Who to bring to I-485 Adjust of Status interview and enough evidence for self-employed co-sponsor?

[Katja 0]

Dear all,

My adjust of status interview is coming up next Friday. I have 2 questions: who should I bring to the interview and do we hae enough financial evidence.

I'm the immigrant here. My husband is the USC. I came to the US on a k1 visa. My Father in Law is the cosponsor since my husband is still in college.

#1: Should I bring my F-i-L to the interview as he is the co-sponsor? Or just my husband?

#2: My in-laws are self-employed. For the I-864 petition we have just the petition and their 2009 income tax forms:

- Schedule C;

- Schedule E;

- Schedule SE;

- Form 5329;

- Schedule EIC;

- Form 8863;

- Form 4562;

- Schedule M;

- IT 1040 (individual income tax return)

- SD 100

- Form 1040

- Schedule A

- Schedule B

Is that good enough? Edit: The I-864 instructions say:

"If you checked box 22(b) (self-employed), you should have completed one of the following forms with your Federal income tax return: Schedule C (Profit or Loss from Business),Schedule D (Capital Gains), Schedule E (Supplemental Income or Loss) or Schedule F (Profit or Loss from Farming).You must include each and every Form 1040 Schedule, if any,that you filed with your Federal tax return."

I really appreciate replies. Thank you.

Edited February 7, 2011 by Katja

[YuAndDan 153]

1) Just your spouse to interview.

2) Easiest for Joint sponsor to call IRS and order simple IRS transcripts, they contain all information needed without all the papers of a return. Since it is such short time, IRS can FAX them to your in-law.

http://www.irs.gov/i....html?portlet=4

Edited February 7, 2011 by YuAndDan

[Katja 0]

So the papers that I have are not good enough? What I mean is: do we really need the IRS transcripts?

Edited February 7, 2011 by Katja

[YuAndDan 153]

So the papers that I have are not good enough? What I mean is: do we really need the IRS transcripts?

Either is fine, just transcripts are easier to handle than a FULL return.

[Katja 0]

Either is fine, just transcripts are easier to handle than a FULL return.

For our personal situation it would be more of a hassle to request transcripts. I already have the full returns in the correct binder, at this point I just want to know if this is sufficient: if we do not need a bank statement from our co-sponsor.

[YuAndDan 153]

For our personal situation it would be more of a hassle to request transcripts. I already have the full returns in the correct binder, at this point I just want to know if this is sufficient: if we do not need a bank statement from our co-sponsor.

It is sufficient, if it were not, USCIS would have sent you an RFE during AOS processing.

Bank statement only need to use account as an asset.

[JimVaPhuong 4,863]

Dear all,

My adjust of status interview is coming up next Friday. I have 2 questions: who should I bring to the interview and do we hae enough financial evidence.

I'm the immigrant here. My husband is the USC. I came to the US on a k1 visa. My Father in Law is the cosponsor since my husband is still in college.

#1: Should I bring my F-i-L to the interview as he is the co-sponsor? Or just my husband?

#2: My in-laws are self-employed. For the I-864 petition we have just the petition and their 2009 income tax forms:

- Schedule C;

- Schedule E;

- Schedule SE;

- Form 5329;

- Schedule EIC;

- Form 8863;

- Form 4562;

- Schedule M;

- IT 1040 (individual income tax return)

- SD 100

- Form 1040

- Schedule A

- Schedule B

Is that good enough? Edit: The I-864 instructions say:

"If you checked box 22(b) (self-employed), you should have completed one of the following forms with your Federal income tax return: Schedule C (Profit or Loss from Business),Schedule D (Capital Gains), Schedule E (Supplemental Income or Loss) or Schedule F (Profit or Loss from Farming).You must include each and every Form 1040 Schedule, if any,that you filed with your Federal tax return."

I really appreciate replies. Thank you.

Nobody can look at a list of forms and schedules and tell you, based on that, whether it's a complete tax return. Some version of the 1040 form is always required. The other forms and schedules may be required, depending on the taxpayer's financial circumstances. Without a detailed knowledge of the taxpayer's circumstances it's impossible to know if a particular form or schedule is needed. For example, if the taxpayer declared a business income or loss on the 1040 then a Schedule C is required. If no business income or loss was declared on the 1040 then a Schedule C might not be required, unless the taxpayer had business revenues and expenses and just happened to break even. If the taxpayer bought or sold financial instruments like stocks then a Schedule D is required. If not, a Schedule D is not required. etc. etc.

The safest and easiest route is always a tax return transcript. There's no chance anything will be left out.

[Katja 0]

Nobody can look at a list of forms and schedules and tell you, based on that, whether it's a complete tax return. Some version of the 1040 form is always required. The other forms and schedules may be required, depending on the taxpayer's financial circumstances. Without a detailed knowledge of the taxpayer's circumstances it's impossible to know if a particular form or schedule is needed. For example, if the taxpayer declared a business income or loss on the 1040 then a Schedule C is required. If no business income or loss was declared on the 1040 then a Schedule C might not be required, unless the taxpayer had business revenues and expenses and just happened to break even. If the taxpayer bought or sold financial instruments like stocks then a Schedule D is required. If not, a Schedule D is not required. etc. etc.

The safest and easiest route is always a tax return transcript. There's no chance anything will be left out.

Thank you so much. I will make sure they order those transcripts immediately.

[Katja 0]

A little update in case this is relevant to other people: my husband and I went to the interview and we had with us 2 binders, which included the full tax returns. The transcripts would have been $75 to fax, so my father in law opted out of that. He did order them per mail, but they had not arrived yet. We got approved, no questions were asked about the tax returns, so I guess everything was the way it should have been.

[VanessaTony 3,567]

A little update in case this is relevant to other people: my husband and I went to the interview and we had with us 2 binders, which included the full tax returns. The transcripts would have been $75 to fax, so my father in law opted out of that. He did order them per mail, but they had not arrived yet. We got approved, no questions were asked about the tax returns, so I guess everything was the way it should have been.

Transcripts are free. There is only a fee involved if a third party requests them (like when you apply for a mortgage and your bank applies for them for you) so the father-in-law wouldn't have paid a fee.

Either way. Congrats!

[Katja 0]

Transcripts are free. There is only a fee involved if a third party requests them (like when you apply for a mortgage and your bank applies for them for you) so the father-in-law wouldn't have paid a fee.

Either way. Congrats!

By mail they are free, by fax they were $75.

[VanessaTony 3,567]

By mail they are free, by fax they were $75.

Nope. I got mine by fax. No fee.