Jump to content
kalikala

Self-employed joint sponsor - current income confusion and joint tax returns

9 posts in this topic

Recommended Posts

My USC husband is my sponsor and we will have a joint sponsor who is self-employed. I will be attaching complete Tax Returns for 2015, 2016 and 2017.

 

Regarding income:

As of right now (January 2019) she does not know exactly how much her current individual annual income is because she is a Realtor and her income is solely based on sales commissions.

 

Her 2018 tax returns are in progress so she doesn't have her total income for 2018 tax year yet. We are wanting to submit all the required documents to submit to NVC through the CEAC website this week.

 

What does she put on Part 6, Question 7 - my current individual annual income is: $____

 

Does she:

1) Put the total income that was stated on her 2017 tax return? Is it line 22 of 1040?

2) Put what she thinks she will make this year?

3) Put the adjusted gross income for the 2018 tax year? She can get this from her CPA but it will take some time.

 

These are the several responses I've seen from previous posts when doing my research on this so I'm just unsure exactly what should be filled in here for her situation.

 

Regarding the submission of tax returns:

 

I am submitting my joint sponsors complete tax returns for the past 3 years, this includes all schedules and 1099's.

 

  • Because she is married, she files taxes jointly with her spouse.
  • Her spouse is filling out I-864a as a household member - even though his income will not be contributed (his income is actually zero). I've seen a lot of posts say that some CO's request for this.

 

Questions:

1) How will they determine what my joint sponsors individual income is from the tax returns given it was filed jointly?

2) What does the spouse submit for his tax returns? If he has zero income does he just state that he didn't file any taxes even though they were filed jointly with his spouse?

3) I will upload all 3 years of complete tax returns to the CEAC website - they are about 40 pages each. Do I need to print out all these pages for the interview? I am not very familiar with the US tax forms (very different to NZ) so I appreciate advice on this.

 

 

Thank you in advance for your advice.

 

 

Share this post


Link to post
Share on other sites
46 minutes ago, kalikala said:

What does she put on Part 6, Question 7 - my current individual annual income is: $____

 

Does she:

1) Put the total income that was stated on her 2017 tax return? Is it line 22 of 1040?

2) Put what she thinks she will make this year?

3) Put the adjusted gross income for the 2018 tax year? She can get this from her CPA but it will take some time.

4) OR could she put what she earned in commissions in 2018 (pre-tax and pre-deductions) - which will be a lot higher than what her total income will be once the return has been filed. But by showing the past 3 years returns it clearly shows after deductions steady total income that is still well above poverty guidelines.

 

In addition to this, her supporting document (a signed and dated statement about the nature of the business and the sponsors involvement) she has written that she earned $xxx (the figure for what we could put as current individual annual income) in commissions in 2018 and noted that this is pre-tax and pre-deductions.

 

Would that be a suitable solution as to what she puts as her current individual annual income?

Share this post


Link to post
Share on other sites

If anyone is in the same situation and might be interested, I did more research on this so I'm going to answer some of my questions.

 

 

Regarding income:

 

22 hours ago, kalikala said:

What does she put on Part 6, Question 7 - my current individual annual income is: $____

 

Does she:

1) Put the total income that was stated on her 2017 tax return? Is it line 22 of 1040?

2) Put what she thinks she will make this year?

3) Put the adjusted gross income for the 2018 tax year? She can get this from her CPA but it will take some time.

Answer: 1 - put total income that was stated on her 2017 tax return, line 22 of 1040.

 

 

 

Regarding the submission of tax returns:

 

 

22 hours ago, kalikala said:

1) How will they determine what my joint sponsors individual income is from the tax returns given it was filed jointly?

2) What does the spouse submit for his tax returns? If he has zero income does he just state that he didn't file any taxes even though they were filed jointly with his spouse?

3) I will upload all 3 years of complete tax returns to the CEAC website - they are about 40 pages each. Do I need to print out all these pages for the interview? I am not very familiar with the US tax forms (very different to NZ) so I appreciate advice on this.

 

1) Still don't know

2) He will put $0 current income and in the past 3 years tax section he filed taxes (jointly with wife) and will put the same total income for past 3 years as his wife has put on her I-864. 

3) Still don't know, I could guess it's just the 1040 and schedules and 1099s?

 

 

Share this post


Link to post
Share on other sites
On 1/13/2019 at 10:18 PM, kalikala said:

If anyone is in the same situation and might be interested, I did more research on this so I'm going to answer some of my questions.

 

 

Regarding income:

 

Answer: 1 - put total income that was stated on her 2017 tax return, line 22 of 1040.

 

 

 

 

 

Hello, for your last post there where you were "answering your own questions", you are saying that the correct thing to do in that situation is put total income that was stated on her 2017 tax return, line 22 of 1040."

 

Where did you get that info, as I am in the same situation.   I have no idea if they are referring to 2017, 2018, or 2019.

Share this post


Link to post
Share on other sites
4 minutes ago, catmonkey said:

Hello, for your last post there where you were "answering your own questions", you are saying that the correct thing to do in that situation is put total income that was stated on her 2017 tax return, line 22 of 1040."

 

Where did you get that info, as I am in the same situation.   I have no idea if they are referring to 2017, 2018, or 2019.

 

I spent a lot of time searching these forums and of the posts I read, the majority of the responses said put total income from latest tax return. 

Unfortunately I couldn’t find an “official” answer from a government website or the instructions. 

 

I submitted our AOS and all supporting docs on January 16 and I’m still waiting for these to be accepted so I can give you an update if you like. 

 

I am unsure when the latest tax year becomes 2018. I think some people are still putting 2015, 2016, 2017 information. 

 

Share this post


Link to post
Share on other sites

Current income for the self employed is the "total income" line on the 1040.  For 2017, that's line 22.  Study those I-864 instructions.


Facts are cheap...knowing how to use them is precious...
Understanding the big picture is priceless. Anonymous

Google Who is Pushbrk?

A Warning to Green Card Holders About Voting

http://www.visajourney.com/forums/topic/606646-a-warning-to-green-card-holders-about-voting/

Share this post


Link to post
Share on other sites
25 minutes ago, kalikala said:

I am unsure when the latest tax year becomes 2018. I think some people are still putting 2015, 2016, 2017 information. 

Once you file 2018 taxes or after 2018 taxes are due (tax day normally unless you have an extension).


Timelines:

Spoiler

AOS (I-485 + I-131 + I-765):

9/25/17: sent forms to Chicago

9/27/17: received by USCIS

10/4/17: NOA1 electronic notification received

10/10/17: NOA1 hard copy received. Social Security card being issued in married name (3rd attempt!)

10/14/17: Biometrics appointment notice received

10/25/17: Biometrics

1/2/18: EAD + AP approved (no website update)

1/5/18: EAD + AP mailed

1/8/18: EAD + AP approval notice hardcopies received

1/10/18: EAD + AP received

9/5/18: Interview scheduled notice

10/17/18: Interview

10/24/18: Green card produced notice

10/25/18: Formal approval

10/31/18: Green card received

 

K-1:

Spoiler

I-129F

12/1/17: sent

12/14/17: NOA1 hard copy received

3/10/17: RFE (IMB verification)

3/22/17: RFE response received

3/24/17: Approved!

3/30/17: NOA2 hard copy received

 

NVC

4/6/2017: Received

4/12/2017: Sent to Riyadh embassy

4/16/2017: Case received at Riyadh embassy

4/21/2017: Request case transfer to Manila, approved 4/24/2017

 

K-1

5/1/2017: Case received by Manila (1 week embassy transfer??? Lucky~)

7/13/2017: Interview: APPROVED!!!

7/19/2017: Visa in hand

8/15/2017: POE

 

 

Share this post


Link to post
Share on other sites
On 1/31/2019 at 5:01 PM, pushbrk said:

Current income for the self employed is the "total income" line on the 1040.  For 2017, that's line 22.  Study those I-864 instructions.

 

For the 1099s self employed are we talking about income gross after deduction? Or its just a total income ( before deductions? ) which one are they gona be looking for? 

 

and does seting up a payment plan in irs affect the case incase you owe irs some taxes? 

 

 


N400 Timeline

=========================

Dallas/Lewisville, Texas Lockbox

=========================

 

GC Date :01 | 23 |2013

Sent : 10 |23 | 2017

Cashed : 10 | 31 | 2017

NOA : 01 | 01 | 2017

FPRINT : 11 | 07 | 2017

( Original bio 11~15~17 )

 

Share this post


Link to post
Share on other sites
49 minutes ago, myworld22 said:

 

For the 1099s self employed are we talking about income gross after deduction? Or its just a total income ( before deductions? ) which one are they gona be looking for? 

 

and does seting up a payment plan in irs affect the case incase you owe irs some taxes? 

 

 

It will be the taxable income, called "total income" on the 1040 form.  It's AFTER deducting business expenses on schedule C.  It is not total "revenue".  For 2017 and before it's line 22.  For 2018 (probably not filed yet) it is still total income but a different line number.  8, I think.


Facts are cheap...knowing how to use them is precious...
Understanding the big picture is priceless. Anonymous

Google Who is Pushbrk?

A Warning to Green Card Holders About Voting

http://www.visajourney.com/forums/topic/606646-a-warning-to-green-card-holders-about-voting/

Share this post


Link to post
Share on other sites
 
Didn't find the answer you were looking for? Ask our VJ Immigration Lawyers.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
- Back to Top -


Important Disclaimer: Please read carefully the Visajourney.com Terms of Service. If you do not agree to the Terms of Service you should not access or view any page (including this page) on VisaJourney.com. Answers and comments provided on Visajourney.com Forums are general information, and are not intended to substitute for informed professional medical, psychiatric, psychological, tax, legal, investment, accounting, or other professional advice. Visajourney.com does not endorse, and expressly disclaims liability for any product, manufacturer, distributor, service or service provider mentioned or any opinion expressed in answers or comments. VisaJourney.com does not condone immigration fraud in any way, shape or manner. VisaJourney.com recommends that if any member or user knows directly of someone involved in fraudulent or illegal activity, that they report such activity directly to the Department of Homeland Security, Immigration and Customs Enforcement. You can contact ICE via email at Immigration.Reply@dhs.gov or you can telephone ICE at 1-866-347-2423. All reported threads/posts containing reference to immigration fraud or illegal activities will be removed from this board. If you feel that you have found inappropriate content, please let us know by contacting us here with a url link to that content. Thank you.
×