I864 - Disabled Army Veteran

[LucidSofia 59]

Hi.

My husband is a disabled army veteran and receives VA benefits above the poverty line. That is his sole income.

He filed his taxes for 2012, though none of his income is taxable. We are able to send the tax returns but we do not have W2 forms. Also, his tax returns show an income of zero (since he has no taxable income). So.. for the I864, will it be enough to send his tax returns and the letter from the VA stating his monthly benefits? Should he include some sort of explanation?

Thanks!

[JohnR! 5,495]

Hi.

My husband is a disabled army veteran and receives VA benefits above the poverty line. That is his sole income.

He filed his taxes for 2012, though none of his income is taxable. We are able to send the tax returns but we do not have W2 forms. Also, his tax returns show an income of zero (since he has no taxable income). So.. for the I864, will it be enough to send his tax returns and the letter from the VA stating his monthly benefits? Should he include some sort of explanation?

Thanks!

Don't worry about the W-2. Have him send in the IRS tax transcripts. They trump the W-2 and tax return - 1040 - documents. That in addition to a letter from the VA should suffice. Good luck!

http://www.irs.gov/Individuals/Order-a-Transcript

[LucidSofia 59]

Don't worry about the W-2. Have him send in the IRS tax transcripts. They trump the W-2 and tax return - 1040 - documents. That in addition to a letter from the VA should suffice. Good luck!

http://www.irs.gov/Individuals/Order-a-Transcript

Thank you for your answer! I told him to order his tax transcripts but he says the ones for 2011 and 2012 aren't processed yet.. since he filed recently (like a month ago). This is why he is going to send the tax return instead :/ Do you think this will be a problem?

[JohnR! 5,495]

Thank you for your answer! I told him to order his tax transcripts but he says the ones for 2011 and 2012 aren't processed yet.. since he filed recently (like a month ago). This is why he is going to send the tax return instead :/ Do you think this will be a problem?

If the transcripts are not available, the tax forms will do, but he will have to send you the 1040, schedules and all the supporting paperwork as well. The only reason I suggested the transcripts is because they are the silver bullet, but the tax returns themselves should also be ok.

[LucidSofia 59]

If the transcripts are not available, the tax forms will do, but he will have to send you the 1040, schedules and all the supporting paperwork as well. The only reason I suggested the transcripts is because they are the silver bullet, but the tax returns themselves should also be ok.

Ok perfect, thanks!