I-130 & i-485 Concurrent Tax Return Question

[ericwjkim89 0]

I am an US citizen looking to file I-130 and I-485 concurrently for my Brazilian spouse and DACA recipient who I am living with in the United States. 

 

We have filed our most recent taxes jointly, so I am wondering about the following:

• When submitting our tax return, 1040, should we also include the Federal Return Summary, Form 8879 (IRS e-file Signature Authorization), and Form 8965 (Health Coverage Exemptions) sections in within the 1040?
• Regarding Form I-864 Part 6, 19a to 19c: "My total income (adjusted gross income on Internal Revenue Service (IRS) Form 1040EZ) as reported on my Federal income tax returns for the most recent three years was."
  • Considering we filed jointly and I am above the poverty level, should we enter line 22 (Total Income) from Form 1040 or should I use line 1 (Total Reported Wages) from my W-2? 
  • If we must use line 22 (Total Income) from Form 1040, is it sufficient to just send my W-2, or does my spouse also need to fill out an I-864A?

 

Also, please let me know if the following cover letter makes sense:

 

September 23, 2017 

 

US Citizenship & Immigration Services

P.O. Box 805887

Chicago, Il 60680-4120

 

 

Re:        Petitioner:    

              Beneficiary:                                                

                                       Form I-130 Relative Petition filed concurrently with Form I-485,

                                       Application to Register Permanent Residence

 

Dear Sir or Madam:

 

The above petitioner, ______, a US Citizen, is filing I-130 Relative Petition on behalf of his spouse, _______. Form I-485, Application to Register Permanent Residence or Adjust Status of the above beneficiary is herewith submitted.

 

The following documents are submitted for your adjudication:

1. Two checks totaling $1,760 to cover filing fees as follows:

   1. I-130: $535

   2. I-485: $1,225.00 ($1,140 filing fee for Form I-485 + $85 fee for biometrics service)

2. Form I-130 Petition

   1. Form G-1145, e-Notification for Application/Petition Acceptance;

   2. Form I-130, Petition for Alien Relative;

      1. Form I-130A, Supplemental Information for Spouse Beneficiary;

   3. Form I-864, Affidavit of Support Under Section 213A of the INA (executed by Petitioner with supporting documents);

      1. Copy for 2016 W-2 (Petitioner)

      2. Copy of 2016 W-2 (Beneficiary)

      3. Copy of 2016 Federal Tax Return

      4. Form I-864A, Contract Between Sponsor and Household Member 

      5. Copy of Pay Stubs from the most recent 6 months (Petitioner)

      6. Copy of bank statements from the most recent 3 months (Petitioner)

   4. Form G-325A, Biographic Information;

   5. Copy of Petitioner’s Passport;

   6. Copy of Petitioner’s Marriage License and Certificate of Marriage;

   7. Copy of lease showing joint tenancy of common residence;

   8. Copy of documentations showing combined resources;

   9. Copy of gas bill showing ongoing marital union;

3. Form I-485 Petition

   1. Form I-485, Application to Register Permanent Resident or Adjust Status

   2. Form G-325A, Biographic Information;

   3. Form I-765, Application for Employment Authorization (with 2 photos);

      1. Copy of Employment Authorization Card

   4. Beneficiary’s Medical Examination (sealed);

   5. Copy of Beneficiary’s Birth Certificate with English translation;

   6. Copy of Beneficiary’s Passport with stamped entered date;

   7. Copy of Beneficiary’s I-94;

   8. Copy of Marriage License and Certificate of Marriage;

   9. Copy of Beneficiary’s driver license and unexpired passport.

 

Your attention in the above matter is greatly appreciated.

 

Appreciate the help!

 

[NikLR 13,220]

It would be better to get the tax return transcript from the IRS vs trying to figure out your entire tax return.  

[ericwjkim89 0]

Noted.

 

What should I enter for Part 6 question 19a from form I-864? My W-2 or line 22 from the 1040? Should my wife, the beneficiary, also fill out an I-864A since we filed taxes jointly?