Question about W2 Forms for AOS at NVC

[agripa 100]

Hey All,

 

I'm currently waiting for my I-130 approval, but have started to look into getting my documents together for NVC stage. Here's my current question -

 

I'm a post-doctoral scientist at a research university. My salary is paid as a fellowship by a private foundation, and as such there are no taxes withheld and more importantly, there is no W2 form ever provided. Now, the AOS form (I-864) states you can provide tax transcripts, and I already have mine for the last 3 years. However, for the tax year 2016, I will need to file my taxes jointly (since I got married!!), in which case, I need to provide proof of my income which is separate from my wife's. Everything I've seen on VisaJourney says to provide a W2 form. But I don't get one!!! Here's what I'm thinking I'll provide --

1. Tax Transcript for 2016.
2. In my cover letter, describe why I don't get a W2 form.
3. A letter from the private foundation, as well as my university, stating what my salary was for the year 2016.

Anything else people would recommend? 

[misshepburn 52]

On 1/24/2017 at 9:29 PM, agripa said:

Hey All,

 

I'm currently waiting for my I-130 approval, but have started to look into getting my documents together for NVC stage. Here's my current question -

 

I'm a post-doctoral scientist at a research university. My salary is paid as a fellowship by a private foundation, and as such there are no taxes withheld and more importantly, there is no W2 form ever provided. Now, the AOS form (I-864) states you can provide tax transcripts, and I already have mine for the last 3 years. However, for the tax year 2016, I will need to file my taxes jointly (since I got married!!), in which case, I need to provide proof of my income which is separate from my wife's. Everything I've seen on VisaJourney says to provide a W2 form. But I don't get one!!! Here's what I'm thinking I'll provide --

1. Tax Transcript for 2016.
2. In my cover letter, describe why I don't get a W2 form.
3. A letter from the private foundation, as well as my university, stating what my salary was for the year 2016.

Anything else people would recommend? 

That sounds fine - but I would consider including a 1099-MISC, assuming you get one?

 

This is the form that you get for work that falls into the "contract" category -- where your employer doesn't withhold and you are responsible for all taxes. Anytime you earn more than $600 from an employer as a contractor it triggers the creation of a 1099. This sounds like the situation you described.