Perplexed on how i864 to be filled and signed joint sponsor?

[A& Everything 5]

Hi. My wife is self employed and we have a joint sponsor as well so my question is who should sign the i864 and fill it out? Also what is the supplementary documents that needed from both my wife and the joint sponsor like tax return transcript and what other things?

 

Thank you.

 

[Rocio0010 5,579]

Your wife is your main sponsor. She should file an I864.

Your joint sponsor should file a separate I864

The documentation is in the instructions. As @pushbrk says, you should study the forms, become an A student, then file.

[JeanneAdil 6,554]

Both fill out one plus both must provide tax returns (either IRS transcripts or 1040 with W2,  any 1099 and /or 1099 R)

for the USC spouse she should have 1099 from any job performed and paid for thru her self employment

 

https://www.uscis.gov/sites/default/files/document/forms/i-864instr.pdf

 

Instuctions for joint sponsor start on page 4

[pushbrk 12,971]

2 hours ago, Rocio0010 said:

Your wife is your main sponsor. She should file an I864.

Your joint sponsor should file a separate I864

The documentation is in the instructions. As @pushbrk says, you should study the forms, become an A student, then file.

Yes, study the instructions and the form, then ask about what you aren't sure of.  If the joint sponsor is married, their spouse provides an I-864 too.  This is a Petitioner responsibility.  Why isn't the petitioner asking these questions??

[A& Everything 5]

1 hour ago, pushbrk said:

Yes, study the instructions and the form, then ask about what you aren't sure of.  If the joint sponsor is married, their spouse provides an I-864 too.  This is a Petitioner responsibility.  Why isn't the petitioner asking these questions??

That's okay. We're both gathering information to make sure no delays and no mistakes, however, what do you mean the joint sponsor spouse provides i864? for my knowledge it's one i864 for a joint sponsor and their family?

[pushbrk 12,971]

6 hours ago, Marcuszi said:

That's okay. We're both gathering information to make sure no delays and no mistakes, however, what do you mean the joint sponsor spouse provides i864? for my knowledge it's one i864 for a joint sponsor and their family?

Sorry, my mistake.  Forgot to type the a.  Joint sponsor's spouse provides an I-864a whether they have income or not.

[A& Everything 5]

One more thing I wanted to understand. Which amount we should put in the i864 form the total income gross or the AGI? 

Also, what number is going to take effect when the CO looking at it for instance the total income is higher than the AGI which is below the minimum guideline.

[OldUser 6,878]

59 minutes ago, Marcuszi said:

One more thing I wanted to understand. Which amount we should put in the i864 form the total income gross or the AGI? 

Also, what number is going to take effect when the CO looking at it for instance the total income is higher than the AGI which is below the minimum guideline.

AGI if you file 1040EZ for taxes. In this case AGI is below the guideline, then it's not good enough for sponsorship purposes. You would need a co-sponsor.

Edited November 10, 2022 by OldUser

[A& Everything 5]

5 hours ago, OldUser said:

AGI if you file 1040EZ for taxes. In this case AGI is below the guideline, then it's not good enough for sponsorship purposes. You would need a co-sponsor.

No, it's tax return transcript not 1040EZ but the AGI is below the requirement!

[Wuozopo 4,293]

6 hours ago, Marcuszi said:

One more thing I wanted to understand. Which amount we should put in the i864 form the total income gross or the AGI? 

Also, what number is going to take effect when the CO looking at it for instance the total income is higher than the AGI which is below the minimum guideline.

Because your wife is self employed, she has to use her tax return info. The number she puts comes from her 2021 Form 1040. Total Income on Line 9. Copy the number exactly. That is the income the officer will use to determine if she qualifies without a joint sponsor.
 

All your wife has to prepare for her part  is the I-864 and her tax transcript, as the proof of income. She doesn’t have the option of employer letter or pay stubs because of being self employed. 

 

 

 

 

 

[Wuozopo 4,293]

5 hours ago, OldUser said:

AGI if you file 1040EZ for taxes. In this case AGI is below the guideline, then it's not good enough for sponsorship purposes. You would need a co-sponsor.

She is self employed so she would be filing Form 1040. Form 1040EZ has not been used by the IRS since 2017.

 

 

2 minutes ago, Marcuszi said:No, it's tax return transcript not 1040EZ but the AGI is below the requirement!

  Forget that comment about 1040EZ. It no longer exists. Forget AGI. Not applicable.

[A& Everything 5]

18 minutes ago, Wuozopo said:

 

  Forget that comment about 1040EZ. It no longer exists. Forget AGI. Not applicable.

So basically here in this form i864 is mentioning the adjusted gross income but what makes me confused is that that means the form 1040 or specifically 1040EZ only, otherwise I would report the total income gross on a heartbeats if it's 1040.

[Wuozopo 4,293]

11 minutes ago, Marcuszi said:

So basically here in this form i864 is mentioning the adjusted gross income but what makes me confused is that that means the form 1040 or specifically 1040EZ only, otherwise I would report the total income gross on a heartbeats if it's 1040.

 

I am familiar with the form and that part has read the same way for the last dozen years. Let me decipher the wording for you because it is a bit confusing to some.

. First, leave out the part in parentheses and it reads”

My total income as reported on my Federal income tax returns for the most recent three years was:

And where is your total income found?  On Line 9 in 2021.

 

Now to explain the part in parentheses—

My (adjusted gross income as reported on IRS Form 1040EZ)

Did you use form 1040EZ, a shortened version for people with very simple returns?  No you couldn’t use 1040EZ because it was dropped by the IRS. So nothing in the parentheses can apply to you or matter to you. You ignore it completely. Get a sharpie and black it out on a practice form so you quit reading AGI.

The only reason it was included is because on the former 1040EZ, there was no line called “total income” so the alternate for those EZ users was use the AGI line.
 

Here is the last year of the EZ form. https://www.irs.gov/pub/irs-prior/f1040ez--2017.pdf Can you see how those people could not report “total income” as found on their tax return? It wasn’t there.

 

Do you get it yet and feel more comfortable with the concept that your total income line is the one you report to USCIS.? Use it for I-864 Part 6 #10 because of being self-employed, as well as #24 abc. 

 

 

 

 

 

[A& Everything 5]

@Wuozopo I appreciate your patience. I'll go with that and I hope for the best.

Thank you very much.