I864 Joint Sponsor questions

[lemayz 2]

Hi everybody,

I'm hoping you may be able to help me with a few questions. I am filling out the I864, but since my income is not sufficient (and also earned abroad), my mother will be the Joint Sponsor. She is not part of the same household, so she will also fill out at I864. My questions are the following:

1. Since my mom will be a joint sponsor, I am only sending last year's tax returns. Seeing as how my mom is the joing sponsor, is it still recommendable for me to send in pay stubs and employment letter? Should I still fill out the "optional" part about assets on the form? I would rather avoid all of that because I don't have these documents at hand, but if anyone says that it is advisable to include them, I will do so.

2. My mother is way above the 125% of poverty level required for the affidavit of support. She will send tax transcripts for the last 3 years. Is it still advisable for her to send an employment letter and paystubs? She would also like to avoid this if possible

3. In the past year, I was both employed for a company AND self-employed. Is it ok to check both checkboxes on Part 6, Question 22?

Thanks!

[mike411 15]

1. I would not fill the optional.

2. I would send in letter and paystubs to show she is still working here.

3. #22 is for "I am currently". I don't think in the past counts.

[pushbrk 12,093]

Hi everybody,

I'm hoping you may be able to help me with a few questions. I am filling out the I864, but since my income is not sufficient (and also earned abroad), my mother will be the Joint Sponsor. She is not part of the same household, so she will also fill out at I864. My questions are the following:

1. Since my mom will be a joint sponsor, I am only sending last year's tax returns. Seeing as how my mom is the joing sponsor, is it still recommendable for me to send in pay stubs and employment letter? Should I still fill out the "optional" part about assets on the form? I would rather avoid all of that because I don't have these documents at hand, but if anyone says that it is advisable to include them, I will do so.

2. My mother is way above the 125% of poverty level required for the affidavit of support. She will send tax transcripts for the last 3 years. Is it still advisable for her to send an employment letter and paystubs? She would also like to avoid this if possible

3. In the past year, I was both employed for a company AND self-employed. Is it ok to check both checkboxes on Part 6, Question 22?

Thanks!

Leave the asset questions blank when income is sufficient or when you don't qualify either way.

Your mother doesn't need an employer letter if she sends pay stubs but she should send some evidence of current income. Tax returns are historical.

Yes, it's OK but those boxes are for answers to a present tense question, so answer them in the present tense.

[lemayz 2]

Thanks for both of your responses.

I guess I phrased my last question poorly: I have and CURRENTLY work at 2 jobs...one of them self-employed, and the other for a company, so I wanted to know if it was ok to check both boxes.

I want to take advantage of this thread to ask one more related question: in the instructions for the I864, it says "Do not submit any tax returns that you filed with any foreign government unless you claim that you were not required to file a Federal tax return with the United States goverment and you wish to rely on the foreign return solely to establish the amount of your income that is not subject to tax in the United States."

Perhaps I am reading too much into this, but I'm a bit confused as to what to do in my situations. I live abroad (in Chile), but I have filed taxes every year, via the Foreign Earned Income Exemption form (2555). However, as I mentioned previously, my mom will be the joint sponsor, so I don't want to use the money I have earned to comply with the income requirements. I can, if necessary, get my foreign tax returns, but it's super complicated.

[pushbrk 12,093]

Thanks for both of your responses.

I guess I phrased my last question poorly: I have and CURRENTLY work at 2 jobs...one of them self-employed, and the other for a company, so I wanted to know if it was ok to check both boxes.

I want to take advantage of this thread to ask one more related question: in the instructions for the I864, it says "Do not submit any tax returns that you filed with any foreign government unless you claim that you were not required to file a Federal tax return with the United States goverment and you wish to rely on the foreign return solely to establish the amount of your income that is not subject to tax in the United States."

Perhaps I am reading too much into this, but I'm a bit confused as to what to do in my situations. I live abroad (in Chile), but I have filed taxes every year, via the Foreign Earned Income Exemption form (2555). However, as I mentioned previously, my mom will be the joint sponsor, so I don't want to use the money I have earned to comply with the income requirements. I can, if necessary, get my foreign tax returns, but it's super complicated.

Since you are not claiming you were not required to file a US return, you don't need to provide foreign returns. That's what the sentence you quoted says. Interpret the "Do not submit" literally.

[lemayz 2]

Thanks so much, pushbrk, as per usual, you are one of the most helpful members of VJ!