Affidavit of Support from a Retired Petitioner

[travelgypsies 0]

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.

[ChEd 18]

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 October 15, 2014 by ChEd

[Hank_ 9,173]

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.

[Brassballs 47]

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

[Hank_ 9,173]

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.

[bookworm123 7]

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.

[travelgypsies 0]

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!

[Brassballs 47]

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