I-864 Affidavit of Support question

[Britinstl 47]

Hey guys,

 

My wife (USC petitioner ) and I (beneficiary) are in the process of currently gathering everything together ready for our AOS from my F1 status. My wife is a PhD student with a yearly stipend paid monthly from her school so meets the poverty guidelines for income. Even though she meets the income requirements, her most recent IRS form shows just under (2016), as she started the PhD that year and therefore only received the pay from Aug-Dec of 2016. Obviously we will send in the IRS form from 2016, the most recent tax year. She has her W-2 for 2017 which shows her income for the entire year, can we send this W-2 form for 2017 and the most recent tax return from the IRS (2016)? Is this sufficient? If not, what else is needed?

 

 

[Crazy Cat 41,845]

If you send the 2016 tax return, you risk getting a request for the 2017 tax return since your application will not be processed for some months......When do you plan to file 2017 taxes?

[Britinstl 47]

13 minutes ago, missileman said:

If you send the 2016 tax return, you risk getting a request for the 2017 tax return since your application will not be processed for some months......When do you plan to file 2017 taxes?

She usually does her own taxes with her dad, so probably around Easter time she may file. But we won't get the IRS tax form until a lot later, right?

[Crazy Cat 41,845]

Just now, masteuk said:

She usually does her own taxes with her dad, so probably around Easter time she may file. But we won't get the IRS tax form until a lot later, right?

You simply make a copy of the tax form before you send it to the IRS.

[Wuozopo 4,293]

6 hours ago, masteuk said:

She has her W-2 for 2017 which shows her income for the entire year, can we send this W-2 form for 2017 and the most recent tax return from the IRS (2016)? Is this sufficient? If not, what else is needed?

I've seen RFEs when there's only a W2. It's like they think you forgot to send the tax return that goes with it. Can she get something from the Graduate Studies Dean's office detailing her yearly stipend...used like an employer letter. Better yet, use this need to get motivated to start the taxes.

[Britinstl 47]

13 hours ago, missileman said:

You simply make a copy of the tax form before you send it to the IRS.

Ah, got you. Thank you, will see if she will do it.

 

7 hours ago, Wuozopo said:

I've seen RFEs when there's only a W2. It's like they think you forgot to send the tax return that goes with it. Can she get something from the Graduate Studies Dean's office detailing her yearly stipend...used like an employer letter. Better yet, use this need to get motivated to start the taxes.

 

Okay, thank you! I'll get her to get her W2 and do her taxes, hopefully!