Self Employed: Tax Information

[ChrisPG 30]

In March I received an RFE regarding my Father-In-Law laws tax information. The letter asks for the following:

1) (typed) "The joint sponsor on Form I-864, Affidavit of Support, must submit a complete Federal Income Tax Return submitted to the IRS for the most recent tax year" and then in pencil it has written: "2010 Federal Returns for [Father-in-laws name].

-We have the full 2010 1040.

2) "The joint sponsor on Form I-864, Affidavit of Support, must submit all tax documentation (W-2, 1099s and all tax schedules)" and again in pencil it is written "2010 W-2's for [father in laws name].

This sounds like they are asking specifically for his W-2s since they went to the effort of physically hand-writing the W-2 part. However he is self employed and stated so on his I-864. So we have included the following:

-A letter stating that he has no W-2 and that he is self employed.

-His Schedule A, B, D & E for 2010.

So in response to the RFE, we will include:

1) Complete 1040

2) Schedule A, B, D & E

3) Letter stating the reason why there are no W2s

Is there anything that is missing from the above to prove the income requirements for a self-employed joint sponsor? He has no 1099s, should we include another letter?

Of course in hindsight we should have just ordered transcripts, but a little late now.

Edited April 4, 2012 by ChrisPG

[Tygrys 143]

In March I received an RFE regarding my Father-In-Law laws tax information. The letter asks for the following:

1) (typed) "The joint sponsor on Form I-864, Affidavit of Support, must submit a complete Federal Income Tax Return submitted to the IRS for the most recent tax year" and then in pencil it has written: "2010 Federal Returns for [Father-in-laws name].

-We have the full 2010 1040.

2) "The joint sponsor on Form I-864, Affidavit of Support, must submit all tax documentation (W-2, 1099s and all tax schedules)" and again in pencil it is written "2010 W-2's for [father in laws name].

This sounds like they are asking specifically for his W-2s since they went to the effort of physically hand-writing the W-2 part. However he is self employed and stated so on his I-864. So we have included the following:

-A letter stating that he has no W-2 and that he is self employed.

-His Schedule A, B, D & E for 2010.

So in response to the RFE, we will include:

1) Complete 1040

2) Schedule A, B, D & E

3) Letter stating the reason why there are no W2s

Is there anything that is missing from the above to prove the income requirements for a self-employed joint sponsor? He has no 1099s, should we include another letter?

Of course in hindsight we should have just ordered transcripts, but a little late now.

Seems sufficient to me, but why don't you request the transcripts and attach them as well?

It only takes a week or so to get the transcripts in the mail, or if you have access to fax IRS will fax them to you almost immediately.

[I AM NOT THAT GUY 5,715]

So in response to the RFE, we will include:

1) Complete 1040

2) Schedule A, B, D & E

3) Letter stating the reason why there are no W2s

If he is self-employed, he should have a Schedule C and a Schedule SE in there somewhere. If you send a complete IRS transcript for 2010, that should have all the information they are looking for.

Edited April 4, 2012 by ☼

[ChrisPG 30]

If he is self-employed, he should have a Schedule C and a Schedule SE in there somewhere. If you send a complete IRS transcript for 2010, that should have all the information they are looking for.

Just looking through his tax return, on line 12 (income or loss) there is no figure entered entered so I assume he didnt need to file a schedule C?

The same also applies for Schedule SE.

[I AM NOT THAT GUY 5,715]

Just looking through his tax return, on line 12 (income or loss) there is no figure entered entered so I assume he didnt need to file a schedule C?

The same also applies for Schedule SE.

Where does he report his self-employment income? Perhaps he is either not self-employed, or not reporting his income.