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MrsCrawford218

Need help with I864 and tax stuff

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Filed: Timeline

Hi Everyone, I am new to this forum and this is my first post!!

I have some questions about the I 864 stuff and hopefully somebody can answer.

1) I know only one year tax return is required, but we want to play safe so we try to get 3 years'.

But He could only find 2 years taxes and 2 years w2s,

It seems on the form it only has the option to do either one or three years.

So can I submit 2 years? Or should I just do one year? Wouldn't it be better if I have two years'?

2) The pay stubs are optional, so can we just submit 2 or 3 months? or we need 6 months'?

Thank you !!!


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As long as your one year satisfy the requirements you will be fine. If you want to play it safe you can always submit 3 years, and for the year you are missing you can request a tax transcript for free from IRS.

I never have more then 2 month of my paystubs, so you don't have to do 6 month. 2-3 month is more then sufficient to establish a pattern.


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"Trust in the LORD with all your heart and lean not on your own understanding; in all your ways acknowledge him, and he will direct your paths." (Proverbs 3, 5-6)

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Filed: Citizen (apr) Country: Jamaica
Timeline

The AGI for the 3rd year needs to be reported on the I-864 as proof of filing. If it was filed, the information is necessary. You can call IRS for a transcript and they will fax it to you immediately; you do not have to pay for that.

The requirement for principal sponsors -petitioners- is three years of filed taxes, unless unemployed or they did not work enough to file for that year. In that case an explanation has to be given.

A joint sponsor is needed if yhe current year's AGI, for the household, is below the poverty guideline. The joint sponsor or household sponsor has to have filed all three years and is currently above the poverty threshold for the household size.

Edited by kcoyclay1

STANLEY & KAREN
01/15/2009 - Fedex I-130, I-485, I-693, I-864, I-765, G-325A
01/20/2009 - Received in mail-room and signed for by J CHYBA
01/28/2009 - Checks cashed by Homeland Security
02/02/2009 - Received in mail 3 pcs of NOA1 one each for I-485, I-130, I-765 dated 01/28/2009
02/03/2009 - Received email RFE. What did I not send now, whew!
02/09/2009 - Received mails for initial evidence and Biometric appointment (02/19/2009); mailed evidence
02/19/2009 - biometrics done - in a out in 45 minutes
03/14/2009 - Receive NOA2 dated 03/10/2009. AOS interview April 29, 2009
03/18/2009 - Touched. EAD Card production ordered
03/25/2009 - Touched. EAD approval sent
03/27/2009 - EAD card received in the mail; applied for SS# immediately (office is across the street from my home)
04/02/2009 - Received SS# in the mail
04/29/2009 - Interviewed. I- 130 approved, I-485 pending IO's review
05/05/2009 - Received NOA2. Welcome letter for Permanent Residency. I-130 and I-485 approved 04/30/2009
05/08/2009 - Touched. I-485 approval letter sent
05/11/2009 - GC received in the mail. Expires 2019
05/11/2009 - Applied to remove restrictions on my SS Card
05/18/2009 - Received unrestricted SS card

10/13/2009 - My darling husband of 2 yrs 5 months 3 weeks 3 days passed away :(

Naturalization Process (5 Yrs Later) :goofy:

Mar 28, 2014 - Mailed N-400
Apr 08, 2014 - Check cashed
Apr 09, 2014 - Receive Notice letter Priority date April 3, 2014
Apr 11, 2014 - Touched - Email - Biometrics letter mailed
May 08, 2014 - Biometrics done
May 12, 2014 - Touched - Email - In line for interview scheduling
July 12, 2014 - Pre-interview letter (Yellow letter) received in mail
Aug 20, 2014 - Touched - Email - Interview scheduled
Aug 25, 2014 - Interview scheduled for Sept. 24, 2014
Sept 24, 2014 - Passed interview
Oct 06, 2014 - Touched - Email - In oath scheduling que
Oct 08, 2014 - Touched - Text - Oath ceremony scheduled
Oct 14, 2014 - Received letter - Oath ceremony Oct 28, 2014
Oct 28, 2014 - I AM A US CITIZEN! :joy: :joy: :joy:
Nov 12, 2014 - Updated my status from permanent resident to citizen at Social Security
Nov 14, 2014 - Applied for US passport
Nov 29, 2014 - Received US passport book
Dec 01, 2014 - Received Passport card
Dec 04, 2014 - Received Naturalization Certificate

--------------------
KayCee

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Filed: Citizen (apr) Country: Jamaica
Timeline

Hi Everyone, I am new to this forum and this is my first post!!

I have some questions about the I 864 stuff and hopefully somebody can answer.

1) I know only one year tax return is required, but we want to play safe so we try to get 3 years'.

But He could only find 2 years taxes and 2 years w2s,

It seems on the form it only has the option to do either one or three years.

So can I submit 2 years? Or should I just do one year? Wouldn't it be better if I have two years'?

2) The pay stubs are optional, so can we just submit 2 or 3 months? or we need 6 months'?

Thank you !!!

Be very careful. I think you misunderstand what is needed. He needs to have the information for all three years. If he cannot find two years of taxes, it means that the AGI will be left blank and that is the proof they need that he filed taxes for those years.

While USCIS only requires documental proof of filing for the current year, the AGI for all three years should be recorded. If you do not have that information, call IRS and have them fax your prior years transcript to you free of cost. If you leave out that information, they will assume that you did not file. Note that the instructions state that if you did not file, you need to explain why you did not do so and send a copy of why you were allowed not to. You do not fall in this category; your situation is one in which your tax reports are misplaced. You need the information from IRS. USCIS employees will send an RFE for initial evidence if all requirements are not met. It will also appear as if you need a sponsor. Give them everything they need and avoid RFEs which only delay your process. All the best.

Edited by kcoyclay1

STANLEY & KAREN
01/15/2009 - Fedex I-130, I-485, I-693, I-864, I-765, G-325A
01/20/2009 - Received in mail-room and signed for by J CHYBA
01/28/2009 - Checks cashed by Homeland Security
02/02/2009 - Received in mail 3 pcs of NOA1 one each for I-485, I-130, I-765 dated 01/28/2009
02/03/2009 - Received email RFE. What did I not send now, whew!
02/09/2009 - Received mails for initial evidence and Biometric appointment (02/19/2009); mailed evidence
02/19/2009 - biometrics done - in a out in 45 minutes
03/14/2009 - Receive NOA2 dated 03/10/2009. AOS interview April 29, 2009
03/18/2009 - Touched. EAD Card production ordered
03/25/2009 - Touched. EAD approval sent
03/27/2009 - EAD card received in the mail; applied for SS# immediately (office is across the street from my home)
04/02/2009 - Received SS# in the mail
04/29/2009 - Interviewed. I- 130 approved, I-485 pending IO's review
05/05/2009 - Received NOA2. Welcome letter for Permanent Residency. I-130 and I-485 approved 04/30/2009
05/08/2009 - Touched. I-485 approval letter sent
05/11/2009 - GC received in the mail. Expires 2019
05/11/2009 - Applied to remove restrictions on my SS Card
05/18/2009 - Received unrestricted SS card

10/13/2009 - My darling husband of 2 yrs 5 months 3 weeks 3 days passed away :(

Naturalization Process (5 Yrs Later) :goofy:

Mar 28, 2014 - Mailed N-400
Apr 08, 2014 - Check cashed
Apr 09, 2014 - Receive Notice letter Priority date April 3, 2014
Apr 11, 2014 - Touched - Email - Biometrics letter mailed
May 08, 2014 - Biometrics done
May 12, 2014 - Touched - Email - In line for interview scheduling
July 12, 2014 - Pre-interview letter (Yellow letter) received in mail
Aug 20, 2014 - Touched - Email - Interview scheduled
Aug 25, 2014 - Interview scheduled for Sept. 24, 2014
Sept 24, 2014 - Passed interview
Oct 06, 2014 - Touched - Email - In oath scheduling que
Oct 08, 2014 - Touched - Text - Oath ceremony scheduled
Oct 14, 2014 - Received letter - Oath ceremony Oct 28, 2014
Oct 28, 2014 - I AM A US CITIZEN! :joy: :joy: :joy:
Nov 12, 2014 - Updated my status from permanent resident to citizen at Social Security
Nov 14, 2014 - Applied for US passport
Nov 29, 2014 - Received US passport book
Dec 01, 2014 - Received Passport card
Dec 04, 2014 - Received Naturalization Certificate

--------------------
KayCee

Ccut.jpg.png

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Filed: Country: Mexico
Timeline

Hi Everyone, I am new to this forum and this is my first post!!

I have some questions about the I 864 stuff and hopefully somebody can answer.

1) I know only one year tax return is required, but we want to play safe so we try to get 3 years'.

But He could only find 2 years taxes and 2 years w2s,

It seems on the form it only has the option to do either one or three years.

So can I submit 2 years? Or should I just do one year? Wouldn't it be better if I have two years'?

2) The pay stubs are optional, so can we just submit 2 or 3 months? or we need 6 months'?

Thank you !!!

You only need to mail in the latest year's transcript with the I-864, however, you need to know the income amounts from the past 3 years for the form. Get transcripts for free from the IRS, then you do not have to worry about finding any returns or W-2s or worry if the returns you send are complete. All you need are transcripts from the IRS. http://www.irs.gov/individuals/article/0,,id=232168,00.html

A joint sponsor is needed if yhe current year's AGI, for the household, is below the poverty guideline. The joint sponsor or household sponsor has to have filed all three years and is currently above the poverty threshold for the household size.

If the joint sponsor was not required to file taxes in the previous years, then they can add a statement of explanation about why they were not legally required to file. If their current income and/or assets make them eligible to qualify, then they do, with or without having to legally file the last 3 years. It works the same for the joint sponsor as it does for the primary one.


Link to K-1 instructions for Ciudad Juarez, Mexico > http://travel.state.gov/content/dam/visas/K1/CDJ%20-%20Ciudad%20Juarez.pdf

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Filed: Timeline

As long as your one year satisfy the requirements you will be fine. If you want to play it safe you can always submit 3 years, and for the year you are missing you can request a tax transcript for free from IRS.

I never have more then 2 month of my paystubs, so you don't have to do 6 month. 2-3 month is more then sufficient to establish a pattern.

Thank you ;)


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Filed: Timeline

Be very careful. I think you misunderstand what is needed. He needs to have the information for all three years. If he cannot find two years of taxes, it means that the AGI will be left blank and that is the proof they need that he filed taxes for those years.

While USCIS only requires documental proof of filing for the current year, the AGI for all three years should be recorded. If you do not have that information, call IRS and have them fax your prior years transcript to you free of cost. If you leave out that information, they will assume that you did not file. Note that the instructions state that if you did not file, you need to explain why you did not do so and send a copy of why you were allowed not to. You do not fall in this category; your situation is one in which your tax reports are misplaced. You need the information from IRS. USCIS employees will send an RFE for initial evidence if all requirements are not met. It will also appear as if you need a sponsor. Give them everything they need and avoid RFEs which only delay your process. All the best.

Thanks for the respond. I appreciate it!

I will ask my husband to call IRS ;)


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Filed: Timeline

You only need to mail in the latest year's transcript with the I-864, however, you need to know the income amounts from the past 3 years for the form. Get transcripts for free from the IRS, then you do not have to worry about finding any returns or W-2s or worry if the returns you send are complete. All you need are transcripts from the IRS. http://www.irs.gov/individuals/article/0,,id=232168,00.html

If the joint sponsor was not required to file taxes in the previous years, then they can add a statement of explanation about why they were not legally required to file. If their current income and/or assets make them eligible to qualify, then they do, with or without having to legally file the last 3 years. It works the same for the joint sponsor as it does for the primary one.

Thanks!! that helps a lot :thumbs:


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