Exactly what Tax Forms for I-864? RFE issue (merged)

[K + M 47]

Another question that I ran into as I was going through the I-864 packet about household size, 

 

The two statements:

 

"If you have dependent children, enter the number here"

 

"If you have any other dependents, enter the number here"

 

My dad has 2 children above the age of 18 that he claimed on his taxes, and 1 child under the age of 18 that was claimed on his taxes, does that mean it would be 1 dependent child, and 2 "other dependents" as above the age of 18 and not classified as child anymore?

[Lemonslice 4,836]

3 hours ago, Kerri and Myles said:

Another question I thought I may as well ask, in this new I-864 packet I am sending in redone, in the original I had 6 months or so of paystubs, would it be alright if I sent in more paystubs this time, I can send in another 2 months, would I need to have another letter stating this change of addition of more pay stubs and why?

 

 

What do you mean letter? How many letters are you planning on writing? 

[K + M 47]

8 hours ago, Lemonslice said:

What do you mean letter? How many letters are you planning on writing? 

That's exactly what I am trying to figure out, from what I have gathered is that with sending in this new I-864 packet for my RFE is that every time a change is made is best to write in a letter stating the change is made and why, so currently I was planning on writing about 5.

 

1 for all changes made in the new I-864 itself that I am submitting 

1 for 2018 IRS non-filing letter stating that I made below the required amount to file that year, so I was exempt to filing by law

1 for 2016 IRS non-filing letter stating that I made below the required amount to file that year, so I was exempt to filing by law

1 stating that this is my first full time job out of school, and that I may not meet the income requirements so for this I am getting a joint sponsor

 

 

Then I was going to include more paystubs this go around so wasn't sure if I needed to for that one.

 

This is just what I have understood as best to do, if there is a better way of going about it please let me know, I greatly appreciate all help.

Edited December 7, 2019 by Kerri and Myles

[Villanelle 4,122]

15 hours ago, Kerri and Myles said:

I'm assuming for the publications for each '18/'16 just print out the 1 page with the table on it that showcases the amount that you have to be at under to file, which on each is page 2, not anymore pages than that correct, or would they want to see the title page?

 

Also just as a curiosity I wanted to ask, my employment letter says the original embassy Kerri had her K-1 interview at, does the fact it has this address on it matter?

Just the page with the table on it should be fine. 

15 hours ago, Kerri and Myles said:

Another question I thought I may as well ask, in this new I-864 packet I am sending in redone, in the original I had 6 months or so of paystubs, would it be alright if I sent in more paystubs this time, I can send in another 2 months, would I need to have another letter stating this change of addition of more pay stubs and why?

 

 

Sure you can send in more paystubs. 

[Villanelle 4,122]

3 hours ago, Kerri and Myles said:

That's exactly what I am trying to figure out, from what I have gathered is that with sending in this new I-864 packet for my RFE is that every time a change is made is best to write in a letter stating the change is made and why, so currently I was planning on writing about 5.

 

1 for all changes made in the new I-864 itself that I am submitting 

1 for 2018 IRS non-filing letter stating that I made below the required amount to file that year, so I was exempt to filing by law

1 for 2016 IRS non-filing letter stating that I made below the required amount to file that year, so I was exempt to filing by law

1 stating that this is my first full time job out of school, and that I may not meet the income requirements so for this I am getting a joint sponsor

 

 

Then I was going to include more paystubs this go around so wasn't sure if I needed to for that one.

 

This is just what I have understood as best to do, if there is a better way of going about it please let me know, I greatly appreciate all help.

LOL I dont think you need so many letters! Many people write one exempt from filing statement that covers the years they didnt file. If you want to prepare a letter for each year you can do such but plenty of people have sent one letter covering all the years and its been fine. Then you should have another letter of explanation of changes you made (and additional docs included like more paystubs) as well as explaining your situation of having been in school and how a joint sponsor is being included if needed. 

[K + M 47]

22 minutes ago, Villanelle said:

LOL I dont think you need so many letters! Many people write one exempt from filing statement that covers the years they didnt file. If you want to prepare a letter for each year you can do such but plenty of people have sent one letter covering all the years and its been fine. Then you should have another letter of explanation of changes you made (and additional docs included like more paystubs) as well as explaining your situation of having been in school and how a joint sponsor is being included if needed. 

That works perfectly, I see that being a much more organized way, doing one covering each of the tax years for non filing, then one stating changes made to I-864, and explaining that there are more pay stubs, and that I am including my birth certificate as proof of USC, then another letter explaining situation and including of a joint sponsor if needed.

 

I was also reading through other I-864 RFE's and very closely reading the instructions for the I-864 and I realized if I don't use my mom as the household member (which I am still figuring out if I will be able to, should know within the next week or so), I will need to supply my dads W-2's, as its a clause if using just the joint's income when MFJ.

Edited December 7, 2019 by Kerri and Myles

[K + M 47]

Question about the Tax Transcript:  I see the line "Total INcome" above the Adjustments to Income section, although what I do not see is anywhere where the tax transcript is breaking the income down into 2 parts, mom's and dad's.  

 

For how I was understanding how the transcript would work with MFJ is that it would state my moms and dads income separately and then showcase the total together, which would be an addition of those 2.  But I can't seem to run across the two incomes stated separately.  Am I reading something wrong?  I am trying to figure out the exact amount to put down for my dad on it for my dads I-864 but I just see total income, not it stated separately.  And the names stated on the tax transcript says both my mom and my dad.  

 

Comparing the Wage and Income transcript with the Tax Return Transcript , the Wages, tips and other compensation comes out to a number that is not seen on the Tax Return Transcript so this is where my confusion lies.  The number from the Wage and Income Transcript is used, or just get my dad's W-2's to get the correct number or is there a spot actually on the MFJ Tax Return to get each spouses individual income?

 

From everything I am gathering, the answer to the last question is no, and the W-2's are needed to get individual income, and W-2's from employer would match the income from the Wage and Income Transcript part where it has " Form W-2 Wage and Tax Statement" line "Wages, Tips and Other Compensation.

 

 

Edited December 7, 2019 by Kerri and Myles

[K + M 47]

Another question: Questions 24.a, 24.b, 24.c Total income per tax year with MFJ but if just using one of the spouses and not both from MFJ tax transcript, would the Total Income listed be that spouses individual W-2 income for that year or the Total Income listed for both partners on the Tax Transcript?

 

And on Part 6 question 20, if same scenario as above MFJ tax transcript, but using just one spouses income, would the "My current annual Household Income" be that spouses individual income as stated on their W-2 or the total income for both spouses for that year from the most recent tax transcript, from what I am gathering is that it would just be that spouses if not using the household member(spouse), but I just want to make sure.

 

Then with Part 6 where it talks about Sponsor's Employment and Income, if I am not using mom as household member, but since she is still apart of the tax transcript would I leave her information as person 1 blank, and only have my dad listed, or still fill in my moms information for name, relationship, and current income, but if not wanting to use her income leave it blank?  I am curious about this because the exact way it reads it says "Income you are using from any other person who was counted in your household size".  Does that mean using to help sponsor, or who was used in configuring the total income on the Tax Transcript?

 

Thank you in advance

 

Edited December 7, 2019 by Kerri and Myles

[K + M 47]

On 12/6/2019 at 9:37 AM, Ayrton said:

For my husband, I used an employment letter stating what his salary is, and that's what I wrote there. Also sent 3 months of paystubs. That was all. No RFE.  You did most recent years tax transcripts as well right?

 

 

 

[Ayrton 965]

20 minutes ago, Kerri and Myles said:

 

Only sent 2018.

Edited December 8, 2019 by Ayrton

[K + M 47]

23 minutes ago, Ayrton said:

Only sent 2018.

Corresponds to our RFE as I had none for 2018 just current, which elates to everything I am doing in this post for the RFE

[NikLR 13,227]

On 12/7/2019 at 12:45 PM, Kerri and Myles said:

Question about the Tax Transcript:  I see the line "Total INcome" above the Adjustments to Income section, although what I do not see is anywhere where the tax transcript is breaking the income down into 2 parts, mom's and dad's.  

 

For how I was understanding how the transcript would work with MFJ is that it would state my moms and dads income separately and then showcase the total together, which would be an addition of those 2.  But I can't seem to run across the two incomes stated separately.  Am I reading something wrong?  I am trying to figure out the exact amount to put down for my dad on it for my dads I-864 but I just see total income, not it stated separately.  And the names stated on the tax transcript says both my mom and my dad.  

 

Comparing the Wage and Income transcript with the Tax Return Transcript , the Wages, tips and other compensation comes out to a number that is not seen on the Tax Return Transcript so this is where my confusion lies.  The number from the Wage and Income Transcript is used, or just get my dad's W-2's to get the correct number or is there a spot actually on the MFJ Tax Return to get each spouses individual income?

 

From everything I am gathering, the answer to the last question is no, and the W-2's are needed to get individual income, and W-2's from employer would match the income from the Wage and Income Transcript part where it has " Form W-2 Wage and Tax Statement" line "Wages, Tips and Other Compensation.

 

 

because they filed jointly their separate incomes are not shown on the tax return transcript.  You'd need their individual w2s for those amounts if you are completeing the forms for them. 

[K + M 47]

3 hours ago, NikLR said:

because they filed jointly their separate incomes are not shown on the tax return transcript.  You'd need their individual w2s for those amounts if you are completeing the forms for them. 

Do the Income and Wage Transcripts show individual incomes? I looked on the ones I have and I only was able to find 1 income, but that is what I presumed that individual W-2's would be required.  

 

Also for filling out the Total income for each last tax year I am guessing it works this way:

 

• If MFJ but only using 1 spouses income - each total income is still the total income that is stated on the MFJ tax transcript for each tax year

 

• When filling in the information for household member (spouse) on I-864 if not using spouse as contributor would just leave the information for 'Person 1' blank as their income would not be contributing to Sponsorship

 

• The total household income would just be that spouses income, not the total income from that years tax transcript, but just the 1 joint sponsor's income, not joint sponsor + household member

 

• If using both spouses income - listing total income for each tax year would still be the same, as stated as the income on the MFJ tax transcript for each year

 

• If using both spouses income - wouldnt leave the information for 'person 1' blank, but this would be where the spouses information would be also listed, name-relationship-current income, as the spouses income would be contributing to the overall household income

 

• Total household income now would be main joint + spouse

 

Let me know if any of these are incorrect, would be greatly appreciated, basically its broken down into first 3 bolded lines are MFJ tax transcript - but only use 1 spouses income, then last 3 bolded lines are MFJ tax transcript and using both spouses income

[NikLR 13,227]

I'll be very honest with you here.  I cant tell for sure what you should or shouldnt use.  I have not seen a tax return transcript since 2013. The way you word things also doesnt quite make sense but likely would if I had everything sitting in front of me. Ill make an educated guess. 

 

Make a decision.  If you are using just your father as a joint sponsor then annual household income comes from the tax return transcript as combined with your mother.  Then his income would be from his w2 (or 1099) each year. 

It's honestly the same if you use your mother, the only difference is she adds her I-864a and adds her name under the people supplying an I864a. 

Edited December 10, 2019 by NikLR

[K + M 47]

6 hours ago, NikLR said:

 

 

  If you are using just your father as a joint sponsor then annual household income comes from the tax return transcript as combined with your mother.  Then his income would be from his w2 (or 1099) each year. 

It's honestly the same if you use your mother, the only difference is she adds her I-864a and adds her name under the people supplying an I864a. 

Alright so with that I would leave my mom out from household family members on my dads joint sponsor I-864.

 

You said annual household income comes from the tax return transcript as combined with my father+mother, but isn't the household income that is being used the combined total of the sponsor + any household members that are contributing? 

 

 

Edited December 10, 2019 by Kerri and Myles