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Beneficiary living abroad with Petitioner - Joint Bank accounts - AOS

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Hello Forum,

I did generic searches and while I know (with this plethora of information) that my question has probably been asked (and answered) before but just can't seem to find it in all this information:

I've talked to lawyers but I feel I'd rather get first hand experiences with filing the AOS at the NVC when:

- The Petitioner (me) is a stay at home mom (not required to file taxes)

- The Petitioner lives abroad with Beneficiary (for over 6 years)

- The Petitioner & Beneficiary have joint bank accounts (him being the main and I as the co)

- In the bank account we meet the requirement of the 3 x (and 5 x just incase) over the poverty line (with 4 members living in the household)

Here's the question that arose: When filing for the AOS and not having any tax history - what forms should I have ready for the AOS to submit and go through smoothly?

Trying to provide enough information for experienced folks to help - please ask any questions if you need! Thanks in advance for the information!

IR-1/CR-1 Visa

Service Center : California Service Center

Consulate : Switzerland

Marriage: 2008-08-07

I-130 Sent : 2014-08-02

I-130 NOA1 : 2014-08-05

I-130 Approved : 2014-08-25

NVC Received : 2014-09-12

NVC Case & IIN Number Assigned: 2014-09-22

DS-261 Filled and Submitted: 2014-09-22

AOS Bill / Payment Made: 2014-09-23

Received IV Bill: 2014-10-02

Paid IV Bill: 2014-10-03

Sent AOS & IV: 2014-10-19

Package Received by NVC: 2014-10-22

Scanned Date into NVC (e-mail received): 2014-10-23

Submitted DS-260: 2014-10-23

Checklist received (AOS - missing check box): 2014-12-17

Re-submitted documents (received by NVC): 2014-12-30

Submitted expedite request: 2015-01-02

Expedite approved by embassy: 2015-01-05

Files shipped to embassy: 2015-01-07

Medical scheduled: 2015-01-13

Embassy received files: 2014-01-12

Processing
Estimates/Stats :

* I-130 was approved in 20 days from NOA1 date.

* NVC received case in 18 days from NOA2 date.

* NVC assigned Case & IIN # in 10 days from NVC received date.

* DS-261 Filled out in 0 days from receiving Case number.

* AOS Bill paid in 1 day from filing DS-261

* IV Bill Received 11 days after filling DS-261

* NVC Scanned AOS/IV Package 3 days after sending

* Checklist received 55 days after sending documents

* Expedite approved 3 days after submission

* Files shipped to embassy 2 days after expedite approved

* Files received by embassy 5 days after shipped from NVC

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So in answering my own question (calling NVC) and perhaps may help some along the way:

- As long as the funds are liquidable (meaning they can be turned into cash) within 1 year they will be accepted because

a.) We are living together in the same household

b.) We have a joint bank accounts

Any assets (as long as liquidable) can be used to show we are over the poverty line for our household number (including house, cars, savings, ect.)

IR-1/CR-1 Visa

Service Center : California Service Center

Consulate : Switzerland

Marriage: 2008-08-07

I-130 Sent : 2014-08-02

I-130 NOA1 : 2014-08-05

I-130 Approved : 2014-08-25

NVC Received : 2014-09-12

NVC Case & IIN Number Assigned: 2014-09-22

DS-261 Filled and Submitted: 2014-09-22

AOS Bill / Payment Made: 2014-09-23

Received IV Bill: 2014-10-02

Paid IV Bill: 2014-10-03

Sent AOS & IV: 2014-10-19

Package Received by NVC: 2014-10-22

Scanned Date into NVC (e-mail received): 2014-10-23

Submitted DS-260: 2014-10-23

Checklist received (AOS - missing check box): 2014-12-17

Re-submitted documents (received by NVC): 2014-12-30

Submitted expedite request: 2015-01-02

Expedite approved by embassy: 2015-01-05

Files shipped to embassy: 2015-01-07

Medical scheduled: 2015-01-13

Embassy received files: 2014-01-12

Processing
Estimates/Stats :

* I-130 was approved in 20 days from NOA1 date.

* NVC received case in 18 days from NOA2 date.

* NVC assigned Case & IIN # in 10 days from NVC received date.

* DS-261 Filled out in 0 days from receiving Case number.

* AOS Bill paid in 1 day from filing DS-261

* IV Bill Received 11 days after filling DS-261

* NVC Scanned AOS/IV Package 3 days after sending

* Checklist received 55 days after sending documents

* Expedite approved 3 days after submission

* Files shipped to embassy 2 days after expedite approved

* Files received by embassy 5 days after shipped from NVC

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