Joint sponsor Tax papers needed

[Voyager7 3]

I found a joint sponsor for my husband

Can someone help me to understand the tax papers that are needed?

From my understanding He will need 3 years of federal income tax returns PLUS each w-2 form 1099 that goes along with the returns. Does he also need tax transcripts too?

Also if he were to request the IRS to send him the papers showing his returns from the past 3 years, would he ONLY need that paper? Or would he need that paper PLUS w-2s etc.

If someone would be so kind to explain what would be needed whether he sent in his own copies or requested a copy, Id appreciate it.

[3rd 84]

If you supply the tax transcripts, you don't need to supply the W-2s. You also only need to supply the most recent tax return, three years worth is optional and if you think it will help your petition.

EDIT: Also don't send originals, send copies of your records only.

Edited September 27, 2015 by 3rd

[j&ana 380]

If he sends in copies of the tax form then copies of w-2s and or anything else sent to the IRS is needed

If he is just sending in the transcript then that is all that is needed.

As mention only the latest tax return is required to be sent in. However on the I-864 form you will need to provide the income from the last three year of taxes

Edited September 27, 2015 by j&ana

[j&ana 380]

I found a joint sponsor for my husband

Can someone help me to understand the tax papers that are needed?

From my understanding He will need 3 years of federal income tax returns PLUS each w-2 form 1099 that goes along with the returns. Does he also need tax transcripts too?

Also if he were to request the IRS to send him the papers showing his returns from the past 3 years, would he ONLY need that paper? Or would he need that paper PLUS w-2s etc.

If someone would be so kind to explain what would be needed whether he sent in his own copies or requested a copy, Id appreciate it.

the papers the Irs will send to him showing his return from the last three years are the tax transcripts

[Mrs.Hull210 24]

If your joint sponsor is single and filed single on his tax returns, the above is all correct. However, if your joint sponsor filed jointly with a spouse, you will still need the W2's along with either the complete tax return or transcripts so they can verify that his individual income meets the poverty guidelines.

Good Luck!

[3rd 84]

If your joint sponsor is single and filed single on his tax returns, the above is all correct. However, if your joint sponsor filed jointly with a spouse, you will still need the W2's along with either the complete tax return or transcripts so they can verify that his individual income meets the poverty guidelines.

Good Luck!

I was advised that even though my joint sponsor filed her taxes jointly with her husband, that the tax transcripts were still enough. We couldn't get hold of the tax transcripts in time though, so ended up filing the entire 1040 with the W-2s to save time.

Don't forget the 6 months of pay stubs too!

[Voyager7 3]

Thank you He filed as single but will be getting married down the road.

So he would need one of the following?

6 months of pay stubs

and the tax transcripts form IRS

OR

6 months of pay stubs

Tax returns

W2s

1099

[3rd 84]

Yes. Also, you'll need a letter of continued employment so that they know that the salary they are earning is an ongoing thing.

[Voyager7 3]

Thank you. Whew my head is spinning. I'm new to not only the visa process but tax-ish stuff (just started working last yr)

[3rd 84]

I know how you feel. This forum was my saviour getting my AOS package together! I can't work yet so not looking forward to having to wrap my head around a new tax system.

[Mrs.Hull210 24]

I was advised that even though my joint sponsor filed her taxes jointly with her husband, that the tax transcripts were still enough. We couldn't get hold of the tax transcripts in time though, so ended up filing the entire 1040 with the W-2s to save time.

Don't forget the 6 months of pay stubs too!

I wish we had been told that! We got an RFE for only sending in my joint sponsor's transcripts. The RFE requested my joint sponsor's supporting tax documents. We were confused as we had sent the transcripts, but were told that transcripts don't break down who earned how much when they file jointly. If our joint sponsor's spouse had filed I-864A to include her income as well, then the transcripts would have been acceptable. Aww, how annoying (but worth it) this all has been!

Wishing you both a smoother journey than mine! LOL

[3rd 84]

I wish we had been told that! We got an RFE for only sending in my joint sponsor's transcripts. The RFE requested my joint sponsor's supporting tax documents. We were confused as we had sent the transcripts, but were told that transcripts don't break down who earned how much when they file jointly. If our joint sponsor's spouse had filed I-864A to include her income as well, then the transcripts would have been acceptable. Aww, how annoying (but worth it) this all has been!

Wishing you both a smoother journey than mine! LOL

As I worry so much about everything, if we had been able to get hold of the transcripts, I probably still would have sent everything else too. Overkill, but I panicked so hard about RFE's and trying to avoid them in the initial stages.

Thank you!