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twonightowls

I-864 - recent tax return only or 3 years to avoid RFE?

By twonightowls in Adjustment of Status from Work, Student, & Tourist Visas

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twonightowls Contributor

twonightowls   1

Posted
Filed: AOS (pnd) Timeline
Posted

Hi,

it seems that alot of VJ folks use 3 years of tax return to demonstrate the financial support for the I-864. The reason I ask this is because the IRS website did not seem to take any submission from me, I have tried ordering transcripts for myself (f-1 visa) and my sponsor (USC spouse) about 3 weeks ago, and never received anything in the mail at all. I called the IRS toll free # and they said they would send again.

Has anyone sent only the most recent tax return as a sponsor/joint sponsor and still got approved for AOS without RFE ??

Any advice is appreciated!

7/17/12 AOS Package Sent via USPS

7/20/12 Package Delivered to lockbox

7/26/12 email receipt received

7/30/12 Checks cashed

8/13/12 NOAs received

8/15/12 Biometrics Letter received

9/7/12 Biometrics Completed

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USA-ALG Explorer

USA-ALG   63

Posted
Filed: K-1 Visa Country: Algeria
 Timeline
Posted

On the form, it said last 3 years is optional, so I included only the latest tax return (2011) along with most recent bank statement and 3 pay stubs.

I sure hope they'll accept this kind of deal. I filed 864 last week and kinda wondered myself if it was sufficient.

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Harpa Timsah Grand Master

Harpa Timsah   13,258

Posted
Filed: Lift. Cond. (apr) Country: Israel
 Timeline
Posted

The instructions say either the most recent year or 3 years. It is your choice.

AOS for my husband
8/17/10: INTERVIEW DAY (day 123) APPROVED!!

ROC:
5/23/12: Sent out package
2/06/13: APPROVED!

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twonightowls Contributor

twonightowls   1

Posted
Filed: AOS (pnd) Timeline
  • Author
Posted

On the form, it said last 3 years is optional, so I included only the latest tax return (2011) along with most recent bank statement and 3 pay stubs.

I sure hope they'll accept this kind of deal. I filed 864 last week and kinda wondered myself if it was sufficient.

Thanks for the reply! Let's keep our fingers crossed!

7/17/12 AOS Package Sent via USPS

7/20/12 Package Delivered to lockbox

7/26/12 email receipt received

7/30/12 Checks cashed

8/13/12 NOAs received

8/15/12 Biometrics Letter received

9/7/12 Biometrics Completed

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kattaway Contributor

kattaway   1

Posted
Filed: Country: Haiti
 Timeline
Posted

Quick question on this.... last year I was laid off and didn't work for almost 1/2 the year so my income was right at $17,728 which is well under the $18,900 something minimum. I wasn't able to find a job so I moved to Maryland and this year I will earn well over the minimum and of course the tax year 2010 I was over the minimum as well. I will have to get 2009 as I do not have a copy of those taxes with me, just 2010 and 2011 taxes.

Will we be possibly denied because of 2011 taxes? I can show current earnings/check stubs but worried about last year! Thanks!!

He changed my life and made me his WIFE - May 26, 2012

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Anh map Grand Master

Anh map   2,098

Posted
Filed: IR-1/CR-1 Visa Country: Vietnam
 Timeline
Posted

Hi,

it seems that alot of VJ folks use 3 years of tax return to demonstrate the financial support for the I-864. The reason I ask this is because the IRS website did not seem to take any submission from me, I have tried ordering transcripts for myself (f-1 visa) and my sponsor (USC spouse) about 3 weeks ago, and never received anything in the mail at all. I called the IRS toll free # and they said they would send again.

Has anyone sent only the most recent tax return as a sponsor/joint sponsor and still got approved for AOS without RFE ??

Any advice is appreciated!

The big reason to send the last 3 is to prove that you've met the requirement (form instructions, page 8) to have filed tax returns for the most recent 3 years. It can also show an earning pattern that may be helpful in some instances.

Why risk the delay that comes from an RFE?

I-864 Affidavit of Support FAQ -->> https://travel.state.gov/content/visas/en/immigrate/immigrant-process/documents/support/i-864-frequently-asked-questions.html

FOREIGN INCOME REPORTING & TAX FILING -->> https://www.irs.gov/publications/p54/ch01.html#en_US_2015_publink100047318

CALL THIS NUMBER TO ORDER IRS TAX TRANSCRIPTS >> 800-908-9946

PLEASE READ THE GUIDES -->> Link to Visa Journey Guides

MULTI ENTRY SPOUSE VISA TO VN -->>Link to Visa Exemption for Vietnamese Residents Overseas & Their Spouses

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IPv6Freely Community Regular

IPv6Freely   64

Posted
Filed: Citizen (apr) Country: Canada
 Timeline
Posted

I sent the last two because I had them handy, but didn't select the "im sending the last 3" box, because i was only sending 2.

I'm not worried about the I-864 in any way shape or form... my wife and I drive BMWs for gods sake...

05/15/2006 - Moved to Kansas, USA on TN Status

10/16/2009 - Married in Missouri, USA
 

Family-based AOS from TN Status - Complete

Spoiler

(DAY 00) 06/18/2012 - Sent AOS Package to Chicago Lockbox

(DAY 01) 06/19/2012 - AOS Package received

(DAY 04) 06/22/2012 - Texts/Emails from USCIS confirming receipt

(DAY 07) 06/25/2012 - I-130 and I-485 checks cashed

(DAY 08) 06/26/2012 - NOA received in the mail

(DAY 12) 06/30/2012 - Biometrics appointment letter received in the mail. Appointment for 7/17/2012

(DAY 29) 07/17/2012 - Biometrics completed.

(DAY 51) 08/08/2012 - Interview email received. Scheduled for 9/11.

(DAY 53) 08/10/2012 - Paper Interview notice received in mail.

(DAY 86) 09/11/2012 - Interview. Approved on the spot.

(DAY 86) 09/11/2012 - GC Production ordered

(DAY 86) 09/11/2012 - EAD production ordered (not that I need it now...)

(DAY 87) 09/12/2012 - Case status moved from "card production" to "decision"

(DAY 89) 09/14/2012 - 2nd GC production ordered notice

(DAY 92) 09/17/2012 - EAD and GC mailed

(DAY 94) 09/19/2012 - EAD and GC IN HAND!

 

 

N-400 Application (5 year residency) - San Diego Field Office - Complete

Spoiler

 

(DAY 000) 08/15/2017 - N-400 Filed Online

(DAY 000) 08/15/2017 - Receipt Received, Case number assigned

(DAY 004) 08/19/2017 - Biometrics Appointment notification received

(DAY 010) 08/25/2017 - Biometrics Appointment PDF Posted (Date: 09/05/2017)

(DAY 013) 08/28/2017 - Biometrics Appointment Completed Early (Walk-In)

(DAY 014) 08/29/2017 - Case status now "We Reviewed Your Biometrics". 

(DAY 053) 10/06/2017 - In-line for interview. EGOV updated to "Interview Was Scheduled"

(DAY 054) 10/07/2017 - Interview scheduled. ELIS updated to "View your letter on your documents tab"

(DAY 057) 10/10/2017 - Interview PDF posted (Interview Date: 11/14/2017)

(DAY 092) 11/14/2017 - Interview in San Diego (Approved)

(DAY 112) 12/04/2017 - EGOV updated to "Oath Ceremony Notice Was Mailed"

(DAY 113) 12/05/2017 - ELIS updated to "View your letter on your documents tab"

(DAY 128) 12/20/2017 - Oath Ceremony Completed.

 

 

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Harpa Timsah Grand Master

Harpa Timsah   13,258

Posted
Filed: Lift. Cond. (apr) Country: Israel
 Timeline
Posted

Quick question on this.... last year I was laid off and didn't work for almost 1/2 the year so my income was right at $17,728 which is well under the $18,900 something minimum. I wasn't able to find a job so I moved to Maryland and this year I will earn well over the minimum and of course the tax year 2010 I was over the minimum as well. I will have to get 2009 as I do not have a copy of those taxes with me, just 2010 and 2011 taxes.

Will we be possibly denied because of 2011 taxes? I can show current earnings/check stubs but worried about last year! Thanks!!

Current income is what counts. Make sure you send in proof of current employment, which shows you over the threshold.

AOS for my husband
8/17/10: INTERVIEW DAY (day 123) APPROVED!!

ROC:
5/23/12: Sent out package
2/06/13: APPROVED!

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twonightowls Contributor

twonightowls   1

Posted
Filed: AOS (pnd) Timeline
  • Author
Posted

Thanks for all your replies! I think I should just wait until we received all 3 years of past tax return transcripts to play it safe.

7/17/12 AOS Package Sent via USPS

7/20/12 Package Delivered to lockbox

7/26/12 email receipt received

7/30/12 Checks cashed

8/13/12 NOAs received

8/15/12 Biometrics Letter received

9/7/12 Biometrics Completed

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Anh map Grand Master

Anh map   2,098

Posted
Filed: IR-1/CR-1 Visa Country: Vietnam
 Timeline
  • Popular Post
Posted

Thanks for all your replies! I think I should just wait until we received all 3 years of past tax return transcripts to play it safe.

Or you can send a letter telling them what brand of car you drive. whistling.gif

I-864 Affidavit of Support FAQ -->> https://travel.state.gov/content/visas/en/immigrate/immigrant-process/documents/support/i-864-frequently-asked-questions.html

FOREIGN INCOME REPORTING & TAX FILING -->> https://www.irs.gov/publications/p54/ch01.html#en_US_2015_publink100047318

CALL THIS NUMBER TO ORDER IRS TAX TRANSCRIPTS >> 800-908-9946

PLEASE READ THE GUIDES -->> Link to Visa Journey Guides

MULTI ENTRY SPOUSE VISA TO VN -->>Link to Visa Exemption for Vietnamese Residents Overseas & Their Spouses

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IPv6Freely Community Regular

IPv6Freely   64

Posted
Filed: Citizen (apr) Country: Canada
 Timeline
Posted

Or you can send a letter telling them what brand of car you drive. whistling.gif

Is it that easy? Damn, maybe I'll give the interviewer a ride in it to get an on-the-spot approval :P

Sorry, i suppose it was unnecessary to mention the car.. I guess it's just a bit staggering how many threads I read here where the I-864 is a legitimate concern. There's a reason they have income requirements...

05/15/2006 - Moved to Kansas, USA on TN Status

10/16/2009 - Married in Missouri, USA
 

Family-based AOS from TN Status - Complete

Spoiler

(DAY 00) 06/18/2012 - Sent AOS Package to Chicago Lockbox

(DAY 01) 06/19/2012 - AOS Package received

(DAY 04) 06/22/2012 - Texts/Emails from USCIS confirming receipt

(DAY 07) 06/25/2012 - I-130 and I-485 checks cashed

(DAY 08) 06/26/2012 - NOA received in the mail

(DAY 12) 06/30/2012 - Biometrics appointment letter received in the mail. Appointment for 7/17/2012

(DAY 29) 07/17/2012 - Biometrics completed.

(DAY 51) 08/08/2012 - Interview email received. Scheduled for 9/11.

(DAY 53) 08/10/2012 - Paper Interview notice received in mail.

(DAY 86) 09/11/2012 - Interview. Approved on the spot.

(DAY 86) 09/11/2012 - GC Production ordered

(DAY 86) 09/11/2012 - EAD production ordered (not that I need it now...)

(DAY 87) 09/12/2012 - Case status moved from "card production" to "decision"

(DAY 89) 09/14/2012 - 2nd GC production ordered notice

(DAY 92) 09/17/2012 - EAD and GC mailed

(DAY 94) 09/19/2012 - EAD and GC IN HAND!

 

 

N-400 Application (5 year residency) - San Diego Field Office - Complete

Spoiler

 

(DAY 000) 08/15/2017 - N-400 Filed Online

(DAY 000) 08/15/2017 - Receipt Received, Case number assigned

(DAY 004) 08/19/2017 - Biometrics Appointment notification received

(DAY 010) 08/25/2017 - Biometrics Appointment PDF Posted (Date: 09/05/2017)

(DAY 013) 08/28/2017 - Biometrics Appointment Completed Early (Walk-In)

(DAY 014) 08/29/2017 - Case status now "We Reviewed Your Biometrics". 

(DAY 053) 10/06/2017 - In-line for interview. EGOV updated to "Interview Was Scheduled"

(DAY 054) 10/07/2017 - Interview scheduled. ELIS updated to "View your letter on your documents tab"

(DAY 057) 10/10/2017 - Interview PDF posted (Interview Date: 11/14/2017)

(DAY 092) 11/14/2017 - Interview in San Diego (Approved)

(DAY 112) 12/04/2017 - EGOV updated to "Oath Ceremony Notice Was Mailed"

(DAY 113) 12/05/2017 - ELIS updated to "View your letter on your documents tab"

(DAY 128) 12/20/2017 - Oath Ceremony Completed.

 

 

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Harpa Timsah Grand Master

Harpa Timsah   13,258

Posted
Filed: Lift. Cond. (apr) Country: Israel
 Timeline
Posted

Is it that easy? Damn, maybe I'll give the interviewer a ride in it to get an on-the-spot approval :P

Sorry, i suppose it was unnecessary to mention the car.. I guess it's just a bit staggering how many threads I read here where the I-864 is a legitimate concern. There's a reason they have income requirements...

So you never realized there were poor people before? The poor don't deserve to be with their families?

AOS for my husband
8/17/10: INTERVIEW DAY (day 123) APPROVED!!

ROC:
5/23/12: Sent out package
2/06/13: APPROVED!

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DandT14 Rising Star

DandT14   272

Posted
Filed: AOS (apr) Country: Canada
 Timeline
Posted

:)

The guy who just mentioned having BMW's shouldn't immediately after be commenting on all the people for whom the income requirement is a struggle. It's just comes off really bad. (George Bush - like) ;)

But I consider myself "poor" and the income requirement is no issue for me. It's really, really low. So even though I don't drive a BMW or anything close (we are a 1 car family) I also have been shocked at how many people struggle with the income requirement. Not that I don't think poor people shouldn't be with their families. More that I'm surprised so many people make less than 18,000 and are able to survive on it.

Oh, and I sent the most recent tax return and ordered transcripts of the rest, just in case I get asked.

AOS

5/16/2012 - Package delivered to Chicago Lockbox at 1:33pm

5/21/2012 - Email/text notifications received at 4:50 p.m.

5/26/2012 - NOA hard copies received for I-130, I-485 and I-765

6/19/2012 - Biometrics completed.

7/02/2012 - Text/email/hard copy notification of interview.

7/30/2012 - EAD card production ordered.

8/02/2012 - Interview @ 2:00

8/02/2012 - Email notification of GC production at 5:30pm

8/07/2012 - Second GC production email

8/07/2012 - EAD received.

8/08/2012 - GC mailed.

8/09/2012 - Welcome letter and I-130 approval letter received.

8/10/2012 - Green card received. :)

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IPv6Freely Community Regular

IPv6Freely   64

Posted
Filed: Citizen (apr) Country: Canada
 Timeline
Posted (edited)

:)

The guy who just mentioned having BMW's shouldn't immediately after be commenting on all the people for whom the income requirement is a struggle. It's just comes off really bad. (George Bush - like) ;)

But I consider myself "poor" and the income requirement is no issue for me. It's really, really low. So even though I don't drive a BMW or anything close (we are a 1 car family) I also have been shocked at how many people struggle with the income requirement. Not that I don't think poor people shouldn't be with their families. More that I'm surprised so many people make less than 18,000 and are able to survive on it.

Oh, and I sent the most recent tax return and ordered transcripts of the rest, just in case I get asked.

^ That was the key point I was trying to make (and apparently did so in bad taste. I'd edit the original post, but I can't now. :whistle: ).

George Bush like? That's even meaner than the original comment :(:bonk: lol

Edited by IPv6Freely

05/15/2006 - Moved to Kansas, USA on TN Status

10/16/2009 - Married in Missouri, USA
 

Family-based AOS from TN Status - Complete

Spoiler

(DAY 00) 06/18/2012 - Sent AOS Package to Chicago Lockbox

(DAY 01) 06/19/2012 - AOS Package received

(DAY 04) 06/22/2012 - Texts/Emails from USCIS confirming receipt

(DAY 07) 06/25/2012 - I-130 and I-485 checks cashed

(DAY 08) 06/26/2012 - NOA received in the mail

(DAY 12) 06/30/2012 - Biometrics appointment letter received in the mail. Appointment for 7/17/2012

(DAY 29) 07/17/2012 - Biometrics completed.

(DAY 51) 08/08/2012 - Interview email received. Scheduled for 9/11.

(DAY 53) 08/10/2012 - Paper Interview notice received in mail.

(DAY 86) 09/11/2012 - Interview. Approved on the spot.

(DAY 86) 09/11/2012 - GC Production ordered

(DAY 86) 09/11/2012 - EAD production ordered (not that I need it now...)

(DAY 87) 09/12/2012 - Case status moved from "card production" to "decision"

(DAY 89) 09/14/2012 - 2nd GC production ordered notice

(DAY 92) 09/17/2012 - EAD and GC mailed

(DAY 94) 09/19/2012 - EAD and GC IN HAND!

 

 

N-400 Application (5 year residency) - San Diego Field Office - Complete

Spoiler

 

(DAY 000) 08/15/2017 - N-400 Filed Online

(DAY 000) 08/15/2017 - Receipt Received, Case number assigned

(DAY 004) 08/19/2017 - Biometrics Appointment notification received

(DAY 010) 08/25/2017 - Biometrics Appointment PDF Posted (Date: 09/05/2017)

(DAY 013) 08/28/2017 - Biometrics Appointment Completed Early (Walk-In)

(DAY 014) 08/29/2017 - Case status now "We Reviewed Your Biometrics". 

(DAY 053) 10/06/2017 - In-line for interview. EGOV updated to "Interview Was Scheduled"

(DAY 054) 10/07/2017 - Interview scheduled. ELIS updated to "View your letter on your documents tab"

(DAY 057) 10/10/2017 - Interview PDF posted (Interview Date: 11/14/2017)

(DAY 092) 11/14/2017 - Interview in San Diego (Approved)

(DAY 112) 12/04/2017 - EGOV updated to "Oath Ceremony Notice Was Mailed"

(DAY 113) 12/05/2017 - ELIS updated to "View your letter on your documents tab"

(DAY 128) 12/20/2017 - Oath Ceremony Completed.

 

 

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DandT14 Rising Star

DandT14   272

Posted
Filed: AOS (apr) Country: Canada
 Timeline
Posted

^ That was the key point I was trying to make (and apparently did so in bad taste. I'd edit the original post, but I can't now. :whistle: ).

George Bush like? That's even meaner than the original comment :(:bonk: lol

haha, sorry. Maybe I should have said "elitist".

You really could have gotten away with it if you hadn't just said you had 2 BMW's. Only poor people can call each other poor. ;)

AOS

5/16/2012 - Package delivered to Chicago Lockbox at 1:33pm

5/21/2012 - Email/text notifications received at 4:50 p.m.

5/26/2012 - NOA hard copies received for I-130, I-485 and I-765

6/19/2012 - Biometrics completed.

7/02/2012 - Text/email/hard copy notification of interview.

7/30/2012 - EAD card production ordered.

8/02/2012 - Interview @ 2:00

8/02/2012 - Email notification of GC production at 5:30pm

8/07/2012 - Second GC production email

8/07/2012 - EAD received.

8/08/2012 - GC mailed.

8/09/2012 - Welcome letter and I-130 approval letter received.

8/10/2012 - Green card received. :)

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