Schedule C versus 1099 form

[aditya3245 113]

All,

Some folks earn income via neither the W2 or the 1099 form method.

They get a Schedule C (Form 1040) instead.

Even in cases where a 1099 is used, sometimes people don't keep copies of it - and in the tax return only Schedule C (Form 1040) shows.

Is it ok to use the AGI from this schedule as opposed to copy of 1099 ?

[florida4life 29]

They don't want AGI. They want your total income. Order your tax transcript from irs.gov and it should have all your schedules.

[Ning 619]

All,

Some folks earn income via neither the W2 or the 1099 form method.

They get a Schedule C (Form 1040) instead.

Even in cases where a 1099 is used, sometimes people don't keep copies of it - and in the tax return only Schedule C (Form 1040) shows.

Is it ok to use the AGI from this schedule as opposed to copy of 1099 ?

Keep this simple by requesting tax transcripts from the IRS.

[Dave&Roza 748]

All,

Some folks earn income via neither the W2 or the 1099 form method.

They get a Schedule C (Form 1040) instead.

Even in cases where a 1099 is used, sometimes people don't keep copies of it - and in the tax return only Schedule C (Form 1040) shows.

Is it ok to use the AGI from this schedule as opposed to copy of 1099 ?

The rub is that the USCIS wants a COMPLETE tax return and the person at the USCIS will wonder where your W-2s or 1099s are and send you an RFE for them. Avoid this by getting tax transcripts from the IRS and it will show the USCIS what you sent in and the IRS processed--very hard to forge. Make copies of these tax transcripts as you will need to send them in again and again and again (not that it is hard or takes long to get them from the IRS)

Good luck,

Dave

[aditya3245 113]

Thanks Dave&Roza.

My problem is that I am the intending immigrant AND ALSO SIMULTANEOUSLY the person that she filed returns for the last three years with.

So that tax transcript has our JOINT income and not just her income.

Is a i-864 A needed in our special scenario.

I cant get the tax transcript to show our respective incomes separately.

[Dave&Roza 748]

Thanks Dave&Roza.

My problem is that I am the intending immigrant AND ALSO SIMULTANEOUSLY the person that she filed returns for the last three years with.

So that tax transcript has our JOINT income and not just her income.

Is a i-864 A needed in our special scenario.

I cant get the tax transcript to show our respective incomes separately.

The tax return is only one piece of evidence.

You must think like you are in a court of law and have been asked "What is the petitioner's annual income?"

Exhibit A: A joint tax return with the petitioner's annual income plus the beneficiary's. You will note that this income is above the 125% of the poverty level.

"Okay, fine. Do you have anything to indicate what part of the income will continue when the beneficiary immigrates to the US?"

Exhibit B, Exhibit C, and Exhibit D: Here are copies of the petitioner's W-2(s), pay stubs, and an original letter, on company letterhead signed by an HR representative, from the petitioner's employer. All show that the petitioner makes well above the 125% of the poverty level. This is the amount entered on form I-864 line X (too lazy to look up the form to see where this is actually entered). Defense rests.

Good luck,

Dave

[Ryan H 3,812]

Moved from Progress Reports to Process & Procedures.