Form I-864 (post RFE) questions

[adzgem 5]

Hi all, I have recently received an RFE for my "joint sponsor's" i-864, and I want to ask some final questions before I submit a response. I have found a new joint sponsor, the petitioner's sibling, who does not live with us. The joint sponsor makes about 65k per year, and the total household size is just 2, so well above the 125% poverty line. The questions are as follows:

 

1. In Part 6, item 7, the 'current individual income' is higher than the Part 6, item 16a, 'Total income section for the most recent tax year 2024'. By about $3000, I am not sure why that is, but would this be an issue? Note that I got that value directly from the Tax Return Transcript "Total Income" line. 
2. I have filled out values for each of the 3 most recent tax years in Part 6, item 16a. I will be attaching the Form 1040 Tax Return Transcript directly from the IRS website for the most recent year, 2024. Do I also need to include the other 2 years, 2023 and 2022?
3. The RFE does not say that I should, but should I also include the I-864 for the petitioner again? Or just the new Joint sponsor?
4. Are Tax return transcripts for the year 2024 enough, or should I be including other documents (W2, etc.)? I will also be including the last 6 months' pay stubs to prove current income. 

 

I want to really make sure I get this right to avoid any denials or other RFEs. Cannot afford that at this stage. Your help will be much appreciated. 

[adzgem 5]

Is this the correct Tax Return Transcript document?

 

[Dashinka 25,827]

3 hours ago, adzgem said:

Hi all, I have recently received an RFE for my "joint sponsor's" i-864, and I want to ask some final questions before I submit a response. I have found a new joint sponsor, the petitioner's sibling, who does not live with us. The joint sponsor makes about 65k per year, and the total household size is just 2, so well above the 125% poverty line. The questions are as follows:

 

1. In Part 6, item 7, the 'current individual income' is higher than the Part 6, item 16a, 'Total income section for the most recent tax year 2024'. By about $3000, I am not sure why that is, but would this be an issue? Note that I got that value directly from the Tax Return Transcript "Total Income" line. 

Don't know for certain, but if from the tax transcript you should be fine.

3 hours ago, adzgem said:

1. I have filled out values for each of the 3 most recent tax years in Part 6, item 16a. I will be attaching the Form 1040 Tax Return Transcript directly from the IRS website for the most recent year, 2024. Do I also need to include the other 2 years, 2023 and 2022?

Not required for submission, but should have them if asked for.

3 hours ago, adzgem said:

1. The RFE does not say that I should, but should I also include the I-864 for the petitioner again? Or just the new Joint sponsor?

Not required unless something changed on the petitioner's I864.

3 hours ago, adzgem said:

1. Are Tax return transcripts for the year 2024 enough, or should I be including other documents (W2, etc.)? I will also be including the last 6 months' pay stubs to prove current income. 

IRS transcripts (yes, you subsequent post shows the correct document) already contains the W2 information.  Including proof of ongoing income is fine.

3 hours ago, adzgem said:

 

I want to really make sure I get this right to avoid any denials or other RFEs. Cannot afford that at this stage. Your help will be much appreciated. 

Good Luck!

[JeanneAdil 7,077]

Also needed is proof of new Joint sponsor's US residency (like photo ID or DL)

 

Irs transcripts need to be all pages even if they do not any info of yours 

[adzgem 5]

On 6/26/2025 at 5:21 AM, Dashinka said:

Don't know for certain, but if from the tax transcript you should be fine.

Not required for submission, but should have them if asked for.

Not required unless something changed on the petitioner's I864.

IRS transcripts (yes, you subsequent post shows the correct document) already contains the W2 information.  Including proof of ongoing income is fine.

Good Luck!

Ah thank you so much for your help!!! Il be sure to do this

On 6/26/2025 at 6:49 PM, JeanneAdil said:

Also needed is proof of new Joint sponsor's US residency (like photo ID or DL)

 

Irs transcripts need to be all pages even if they do not any info of yours 

appreciate it! i wont forget the passport copy.