I-864 EZ OR i-864

[snowjoe 0]

I am so gun shy about this. On both the I-864 EZ and the I-864 they have a box to check that says a IRS Form 1040 EZ will be provided by me. I don't file using form 1040 EZ. My accountant uses form 1040, not 1040 EZ. Also I only need them to consider my retirement benefit but of course there are lots of other itemized items and other income that I have. I have my last three years transcripts and all of the years have sufficient income to meet the requirements Also going forward I have letters from Social Security and my pension plan which show plenty of income to meet the 125% of poverty line requirement. So which for do I use?

Oh one last thing. I have filed two I-130's. One for my spouse and one for my step son but I can see how this would make any difference. I just dorn want to file one form and be told iI need to file the other form.

Tell me what to do please!

Joe

[B & G 200]

I don't think you are reading the instrustions correctly. No where on the I-864EZ does it states to provide the 1040EZ.

The significance of which tax form you have used to file your taxes is relevant to part 19 of the I-864EZ form. If you have used a 1040 tax form, then from your IRS trasncripts you will use the 'Total income' number to complete the boxes. If you have used a 1040EZ tax form then you will use the 'Adjusted Gross Income' number.

To better help you, do you have IRS transcripts for 2013, 2012 and 2011?

[Ryan H 3,812]

Moved from Progress Reports to Process & Procedures.

[bkghosh 121]

I am so gun shy about this. On both the I-864 EZ and the I-864 they have a box to check that says a IRS Form 1040 EZ will be provided by me. I don't file using form 1040 EZ. My accountant uses form 1040, not 1040 EZ. Also I only need them to consider my retirement benefit but of course there are lots of other itemized items and other income that I have. I have my last three years transcripts and all of the years have sufficient income to meet the requirements Also going forward I have letters from Social Security and my pension plan which show plenty of income to meet the 125% of poverty line requirement. So which for do I use?

Oh one last thing. I have filed two I-130's. One for my spouse and one for my step son but I can see how this would make any difference. I just dorn want to file one form and be told iI need to file the other form.

Tell me what to do please!

You need to file I-864. Can't use the I-864 EZ. Alao, only one I-864 for both your spouse and step son. The step son should be listed in Part 3 of the form.

[NikLR 13,227]

You need to file I-864. Can't use the I-864 EZ. Alao, only one I-864 for both your spouse and step son. The step son should be listed in Part 3 of the form.

No that's not correct.

In this visa class, each petition needs it's own I-864. The OP must use the I-864 vs the I-864EZ because they do not have income on any W2s which is a requirement for the EZ version.

[snowjoe 0]

I am back. To answer the question B & G asked, yes I have IRS Tax Transcripts from 2010,2011,2012, and 2013. This is starting to make a little sense I think. I used to have lot's of W2 income but now that I am retired I have none so based on that alone I cannot use 1040 EZ. Correct? Even though the year end tax forms from Social Security and my Pension plan "feel" like W2's they aren't. I therefore have to use I-864 which has 13 pages of instructions on how to fill it out. Unbelievable.

[B & G 200]

I am back. To answer the question B & G asked, yes I have IRS Tax Transcripts from 2010,2011,2012, and 2013. This is starting to make a little sense I think. I used to have lot's of W2 income but now that I am retired I have none so based on that alone I cannot use 1040 EZ. Correct? Even though the year end tax forms from Social Security and my Pension plan "feel" like W2's they aren't. I therefore have to use I-864 which has 13 pages of instructions on how to fill it out. Unbelievable.

Unfortunately this is US immigration for you. You are correct, you cannot use the I-864EZ. But it isn't only because of the W2s that you cannot it but also because you are sponsoring more than one person. You mentioned you are sponsoring your wife and stepson.

I-864 isn't much harder to fill out than the I-864EZ, its just alil bit longer.

And since you do have your IRS transcripts for all the required years and you since you have used the 1040 tax form, when you are filing the I-864, remember to use the Total Income figure that is found on the bottom of your IRS transcript. Copy it number for number.

Good luck!