INITIAL EVIDENCE- Must submit a complete federal income tax return to IRS

[jc1216 1]

Hello guys!

I have a question regarding this letter we just got from the mail today.

We sent out our AOS packet last week of May for our AOS and got the initial evidence today asking for "The Joint sponsor on form I-864 must submit a complete federal income tax return submitted to the IRS for the most recent tax year."

I am confused as we sent these documents along with our packet. Do you think they misplaced my document? Even so, we are still going to send these documents back to them. I just want to make sure of the following:

1. Joint Sponsor- meaning my mother right? Since she's the one I listed as my co-sponsor.

2. Do we just send the 1040 and W2? Or is there any other documents do we need to add?

3. Do I need to add my own income tax return?

Hoping you could shed a light.

Thank you in advance!!!

[Ed and Gina 45]

Hello guys!

I have a question regarding this letter we just got from the mail today.

We sent out our AOS packet last week of May for our AOS and got the initial evidence today asking for "The Joint sponsor on form I-864 must submit a complete federal income tax return submitted to the IRS for the most recent tax year."

I am confused as we sent these documents along with our packet. Do you think they misplaced my document? Even so, we are still going to send these documents back to them. I just want to make sure of the following:

1. Joint Sponsor- meaning my mother right? Since she's the one I listed as my co-sponsor.

2. Do we just send the 1040 and W2? Or is there any other documents do we need to add?

3. Do I need to add my own income tax return?

Hoping you could shed a light.

Thank you in advance!!!

1040 and W2(s), possibly letter from employer, letter from bank, bank statements. The letter that you received should list everything that they want from you.

[jc1216 1]

1040 and W2(s), possibly letter from employer, letter from bank, bank statements. The letter that you received should list everything that they want from you.

Hi! Thank you for the quick reply. They did not disclose anything nor gave me a list of the things that they wanted. It just said the complete federal income tax return for the most recent tax year. That would be the 1040 and W2, right? Also, do you suggest in sending all her taxes or just 2013?

Thanks again.

[Ed and Gina 45]

1040 and W2...you can also call them to clarify if they want anything else. You're adjusting status? So, you're in the states already, right? In Modesto??? Ugh. Not much goin' on there, is there...

[NancyNguyen 1,657]

1. Don't send tax return copies, because it is clumsy with many forms and USCIS can misplace those forms. And they will ask again in a RFE. Order tax transcript of 2013 to save a lot of hassle. Only most recent tax transcript is needed, older transcripts are optional.

2. No matter how much you make, you must include your I-864 form. If you leave same roof with your mom, then she needs to do I-864A not I-864. Along with the form, yes you need to include your tax transcripts as well.

[Ontarkie 14,221]

~~Moved to Adjustment of Status (Green Card) from Family Based Visas , from K-1 Fiance(e) Visa Process & Procedures~~

[jc1216 1]

1040 and W2...you can also call them to clarify if they want anything else. You're adjusting status? So, you're in the states already, right? In Modesto??? Ugh. Not much goin' on there, is there...

Yup, I'm adjusting his status. And he's already here with me.

Definitely nothing to do here. Full of cows, really. Lol

Noted on your advise! Will try to call them early in the morning and ask.

[jc1216 1]

1. Don't send tax return copies, because it is clumsy with many forms and USCIS can misplace those forms. And they will ask again in a RFE. Order tax transcript of 2013 to save a lot of hassle. Only most recent tax transcript is needed, older transcripts are optional.

2. No matter how much you make, you must include your I-864 form. If you leave same roof with your mom, then she needs to do I-864A not I-864. Along with the form, yes you need to include your tax transcripts as well.

Hi!

We sent both I-864a and I-864 along with our packet. However, it did not say on our RFE that we need to send them again. They were just asking for the complete federal income tax return. I have her 1040s and W2s here with me. Would that be enough? The transcript your order from IRS, is that the same thing as what I have?

It also said, joint sponsor, would you still suggest that I include mine?

Edited June 20, 2014 by jc1216

[NancyNguyen 1,657]

Hi!

We sent both I-864a and I-864 along with our packet. However, it did not say on our RFE that we need to send them again. They were just asking for the complete federal income tax return. I have her 1040s and W2s here with me. Would that be enough? The transcript your order from IRS, is that the same thing as what I have?

It also said, joint sponsor, would you still suggest that I include mine?

Oh okay, I now have better view on your financial forms. As I mentioned, USCIS isn't really an organizer, when they can't find a piece of paper, they will accuse you of forgetting to send it. 1040s, W2s forms are a mess. A tax transcript covers everything with your tax return (amended, how much you owe IRS, forms...) so tax transcripts are preferred solution for RFE about I-864 forms...

You can order tax transcripts or print them online in just matter of minutes. http://www.irs.gov/Individuals/Get-Transcript

Yes you need to include yours to support your I-864 (unless you was dependent on your mom tax before. You need to state in on your RFE response headletter.) Good luck.

[KayDeeCee 4,893]

Just to clear up something first: you do not have to send in an I-864A just because you reside with someone. The I-864A is used by a household member to combine incomes with that of the sponsor filing an I-864. A joint sponsor uses an I-864, even if they live in the same house as the primary sponsor.

Also, if you are using someone as a joint sponsor, they fill out only the I-864 and not both the I-864 and I-864A. They cannot be their own household member.

The USC petitioner/sponsor must fill out their own I-864, even when using a joint sponsor.

From Page 8 #1 of the I-864 instructions> "The petitioning sponsor must sign and complete Form I-864, even if a joint sponsor also submits an I-864 to meet the income requirement."

As for the RFE: You must provide a copy of the complete tax return OR an IRS tax return transcript. A complete tax return consists of all forms, schedules, attachments, W-2s and/or 1099s. It is not necessarily just the 1040 and W-2. Perhaps that is why they sent the RFE. If you get the tax transcripts, then that is all you need and you do not have to worry about whether or not you included everything needed for the return.

I suggest you carefully read through the I-864 instructions > http://www.uscis.gov/sites/default/files/files/form/i-864instr.pdf

Edited June 20, 2014 by KayDeeCee

[jc1216 1]

Just to clear up something first: you do not have to send in an I-864A just because you reside with someone. The I-864A is used by a household member to combine incomes with that of the sponsor filing an I-864. A joint sponsor uses an I-864, even if they live in the same house as the primary sponsor.

Also, if you are using someone as a joint sponsor, they fill out only the I-864 and not both the I-864 and I-864A. They cannot be their own household member.

The USC petitioner/sponsor must fill out their own I-864, even when using a joint sponsor.

From Page 8 #1 of the I-864 instructions> "The petitioning sponsor must sign and complete Form I-864, even if a joint sponsor also submits an I-864 to meet the income requirement."

As for the RFE: You must provide a copy of the complete tax return OR an IRS tax return transcript. A complete tax return consists of all forms, schedules, attachments, W-2s and/or 1099s. It is not necessarily just the 1040 and W-2. Perhaps that is why they sent the RFE. If you get the tax transcripts, then that is all you need and you do not have to worry about whether or not you included everything needed for the return.

I suggest you carefully read through the I-864 instructions > http://www.uscis.gov/sites/default/files/files/form/i-864instr.pdf

Hi!

Thank you for this.

They did not ask me to re send my I-864 application. I only had one check box and it was the Federal Income Tax Return. Do you still suggest to still send out another I-864?

[Hank_ 9,174]

Hello guys!

I have a question regarding this letter we just got from the mail today.

We sent out our AOS packet last week of May for our AOS and got the initial evidence today asking for "The Joint sponsor on form I-864 must submit a complete federal income tax return submitted to the IRS for the most recent tax year."

I am confused as we sent these documents along with our packet. Do you think they misplaced my document? Even so, we are still going to send these documents back to them. I just want to make sure of the following:

1. Joint Sponsor- meaning my mother right? Since she's the one I listed as my co-sponsor.

2. Do we just send the 1040 and W2? Or is there any other documents do we need to add?

3. Do I need to add my own income tax return?

Hoping you could shed a light.

Thank you in advance!!!

If they asked for the COMPLETE tax return, then send them a copy of your co-sponsors tax return (they didn't ask for yours), I would include a copy of the W-2 as well. Go with the idea that they lost the other.

[JessJoe 9]

1. Don't send tax return copies, because it is clumsy with many forms and USCIS can misplace those forms. And they will ask again in a RFE. Order tax transcript of 2013 to save a lot of hassle. Only most recent tax transcript is needed, older transcripts are optional.

USCIS widely accept copies of tax returns that have been ordered directly in the website of the IRS (either online or request to send by post mall), it includes all the information required even from the W-2. Don't send W-2 or copies of your tax returns that you filed otherwise you will get RFE.

Regards.

Edited June 20, 2014 by JessJoe

[jc1216 1]

USCIS widely accept copies of tax returns that have been ordered directly in the website of the IRS (either online or request to send by post mall), it includes all the information required even from the W-2. Don't send W-2 or copies of your tax returns that you filed otherwise you will get RFE.

Regards.

What do you mean by "Don't send W-2 or copies of your tax return"??? I don't get it.

[NancyNguyen 1,657]

What do you mean by "Don't send W-2 or copies of your tax return"??? I don't get it.

It means you need to order TAX TRANSCRIPT to save you from sending a lot of forms.