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Sascafig

Need confirmation on which 1040 figure to enter as income on I-864

By Sascafig in National Visa Center (Dept of State)

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Sascafig Contributor

Sascafig   12

Posted
Filed: IR-2 Country: Mexico
 Timeline
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I want to make sure I'm correct on which amount shown on our tax transcripts I should enter as income. I'm filing an I-864 as the sponsor; my husband will be filing the I-864A as a household member to include his income. We have our three most recent tax transcripts including 2013, and all MFJ. We each have an employment letter to show current income, as well as pay stubs. The last time I filled out one of these I used my adjusted gross income from my 1040 returns and had no problems, but it seems like that has changed. Please correct me if I have anything wrong here!

On I-864:

  • Part 6, Line 5 (current individual income) corresponds to the amount shown on my employment letter
  • Part 6, Line 6.c. (current income from household member) corresponds to the amount shown on my husband's employment letter
  • Part 6, Line 10 (current annual household income) is the sum of the two amounts in the employment letters
  • Part 6, Line 13.a-c (total income as reported to IRS) corresponds to Line 22 (total, NOT adjusted for 1040) on our joint tax returns

On I-864A:

  • Line 10 (current individual income) corresponds to the amount shown on husband's employment letter
  • Line 11 (total income as reported to IRS) corresponds to Line 22 (total, NOT adjusted for 1040) on our joint tax returns

Since my husband was self-employed he is automatically required to submit a copy of his 1099 and Schedule C, despite our submitting transcripts, correct? And will I need to send in my W-2 forms to show my individual reported income since we filed jointly, or will that not be a requirement since we are submitting the I-864A?

CR-1 Visa Timeline: IR-2 Visa Timeline:
07-09-12 - Express-Mailed I-130 Packet 09-05-13 - Express-Mailed I-130 Packet for Four Stepsons!
08-31-12 - Received NOA2 Approval via SMS 09-06-13 - NOA1
USCIS COMPLETED IN 49 DAYS 02-24-14 - Notice of Transfer to CSC
09-10-12 - Case Received at NVC 03-05-14 - NOA2 via Text and email
09-14-12 - NVC Case Number Assigned USCIS COMPLETED IN 177 DAYS
09-28-12 - IV Bill Invoiced/Paid 03-18-14 - Case Received at NVC
10-11-12 - NVC Case Complete 04-24-14 - Case Numbers Issued
NVC COMPLETED IN 31 DAYS 04-25-14 - Submitted Choice of Agent
11-02-12 - Interview Appointment Letter e-mail Received 04-29-14 - Paid AOS Fee

12-11-12 - Interview in CDJ - APPROVED!!!! 04-30-14 - Paid IV Fee

12-22-12 - POE Laredo, TX 05-01-14 - Mailed AOS Packet

144 DAYS FROM MAILING OF PETITION TO INTERVIEW DAY 05-02-14 - Mailed IV Packet

ROC Timeline: 05-04-14 - AOS Packet Scanned

12-10-14 - Express-Mailed ROC Packet 05-05-14 - IV Packet Scanned

??-??-?? - NOA1, who knows?! 05-30-14 - Checklist for I-864A (didn't fill out address twice, ugh!)

01-16-15 - Biometrics Appointment 06-02-14 - Sent Checklist Response (Overnight)

Over a year and no news.... 06-03-14 - IV Packet Accepted

N-400 Timeline: 06-06-14 - AOS Checklist Response Packet Scanned

09-21-15 - Express-Mailed N-400 Packet 07-16-14 - NVC Case Complete

??-??-?? - NOA1, who knows?! NVC COMPLETED IN 83 DAYS
01-19-2016 -Biometrics Appointment 07-29-14 - Interview Scheduled

02-29-16 - Notice of Missed Interview 2-24 (Excuse me, WHAT?!) 08-11-14 - ACS Appointment

04-29-16 - Citizenship Interview - RFE :( 09-05-14 - Interview - Ciudad Juarez - APPROVED!

09-19-14 - POE Houston, TX

EXACTLY 365 DAYS FROM MAILING OF PETITION TO INTERVIEW DAY

Patience, n. A minor form of despair, disguised as a virtue.
-Ambrose Bierce

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Super King Enthusiast

Super King   26

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

I want to make sure I'm correct on which amount shown on our tax transcripts I should enter as income. I'm filing an I-864 as the sponsor; my husband will be filing the I-864A as a household member to include his income. We have our three most recent tax transcripts including 2013, and all MFJ. We each have an employment letter to show current income, as well as pay stubs. The last time I filled out one of these I used my adjusted gross income from my 1040 returns and had no problems, but it seems like that has changed. Please correct me if I have anything wrong here!

On I-864:

  • Part 6, Line 5 (current individual income) corresponds to the amount shown on my employment letter
  • Part 6, Line 6.c. (current income from household member) corresponds to the amount shown on my husband's employment letter
  • Part 6, Line 10 (current annual household income) is the sum of the two amounts in the employment letters
  • Part 6, Line 13.a-c (total income as reported to IRS) corresponds to Line 22 (total, NOT adjusted for 1040) on our joint tax returns

On I-864A:

  • Line 10 (current individual income) corresponds to the amount shown on husband's employment letter
  • Line 11 (total income as reported to IRS) corresponds to Line 22 (total, NOT adjusted for 1040) on our joint tax returns

Since my husband was self-employed he is automatically required to submit a copy of his 1099 and Schedule C, despite our submitting transcripts, correct? And will I need to send in my W-2 forms to show my individual reported income since we filed jointly, or will that not be a requirement since we are submitting the I-864A?

If you are filing form 1040 A then you should enter Total Not Adjusted, but if you have filed 1040 EZ then you should enter Total gross income. And as long as I know if you are submitting tax return forms and Not IRS transcripts then you should submit your w-2s as well. Hope it helps.

February 28- AOS package sent. ( I-130, I-485, I-765)
March 5- Package delivered to USCIS Chicago.
March 11- Email and text notification with Receipt Numbers.
March 14- Hardcopy of NOA1 for all three applications.
March 21- Received biometrics appointment letter for 04/04/2014
April 2 - Completed Walk in Biometrics appointment successfully. (Original Appointment was for 4th April)
April 9- I-485 Case status has been updated to " Testing & Interview "
April 16- Text and email alert for case update for AOS interview on 22nd May 2014.
April 18- Hardcopy of Interview notice received in mail.
May 22- AOS interview, approved on the spot and got stamp in my passport.
May 27 - Approval notice of I-130 and I-485 in mail.
May 29- Received GC in mail.

ROC Timeline:

03/28/2016: I-751 package sent to CSC

03/29/2016: Package delivered.

03/31/2016: cheque cached.

04/02/2016: Received NOA1 in mail, dated 03/29/2016.

04/13/2016: Received Biometrics notice for the date of 04/25/2016.

04/21/2016: Early walk in Biometrics

09/28/2016: Text and email alert about approval of ROC

10/06/2016: Received 10-years green card in mail

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Sascafig Contributor

Sascafig   12

Posted
Filed: IR-2 Country: Mexico
 Timeline
  • Author
Posted

If you are filing form 1040 A then you should enter Total Not Adjusted, but if you have filed 1040 EZ then you should enter Total gross income. And as long as I know if you are submitting tax return forms and Not IRS transcripts then you should submit your w-2s as well. Hope it helps.

Thank you, it does help. I am submitting transcripts, not returns. However, I heard that if you file jointly they request the W-2 anyway to be able to distinguish your income from your spouses. I'm not sure if this applies to our case since my husband is submitting his own I-864A. Should I send it anyway?

CR-1 Visa Timeline: IR-2 Visa Timeline:
07-09-12 - Express-Mailed I-130 Packet 09-05-13 - Express-Mailed I-130 Packet for Four Stepsons!
08-31-12 - Received NOA2 Approval via SMS 09-06-13 - NOA1
USCIS COMPLETED IN 49 DAYS 02-24-14 - Notice of Transfer to CSC
09-10-12 - Case Received at NVC 03-05-14 - NOA2 via Text and email
09-14-12 - NVC Case Number Assigned USCIS COMPLETED IN 177 DAYS
09-28-12 - IV Bill Invoiced/Paid 03-18-14 - Case Received at NVC
10-11-12 - NVC Case Complete 04-24-14 - Case Numbers Issued
NVC COMPLETED IN 31 DAYS 04-25-14 - Submitted Choice of Agent
11-02-12 - Interview Appointment Letter e-mail Received 04-29-14 - Paid AOS Fee

12-11-12 - Interview in CDJ - APPROVED!!!! 04-30-14 - Paid IV Fee

12-22-12 - POE Laredo, TX 05-01-14 - Mailed AOS Packet

144 DAYS FROM MAILING OF PETITION TO INTERVIEW DAY 05-02-14 - Mailed IV Packet

ROC Timeline: 05-04-14 - AOS Packet Scanned

12-10-14 - Express-Mailed ROC Packet 05-05-14 - IV Packet Scanned

??-??-?? - NOA1, who knows?! 05-30-14 - Checklist for I-864A (didn't fill out address twice, ugh!)

01-16-15 - Biometrics Appointment 06-02-14 - Sent Checklist Response (Overnight)

Over a year and no news.... 06-03-14 - IV Packet Accepted

N-400 Timeline: 06-06-14 - AOS Checklist Response Packet Scanned

09-21-15 - Express-Mailed N-400 Packet 07-16-14 - NVC Case Complete

??-??-?? - NOA1, who knows?! NVC COMPLETED IN 83 DAYS
01-19-2016 -Biometrics Appointment 07-29-14 - Interview Scheduled

02-29-16 - Notice of Missed Interview 2-24 (Excuse me, WHAT?!) 08-11-14 - ACS Appointment

04-29-16 - Citizenship Interview - RFE :( 09-05-14 - Interview - Ciudad Juarez - APPROVED!

09-19-14 - POE Houston, TX

EXACTLY 365 DAYS FROM MAILING OF PETITION TO INTERVIEW DAY

Patience, n. A minor form of despair, disguised as a virtue.
-Ambrose Bierce

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Super King Enthusiast

Super King   26

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

Thank you, it does help. I am submitting transcripts, not returns. However, I heard that if you file jointly they request the W-2 anyway to be able to distinguish your income from your spouses. I'm not sure if this applies to our case since my husband is submitting his own I-864A. Should I send it anyway?

I would send W-2 anyway. As there is no harm in doing so.

February 28- AOS package sent. ( I-130, I-485, I-765)
March 5- Package delivered to USCIS Chicago.
March 11- Email and text notification with Receipt Numbers.
March 14- Hardcopy of NOA1 for all three applications.
March 21- Received biometrics appointment letter for 04/04/2014
April 2 - Completed Walk in Biometrics appointment successfully. (Original Appointment was for 4th April)
April 9- I-485 Case status has been updated to " Testing & Interview "
April 16- Text and email alert for case update for AOS interview on 22nd May 2014.
April 18- Hardcopy of Interview notice received in mail.
May 22- AOS interview, approved on the spot and got stamp in my passport.
May 27 - Approval notice of I-130 and I-485 in mail.
May 29- Received GC in mail.

ROC Timeline:

03/28/2016: I-751 package sent to CSC

03/29/2016: Package delivered.

03/31/2016: cheque cached.

04/02/2016: Received NOA1 in mail, dated 03/29/2016.

04/13/2016: Received Biometrics notice for the date of 04/25/2016.

04/21/2016: Early walk in Biometrics

09/28/2016: Text and email alert about approval of ROC

10/06/2016: Received 10-years green card in mail

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