I-864 - joint tax return

[london2014 0]

Sorry one last question (fingers crossed). They got an extension for fining their taxes for 2013 as he is self employed and I think I read on another post pushbrk saying to put what his annual salary was for the previous year. With regards to my sister if she has her W-2 for 2013 should I take that figure in Box 1 and add it to Part 6 #5 My current individual annual income is or the figure of what salary she expects to make for this year? I will then total the 2 income lines and put that in Part 6 box 10 My Current Annual Household Income.

[pushbrk 12,894]

A self employed person does not have a salary. They state their current income from line 22 of their most recent tax return. In this case the husband's income would be line 22 minus the wife's income. As long as the wife's income alone is sufficient, the tax filing extension should be no problem, but be prepared for the possibility, the Consular Officer will require the 2013 tax return before issuing the visa.

[pushbrk 12,894]

Thanks you for your help. I have another question which I sincerely hope you can help with regarding the joint tax return. I have completed the I864-A for her husband. The only issue I have now is her spouse is self employed. I went on the IRS website and pulled all the transcripts for the last 3 years for the 1040's, W-2 wage and Tax Statement and the Record of Account . I have her W-2's to show how much she makes however, he only had a few W-2's which don't total how much he makes or equals what is on the 1040 under the Partnership S Corp section. I am assuming it was because he was paid directly. I was able to print off the Form W-2 wage and Tax Statement for him which shows how much he made less the losses etc from the company he owns as it shows under the Schedule K-1 Shareholders Share of Income, Credits, Deductions etc. Do you think if I submit all of her W-2's, plus the ones where he was paid directly, the transcripts, the W-2 wage and tax statement for him and attach all the schedules originally filed with the 1040's this will suffice? I also have him looking for the business license which I hope he can find as they recently moved and I am not sure what else to include as various websites state different documents for someone self employed

Based on your later question, I take it the above refers to 2012, not 2013. I would include also, any 2013 W2 and/or 1099 forms for each of them along with the form indicating they filed an extension for 2013. It this kind of case, I would include three tax returns instead of just one.

[london2014 0]

Based on your later question, I take it the above refers to 2012, not 2013. I would include also, any 2013 W2 and/or 1099 forms for each of them along with the form indicating they filed an extension for 2013. It this kind of case, I would include three tax returns instead of just one.

Perfect! I was just drafting an email stating this but anted to confirm before sending it. Yes, this pertains to the 2012 tax return and I have asked her for all of the above. I also have him digging for his business license as I am assuming this should go also? If I can I will see if they might be able to file their 2013 taxes. It wasnt that we werent prepared as I would have made sure this was done if I knew I as going to ask them its that the first sponsor fell thru and I only asked them 2 days ago.

Thanks again - your a life saver