I-864 Sponsor's Income (unique, maybe?)

[l&ns 2]

Hello All,

We have everything done, all documents scanned and ready to email, but we just ran into the I-864 roadblock! Here is a little backstory, as I have not found something similar in the many threads I've read this in:

Just to begin, I cannot find my 2011 US Tax return and have not filed 2014 yet, so do I definitely need to get that third return to answer the questions in Part 6 - 13...?

I am the USC, my wife is Canadian. We live and work in Canada, as I am on a Work Permit that will be expiring in a couple months. I noticed everyone talking about their line 22 on their US tax returns showing $0. Mine actually doesn't show that, so that's my first concern and makes me wonder if my accountant screwed up the last two years (2012 & 2013). Anyway, I make very good money, six figure income, so my line 22 is quite substantial. I keep seeing people recommending to put $0 for their income on the I864 and I was going to do the same, but then I looked at my last US tax 1040 and it said $123,456 (not my real number but still to that effect!). So with that said, you can see my confusion and hope my taxes weren't done wrong in addition to the confusion on how to fill this form out.

Outside of that it seems I have to include my tax info for the last three years filed, which means I need to find either my 2011 or file my 2014, or is it ok to just go with what I have?

Any help would be greatly appreciate as I definitely don't want to get this sent back to me and I can't call the NVC to confirm any of this.

*Edit* Just as a note, my accountant did file form 1116 for Foreign Tax Credit as well

Edited March 8, 2015 by l&ns

[Jawaree 717]

Your local ORS office can give U a copy if U walk

in and request it, U or your accountant can do 2014

& make a copy also to send, best to do that than get

delayed once U start

[ddtenor2 80]

If you can't find your 2011 tax return you can get a tax transcript online at http://www.irs.gov/Individuals/Get-Transcript. Either is acceptable.

[NikLR 13,220]

Unless you made over $96k your Canadian income should have been excluded from US taxes. So, was a form 2555 filed with your taxes?

[l&ns 2]

Unless you made over $96k your Canadian income should have been excluded from US taxes. So, was a form 2555 filed with your taxes?

Oh so that's why then, I made six figures. So with that said, my income is listed on my 1040 and line 22 shows my six figure income so I guess I have to use those figures on the I864...

[NikLR 13,220]

Yes use what it says.

[l&ns 2]

For Part 7 where it talks about Assets, we have a considerable amount of money in our Bank accounts, but it is in Canadian. Should we list the Canada amount or convert it to USD and put that converted amount?

[Ryan H 3,790]

~~~Post from me that contained bad information removed along with responses that were a result of that one post.~~~

>>>Moderator hat off<<<

For Part 7 where it talks about Assets, we have a considerable amount of money in our Bank accounts, but it is in Canadian. Should we list the Canada amount or convert it to USD and put that converted amount?

Since it's a Canadian account, the amount given should be CAD.

[ggodoi 9]

Isnt only the most recent tax return required? The prior years are optional I believe

[l&ns 2]

Here is one last question and then I think I'm finally finished lol. We decided to use a Joint Sponsor just in case. Even though I make six figures it is foreign income that will be ending once we move back to the US. I think we have enough money in our bank accounts to cover the guidelines as well, but we didn't want to risk it so we are using the Sponsor. Anyway, since my foreign income is essentially zero should we list the $ we have in our banks and back them up with bank statements or is that not needed since we have the Joint Sponsor?

[l&ns 2]

Here is one last question and then I think I'm finally finished lol. We decided to use a Joint Sponsor just in case. Even though I make six figures it is foreign income that will be ending once we move back to the US. I think we have enough money in our bank accounts to cover the guidelines as well, but we didn't want to risk it so we are using the Sponsor. Anyway, since my foreign income is essentially zero should we list the $ we have in our banks and back them up with bank statements or is that not needed since we have the Joint Sponsor?

Does anyone know the answer to this? I can't find information on that anywhere...

[NikLR 13,220]

I would list everything you have and only submit the joint sponsor if necessary at interview.