acutal shortfall) and my wife's present income 5 times that?

The problem is not the fact that we can support ourselves, the problem is the fact that she did not have any income for a the last few years and therefore no tax filing or form...

Ok what in case my wife was a housewife for most of 2005, all 2006 and 2007, but from Jan. 1 2008 she has a very well paid job?

Will a letter from the employer and a very well-stuffed bank account suffice?? I have savings too, well above the poverty line required, would it be useful to show that evidence when it comes to the embassy interview for the K3 or CR1?

You may be dealing with a different requirement - some embassies require 3 years tax returns (Colombia does) - so you need to check with yours. Also be aware that generally speaking - personal assets like bank funds need to be three times the amount of the shortfall in the income to meet the 125% poverty line for the household size. Good Luck