Form i864 (merged topics)

[SCOREAU 36]

On 8/8/2019 at 7:27 PM, Hank_ said:

That isn't true.   My wife got her visa and I did not present a tax return ...   I did complete & present an IRS form showing I was not required to file a tax return    Did the same for AOS... no tax return

 

I did have evidence of income to satisfy that requirement

Hank, my wife is in USA now and is going to submit her tax returns. On the form i864 it says years 2 & 3 optional. Years 2 & 3 she was earning less than the 12000 limit, so if we show her p60s for those 2 years with the i864, does that alone prove it? If a us citizen doesn't earn enough, is it the case that they don't even have to inform the IRS?

Thank you.

 

[Hank_ 9,174]

8 minutes ago, SCOREAU said:

Hank, my wife is in USA now and is going to submit her tax returns. On the form i864 it says years 2 & 3 optional. Years 2 & 3 she was earning less than the 12000 limit, so if we show her p60s for those 2 years with the i864, does that alone prove it? If a us citizen doesn't earn enough, is it the case that they don't even have to inform the IRS?

Thank you.

 

 

Correct, only the most recent tax return is required,  the others are optional (thus not required)

 

As for the IRS I never informed them when I wasn't filing tax returns, no requirement for that. 

Edited August 26, 2019 by Hank_

[SCOREAU 36]

1 hour ago, Hank_ said:

 

Correct, only the most recent tax return is required,  the others are optional (thus not required)

 

As for the IRS I never informed them when I wasn't filing tax returns, no requirement for that. 

Thanks, Hank. On the i864 it asks for 3 years' figures on it. Would she just put the figures in for year 1 ( over 12k ), along with transcript/photocopy, or does she have to put the figures for the other 2 years as well, even though they will be below the 12k threshold - and provide her p60 statements of earnings for those other years, exactly reflected by the figures she puts on the i864 itself? I'm sorry to keep clarifying with you. When it says provide proof that the petitioner didn't need to file returns, is it just a case of providing the income p60s for those years? Is that all the proof they need? 

Thing is, her income has no bearing on the petition itself as it's all based on assets here, at present - and she hasn't got a job there yet.

Thank you for all your invaluable advice again, Hank.

Edited August 26, 2019 by SCOREAU
Thoughts

[Hank_ 9,174]

1 minute ago, SCOREAU said:

Thanks, Hank. On the i864 it asks for 3 years' figures on it. Would she just put the figures in for year 1 ( over 12k ), along with transcript/photocopy, or put the figures for the other 2 years as well, even though they will be below the 12k threshold - and provide her p60 statements of earnings for those other years, exactly reflected by the figures she puts on the i864 itself? I'm sorry to keep clarifying with you. When it says provide proof that the petitioner didn't need to file returns, is it just a case of providing the income p60s for those years? Is that all the proof they need?

Thank you for all your invaluable advice again, Hank.

You are at the NVC phase I gather?

 

If your spouse did not file tax returns for years 2 & 3 not sure how she can list the adjusted gross income .   I see now that the IRS does the calculations online, when I did it they had a form that I submitted showing I wasn't required to file. I put a link to the IRS below

 

https://travel.state.gov/content/travel/en/us-visas/immigrate/the-immigrant-visa-process/collect-and-submit-forms-and-documents-to-the-nvc/step-4-collect-financial-documents.html

 

https://www.irs.gov/help/ita/do-i-need-to-file-a-tax-return

[SCOREAU 36]

19 minutes ago, Hank_ said:

You are at the NVC phase I gather?

 

If your spouse did not file tax returns for years 2 & 3 not sure how she can list the adjusted gross income .   I see now that the IRS does the calculations online, when I did it they had a form that I submitted showing I wasn't required to file. I put a link to the IRS below

 

https://travel.state.gov/content/travel/en/us-visas/immigrate/the-immigrant-visa-process/collect-and-submit-forms-and-documents-to-the-nvc/step-4-collect-financial-documents.html

 

https://www.irs.gov/help/ita/do-i-need-to-file-a-tax-return

Okay. I am doing my app. through the us embassy in London rather than the nvc, waiting for the damned tax return section to be completed so I can book a medical and the interview. I am just basically waiting and it's very frustrating as I could've been at the point of a decision by now rather than staring at my document file and waiting. I could do the medical at least but I suppose they would expect me to have the interview soon after rather than a gap of a few weeks. I don't need the i864 for the med. It's just my impatience !

[Hank_ 9,174]

6 minutes ago, SCOREAU said:

Okay. I am doing my app. through the us embassy in London rather than the nvc, waiting for the damned tax return section to be completed so I can book a medical and the interview. I am just basically waiting and it's very frustrating as I could've been at the point of a decision by now rather than staring at my document file and waiting. I could do the medical at least but I suppose they would expect me to have the interview soon after rather than a gap of a few weeks. I don't need the i864 for the med. It's just my impatience !

Ah, you are completing DCF.    You should check with the embassy as to tax returns required, many only want the most recent tax return, even with the I-864 (at the embassy we processed through they only want the most recent tax return).   

[SCOREAU 36]

35 minutes ago, Hank_ said:

Ah, you are completing DCF.    You should check with the embassy as to tax returns required, many only want the most recent tax return, even with the I-864 (at the embassy we processed through they only want the most recent tax return).   

Right, I'll do that, though it appears to be difficult to talk to anyone about apps there, but I will pursue with gusto.

[Hank_ 9,174]

Just now, SCOREAU said:

Right, I'll do that, though it appears to be difficult to talk to anyone about apps there, but I will pursue with gusto.

Ya email is almost the only way we can reach the embassy.  If calling we only got to a call center.