I-134 Affidavit of Support (Self-Employed)

[Casprd 167]

Unless something has changed that I am not aware of you only need the previous years tax report. Going back 3 years is optional. You do have to be in goodstanding ( current) in tax reporting. My understanding for immigration it is ok to be paying back taxes but failing to report is a problem. Maybe they will catch the previous years or not but what an issue if they do. As for verification of employment you can have your accountant sign a letter just verifying fiscal year to date numbers etc. I would also include schedule C profit/loss business report etc. If you are making good money as you say you need to at the least be paying quarterly even if estimated to avoid penalties and a large bill at end of year. Jim.

3 years is optional as far as the forms are concerned, but many consulates want 3 years, not just 1.

[Nich-Nick 3,354]

by the way, why three years? is that how far back they check then? i just didn't see anything on the I-134 about that.

If you submit a tax return for the I-134, the return for only the most recent year is okay in LONDON.

Some embassies only ask for one year, but most want to see three. At AOS, you will be asked for 3.

For the I-134-- LONDON positively will issue a visa without a tax return if other proofs of income are provided. They will also issue a visa without an I-134 at all if the intending immigrant has enough money/assets to self-sponsor. They will also issue a visa with a do-it-yourself affidavit and provide guideline for what has to be included in the wording.

Unless something has changed that I am not aware of you only need the previous years tax report. Going back 3 years is optional.

For the I-864-- for spouse visas and for adjustment of status by K1s, only one (most recent) tax return is required to be sent in. But information about three years is written on the form:

25. Federal income tax return information.

[ ] I have filed a Federal tax return for each of the three most recent tax years. I have attached the required photocopy or transcript of my Federal tax return for only the most recent tax year.

My total income (adjusted gross income on IRS Form 1040EZ) as reported on my Federal tax returns for the most recent three years was:

(fill in amount taken directly from 3 tax returns)

Important info from p.8 of the I-864 instructions which heidi will have to follow for AOS:

If you were required to file a Federal income tax return during any of the previous three tax years but did not do so

, you must file any and all late returns with IRS and attach an IRS-generated tax return transcript documenting your late filing before submitting the I-864 Affidavit of Support. If you were not required to file a Federal income tax return under U.S. tax law because your income was too low, attach a written explanation. If you were not required to file a Federal income tax return under U.S. tax law for any other reason, attach a written explanation including evidence of the exemption and how you are subject to it. Residence outside of the United States does not exempt U.S. citizens or lawful permanent residents from filing a U.S. Federal income tax return.

Edited October 7, 2011 by Nich-Nick