IR/CR Visa question

[bf109k11 0]

Good day people, I would like to ask is it really 3 years of tax return the minimal requirement to know what is the annual salary of the petitioner? What if she was just working for 1 year and then she started to file for CR-1 visa, would it still be acceptable even if she makes around 40-45k annual?

Although the option on having a sponsor still stands. We just want to know if it is still possible without co-sponsor.

Thank you.

[Hank_ 9,174]

Instructions for the I-864 state THE MOST RECENT TAX RETURN.  Then it states IF YOU believe additional returns maybe helpful ...... bla-bla.   Thus, NO three years of tax returns are NOT required, only the most recent tax return is required.

 

Item Numbers 23.a. - 25. Federal Income Tax Return Information. 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. If you believe additional returns may help you to establish your ability to maintain sufficient income, you may submit transcripts or photocopies of your Federal individual income tax returns for the three most recent years.

 

https://www.uscis.gov/sites/default/files/files/form/i-864instr.pdf

[bf109k11 0]

4 minutes ago, Hank_ said:

Instructions for the I-864 state THE MOST RECENT TAX RETURN.  Then it states IF YOU believe additional returns maybe helpful ...... bla-bla.   Thus, NO three years of tax returns are NOT required, only the most recent tax return is required.

 

Item Numbers 23.a. - 25. Federal Income Tax Return Information. 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. If you believe additional returns may help you to establish your ability to maintain sufficient income, you may submit transcripts or photocopies of your Federal individual income tax returns for the three most recent years.

 

https://www.uscis.gov/sites/default/files/files/form/i-864instr.pdf

Hello Hank! You again! Hahaha thank you for the time. Although I don't understand yet about the US tax returns but it is good to know that it is really not required.

May I know what are the usual tax return season in the US? I think you know that in the PH it is usually on jan-feb.

[BlueDevil1442 23]

To answer your question, yes very much possible. Look at the I-864P for your household size and 125% of poverty column. $36,775 gets you up to a family of five, so if your family size is lower than that you are fine financially. Like Hank said, only the latest year itemized tax return or tax transcript is required. The last 3 if you feel it helps you.

[Hank_ 9,174]

6 minutes ago, bf109k11 said:

Hello Hank! You again! Hahaha thank you for the time. Although I don't understand yet about the US tax returns but it is good to know that it is really not required.

May I know what are the usual tax return season in the US? I think you know that in the PH it is usually on jan-feb.

April 15th each year is the magic filing deadline (for the previous year)     Currently the most recent tax return would be for 2017.

[BlueDevil1442 23]

W2s for previous year from employers are due by February 1st. I have seen consuls ask for the Latest W2s after February 1st. Taxes in the US are typically due on April 15th for the previous year unless it falls on a weekend or holiday.  They require the previous year's taxes after April 15th unless you have a tax extension.

[bf109k11 0]

10 minutes ago, BlueDevil1442 said:

To answer your question, yes very much possible. Look at the I-864P for your household size and 125% of poverty column. $36,775 gets you up to a family of five, so if your family size is lower than that you are fine financially. Like Hank said, only the latest year itemized tax return or tax transcript is required. The last 3 if you feel it helps you.

Hello, thanks for making it here. So her annual is more than adequate for the requirement. 

6 minutes ago, Hank_ said:

April 15th each year is the magic filing deadline (for the previous year)     Currently the most recent tax return would be for 2017.

Thanks Hank!

6 minutes ago, BlueDevil1442 said:

W2s for previous year from employers are due by February 1st. I have seen consuls ask for the Latest W2s after February 1st. Taxes in the US are typically due on April 15th for the previous year unless it falls on a weekend or holiday.  They require the previous year's taxes after April 15th unless you have a tax extension.

Okay thanks! much appreciated.

[Hank_ 9,174]

Just now, bf109k11 said:

Hello, thanks for making it here. So her annual is more than adequate for the requirement. 

Thanks Hank!

Okay thanks! much appreciated.

 

Correct.         Most recent tax return shows her GROSS income as adequate .. all is good.

[bf109k11 0]

2 minutes ago, Hank_ said:

 

Correct.         Most recent tax return shows her GROSS income as adequate .. all is good.

So even that she just started working this week, once the tax season started, it would still be enough, right? Sorry for stupid question

That makes it only 8 months of working only(from aug to apr), with estimated of about 32k excluding any deductions from her company.

[Hank_ 9,174]

1 minute ago, bf109k11 said:

So even that she just started working this week, once the tax season started, it would still be enough, right? Sorry for stupid question

That makes it only 8 months of working only(from aug to apr), with estimated of about 32k excluding any deductions from her company.

As a new employee, she should also have a letter from her employer, plus copies of pay stubs  to substantiate her GROSS yearly income.     All will be fine when including those documents.

 

Tax year is Jan 1 - Dec 31 .... new tax return date is April 15th (confusing I know).       So her income for 2018 will be from August - December.  

[bf109k11 0]

23 minutes ago, Hank_ said:

As a new employee, she should also have a letter from her employer, plus copies of pay stubs  to substantiate her GROSS yearly income.     All will be fine when including those documents.

 

Tax year is Jan 1 - Dec 31 .... new tax return date is April 15th (confusing I know).       So her income for 2018 will be from August - December.  

I think she can get those kind of supporting documents from her company.

That means it will count as 5 months of working on 2018 since she started working on August which is roughly about 18-20k on that counting.

Anyway thanks for your time Hank. I think that's all for now this time.

I'll be requesting this post to be closed.

[Hank_ 9,174]

11 minutes ago, bf109k11 said:

I think she can get those kind of supporting documents from her company.

That means it will count as 5 months of working on 2018 since she started working on August which is roughly about 18-20k on that counting.

Anyway thanks for your time Hank. I think that's all for now this time.

I'll be requesting this post to be closed.

Your wife will be able to claim a yearly GROSS income that exceeds the amount shown in the tax return simply by having the employer letter and pay stubs.

Edited August 8, 2018 by Hank_

[TBoneTX 45,319]

Thread closed at OP's request.