Confused about documents to bring to interview. Financial Evidence?

[BMWFIRE 3]

I'm confused about whether we are supposed to bring financial evidence and the affidavit of support to the visa interview as I'm seeing conflicting information.

 

On the interview preparation page, as picture below, it says it is not necessary to bring the Affidavit of Support or financial evidence submitted to NVC.

 

 

However, this appointment letter checklist (for example) states the Affidavit of Support and recent tax returns are required?
https://travel.state.gov/content/dam/visas/Supplemental/appt letter_checklist for interview.pdf

So, I'm confused. I guess we should just bring them anyway to be on the safe side?

On that same note, we do need to bring the most recent tax information right? I, the petitioner and first sponsor, have not filed taxes as I didn't have an income. So, do I need to create some word document stating that or can I just verbally tell them the reason why I didn't file? As for the joint sponsor, she filed her taxes already but had to pay in. She's already sent me her needed W2s but I think she doesn't have a tax return, is it sufficient enough to provide her W2s and Tax Receipt from where she paid? Please advise.

[JeanneAdil 6,562]

26 minutes ago, BMWFIRE said:

I'm confused about whether we are supposed to bring financial evidence and the affidavit of support to the visa interview as I'm seeing conflicting information.

 

On the interview preparation page, as picture below, it says it is not necessary to bring the Affidavit of Support or financial evidence submitted to NVC.

 

 

However, this appointment letter checklist (for example) states the Affidavit of Support and recent tax returns are required?
https://travel.state.gov/content/dam/visas/Supplemental/appt letter_checklist for interview.pdf

So, I'm confused. I guess we should just bring them anyway to be on the safe side?

On that same note, we do need to bring the most recent tax information right? I, the petitioner and first sponsor, have not filed taxes as I didn't have an income. So, do I need to create some word document stating that or can I just verbally tell them the reason why I didn't file? As for the joint sponsor, she filed her taxes already but had to pay in. She's already sent me her needed W2s but I think she doesn't have a tax return, is it sufficient enough to provide her W2s and Tax Receipt from where she paid? Please advise.

always take the financial documents to interview 

this is a IRS tax transcript (or in some cases a tax return 1040 and the accompanying W2 )  i suggest IRS transcripts as this is high fraud country l

and for OP  ,  you need a letter saying you do not have to file

fill out form 4506-T or call 

 

Available from the IRS by calling 1-800-908-9946.

• Non-filers can expect to receive a paper IRS Verification of Non-filing Letter at the address provided in their telephone 

[Crazy Cat 41,981]

1 hour ago, BMWFIRE said:

I, the petitioner and first sponsor, have not filed taxes as I didn't have an income. So, do I need to create some word document stating that or can I just verbally tell them the reason why I didn't file?

That is REQUIRED.  You must submit an I-864.  You must list the tax data for the last 3 most recent tax years or you must indicate why you were not REQUIRED to file taxes....in written form.

Edited May 22, 2021 by Lucky Cat

[BMWFIRE 3]

3 minutes ago, Lucky Cat said:

That is REQUIRED.  You must submit an I-864.  You must list the tax data for the last 3 most recent tax years or you must indicate why you were not REQUIRED to file taxes....in written form.

Thanks. I already filed the I-864 and it was accepted.

I simply created a word document explaining why I did not have to file taxes for the 3 years, as I didn't have income, and it was already accepted. I am Documentarily Qualified already. Should that be enough then? I had no idea an IRS paper for non-filer was required because when I searched it before I always saw that just written explanation was needed. 

[Crazy Cat 41,981]

1 minute ago, BMWFIRE said:

Thanks. I already filed the I-864 and it was accepted.

I simply created a word document explaining why I did not have to file taxes for the 3 years, as I didn't have income, and it was already accepted. I am Documentarily Qualified already. Should that be enough then? I had no idea an IRS paper for non-filer was required because when I searched it before I always saw that just written explanation was needed. 

I would take a copy of the letter you created explaining why you didn't file.   Remember, NVC does not actually approve the documents.  The Consulate Officer is the sole approval authority for the documents, sponsor qualification, and the approval/issuing authority for the visa.  

[BMWFIRE 3]

2 minutes ago, Lucky Cat said:

I would take a copy of the letter you created explaining why you didn't file.   Remember, NVC does not actually approve the documents.  The Consulate Officer is the sole approval authority for the documents, sponsor qualification, and the approval/issuing authority for the visa.  

Okay, thanks. I will take that with me. I was going to request IRS by online but I don't have a credit card or anything to verify myself. I requested tax return by mail so if they actually end up sending something I will include that as well.

 

 

For the joint sponsor, what should I do considering she does't have tax return? She only has W2 and tax receipt showing she has paid in. But she will also be looking for anything additional and said she will send it to me.  I have the tax returns from the prior years, but not this most recent.

[JeanneAdil 6,562]

1 hour ago, BMWFIRE said:

Okay, thanks. I will take that with me. I was going to request IRS by online but I don't have a credit card or anything to verify myself. I requested tax return by mail so if they actually end up sending something I will include that as well.

 

 

For the joint sponsor, what should I do considering she does't have tax return? She only has W2 and tax receipt showing she has paid in. But she will also be looking for anything additional and said she will send it to me.  I have the tax returns from the prior years, but not this most recent.

if you do not or can not produce the needed documents ,  you will be in AP saying refused on CEAC site while you get them and that is only if your case is strong at all

otherwise no income,  not able to add or pay for health insurance ,   CO will deny 

if you do not have income as on SSA or SSI,  you can not add person to insurance 

Embassies consider all in granting a visa/  called totality of circumstances

CO's have even asked questions like "how could the USC travel to marry if no income?"   looking to see if the person is being paid

 

 

[BMWFIRE 3]

19 minutes ago, JeanneAdil said:

if you do not or can not produce the needed documents ,  you will be in AP saying refused on CEAC site while you get them and that is only if your case is strong at all

otherwise no income,  not able to add or pay for health insurance ,   CO will deny 

if you do not have income as on SSA or SSI,  you can not add person to insurance 

Embassies consider all in granting a visa/  called totality of circumstances

CO's have even asked questions like "how could the USC travel to marry if no income?"   looking to see if the person is being paid

 

 

Im not that worried about it in my situation as I've been living in Egypt with my husband and did not have a work visa while we were waiting for the interview. That is what our joint sponsor is for... However, I will certainly look at getting the tax return if possible or transcript from the joint sponsor as to avoid AP.