i-864 income tax docs when not employed or self-employed

[Lehua 0]

Hello,

My in-laws live off income from assests and investsments, so they claim that on their taxes (jointly). They tell me they only have a schedule B.

I am wondering if anyone knows what else they are to provide in terms of tax documents. Are there other forms that I don't know about and isn't obvious? Like a 1099 form?

I have no idea about US taxation sorry. I'm completing i-864, spousal AOS and my petitioner does not make enough now, his parents will be joint sponsors and their income is not so straight forward to me.

If anyone has an idea, be great to hear comments. Thought I'd give it a try or maybe someone can help me to ask more questions. because I do not know what to ask cause not sure what I need in this situation.

Thank you so much.

L

[Dave&Roza 748]

Hello,

My in-laws live off income from assests and investsments, so they claim that on their taxes (jointly). They tell me they only have a schedule B.

I am wondering if anyone knows what else they are to provide in terms of tax documents. Are there other forms that I don't know about and isn't obvious? Like a 1099 form?

I have no idea about US taxation sorry. I'm completing i-864, spousal AOS and my petitioner does not make enough now, his parents will be joint sponsors and their income is not so straight forward to me.

If anyone has an idea, be great to hear comments. Thought I'd give it a try or maybe someone can help me to ask more questions. because I do not know what to ask cause not sure what I need in this situation.

Thank you so much.

L

You have them order tax transcripts from the IRS as that is a record of what they filed and is in-of-itself a complete tax return. To try to include all the required forms and attachments is this situation risks the USCIS issuing an RFE because they feel the tax return is not complete. Also, tax transcripts are what was actually filed and thus are no easy to forge.

Good luck,

Dave

[Moshin 3]

They should have something more than a schedule b, which is a supporting detail tax form. That form just details the 'source' of the interest or dividends shown on the main tax form which would be either a 1040, 1040A or 1040EZ. As Dave&Rosa said, asking them to order the tax transcript would be best since that provides the exact details on file with the IRS.

[Lehua 0]

Thank you for your replies. I clicked on that link for tax transcripts, Dave, I noticed that one can order online transcripts immediately. Would I request for record of account? Does that option show everything? Is this a free service?

L

[Rob L 3,811]

To order online you will,need to pass several verifications to confirm you are the taxpayer in question. You will want your in laws with you if you want to do this on their behalf to answer those questions