I864 checklist and 1099s in place of W2s?

[triterp80 1]

Hello, this is for a question unrelated to my timeline as I'm helping my wife's mother's application as well. I also apologize ahead of time: I'm sure this question has been answered before but I can't find the answer after 10 minutes of searching, so I thought I'd try my luck by posting.

The petitioner is retired and only receives social security income. It's not enough which is why I'm the co-sponsor. We sent in I864s for him as sponsor and me as co-sponsor. We received the checklist response stating that W2s need to be included among other things.

Since he has no W2s from only receiving SS, does that mean we only need to send in a SSA-1099? Will that suffice. Do we even need to send in the SSA-1099? Can I just send in the 1040A he filed?

So the question is, two fold:

1. Do we need to send in anything (W2, SSA-1099)?

2. If so, will a SSA-1099 suffice in place of the W2 that he doesn't have?

Thanks for your help

Edited April 19, 2015 by triterp80

[Done--Really 331]

IRS transcripts are far better, and you can go to the IRS website and print them online

[triterp80 1]

ok thanks to you both. I will see about getting these!

[j&ana 363]

Tax transcripts would of had been better to send as w-2s or anything else is not require with them . Since you got a checklist from the nvc for sending in a copy of a tax return with out acopy of the ssa-1099 I will do as wilerao suggested send a copy of that alone with a letter explaining he is retired and no w-2s needed

[triterp80 1]

I'm including a copy of my checklist without identifying info just for clarification

The first two-thirds of the document I am including without issue.

The written statement of not filing I included saying that he was retired and not required to file a return and that he filed for the past year, just recently, for the purposes of this I864.

I explained that the IRS tax schedules are not required because they do not apply to his financial situation. He is not itemizing deductions (schedule A), has not received interests or dividends (schedule B), was not self-employed (schedule C and SE), and has not earned the Earned Income Tax Credit (schedule EIC).

For the next item, I included the IRS Form 1040A Income Tax Return for 2014

Finally, it's the last item that I'm asking for help with. So basically given everything that's been said, I just want to confirm: I should send in a tax transcript from irs.gov and not worry about sending in the SSA-1099.. is that right?

[Ryan H 3,812]

Moved from IR-1/CR-1 Process & Procedures to NVC forum.