Retirement Question

[Rail 0]

I only get a 1099R from Railroad Retirement showing my income each year. I also have a letter from them saying what my income is a year. Will this with banking records, and Income tax returns be enough to show that I am able to support? Thanks for any help guys

[1HappyGuy 45]

That should be fine, assuming it is enough income to qualify. A 1099-R is just the income report for retired individuals and generally is fully taxable. Your tax returns along with a copy of the 1099-R should be sufficient. I don't think you will need bank records unless you have other non-taxable income that you want the embassy to take into consideration.

[YuAndDan 153]

As long as income exceeds 125% povertyline counting self and the sponsored immigrant you should be fine.

You can use IRS transcript in place of IRS Return (1040/W2/1099)

The directions included with the I-134 are quite old, and USCIS has not bothered updateing them because USCIS has no use for the form, only the consulates use the I-134.

The consulates tend to treat the I-134 like a mini-I-864 as so prefer the same financial evidence as the I-864.

In our case this what the I-134 included.

• I-134 signed and notarized.

• SIMPLE Tax transcripts from the IRS for past 3 years, (Redundant for the (1040,W2,1099) but are free from the IRS http://www.irs.gov/faqs/faq1-6.html

• Photo copy of IRS form 1040, and W2s for past 3 years (Not necessary if you provide the transcripts)

• Letter from my employer stating annual salary, job responsibility, and that is full time, on company letterhead.

• Photo copies of past month or so of pay stubs up to a few weeks before the interview.

My income was well above the povertyline so I did not include any asset data (LIKE BANK STATEMENTS or property values).

[pushbrk 13,611]

I only get a 1099R from Railroad Retirement showing my income each year. I also have a letter from them saying what my income is a year. Will this with banking records, and Income tax returns be enough to show that I am able to support? Thanks for any help guys

As long as your income is sufficient, you can skip the letter and the bank records. You can also just skip all sections of the affidavit that ask about assets.

You are retired and have an income of $XXXXX. from railroad retirement.

[Rail 0]

Thanks alot for the quick answers. It is well above the poverty level so i am safe there. This is a great forum It helps to take some of the stress out of the process. Thanks again

[Jasman0717 9]

Should work