IRS Tax Transcript question for AOS HOUSEHOLD MEMBER

[Mikeyboy 0]

Hello,

I (The beneficiary) have a bit of a problem and not sure how to get round it...

My wife is unable to work so her MOTHER has come in as the HOUSEHOLD MEMBER.

Her mother had the IRS send her the three years worth of tax transcripts required. Problem

is she filed her returns married with her husband (My wife's dad), so the transcripts list

her AND my wife's FATHER too.

My question is: Do we now need to go off and get my father-in-law's birth certificate

and get him to sign a HOUSEHOLD MEMBER AOS too? If he does, does he replicate the

info on the one my mother-in-law signed? Or can we just use the single AOS by my mother

-in-law and the NVC will be happy with the joint tax transcript?

Any help would be greatly appreciated...

-Mike

[IndigoSkies 168]

Let me get this straight. You wife is sponsoring you. But she doesn't earn any money. She uses her mother as the co-sponsor. Her mother files married tax return which includes her husband and your wife as dependent. Including you, your wife, the mother, and the father-in-law, there are four people in the household. Just as long as her earning matches the poverty guidelines for 4 people, you should be fine. AOS form doesn't ask if the sponsor filed married jointly or seperately.

[Mikeyboy 0]

No my wife's mother and father both work.

The assets owned by both of them (i.e. land) is 300,000 USD and their joint tax return is over 100,000 a year, so I am sure in terms of finance for AOS all is well.

I am just unclear if the father has to sign an AOS as well since the tax transcripts list both of them and they both own the land.

My wife can't work as she has a chronic back issue.

That is the basics of the situation.

No my wife's mother and father both work.

The assets owned by both of them (i.e. land) is 300,000 USD and their joint tax return is over 100,000 a year, so I am sure in terms of finance for AOS all is well.

I am just unclear if the father has to sign an AOS as well since the tax transcripts list both of them and they both own the land.

My wife can't work as she has a chronic back issue.

That is the basics of the situation.

[Nik+Heather 121]

You prove your mother in law's income by showing her W-2 forms. I do think you'll need to include your FIL in the addition for the household income, but only mom has to do an I-864A if her income (proven by the W-2s + jointly filed tax transcripts) will put the household income over the required threshold.

I just want to confirm that you all will be living under the same roof?

Your petitioner will still have to file an I-864, even if there is no income at all.

If the income is sufficient, don't bother with the assets.

Edited October 18, 2010 by Nik+Heather

[Mikeyboy 0]

Hi,

What is FIL? I live in the UK and don't earn a salary (started my own small business last year) so not sure if my earnings matter?

The income may put us over the threshold from my mother-in-law but certainly the assets guarantee it. It all depends on her W-2s.

Thanks for this info. I will get her to put her W-2s in.

Question: are the W-2s necessary? With the tax transcripts + the assets we are already there?

-Mike

[Nik+Heather 121]

Hi,

What is FIL? I live in the UK and don't earn a salary (started my own small business last year) so not sure if my earnings matter?

The income may put us over the threshold from my mother-in-law but certainly the assets guarantee it. It all depends on her W-2s.

Thanks for this info. I will get her to put her W-2s in.

Question: are the W-2s necessary? With the tax transcripts + the assets we are already there?

-Mike

FIL = Father In Law

Yes, I think even with the tax transcripts there will be some requirement that your mother in law's (MIL) individual income will need to be documented. Otherwise, if only joint tax transcripts are provided how are they to know how much FIL made and how much MIL made?

No, your earnings don't matter at all.

The reason why I say to drop the assets is that since your MIL is sponsoring but your FIL isn't, how are you supposed to show her ownership of joint assets? If they aren't needed don't get wrapped up in all that is needed to use assets (appraisal, proof of ownership, liquidity, etc). Many of us have sponsored with sufficient income, and left all fields for assets blank.

[Mikeyboy 0]

The reason why I say to drop the assets is that since your MIL is sponsoring but your FIL isn't, how are you supposed to show her ownership of joint assets? If they aren't needed don't get wrapped up in all that is needed to use assets (appraisal, proof of ownership, liquidity, etc). Many of us have sponsored with sufficient income, and left all fields for assets blank.

I already have all the necessary documents (Proof of ownership of land, appraisal made recently, etc) so

that is why I am no worried about the assets.

I'm not sure if her salary meets the minimum expectations. I will have to look into this.

It's a shame how these forms were designed. What is needed is a special household member form for people who file jointly as married.