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Ron Babb

IRS 1040 Adjusted Gross Income - Social Security Benefits

By Ron Babb in National Visa Center (Dept of State)

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Ron Babb Apprentice

Ron Babb   5

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Filed: IR-1/CR-1 Visa Country: Philippines
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Just got a review note on my step-son's IR2 I-864 file.  Seems the review officer only looked at my Adjusted Gross Income on my IRS Form 1040.  The note claims my income is too low for my family size of four but will leave it up to the consular officer (Manila) to sort out.  I tried to point out in the remarks of the I-864, that Social Security Benefits recipients, such as myself,  don't get much of their SSA benefit taxed and that only the taxable amount is included in adjusted gross income for tax purposes.  Am I missing something?

 

Summary:  My 1040 adjusted gross income was 30K, 32K is required.  But, if you add up my  two1099s (SSA and Army) you get 44K.  I am fully retired.  On top of this my fourth household member, a dual citizen son, age 17 gets his own SSA monthly benefit and its actually not a dependent for tax purposes.

 

So I wrote a clarification letter to the Consular for my wife and step-son to carry on their interviews.

 

Any words of wisdom??

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Crazy Cat Grand Master

Crazy Cat   39,241

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Filed: Citizen (apr) Country: Taiwan
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Past tax returns are not the primary factor in determining ability to support new immigrants.  CURRENT annual income is the primary factor.  Your 1099's are the driving evidence for current annual income.   

Your previous reported income is not your current annual income unless you are self employed.

"The US immigration process requires a great deal of knowledge, planning, time, patience, and a significant amount of money.  It is quite a journey!"

- Some old child of the 50's & 60's on his laptop 

 

Senior Master Sergeant, US Air Force- Retired (after 20+ years)- Missile Systems Maintenance & Titan 2 ICBM Launch Crew Duty (200+ Alert tours)

Registered Nurse- Retired- I practiced in the areas of Labor & Delivery, Home Health, Adolescent Psych, & Adult Psych.

IT Professional- Retired- Web Site Design, Hardware Maintenance, Compound Pharmacy Software Trainer, On-site go live support, Database Manager, App Designer.

______________________________________

August 7, 2022: Wife filed N-400 Online under 5 year rule.

November 10, 2022: Received "Interview is scheduled" letter.

December 12, 2022:  Received email from Dallas office informing me (spouse) to be there for combo interview.

December 14, 2022: Combo Interview for I-751 and N-400 Conducted.

January 26, 2023: Wife's Oath Ceremony completed at the Plano Event Center, Plano, Texas!!!😁

February 6, 2023: Wife's Passport Application submitted in Dallas, Texas.

March 21, 2023:   Wife's Passport Delivered!!!!

May 15, 2023 (about):  Naturalization Certificate returned from Passport agency!!

 

In summary, it took 13 months for approval of the CR-1.  It took 44 months for approval of the I-751.  It took 4 months for approval of the N-400.   It took 172 days from N-400 application to Oath Ceremony.   It took 6 weeks for Passport, then 7 additional weeks for return of wife's Naturalization Certificate.. 
 

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Ron Babb Apprentice

Ron Babb   5

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Filed: IR-1/CR-1 Visa Country: Philippines
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Understand.  Must be a mistake on NVC's part.  Too quick review or beginner reviewer.  I showed my current income as $45K clearly on the I-864.

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Crazy Cat Grand Master

Crazy Cat   39,241

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Filed: Citizen (apr) Country: Taiwan
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6 minutes ago, Ron Babb said:

Understand.  Must be a mistake on NVC's part.  Too quick review or beginner reviewer.  I showed my current income as $45K clearly on the I-864.

You are probably correct.  The CO will know how to make the determination.  Good luck.

 

BTW:  I also used my VA awards letter, my military retirement 1099 and Social Security retirement 1099 for my current annual income evidence.

"The US immigration process requires a great deal of knowledge, planning, time, patience, and a significant amount of money.  It is quite a journey!"

- Some old child of the 50's & 60's on his laptop 

 

Senior Master Sergeant, US Air Force- Retired (after 20+ years)- Missile Systems Maintenance & Titan 2 ICBM Launch Crew Duty (200+ Alert tours)

Registered Nurse- Retired- I practiced in the areas of Labor & Delivery, Home Health, Adolescent Psych, & Adult Psych.

IT Professional- Retired- Web Site Design, Hardware Maintenance, Compound Pharmacy Software Trainer, On-site go live support, Database Manager, App Designer.

______________________________________

August 7, 2022: Wife filed N-400 Online under 5 year rule.

November 10, 2022: Received "Interview is scheduled" letter.

December 12, 2022:  Received email from Dallas office informing me (spouse) to be there for combo interview.

December 14, 2022: Combo Interview for I-751 and N-400 Conducted.

January 26, 2023: Wife's Oath Ceremony completed at the Plano Event Center, Plano, Texas!!!😁

February 6, 2023: Wife's Passport Application submitted in Dallas, Texas.

March 21, 2023:   Wife's Passport Delivered!!!!

May 15, 2023 (about):  Naturalization Certificate returned from Passport agency!!

 

In summary, it took 13 months for approval of the CR-1.  It took 44 months for approval of the I-751.  It took 4 months for approval of the N-400.   It took 172 days from N-400 application to Oath Ceremony.   It took 6 weeks for Passport, then 7 additional weeks for return of wife's Naturalization Certificate.. 
 

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Ron Babb Apprentice

Ron Babb   5

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Filed: IR-1/CR-1 Visa Country: Philippines
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Posted

Actually, after further research.  NVC only knows Adjusted Gross Income.  They do not dig deep into other income.  The depend that to the Embassy CO.

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