I-864 with Tax Returns

[Saiangel 1]

Hi Guys,

I am preparing I-864 Packet for my spouse.There are some questios arising as I am going further.

I applied for my spouse ITIN number 3 days ago. Is it okay to send i-864 form without ITIN number. also what proof should I provide for 2012 Tax return ...We filled 1040EZ along with ITIN application.

Do we need to include original Tax Transcripts received form IRS or Photocopy is fine.

Basically I have below documents for my I-864 Packet: Please let me know if anything is missing:

Cover Letter

Barcoded Cover Sheet(Will print it after my AOS bill shows paid)

I-864 Filled and Signed

Filled W7 form for Itin and 1040EZ, and w2's (since i have not received ITIN number)

Tax Trancripts for 2011 and 2010

Last 6 Months Paystubs

Employment Letter.

I am not including Bank Letter as I have enough Income to support my Petition.

Thanks for your Continous Support and Guidance..

[johna1 4]

Looks like you have all the basics covered. I would include the 2012 Tax returns as well since we passed the Tax filing deadline date. Since you do not have an ITIN number for your spose, I would file it this way. Married filing separate, and in place of where they ask you for Spouse SSN#, place NRA (Non-Resident Alien). You wont be able to do this E-filing, it must be mailed in. Finally, if you still wanted to file as married filing joint, file an adjustment of tax returns once your spouse migrates to the U.S. I hope it makes sense..

Also, UPDATE YOUR TIMELINE

Hi Guys,

I am preparing I-864 Packet for my spouse.There are some questios arising as I am going further.

I applied for my spouse ITIN number 3 days ago. Is it okay to send i-864 form without ITIN number. also what proof should I provide for 2012 Tax return ...We filled 1040EZ along with ITIN application.

Do we need to include original Tax Transcripts received form IRS or Photocopy is fine.

Basically I have below documents for my I-864 Packet: Please let me know if anything is missing:

Cover Letter

Barcoded Cover Sheet(Will print it after my AOS bill shows paid)

I-864 Filled and Signed

Filled W7 form for Itin and 1040EZ, and w2's (since i have not received ITIN number)

Tax Trancripts for 2011 and 2010

Last 6 Months Paystubs

Employment Letter.

I am not including Bank Letter as I have enough Income to support my Petition.

Thanks for your Continous Support and Guidance..

Edited April 16, 2013 by johna1

[let-it-be 36]

Hi Guys,

I am preparing I-864 Packet for my spouse.There are some questios arising as I am going further.

I applied for my spouse ITIN number 3 days ago. Is it okay to send i-864 form without ITIN number. also what proof should I provide for 2012 Tax return ...We filled 1040EZ along with ITIN application.

Do we need to include original Tax Transcripts received form IRS or Photocopy is fine.

Basically I have below documents for my I-864 Packet: Please let me know if anything is missing:

Cover Letter

Barcoded Cover Sheet(Will print it after my AOS bill shows paid)

I-864 Filled and Signed

Filled W7 form for Itin and 1040EZ, and w2's (since i have not received ITIN number)

Tax Trancripts for 2011 and 2010

Last 6 Months Paystubs

Employment Letter.

I am not including Bank Letter as I have enough Income to support my Petition.

Thanks for your Continous Support and Guidance..

Tax transcript photocopies will suffice. Keep the one's you got from IRS for your own records.

[Saiangel 1]

Tax transcript photocopies will suffice. Keep the one's you got from IRS for your own records.

Thanks!!

Looks like you have all the basics covered. I would include the 2012 Tax returns as well since we passed the Tax filing deadline date. Since you do not have an ITIN number for your spose, I would file it this way. Married filing separate, and in place of where they ask you for Spouse SSN#, place NRA (Non-Resident Alien). You wont be able to do this E-filing, it must be mailed in. Finally, if you still wanted to file as married filing joint, file an adjustment of tax returns once your spouse migrates to the U.S. I hope it makes sense..

Also, UPDATE YOUR TIMELINE

Thanks..will update the Timeline

[Saiangel 1]

Tax transcript photocopies will suffice. Keep the one's you got from IRS for your own records.

Can I please ask one more Question...In form I-864 what will be the Current Individual Annual Income and Adjusted Gross Income..should I take it form W-2 I received or it will be the Year to date Inome which shows on our Paychek after cutting Taxes. Your help is really appreciated.

[johna1 4]

Current Individual Annual Income is reflected from the current year, for example the year of 2013. You would have to put down how much you are making, and what that would be in this given year. For example, if you are making $20 an hour. Just multiply that by 40 work hours in a given week and multiply that 52 weeks (A year has 52 weeks).

20*40=800*52= $41600

Your adjusted gross income is the number you could find it on your previous tax returns. Just look through your tax returns of the previous years.

Kindly, let me know if this does not make sense.

Thanks,

[Saiangel 1]

Current Individual Annual Income is reflected from the current year, for example the year of 2013. You would have to put down how much you are making, and what that would be in this given year. For example, if you are making $20 an hour. Just multiply that by 40 work hours in a given week and multiply that 52 weeks (A year has 52 weeks).

20*40=800*52= $41600

Your adjusted gross income is the number you could find it on your previous tax returns. Just look through your tax returns of the previous years.

Kindly, let me know if this does not make sense.

Thanks,

Thanks you so much...This cleared all questions in my Mind..

[benzman 0]

hello guys

i wanna ask about the NVC process convcerning the tax

so if my tax is below the average (i don't know the average) and the ask me for my tax, are the gonna process my case or not

on 2011 my tax was 8.000

2012 was 14000

on 2013 it is gonna be more than the average but the problem is still my case can be processed by NVC or not ? and on the day of interview in the consulate i will show them my 2013 tax file which gonna be good

thank you so much my frien for your help