I-864 and I-864A Confusion!!!

[un_conventional 0]

Hi there,

I am the US citizen sponsor and petitioner for my stepson's I-130. I am married to his father and we file our taxes jointly. It is his income that will allow us to meet the guidelines for the I-864.

So I will fill out the I-864 and he will fill out the I-864A.

However, we file our taxes jointly and are both self-employed. So I have a few questions:

1. Part 6 Question 5: My current individual annual income is:

Do I put my personal income from the 2013 1040 Schedule C I just filed (Line 31)? Or the total from the front page of our 2013 1040? Or an estimate for 2014?

2. Part 6 Question 6C: Same question as above but for my husband - 1040 Schedule C Line 31? Or are these asking for estimates for 2014 income?

3. Our combined Schedule C income is still a little bit short of the 125% above poverty line. However our Total Income from the 2013 1040 we filed (Line 22) is above that. This is because we have income on a Schedule E. Where does that go, under my income, under his, or somewhere else entirely?

4. Part 6: 13.a.1 through 13.c.1 - For this "Total Income", is this now the 1040 Line 22 for our most recent joint tax return?

5. Finally, our total income is only $300 above the minimum. The year before our income was extremely low, but the year before that it was twice the poverty guidelines for our household size. Would it help or hurt to attach copies of the last two years, in your opinion?

Thanks so much for all your help, this forum has saved our butt a few times now!

Britta

Edited April 11, 2014 by un_conventional

[jons_wifey 22]

if his income meets above the requirements ALONE, then you only file I-864 OR the I864 EZ form.

My income ALONE was above the guidelines and I used the I-864 with 3 years tax returns (married filed jointly) and my AOS packet got accepted...

hope that helps.

[un_conventional 0]

Thanks jons_wifey! His income meets the requirements alone but I am the petitioner and therefore primary sponsor so from what I can tell he will have to file the I-864A to have his income included.

I think I've gathered that the current income is asking for a best estimate for 2014. So aside from that my main questions are:

1. What do we put for our income on the last three years tax returns if we filed jointly? We're both self-employed with multiple income streams (some shared) - do I just do my best separation of our income, or do I put Line 22 from our joint 1040 return?

2. My income was negative, do I put $0 or do I have to write the negative?

3. For the last three years:: 2013 income was 26,000 ($300 above the Federal poverty guidelines for our future household of 3) , 2012 was $1500 and 2011 was $55,000. Is it worth including the 2012 and 2011 returns? Would that help or hurt our case?

[NickD 203]

Was in the same situation, single, self employed and tended to put a lot of money back into my business to reduce my tax burden. Did have an attorney and a stepdaughter. His recommendation is that both my wife and I do a financial statement and she file the I-864a with my I-864 along with her financial statement.

We had all kinds of money, ha, at our AOS, just said, less of my money will go back into my business with two more mouths to feed. No problems with this.

[un_conventional 0]

Thanks NickD!

[Bryan_Lian 0]

Hi there,

I am the US citizen sponsor and petitioner for my stepson's I-130. I am married to his father and we file our taxes jointly. It is his income that will allow us to meet the guidelines for the I-864.

So I will fill out the I-864 and he will fill out the I-864A.

However, we file our taxes jointly and are both self-employed. So I have a few questions:

1. Part 6 Question 5: My current individual annual income is:

Do I put my personal income from the 2013 1040 Schedule C I just filed (Line 31)? Or the total from the front page of our 2013 1040? Or an estimate for 2014?

2. Part 6 Question 6C: Same question as above but for my husband - 1040 Schedule C Line 31? Or are these asking for estimates for 2014 income?

3. Our combined Schedule C income is still a little bit short of the 125% above poverty line. However our Total Income from the 2013 1040 we filed (Line 22) is above that. This is because we have income on a Schedule E. Where does that go, under my income, under his, or somewhere else entirely?

4. Part 6: 13.a.1 through 13.c.1 - For this "Total Income", is this now the 1040 Line 22 for our most recent joint tax return?

5. Finally, our total income is only $300 above the minimum. The year before our income was extremely low, but the year before that it was twice the poverty guidelines for our household size. Would it help or hurt to attach copies of the last two years, in your opinion?

Thanks so much for all your help, this forum has saved our butt a few times now!

Britta

Hello,

I just wanna know what did you put for your annual income, line 31 of 1040 schedule C or line 22 of the 1040? Thanks