Question about self-employed household members submitting i-864a

[Mikeyboy 0]

Hello All,

I have read the step-by-step I-864a instructions (page 2, section 11), and it reads to me as:

* The household member procures an IRS Tax Transcript for most recent year

* AND IF they self-employed, the household member ALSO procures a number of other documents (Schedules, 1040, etc)

[see "If you checked box 9(b) (Self employed) you should have..." on the instructions]

Is this absolutely true? From ferretting around on other forums, etc it seems as though the IRS Tax Transcript that one can request does actually have all this information included in it, and thus is the only thing that needs to be sent.

Which is true?

-Mike

[Mikeyboy 0]

Hello All,

I have read the step-by-step I-864a instructions (page 2, section 11), and it reads to me as:

* The household member procures an IRS Tax Transcript for most recent year

* AND IF they self-employed, the household member ALSO procures a number of other documents (Schedules, 1040, etc)

[see "If you checked box 9(b) (Self employed) you should have..." on the instructions]

Is this absolutely true? From ferretting around on other forums, etc it seems as though the IRS Tax Transcript that one can request does actually have all this information included in it, and thus is the only thing that needs to be sent.

Which is true?

-Mike

As no-one seems to know, I will call up NVC tomorrow and then will post the answer here for all to see.

[pushbrk 13,207]

As no-one seems to know, I will call up NVC tomorrow and then will post the answer here for all to see.

Oh, it's known. You are misinterpreting instructions. If you use a tax return transcript, that's fine. If not, then a complete tax return including all schedules and supporting documentation is needed. No need for both. The self employed sponsors income that actually counts comes from line 22 of the 1040 form or the "total income" from the tax return transcript. This is more often the sticking point, as people tend to think in terms of "revenue" instead of income from line 22, which is the total AFTER all business expenses have been deducted.