I-864EZ question

[floridadave 195]

Background: I am the USC, we are filing electronically, AOS fee is paid, we are awaiting IV invoice email at this time.

Question about how to answer question 18. "My individual annual income is currently _________"

I will explain my confusion, and I will give you some sample numbers. If I have a 30k pension and a 401K annuity of 12k that is a total of 42K total income. As you can see, the pension alone is more and enough to qualify.

My tax transcript for tax year 2010 will then say Total Pensions and Annuities.....42K

This line does not separate pension from annuity. But, I am only supposed to use earned or retirement income to qualify.

So what number do I put in for question 18? 30K or 42K?

I will not be sending my W-2's because the instructions say not to if I am attaching a tax transcript. That is the problem. The transcript does not separate pension from annuities.

The I-864EZ form and instructions can be found here: I-864EZ

Thanks

[pushbrk 12,569]

Background: I am the USC, we are filing electronically, AOS fee is paid, we are awaiting IV invoice email at this time.

Question about how to answer question 18. "My individual annual income is currently _________"

I will explain my confusion, and I will give you some sample numbers. If I have a 30k pension and a 401K annuity of 12k that is a total of 42K total income. As you can see, the pension alone is more and enough to qualify.

My tax transcript for tax year 2010 will then say Total Pensions and Annuities.....42K

This line does not separate pension from annuity. But, I am only supposed to use earned or retirement income to qualify.

So what number do I put in for question 18? 30K or 42K?

I will not be sending my W-2's because the instructions say not to if I am attaching a tax transcript. That is the problem. The transcript does not separate pension from annuities.

The I-864EZ form and instructions can be found here: I-864EZ

Thanks

"Current income" bears no actual connection to your past tax return, even if the number is the same. Your income is what it is, 42k.

[floridadave 195]

Got it. Thank you very much.