Joint Sponsor Question

[Justin Jamandre 1]

Hi everyone.

So I am going to have my Mother as a joint sponsor.

My only question is this:

Do I include a photocopy of her 1099-R since she is retired?

I was told that it is also a form of the tax return statement.

I also see a 1040 form for 2015 in my both my Parents names.

Should I make a photocopy of that and send as well?

The reason I ask is because I'm not sure if I should send a photocopy the actual 1040 too.

It says on the I-864 to just list "as stated on 1040EZ"

so I was thinking of just photocopying the statement and not the actual filled out worksheet thing.

Btw I found the 1040 for 2015 and 2014 but not 2013.

Edited November 9, 2016 by Justin Jamandre

[Justin Jamandre 1]

I will also be attaching a note that I am in the process of setting up a home business and that I plan on filing taxes for this business year and from now on.

So far, I am going to attach my business licence and find some sort of receipt or document stating that I own my website.

My last last question is:

Would it be wise to state some of my assets as well?

Things like my car and business related things like my office equipment?

[KayDeeCee 4,893]

You will need to include the complete copy of your parent's joint return, which is all forms, schedules, W-2s and/or 1099s, or an IRS transcript plus your mom's 1099 to show her individual income.

It would be even better if your dad would fill out an I-864A to go along with her I-864 so that their incomes would be combined to meet the requirement for joint sponsorship.

They will not care about your future business and future tax filings.

[Justin Jamandre 1]

My Father is not able to because he is handicapped but my Mother has the power of attorney.

The only 1099's I saw had both of their names on it, can I still use that?

Their joint return meets the requirement.

[Justin Jamandre 1]

What do I put for her current income since she is retired?

I read somewhere not to put the tax return as the "Current income" but what she is expected to make this calendar year.

[KayDeeCee 4,893]

Her income alone must meet the requirement, if the spouse is not providing an I-864A to combine their incomes. She cannot state their joint/combined income as her individual income amount.

Retirement/disability income would need the benefits letter(s) and 1099 to prove the amount received. If there is non-taxable income, provide 12 months of bank statements to show how much is deposited each month.

[Justin Jamandre 1]

Thank you for the feedback KayDeeCee!

So I have photocopied the 1099's for the past three tax years. It is her individual income in her name.

The 1040 I have is an Individual Income filed joint. Does that automatically make it a joint account now?

If so, do I just photocopy my father's 1099's as well?

Lastly, the I-864 states to only attach a photocopy of the most recent year.

So I only have to make a photocopy of the 1040 for 2015 only?