Total Income on 1040 - Social Security Benefits are on line 20a and not b so they are not in the total income line...

[Teddybear 0]

Hello everyone,

We are using a joint sponsor whose total income is a little over the 17,112 requirement, but he also gets Social Security Benefits which are about 10,000 which makes his annual income over 28,000. The thing is on form I-864 they ask for total income as reported on tax return... His benefits are listed on line 20 a on 1040 form and not on b to be counted as total income... So what do we write on I-864 question 23, 24 a and b and 25 since his Social security benefits are not taxable but they are still income? I assume on question 25, I don't put the 28,000 since his social security benefits are on line 20 a on his 1040 form and not on b and therefore his income doesn't show as over 28,000 in the tax return... Please any help is appreciated...

[YuAndDan 153]

Get simple IRS transcripts they are free. Use total gross income before taxes.

http://www.irs.gov/faqs/faq1-6.html

In the future please use normal fonts, the bold font just looks like you are SHOUTING!

[Teddybear 0]

I guess you didn't understand my question. The Social Security benefits show on the tax return but on line 20 a. The 1040 form states to add the amounts in the far right column for lines 7 trhough 21 so since the benefits are on the left and not taxable, they don't add up to the total income. I don't see why IRS transcripts would be any different. I am pretty sure they would show the total income like the 1040 does. The joint sponsor doesn't know what to put on the I-864 questions 23, 24 a and b. The annual income of 28,000 or the total income on tax return which doesn't include the benefits? He could attach a social security statement but I wonder if they will pay attention to the total income on 1040 only.

Get simple IRS transcripts they are free. Use total gross income before taxes.

http://www.irs.gov/faqs/faq1-6.html

In the future please use normal fonts, the bold font just looks like you are SHOUTING!

[rjp44 1]

I guess you didn't understand my question. The Social Security benefits show on the tax return but on line 20 a. The 1040 form states to add the amounts in the far right column for lines 7 trhough 21 so since the benefits are on the left and not taxable, they don't add up to the total income. I don't see why IRS transcripts would be any different. I am pretty sure they would show the total income like the 1040 does. The joint sponsor doesn't know what to put on the I-864 questions 23, 24 a and b. The annual income of 28,000 or the total income on tax return which doesn't include the benefits? He could attach a social security statement but I wonder if they will pay attention to the total income on 1040 only.

Get simple IRS transcripts they are free. Use total gross income before taxes.

http://www.irs.gov/faqs/faq1-6.html

In the future please use normal fonts, the bold font just looks like you are SHOUTING!

My total income was derived from SS and a union pension and I included the total of both and had no problems. I also had letters from both pensions stating the amount of benefits and sent sopies with the I-864.

[Teddybear 0]

Thanks for the reply rjp but what I am asking is on the form I-864 question 23, 24 a b and 25 will he have to put the total income which is taxable (a little over the poverty guidelines) and non taxable (SS benefits) or just the taxable income that is listed on 1040 as total income? The SS benefits are not listed as total income on his tax return, but they are mentioned on line 20 a.

I guess you didn't understand my question. The Social Security benefits show on the tax return but on line 20 a. The 1040 form states to add the amounts in the far right column for lines 7 trhough 21 so since the benefits are on the left and not taxable, they don't add up to the total income. I don't see why IRS transcripts would be any different. I am pretty sure they would show the total income like the 1040 does. The joint sponsor doesn't know what to put on the I-864 questions 23, 24 a and b. The annual income of 28,000 or the total income on tax return which doesn't include the benefits? He could attach a social security statement but I wonder if they will pay attention to the total income on 1040 only.

Get simple IRS transcripts they are free. Use total gross income before taxes.

http://www.irs.gov/faqs/faq1-6.html

In the future please use normal fonts, the bold font just looks like you are SHOUTING!

My total income was derived from SS and a union pension and I included the total of both and had no problems. I also had letters from both pensions stating the amount of benefits and sent sopies with the I-864.