Jump to content
Sign in to follow this  
Teddybear

Total Income on 1040 - Social Security Benefits are on line 20a and not b so they are not in the total income line...

5 posts in this topic

Recommended Posts

Filed: Timeline

Hello everyone,

We are using a joint sponsor whose total income is a little over the 17,112 requirement, but he also gets Social Security Benefits which are about 10,000 which makes his annual income over 28,000. The thing is on form I-864 they ask for total income as reported on tax return... His benefits are listed on line 20 a on 1040 form and not on b to be counted as total income... So what do we write on I-864 question 23, 24 a and b and 25 since his Social security benefits are not taxable but they are still income? I assume on question 25, I don't put the 28,000 since his social security benefits are on line 20 a on his 1040 form and not on b and therefore his income doesn't show as over 28,000 in the tax return... Please any help is appreciated...

Share this post


Link to post
Share on other sites
Filed: Citizen (apr) Country: China
Timeline

Get simple IRS transcripts they are free. Use total gross income before taxes.

http://www.irs.gov/faqs/faq1-6.html

In the future please use normal fonts, the bold font just looks like you are SHOUTING!


OUR TIME LINE Please do a timeline it helps us all, thanks.

Is now a US Citizen immigration completed Jan 12, 2012.

1428954228.1592.1755425389.png

CHIN0001_zps9c01d045.gifCHIN0100_zps02549215.gifTAIW0001_zps9a9075f1.gifVIET0001_zps0a49d4a7.gif

Look here: A Candle for Love and China Family Visa Forums for Chinese/American relationship,

Visa issues, and lots of info about the Guangzhou and Hong Kong consulate.

Share this post


Link to post
Share on other sites
Filed: Timeline

I guess you didn't understand my question. The Social Security benefits show on the tax return but on line 20 a. The 1040 form states to add the amounts in the far right column for lines 7 trhough 21 so since the benefits are on the left and not taxable, they don't add up to the total income. I don't see why IRS transcripts would be any different. I am pretty sure they would show the total income like the 1040 does. The joint sponsor doesn't know what to put on the I-864 questions 23, 24 a and b. The annual income of 28,000 or the total income on tax return which doesn't include the benefits? He could attach a social security statement but I wonder if they will pay attention to the total income on 1040 only.

Get simple IRS transcripts they are free. Use total gross income before taxes.

http://www.irs.gov/faqs/faq1-6.html

In the future please use normal fonts, the bold font just looks like you are SHOUTING!

Share this post


Link to post
Share on other sites
I guess you didn't understand my question. The Social Security benefits show on the tax return but on line 20 a. The 1040 form states to add the amounts in the far right column for lines 7 trhough 21 so since the benefits are on the left and not taxable, they don't add up to the total income. I don't see why IRS transcripts would be any different. I am pretty sure they would show the total income like the 1040 does. The joint sponsor doesn't know what to put on the I-864 questions 23, 24 a and b. The annual income of 28,000 or the total income on tax return which doesn't include the benefits? He could attach a social security statement but I wonder if they will pay attention to the total income on 1040 only.

Get simple IRS transcripts they are free. Use total gross income before taxes.

http://www.irs.gov/faqs/faq1-6.html

In the future please use normal fonts, the bold font just looks like you are SHOUTING!

My total income was derived from SS and a union pension and I included the total of both and had no problems. I also had letters from both pensions stating the amount of benefits and sent sopies with the I-864.


First trip 01-17-07

Married 02-05-07

What Service Center was filed at? Nebraska transferred to California

Provide dates for the following:

I-130 sent (Mailed)..........................3-12-07

1st NOA (Receipt Notice) .................3-29-07

2nd NOA (Approval Notice) e-mail.....6-15-07

Bill for I-864 processing fee rcd and sent..7-24-07

I-864 Packet Received......................8-18-07

I-864 Mailed to NV............................8-20-07

Bill for DS-230 received....................8-29-07

Payment for DS-230 sent..................8-30-07

DS-230 Packet received..................10-25-07

DS-230 Packet sent to NVC..............10-29-07

Case Completed..............................11-16-07

Case Forwarded to Embassy.............11-30-07

Packet recieved from NVC................12-07-07

Medical complete...............................1-04-08

Leave for Manila................................1-19-08

Interview and approval......................1-22-08

Visa in Hand .....................................1-24-08

Arrived in USA...................................3-19-08

Share this post


Link to post
Share on other sites
Filed: Timeline

Thanks for the reply rjp but what I am asking is on the form I-864 question 23, 24 a b and 25 will he have to put the total income which is taxable (a little over the poverty guidelines) and non taxable (SS benefits) or just the taxable income that is listed on 1040 as total income? The SS benefits are not listed as total income on his tax return, but they are mentioned on line 20 a.

I guess you didn't understand my question. The Social Security benefits show on the tax return but on line 20 a. The 1040 form states to add the amounts in the far right column for lines 7 trhough 21 so since the benefits are on the left and not taxable, they don't add up to the total income. I don't see why IRS transcripts would be any different. I am pretty sure they would show the total income like the 1040 does. The joint sponsor doesn't know what to put on the I-864 questions 23, 24 a and b. The annual income of 28,000 or the total income on tax return which doesn't include the benefits? He could attach a social security statement but I wonder if they will pay attention to the total income on 1040 only.

Get simple IRS transcripts they are free. Use total gross income before taxes.

http://www.irs.gov/faqs/faq1-6.html

In the future please use normal fonts, the bold font just looks like you are SHOUTING!

My total income was derived from SS and a union pension and I included the total of both and had no problems. I also had letters from both pensions stating the amount of benefits and sent sopies with the I-864.

Share this post


Link to post
Share on other sites
 
Didn't find the answer you were looking for? Ask our VJ Immigration Lawyers.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
Sign in to follow this  
- Back to Top -


Important Disclaimer: Please read carefully the Visajourney.com Terms of Service. If you do not agree to the Terms of Service you should not access or view any page (including this page) on VisaJourney.com. Answers and comments provided on Visajourney.com Forums are general information, and are not intended to substitute for informed professional medical, psychiatric, psychological, tax, legal, investment, accounting, or other professional advice. Visajourney.com does not endorse, and expressly disclaims liability for any product, manufacturer, distributor, service or service provider mentioned or any opinion expressed in answers or comments. VisaJourney.com does not condone immigration fraud in any way, shape or manner. VisaJourney.com recommends that if any member or user knows directly of someone involved in fraudulent or illegal activity, that they report such activity directly to the Department of Homeland Security, Immigration and Customs Enforcement. You can contact ICE via email at Immigration.Reply@dhs.gov or you can telephone ICE at 1-866-347-2423. All reported threads/posts containing reference to immigration fraud or illegal activities will be removed from this board. If you feel that you have found inappropriate content, please let us know by contacting us here with a url link to that content. Thank you.
×
×
  • Create New...