filling out the I-864

[dave01 16]

Hi, I working on my I-864 and was wondering about the W2s. I have my last years income tax returns but haven't had a W2 for years. My income is from interest and dividends, will this be a problem ? I really don't want to submit bank and investment accounts if I don't have to.

[Enigma11561 336]

Well, your gonna have to show something. Can you black out the account numbers and some other things that may make you uncomfortable being in some one else's hands while still showing financial stability?

[Villanelle 4,122]

You cant black out account numbers if youre using assets to make up deficiency in income for the 864. They need to be able to verify the account with the bank if they choose to.

If your tax return has something like interest of dividends reported on it, you wont have W2s but youd have 1099-div forms or 1099-int. If you get a tax transcript this information will be on there so you wont need to attach copies of the 1099-div or 1099-int, just as you wouldnt attach copies of your w2s if you had a job.

So does your tax transcript/tax return show enough income on the adjusted gross income line to qualify you? Are you sending a copy of the return or the transcript?

[dave01 16]

You cant black out account numbers if youre using assets to make up deficiency in income for the 864. They need to be able to verify the account with the bank if they choose to.

If your tax return has something like interest of dividends reported on it, you wont have W2s but youd have 1099-div forms or 1099-int. If you get a tax transcript this information will be on there so you wont need to attach copies of the 1099-div or 1099-int, just as you wouldnt attach copies of your w2s if you had a job.

So does your tax transcript/tax return show enough income on the adjusted gross income line to qualify you? Are you sending a copy of the return or the transcript?

I'm showing a copy of my original tax return. adjusted gross income is $69,000. I'll show a list of properties for the domicile part.

[Zeffe 2]

I'm showing a copy of my original tax return. adjusted gross income is $69,000. I'll show a list of properties for the domicile part.

The easiest thing to do would be to get tax transcripts from the IRS. They're free, you can order them online, and they'll be sent to you in 5-10 days. And with tax transcripts you don't need to show backup documentation like 1099s, W-2s, etc.

[mindthegap 2,599]

Tax transcript for 2011 (most recent tax year) ordered from the IRS was sufficient for us at interview this week.

[Zeffe 2]

Tax transcript for 2011 (most recent tax year) ordered from the IRS was sufficient for us at interview this week.

Congrats on your approval!!!

[Villanelle 4,122]

For the OP- since you say you havent worked in years, Im assuming your last 3yrs of returns or rather transcripts will all show the same adjusted gross income. You dont have a job, but you definitely have a steady source of income. You can write a letter stating the source of your INT and DIV payments and attach proof that they will continue in the future- like proof of the account they are in. But you may not need to attach the proof because the strong history and the fact that it exceeds the pov guidelines should be sufficient.

So if I was you I would def include the letter explaining the source of income- either this is personal investments/retirement income/ inheritances income/ whatever it is- state its going to continue in the future- dont include the proof of it beyond the 3yrs of tax transcripts if youre uncomfortable with sending that in if you dont need to, but definitely bring it to the DCF interview because they may ask for it there (depends on the CO) and you dont want be delayed there and have bring it back in later and wait longer for the visa.

[dave01 16]

The easiest thing to do would be to get tax transcripts from the IRS. They're free, you can order them online, and they'll be sent to you in 5-10 days. And with tax transcripts you don't need to show backup documentation like 1099s, W-2s, etc.

I don't think the tax transcripts will work very well in my case, any mail coming to here can take a month or more if you ever get it at all. I think I'll just turn in my copy of my tax returns and see what happens.

[Zeffe 2]

I don't think the tax transcripts will work very well in my case, any mail coming to here can take a month or more if you ever get it at all. I think I'll just turn in my copy of my tax returns and see what happens.

Is there any way you can have the transcripts sent to a US address and have the recipient scan and email you the transcripts?

[Villanelle 4,122]

Theres nothing wrong with turning in tax returns as long as you turn in copies of all the W2s, 1099INTs, 1099DIVS 1099MISCs, and whatever else is reported on it.