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Affidavit of Support from a Retired Petitioner

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Filed: K-1 Visa Country: Philippines
Timeline

Hello everyone!

I will be having my USEM interview next week. I have a concern regarding the supporting documents for Form I-134. The petitioner is a retired US army and our means of income is the pension from the US government. My question is, the petitioner doesn't file taxes since the pension is non-taxable. I cannot show any income tax returns and any withholding tax statement. We only have this letter from the VA certifying that the we get this pension every month and the petitioner's annual income meets the 125% above the poverty guideline. Do I need other documents or what we have is enough?

Thanks in advance.


08-12-2014 : I-129F Sent

08-14-2014 : NOA1

09-03-2014 : NOA2

09-10-2014 : Petition Transferred from USCIS to NVC

09-18-2014: NVC Received (MNL Case # issued thru Phone)

09-24-2014: US Embassy Manila received our case

10-14-2014: Medical Exam done!

10-23-2014: Interview

10-31-2014: Passport & Visa on Hand

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Filed: K-1 Visa Country: Philippines
Timeline

Hello everyone!

I will be having my USEM interview next week. I have a concern regarding the supporting documents for Form I-134. The petitioner is a retired US army and our means of income is the pension from the US government. My question is, the petitioner doesn't file taxes since the pension is non-taxable. I cannot show any income tax returns and any withholding tax statement. We only have this letter from the VA certifying that the we get this pension every month and the petitioner's annual income meets the 125% above the poverty guideline. Do I need other documents or what we have is enough?

Thanks in advance.

All you need i believe is to explain the circumstances why he did not file ITR. In your case because his pension is not taxable. Im sure somebody on here has a first hand experience.

Edited by ChEd

USCIS BE LIKE.......WE ARE WORKING AS FAST AS WE CAN GUYS!

snail_mail.jpg

28 Sep 2014 -- Mailed I-129F

01 Oct 2014 -- I-129F Delivered to USCIS

06 Oct 2014 -- NOA1 Received via Text/Email

14 Oct 2014 -- NOA1 Hard Copy Received

23 Oct 2014 -- Petition Approved as per USCIS website

30 Oct 2014 -- NOA2 Hard Copy Received

07 Nov 2014 -- NVC Received Petition

10 Nov 2014 -- NVC Case Number Assigned

17 Nov 2014 -- Status Update "Ready for Interview" as per CEAC website

20 Nov 2014 -- NVC Case# Notice Received

22 Nov 2014 -- Medical

16 Dec 2014 -- Interview

18 Dec 2014 -- 221(g) Received via email

22 Dec 2014 -- RFE Instructions received via email

05 Feb 2015 -- RFE Requirements submitted

15 Apr 2015 -- Visa Issued as per CEAC Website

17 Apr 2015 -- Received Embassy Email, Visa on the way!!!!

20 Apr 2015 -- Visa OnHand :)

27 Apr 2015 -- CFO Appointment

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Filed: Other Country: Philippines
Timeline

Hello everyone!

I will be having my USEM interview next week. I have a concern regarding the supporting documents for Form I-134. The petitioner is a retired US army and our means of income is the pension from the US government. My question is, the petitioner doesn't file taxes since the pension is non-taxable. I cannot show any income tax returns and any withholding tax statement. We only have this letter from the VA certifying that the we get this pension every month and the petitioner's annual income meets the 125% above the poverty guideline. Do I need other documents or what we have is enough?

Thanks in advance.

I did not provide a tax return for the same reason, I don't file as my income is tax exempt. The letter from the VA certifying income will be adequate as long as it show income to meet the 125% requirement of the I-864P, you can also provide the IRS Publication 915 worksheet, this will show "officially" no tax return is required to be filed.

Later you will have to do the same thing with AOS.


Hank

"Chance Favors The Prepared Mind"

 

 

HandArrow.gif       Visa Process at USEM for the Philippines;  https://www.visaconnection-philippines.com/us-embassy-usem.html

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I did not provide a tax return for the same reason, I don't file as my income is tax exempt. The letter from the VA certifying income will be adequate as long as it show income to meet the 125% requirement of the I-864P, you can also provide the IRS Publication 915 worksheet, this will show "officially" no tax return is required to be filed.

Later you will have to do the same thing with AOS.

This isn't in any way meant to be confrontational Hank but educational and I'm not a fan of providing our government(?) any more information about me than absolutely necessary, and add to that the only thing I know about ITaxes is what I read in the popup boxes on TurboTax, but wouldn't it be best to actually file a return, even though the agr would show $0.00?

Just wondering. I can possibly see a future issue not being able to show an ITR paper trail even if all returns show up $0.

Jim


IR-1/CR-1 Visa
Service Center : Vermont Service Center
Consulate : Manila, Philippines
Marriage (if applicable): 2014-05-17
I-130 Sent : 2014-06-23
I-130 NOA1 : 2014-06-25
I-130 RFE : 2014-08-11 (Wanted NSO Marriage Certificate, not LCR)
I-130 RFE Sent : 2014-08-14
I-130 Approved : 2014-08-27
NVC Received : 2014-09-15
Received DS-261 / AOS Bill : 2014-09-17
Pay AOS Bill : 2014-09-17
Submit DS-261 : 2014-09-17
Send AOS Package : 2014-09-19
Receive IV Bill : 2014-10-03
Pay IV Bill : 2014-10-03
Received Interview Letter by E-mail: 2015-03-20 (May 5, 2015)
SLEC completed: 2015-04-22
Visa Approved: 2015-05-05
Visa Issued: 2015-05-15 (221g for no CENOMAR!)

Visa Received: 2015-05-21

POE: Chicago 2015-09-14

GC Received: 2015-11-17

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Filed: Other Country: Philippines
Timeline

This isn't in any way meant to be confrontational Hank but educational and I'm not a fan of providing our government(?) any more information about me than absolutely necessary, and add to that the only thing I know about ITaxes is what I read in the popup boxes on TurboTax, but wouldn't it be best to actually file a return, even though the agr would show $0.00?

Just wondering. I can possibly see a future issue not being able to show an ITR paper trail even if all returns show up $0.

Jim

Not sure what you are trying to say. Why would someone who is exempt from filing a tax return NEED a tax return paper trail? When you are exempt you are exempt... thus not required. What possible issue do you see "in the future" ? The IRS sending a letter asking why a person didn't file taxes on his exempt income?

May I suggest you read the IRS website about exempt income, publication 915 would be a good start.


Hank

"Chance Favors The Prepared Mind"

 

 

HandArrow.gif       Visa Process at USEM for the Philippines;  https://www.visaconnection-philippines.com/us-embassy-usem.html

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Hubby does not need to file this year as well as both his social security and govt pension are tax exempt.But Hank this question is for you.Have you and your asawa ever filed jointly or does she just file separately as your income are tax exempt?Thanks.Didnt mean to hijack the post.


Filed I-130 DCF: May 27, 2014 Here's what happened (http://www.visajourney.com/forums/topic/498046-filed-dcf-today-5-27-2014/ )

I-130 Approved on:June 4,2014

Interview July 18, 2014 (Approved) You can read this ( http://www.visajourney.com/forums/topic/506247-interview/ )

Got the Visa Packet!! July 23,2014

POE: SEATTLE July 28,2014

--------------------------------------------

GREEN CARD AND SSC STATUS

August 25,2014 Went to SSA to see what's going on with my SSC- SAVE has my middle name together with my first name.

August 28,2014 ELIS went from ACCEPTED TO OPTIMIZED IN PROCESS (INITIAL REVIEW)

September 2 Called local ssa and was told SSC was mailed/Elis says Green CARD production has begun

September 4,2014-received ssc

September 8,2014- green card mailed/closed on elis

September 9,2014- green card received yahooo!!

---------------------------------------------------------

REMOVAL OF CONDITIONS

Mailed Packet: 4/29/2016

NOA1: 5/2/2016

Bio Appt: 6/1/2016

Approval:2/13/2017

Received 10 year green card:2/17/2017

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Filed: K-1 Visa Country: Philippines
Timeline

All you need i believe is to explain the circumstances why he did not file ITR. In your case because his pension is not taxable. Im sure somebody on here has a first hand experience.

I believe that's all I can do. Thanks ChEd. :)

I did not provide a tax return for the same reason, I don't file as my income is tax exempt. The letter from the VA certifying income will be adequate as long as it show income to meet the 125% requirement of the I-864P, you can also provide the IRS Publication 915 worksheet, this will show "officially" no tax return is required to be filed.

Later you will have to do the same thing with AOS.

I have been googling about this topic for quite some time. Thank you for your reply. I will then compile the VA letters. Thanks for the help!


08-12-2014 : I-129F Sent

08-14-2014 : NOA1

09-03-2014 : NOA2

09-10-2014 : Petition Transferred from USCIS to NVC

09-18-2014: NVC Received (MNL Case # issued thru Phone)

09-24-2014: US Embassy Manila received our case

10-14-2014: Medical Exam done!

10-23-2014: Interview

10-31-2014: Passport & Visa on Hand

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Not sure what you are trying to say. Why would someone who is exempt from filing a tax return NEED a tax return paper trail? When you are exempt you are exempt... thus not required. What possible issue do you see "in the future" ? The IRS sending a letter asking why a person didn't file taxes on his exempt income?

May I suggest you read the IRS website about exempt income, publication 915 would be a good start.

Like I said Hank, I'm not a tax expert. Pub 915 is way to complex for me to have a desire to read and I didn't even know there was an exempt provision not requiring any filing at all. I just presumed that there would be a requirement from the Feds to file showing no tax due or required. See It was educational as I had expected, thanks.

The issues I referred to relate to my circumstances when I separated from the military many years ago. I was able to legally protect some of my income from the prying eyes of the IRS. However when I was later required to provide tax returns to show 'proof' of income for a loan, my gross was too low to qualify and the letter written by employer was not allowed as evidence.

Thanks again for ALL the responses you provide to members here. Must be an endeavor of love.

Jim


IR-1/CR-1 Visa
Service Center : Vermont Service Center
Consulate : Manila, Philippines
Marriage (if applicable): 2014-05-17
I-130 Sent : 2014-06-23
I-130 NOA1 : 2014-06-25
I-130 RFE : 2014-08-11 (Wanted NSO Marriage Certificate, not LCR)
I-130 RFE Sent : 2014-08-14
I-130 Approved : 2014-08-27
NVC Received : 2014-09-15
Received DS-261 / AOS Bill : 2014-09-17
Pay AOS Bill : 2014-09-17
Submit DS-261 : 2014-09-17
Send AOS Package : 2014-09-19
Receive IV Bill : 2014-10-03
Pay IV Bill : 2014-10-03
Received Interview Letter by E-mail: 2015-03-20 (May 5, 2015)
SLEC completed: 2015-04-22
Visa Approved: 2015-05-05
Visa Issued: 2015-05-15 (221g for no CENOMAR!)

Visa Received: 2015-05-21

POE: Chicago 2015-09-14

GC Received: 2015-11-17

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