Help! NVC AOS Checklist (I-864)!

[honey_barrel 1]

Hi Everyone,

We received the following Affidavit of Support Checklist from NVC after 60 days of waiting:

[x] In Part 6. Sponsor's Income and Employment, please correct the following...

[x] Item 10. The current annual household income must equal the sum of items 5, 6.c., 7.c., 8.c., and 9.c.

[x] Items 13.a.1. The income you enter must match the total (gross) income reported on your most recent Federal income tax return. If you filed Form 1040EZ, use the adjusted gross income instead.]

[x] You must submit the following financial evidence:

[x] A written statement indicating why you did not file ___2013_ Federal income tax returns.

[x] ___2013___ Federal income tax returns, IRS printout, or Letter 1722 issued by the IRS.

I have a lot of questions and please pardon me if some of them might sound silly or self-explanatory. I just want to make sure we are doing the right thing. We will have to wait 60 more business days after responding to this checklist. Anyway, here it goes:

[x] Item 10. The current annual household income must equal the sum of items 5, 6.c., 7.c., 8.c., and 9.c. --à My husband is currently unemployed so he put 0 in his Current Individual Annual Income. Does it follow that his current annual household income is 0 as well since no one else is contributing to his household income?

[x] Items 13.a.1. The income you enter must match the total (gross) income reported on your most recent Federal income tax return. If you filed Form 1040EZ, use the adjusted gross income instead. -à My husband did not file federal income tax return for 2013. His total income was $236.27 upon summing up all his incomes in his W-2s for that year. Is it right to put that amount as his 2013 income?

[x] You must submit the following financial evidence:

[x] A written statement indicating why you did not file 2013 Federal income tax returns.

---à My husband did not file federal income tax return for 2013. Since his income for that year was only 236.27, and based on this link, he was below the filing requirement: http://www.irs.gov/publications/p501/ar02.html (please correct me if I’m wrong), can he use that reason for not filing in the statement that he’s going to submit to NVC?

Lastly:

[x] 2013 Federal income tax returns, IRS printout, or Letter 1722 issued by the IRS.

-à Since he’s already going to submit a statement for not filing taxes for 2013, can we just skip this requirement?

My mom-in-law is our joint sponsor and she met all the requirements since there was no checklist issued to her.

Thank you very much for your help.

Stel

[honey_barrel 1]

Can anyone please enlighten me on this? Thank you.

[Ryan H 3,923]

Moved from Progress Reports to Process & Procedures.

[NikLR 13,234]

Hi Everyone,

We received the following Affidavit of Support Checklist from NVC after 60 days of waiting:

[x] In Part 6. Sponsor's Income and Employment, please correct the following...

[x] Item 10. The current annual household income must equal the sum of items 5, 6.c., 7.c., 8.c., and 9.c.

[x] Items 13.a.1. The income you enter must match the total (gross) income reported on your most recent Federal income tax return. If you filed Form 1040EZ, use the adjusted gross income instead.]

[x] You must submit the following financial evidence:

[x] A written statement indicating why you did not file ___2013_ Federal income tax returns.

[x] ___2013___ Federal income tax returns, IRS printout, or Letter 1722 issued by the IRS.

I have a lot of questions and please pardon me if some of them might sound silly or self-explanatory. I just want to make sure we are doing the right thing. We will have to wait 60 more business days after responding to this checklist. Anyway, here it goes:

[x] Item 10. The current annual household income must equal the sum of items 5, 6.c., 7.c., 8.c., and 9.c. --à My husband is currently unemployed so he put 0 in his Current Individual Annual Income. Does it follow that his current annual household income is 0 as well since no one else is contributing to his household income?

[x] Items 13.a.1. The income you enter must match the total (gross) income reported on your most recent Federal income tax return. If you filed Form 1040EZ, use the adjusted gross income instead. -à My husband did not file federal income tax return for 2013. His total income was $236.27 upon summing up all his incomes in his W-2s for that year. Is it right to put that amount as his 2013 income?

[x] You must submit the following financial evidence:

[x] A written statement indicating why you did not file 2013 Federal income tax returns.

---à My husband did not file federal income tax return for 2013. Since his income for that year was only 236.27, and based on this link, he was below the filing requirement: http://www.irs.gov/publications/p501/ar02.html (please correct me if I’m wrong), can he use that reason for not filing in the statement that he’s going to submit to NVC?

Lastly:

[x] 2013 Federal income tax returns, IRS printout, or Letter 1722 issued by the IRS.

-à Since he’s already going to submit a statement for not filing taxes for 2013, can we just skip this requirement?

My mom-in-law is our joint sponsor and she met all the requirements since there was no checklist issued to her.

Thank you very much for your help.

Stel

Are you sure this is a checklist for YOU or your joint sponsor? Sometimes it's hard to tell and you think the checklist is for the sponsor but it's actually for the joint sponsor. I hope you made a photocopy of your joint sponsor's paperwork so you can check that as well.

But if it's for your husband make sure all the numbers are correct and that he did not write anyone else in part 6, 6a/7a/8a/9a....

But for your husband for 13.a.1 you should write "not required to file" Do not put any amount on here if he did NOT file a tax return. He should also write either the total income from his tax returns for 2012, 2011 or again write "not required to file." He would need to include a letter and a copy from the IRS website showing he made under the threshold to file a tax return.

For his annual income put 0.00 not just 0.

[honey_barrel 1]

Are you sure this is a checklist for YOU or your joint sponsor? Sometimes it's hard to tell and you think the checklist is for the sponsor but it's actually for the joint sponsor. I hope you made a photocopy of your joint sponsor's paperwork so you can check that as well.

But if it's for your husband make sure all the numbers are correct and that he did not write anyone else in part 6, 6a/7a/8a/9a....

But for your husband for 13.a.1 you should write "not required to file" Do not put any amount on here if he did NOT file a tax return. He should also write either the total income from his tax returns for 2012, 2011 or again write "not required to file." He would need to include a letter and a copy from the IRS website showing he made under the threshold to file a tax return.

For his annual income put 0.00 not just 0.

Hi NLR,

Thank you so much for your reply. Yes, it was my husband's checklist. His name was written on top of the list.

He did not write anyone else in 6a, 7a, 8a and 9a since he lives alone.

For 2011 he had zero income so we will just put "not required to file" in the space provided. For 2012, he made 486.75 which is still below the filing requirement so we will also put "not required to file". The same goes for 2013.

NVC is only asking for a written statement on why he didn't file for 2013. Should we just mention 2013 in the letter and not include 2011 and 2012?

Does this also mean that we can skip this requirement?:---->

[x] You must submit the following financial evidence:

[x] 2013 Federal income tax returns, IRS printout, or Letter 1722 issued by the IRS.

Again, thank you so much.

Stel

[NikLR 13,234]

I would obtain the letter 1722 if possible. And include the evidence from the IRS website saying why he wasnt required to file. Also include a personal letter saying why he wasn't required to file.

IRS Form 1722, now called a Verification of Non-filing, is an official IRS letter confirming that a taxpayer did not file taxes for a particular tax year.

Edited January 22, 2015 by NLR

[NikLR 13,234]

Also just because your husband's name is written at the top doesn't mean they didnt make a mistake. I've seen it happen. Get him to fill out n/a for 6a, 6b etc.. just to be on the safe side too.