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For my personal case, my spouse is using assets to meet the income requirement. 



But I'm curious if i'm including her return in addition to the tax transcripts??



Why does the i-864 checklist say:


For ALL sponsors: 

  • A copy of your individual Federal income tax return, including W-2s for the most recent tax year, or a statement and/or evidence describing why you were not required to file. Also include a copy of each and every Form 1099, Schedule, and any other evidence of reported income. You may submit this information for the most recent three tax years, pay stubs from the most recent six months, and/or a letter from your employer if you believe any of these items will help you qualify. 




The  i-864 instructions which say: 


Item Numbers 23.a. - 25. Federal Income Tax Return Information. You must provide either an Internal Revenue Service (IRS) transcript or a photocopy from your own records of your Federal individual income tax return for the most recent tax year. If you believe additional returns may help you to establish your ability to maintain sufficient income, you may submit transcripts or photocopies of your Federal individual income tax returns for the three most recent years. You are not required to have the IRS certify the transcript or photocopy unless specifically instructed to do so by a Government official; a plain transcript or photocopy is acceptable. Do not submit copies of your state income tax returns.



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Filed: AOS (pnd) Country: Spain

Well, my wife (who is also my sponsor) sent only a photocopy of her last form 1040 together with the W-2s and so far we did not get a RFE and our case was approved (waiting for biometrics now)


We did not have co-sponsor, so in that case I don't know.

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Filed: AOS (pnd) Country: Mexico

Similar situation as Juancarlos. 

Did not have access to the transcripts and simply sent a copy of the taxes with a cover letter explaining. All applications approved with no RFE so far. 


The main difference is that the transcript is usually only a few pages from the IRS so it is significantly less paper to sift through whereas the copy of the returns can be a pretty thick packet. If you have access to the transcripts, send those instead because you will end up sending much less paper. 

My current Timeline:

June 9, 2020 - Form I-130 filed electronically through USCIS.gov

June 10, 2020 - Form I-130 Accepted

June 11, 2020 - Form I-130 I-797 PDF available for download with priority date of June 9, 2020

June 16, 2020 - Mailed I-485 packet* along with I-131 and I-765

June 18, 2020 - USPS confirms packet delivered

July 20, 2020 - Credit Card charged

July 27, 2020 - I-797 letters received for I-485, I-765, and I-131 with a received date of June 18, 2020

August 10, 2020 - Notice of RFE for I-485 mailed. 

August 13, 2020 -  Red RFE notice received via mail. Notice requested proof of residence for 864A sponsor. 

August 13, 2020 - Mailed RFE response to USCIS**

August 17, 2020 - USPS confirms that RFE response was delivered

August 18, 2020 - USCIS Notification confirming receipt of response for RFE

September 24, 2020 - Received I-693 Deficiency Notice

January 19, 2021 - Form I-130 Approved and notice sent to beneficiary with notice available immediately online

January 22, 2021 - Form I-130 Approval Notice received by mail

January 29, 2021 - Biometrics notice received for the I-485 and I-765 dated for February 17. 2020 at 1pm

February 17, 2021 - Code 3 Biometrics taken for I-485 and I-765. Case updated to show biometrics applied to both I-485 and I-765 the same night. 

February 18, 2021 - I-485 case status changed to "Ready to be scheduled for interview" 

April 19, 2021 - I-765 case status changed to "New Card is Being Produced"

April 20, 2021 - I-765 and I-131 case status changed to "Case was approved"  

April 22, 2021 - I-765 case status changed to "Card was mailed to me"

April 23, 2021 - Approval notices received for I-131 and I-765 via mail

April 23, 2021 - I-765 case status changed to "Card Was Picked Up By The United States Postal Service" with a delivery date set to Monday, April 26, 2021, by 9:00 PM

April 26, 2021 - I-765 case status changed to "Card Was Delivered To Me By The Post Office" and card picked up in mail box

April 29, 2021 - Visit to Social Security Administration for SSN Card

May 4, 2021 - SSN Card arrives in the mail 

December 20, 2021 - Send I-765 and I-131 Renewal via FedEx

December 22, 2021 - I-765 and I-131 Renewal received in Chicago

December 30, 2021 - I-797 notice received for I-765 and I-131


*Packet was mailed without I-693 medical. Will wait for an RFE and take it to the interview. Also, tax transcripts were not available at the time so copies of the tax returns were sent and a cover letter explaining why. 


**Included tax transcripts in RFE response since I was now able to gain access since sending the application. 


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Filed: Other Country: Pakistan
On 7/28/2020 at 6:05 PM, juancarlos said:

Well, my wife (who is also my sponsor) sent only a photocopy of her last form 1040 together with the W-2s and so far we did not get a RFE and our case was approved (waiting for biometrics now)


We did not have co-sponsor, so in that case I don't know.

Did your wife sent the complete tax return or it was just some pages ? 

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