I-864A confusion

[Paloma&Adam 1]

Little bit confused about this,

My father in law is going to be co-sponsoring me as my wife's household member. We have his IRS tax return transcripts on the way to us from the IRS. He files his taxes jointly with his wife. Do we need to include his W-2's to show his individual income or should this information be on the tax return transcript?

We ordered the longer tax "return" transcripts, not the tax "account" ones. I've seen people mentioning something called a "wage and income" transcript, is this the same as the tax return transcript?

Any clarification here would be appreciated.

[Inky 1,110]

Sending tax transcripts means you don't need to send the W2s. If you were sending something from say turbo tax (copies) then you would need to include the W2s.

[Paloma&Adam 1]

Sending tax transcripts means you don't need to send the W2s. If you were sending something from say turbo tax (copies) then you would need to include the W2s.

are you sure? I've read a few threads that say otherwise. Because the co-sponsor files JOINTLY with his wife, the adjusted gross income is combined together is it not? As he is the co-sponsor don't we need to show what his individual income is? This is why I thought we needed the W-2s.

The USCIS instructions say:

If you are using the income of persons in your household or dependents to qualify,

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A separate Form I-864A for each person whose income you will use. However, an intending immigrant whose income is being used needs to complete Form I-864A only if his or her spouse and/or children are immigrating with him or her.

___

Proof of their residency in your household and relationship to you if they are not the intending immigrants or are not listed as dependents on your Federal income tax return for the most recent tax year.

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Proof that the intending immigrant's current employment will continue from the same source if his or her income is being used.

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A copy of their individual Federal income tax return, including W-2s and 1099s, for the most recent tax year, or evidence that they were not required to file. You may submit this information for the most recent three years.

Edited December 30, 2010 by Paloma&Adam

[Paloma&Adam 1]

The I-864A instructions say that you not include copies of W-2's or 1099's if you provide an IRS transcript of your return(s) rather than a photocopy. We are including transcripts, but because co-sponsor files taxes jointly, we thought we still needed to include them.

Man, this stuff is confusing

[Done--Really 331]

Absolutely certain--if you provide the transcripts, you need to file NOTHING else.

[Paloma&Adam 1]

Absolutely certain--if you provide the transcripts, you need to file NOTHING else.

but how would we show what the co-sponsors individual income is ...since it will be lumped together with his wife's on the IRS tax return transcripts.

It's not that I don't believe you guys, just want to be 1000% sure, i've read lots of conflicting information.

[RichiJenny 14]

isnt there space on the i864a for that Adam? It threw me too - still does!! My wifes father (in the same household) co-sponsored me. He filled in the i864a and copies of 3 years worth of tax transcripts.

If you get expedited which I think you will - if you skip the NVC and forwarded straight to the consulate, it takes the format of direct consular filing as you know, where all the info for the NVC is taken with you on the day of your interview. At the interview for myself and from the reviews Ive read for quite a few others over the years who have done the same - only the last year's tax transcripts will be requested at the desk (along with the 864 and 864a)

Have you had your case number yet mate?

[Paloma&Adam 1]

hello mate

Yeah there is a question on the I-864A asking for individual annual income, then below it asks for the income for the last 3 years as stated on the federal tax returns.

I have a feeling the IRS tax transcripts just combines all income together is filed jointly, which my in-laws have. I don't think it differentiates between who earns what. I have a feeling it would be safer to try and get my FIL to get us his W-2's.

And we do indeed now have our case number

I'm pretty much doing the exact same thing as you, using Father in law as co-sponsor, but did your mother in law file jointly with him? Cos I think joint tax returns is where things get more complicated

Edited December 30, 2010 by Paloma&Adam

[RichiJenny 14]

I know my MIL is named on the transcripts but Im sure he files for them both on just the one. Actually they are both retired and Im sure it was his income that we used, the MIL was just named....if that makes any sense?!

So it was my FIL acted as co-sponsor he named his wife but they file jointly.

When the paperwork got to me - they were 3 thick bundles of paper - totally confusing me too!!

They are both just retired so I know he files for him and his wife.

So thats good news, you have a case number - I assume you've put your expedite request in at the NVC already? If you can, try to keep on top of it there too, now the NVC will speak to the beneficiary you can call them too and ask the status of your file at the NVC, and if the request has been forwarded to the embassy yet. If it has, you can push from both ends - the NVC and also contact the Embassy to see if they have your file yet.

Edited December 30, 2010 by RichiJenny

[Paloma&Adam 1]

I know my MIL is named on the transcripts but Im sure he files for them both on just the one. Actually they are both retired and Im sure it was his income that we used, the MIL was just named....if that makes any sense?!

So it was my FIL acted as co-sponsor he named his wife but they file jointly.

When the paperwork got to me - they were 3 thick bundles of paper - totally confusing me too!!

They are both just retired so I know he files for him and his wife.

So thats good news, you have a case number - I assume you've put your expedite request in at the NVC already? If you can, try to keep on top of it there too, now the NVC will speak to the beneficiary you can call them too and ask the status of your file at the NVC, and if the request has been forwarded to the embassy yet. If it has, you can push from both ends - the NVC and also contact the Embassy to see if they have your file yet.

Only just got assigned the NVC number yesterday mate, was abit slower than i expected! The wifey is gonna email the expedite request real soon. A late January interview would be sweet!

[RichiJenny 14]

Im not sure but i think the key is to getting your expedite in before they begin processing your paperwork from the USCIS.

It was about 4 weeks in total for me from the expedite request going in to getting my interview. I didnt think I would get an interview so soon - I did email the embassy and ask a couple of times for an interview at their earliest convenience.

Id put money on you getting through this really quick mate.

[Paloma&Adam 1]

Id put money on you getting through this really quick mate.

That's good to know! My life just feels like it's on stand still right now waiting for all this ####### to be over. You must know what I mean lol. The bloody weather in this country doesn't help my mood either.

[RichiJenny 14]

I know mate. Now the snows gone, its just dull and depressing, cold and foggy!

Ive been on this forum on and off for about 4 or 5 years now, and after Christmas there used to be a trend in interviews being assigned quite quickly. Id have thought coming up to Xmas would have been busy too, but as far as interviews go - London processes them pretty quickly.

You picked the right time to file too, looks like May, june and July filers are having a bit of a nightmare, along with a ton of people being transferred to TSC.

On the positive side too - it seems like you have a pretty striaght forward case as far as processing goes - so itll be smooth sailing from now on.......just the medical to deal with. I was tempted to drive into London, but caught the train from here in Brum. Straight down to marylebone and Bentnick Mansions is about a 5-10 min walk from there. I was glad I didnt have to negotiate the tube!

[Paloma&Adam 1]

i hate the tube arrg. Ever used it when you're packed in there like sardines, squashed up against everyone else and you don't know where to look? It's nasty.

Anyways, in regards to the I-864 stuff, we're just gonna get a hold of my FILs W-2s to accompany the IRS transcripts, just to be on the safe side

Edited December 30, 2010 by Paloma&Adam

[pushbrk 12,614]

Little bit confused about this,

My father in law is going to be co-sponsoring me as my wife's household member. We have his IRS tax return transcripts on the way to us from the IRS. He files his taxes jointly with his wife. Do we need to include his W-2's to show his individual income or should this information be on the tax return transcript?

We ordered the longer tax "return" transcripts, not the tax "account" ones. I've seen people mentioning something called a "wage and income" transcript, is this the same as the tax return transcript?

Any clarification here would be appreciated.

Tax transcripts alone won't work in this circumstance. He should state only his own income and document it with W2 forms either as part of a complete tax return or in addition to the tax transcript.

Unless your wife lives at home with her parents, he can't use the I-864a. He would provide the I-864. If they all live together, you can solve the problem with an I-864a from each parent.