Joint Tax Return for Affidavit of Support

[heatherandtezz 0]

Hi,

My Mom is sponsoring my fiance (now Husband..we were just married!) We are filling out the i-864 and only just noticed part 6 asks for the tax year and total income. My parents have filed their taxes jointly and the total income is both of their combined incomes. My mother is the only one sponsoring him, we only filled out her info and income information. Does anyone know how I go about filling in part 6? Do I just put down the gross income of both of them? Do I need to collect more forms, w2s etc? Is it just the most recent year or the last 3 years? Please help!!!

Thanks

Heather

Edit: also, it says after that photocopies or transcripts of tax returns are optional? do we have to provide anything along with this as proof??

Edited January 31, 2014 by heatherandtezz

[Saylin 1,605]

Moved from K1 forum to AOS forum per OP's request

[Nich-Nick 3,354]

Hi,

My Mom is sponsoring my fiance (now Husband..we were just married!) We are filling out the i-864 and only just noticed part 6 asks for the tax year and total income. My parents have filed their taxes jointly and the total income is both of their combined incomes. My mother is the only one sponsoring him, we only filled out her info and income information. Does anyone know how I go about filling in part 6? Do I just put down the gross income of both of them? Do I need to collect more forms, w2s etc? Is it just the most recent year or the last 3 years? Please help!!!

Thanks

Heather

Edit: also, it says after that photocopies or transcripts of tax returns are optional? do we have to provide anything along with this as proof??

It says most recent year tax return is mandatory. Second and third year are optional to mail in. Three years of numbers for total income as shown on the tax return go on the form. I can tell you what I did. I put the exact number off line 22 of my tax return. And the third year was a joint return with my former husband. I didn't explain it or modify it. Straight off the joint tax return. No RFE.

But Mom will have to prove her separate income since a joint tax return lumps it all together. She needs an employer letter stating her yearly income. And six recent pay stubs would be good too to show only her job is enough to meet the level required.

[heatherandtezz 0]

Thanks.

We have a letter from her employer from June 2013, stating her annual salary, as well as pay stubs from April through to July 2013. Will these be ok to use, or will we have to get more recent ones?

Also, I believe I cannot file my own tax return as joint because we got married this January and not last year? Also, I'm guessing my husband won't have to fill in a tax return for this year? He has been here since November, and hasn't worked in the US. He did bring some earnings over from the UK that he paid tax on in the UK, but he doesn't need to declare that here does he?

[Nich-Nick 3,354]

Thanks.

We have a letter from her employer from June 2013, stating her annual salary, as well as pay stubs from April through to July 2013. Will these be ok to use, or will we have to get more recent ones?

Also, I believe I cannot file my own tax return as joint because we got married this January and not last year? Also, I'm guessing my husband won't have to fill in a tax return for this year? He has been here since November, and hasn't worked in the US. He did bring some earnings over from the UK that he paid tax on in the UK, but he doesn't need to declare that here does he?

You were single on the last day of 2013 so file as single. He does no tax return for the US for 2013. The money he brings over that was already his money is not taxable. If you put it in a US bank account and it starts earning interest, then the interest it gains in the US is taxable, but not the lump sum he brought.

I really can't speculate on 6 month old financial documents. Many send more recent but it seems like the official word is 12 months but I don't remember If that is on USCIS site, London embassy, or where I got that in my head. If it's easy enough to ask for more recent pay stubs, then update a little. ...like through December.