W2 needed if using HH member income?

[EMMO 2]

Hi All,

 

We recently received our NOA2 and are waiting on the NVC process. Whilst waiting we are finalising the i864 - and while we have filled out the forms, got documents etc. - I have read something while checking process, requirements -  and hence my question

 

- My Wife - i864 - current income 0 (we live abroad and wont continue from same source + she has filed taxes for all years)

- Joint Sponsor - i864 - current income 68,000 (every year for last 3 years)

will provide 6 months pay stubs and/or employment letter 

- HH Member - i864a - current income 89,000 (has been gradually increasing every year for last 3 years)

 

they are a household of 4, and 5 including me 

 

They have also provided us with the tax transcripts for the last 3 years (15,16,17) - they file it jointly - i know we might need for 18 as well if our interview is after March - most likely

 

My question is - 

a. we can use their combined income right, even if both individually are above the 125% poverty guidelines ?

b. if we do, do they have to provide w-2s for both of their individual incomes ? They are providing the joint tax transcripts

c. for current income mentioned in the form - do the incomes has to be exact to every decimal - so for e.g if the Joint sponsors income is 68,112 - is it ok to round it off to 68,000?

 

Thanks and have a good evening.

 

Emmo

 

 

 

[pushbrk 12,892]

15 hours ago, EMMO said:

Hi All,

 

We recently received our NOA2 and are waiting on the NVC process. Whilst waiting we are finalising the i864 - and while we have filled out the forms, got documents etc. - I have read something while checking process, requirements -  and hence my question

 

- My Wife - i864 - current income 0 (we live abroad and wont continue from same source + she has filed taxes for all years)

- Joint Sponsor - i864 - current income 68,000 (every year for last 3 years)

will provide 6 months pay stubs and/or employment letter 

- HH Member - i864a - current income 89,000 (has been gradually increasing every year for last 3 years)

 

they are a household of 4, and 5 including me 

 

They have also provided us with the tax transcripts for the last 3 years (15,16,17) - they file it jointly - i know we might need for 18 as well if our interview is after March - most likely

 

My question is - 

a. we can use their combined income right, even if both individually are above the 125% poverty guidelines ?

b. if we do, do they have to provide w-2s for both of their individual incomes ? They are providing the joint tax transcripts

c. for current income mentioned in the form - do the incomes has to be exact to every decimal - so for e.g if the Joint sponsors income is 68,112 - is it ok to round it off to 68,000?

 

Thanks and have a good evening.

 

Emmo

 

 

 

Yes, use their combined income but state it separately when the form asks about a specific individual's income.  If you provide a tax return transcript, no W2 forms are required.  Assuming the pay stubs show year to date income, ONE and only one pay stub for each is needed.  An employer letter is less important than the pay stub.

 

When you say "income is" you would be referring to current income.  Calculate that from the pay stub, using the gross pay for one period times the number of pay periods in a full year.  If paid every two weeks, that's 26, not 24.  Do not "round".

[EMMO 2]

Thanks @pushbrk - clear .

 

Appreciate it, have a good one.

[NikLR 13,227]

Also your joint sponsor doesnt need to include you in their household count unless they claim you on their taxes.