Joint Sponsor Requirements I-864

[Tris 3]

1.  Will a photocopy of the W-2 and the 1st and 2nd page of the Individual Income Tax Return be enough evidence from my joint sponsor?  I don't think my joint sponsor is willing to request a tax transcript from the IRS, and insists that the tax return IS the transcript.  I believe they are 2 different things, but I just want to ask everyone here if the evidence I have will be enough?  Will I need ALL pages of the income tax return?  I know the joint sponsor is well above the 125% required, but just wondering about the documentation.

  The instructions say,

You must provide either an Internal Revenue Service (IRS) transcript OR a photocopy from your own records of your
Federal individual income tax return for the most recent tax year.

You are not required to have the IRS certify the transcript or photocopy unless specifically instructed to do so by a
Government official; a plain transcript or photocopy is acceptable.

  I have read that the IRS transcripts are preferred though.

 

2.  Also I'm not positive about part 6 of the I-864, #19, where it asks about the total income for the 3 most recent years. That would be the total income listed in line #22 of the tax return 1040 right?  Not the wages etc. from line #7. Correct?  My joint sponsor is telling me that her total income would be that from line #7.

 

3.  Finally, my joint sponsor IS married, but her spouse does not live with her and they do not combine wages or support one another.  They also filed taxes separately.  But the instructions on counting the # of people in your household, say to add 1 if you are married regardless if they live in the same residence.  So she should still include her spouse in the # of people in her household correct?

 

Thanks in advance for any advice you can give me.

 

[Jojo92122 1,924]

1.  A complete tax return or tax transcript is required.  1 or 2 pages is not a complete tax return.  A complete tax return includes everything sent to the IRS; Form 1040, W-2, 1099, etc.  A tax transcript is the same as a complete tax return.  IRS transcripts are preferred because most people have no idea what a complete tax return means.

 

2.  Total income is line 22.  Line 7 does not account for other income so it is not the JS's total income.

 

3.  The spouse is included in the JS's household count.

[Suss&Camm 2,213]

 

1.  Will a photocopy of the W-2 and the 1st and 2nd page of the Individual Income Tax Return be enough evidence from my joint sponsor?  I don't think my joint sponsor is willing to request a tax transcript from the IRS, and insists that the tax return IS the transcript.  I believe they are 2 different things, but I just want to ask everyone here if the evidence I have will be enough?  Will I need ALL pages of the income tax return?  I know the joint sponsor is well above the 125% required, but just wondering about the documentation.

  The instructions say,

You must provide either an Internal Revenue Service (IRS) transcript OR a photocopy from your own records of your
Federal individual income tax return for the most recent tax year.

You are not required to have the IRS certify the transcript or photocopy unless specifically instructed to do so by a
Government official; a plain transcript or photocopy is acceptable.

  I have read that the IRS transcripts are preferred though.

The only reason people say transcripts are preferred is because they show that the return was filed. The copy from their records along with the w2 is also an accepted evidence. That is what we sent and this was fine.

 

 

2.  Also I'm not positive about part 6 of the I-864, #19, where it asks about the total income for the 3 most recent years. That would be the total income listed in line #22 of the tax return 1040 right?  Not the wages etc. from line #7. Correct?  My joint sponsor is telling me that her total income would be that from line #7.

It should be line 22 (the one that also says "total income")

 

 

3.  Finally, my joint sponsor IS married, but her spouse does not live with her and they do not combine wages or support one another.  They also filed taxes separately.  But the instructions on counting the # of people in your household, say to add 1 if you are married regardless if they live in the same residence.  So she should still include her spouse in the # of people in her household correct?

Yes, correct

 

[Suss&Camm 2,213]

 

1.  A complete tax return or tax transcript is required.  1 or 2 pages is not a complete tax return.  A complete tax return includes everything sent to the IRS; Form 1040, W-2, 1099, etc.  A tax transcript is the same as a complete tax return.  IRS transcripts are preferred because most people have no idea what a complete tax return means.

I believe they said the 2 pages - as in the 1040 pages, not as in not including the supporting w2 etc.

[Suss&Camm 2,213]

To clarify - we included one of the pages that showed that there was an electronic signature performed in TurboTax. Page 1 and 2 of the 1040 (i.e. the completed form) plus one signature page. We did not include all 10 pages of conditions that the software spits out  

[Tris 3]

Ok thank you all for your replies. I don't know what I'd do without the help I get from this site.

[Tris 3]

  Requirements in the I-864 instructions say that my joint sponsor needs IRS transcript or photocopies of the tax return along with W-2/1099 and all other forms sent to IRS, and proof of citizenship like passport or birth certificate. 

  Why do I keep reading that joint sponsors should include proof of current income with a letter from employer and their last 6 pay stubs?  Is that required too? Or is it just to help you qualify?  My joint sponsor's total income is over $100,000 a year for a household size of 3. 

[MrChamploo 45]

Everything to help! You need to realize anything you can send that they suggest you should.

Include a letter and at least some of there paystubs. 

 

Those both help make sure that your sponsor is still active in the work force. 

I supplied

 

3 Years of transcripts (Even if they only need one,i was working at the same place all three years)

6 Paystubs

An letter from my company stating employment and income.

My most recent W2 (Just because i had it handy)