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

[pushbrk 12,883]

1 minute ago, Kerri and Myles said:

oh I just meant the 3x different current that I have to report, myself(my I-864), my dad (joint sponsor I-864), my mom (household member I-864a)

Calculate each current income, enter it and the form will add it all together for you.  If the form didn't do it, you simply add the three numbers and enter the sum.

[K + M 47]

1 minute ago, pushbrk said:

Calculate each current income, enter it and the form will add it all together for you.  If the form didn't do it, you simply add the three numbers and enter the sum.

I must have explained myself wrongly, I was just stating about how on my I-864 I report my current annual income, then on my dads joint sponsor I-864 his current annual income, and then on my moms I-864a I would report her current annual income.  The only place I would have to add the current annual incomes would be on the joint sponsor I-864 to figure out the current annual household.  It all makes sense now, thank you so much for that.  

 

I would like to ask as well what constitutes as "financially responsible" , does claiming on taxes = financially responsible?  

 

I am just asking as I have seen instances where the child isn't claimed on the taxes, but still lives in the home so equates to the household size, I am asking just to make sure my dads household size is 6 and not 7, to figure out if my older brother who hasn't lived at home for a long time would or would not be counted on household size.  From what I have read/thinking is no, but I just want to make sure and know what equates to "financially responsible"  

[pushbrk 12,883]

Just now, Kerri and Myles said:

I must have explained myself wrongly, I was just stating about how on my I-864 I report my current annual income, then on my dads joint sponsor I-864 his current annual income, and then on my moms I-864a I would report her current annual income.  The only place I would have to add the current annual incomes would be on the joint sponsor I-864 to figure out the current annual household.  It all makes sense now, thank you so much for that.  

 

I would like to ask as well what constitutes as "financially responsible" , does claiming on taxes = financially responsible?  

 

I am just asking as I have seen instances where the child isn't claimed on the taxes, but still lives in the home so equates to the household size, I am asking just to make sure my dads household size is 6 and not 7, to figure out if my older brother who hasn't lived at home for a long time would or would not be counted on household size.  From what I have read/thinking is no, but I just want to make sure and know what equates to "financially responsible"  

If there are two I-864 forms, you NEVER add all three incomes together.  Your parents must qualify on their own combined current income.  That's why I said there is no such question.  In the scenario you describe, your parents are not combining income with you.

Edited December 19, 2019 by pushbrk

[K + M 47]

4 minutes ago, pushbrk said:

If there are two I-864 forms, you NEVER add all three incomes together.  Your parents must qualify on their own combined current income.

Correct, I am not combining all three incomes together ever, stating my income on my own I-864, my parents income combined on my dads joint sponsor I-864, and my mom's on her I-864a.

 

I also want to clarify as I explained it a little poorly when I asked what constitutes to financially responsible what I meant to ask exactly what does "financially responsible" =  "claimed as dependent on taxes" = +1 to household size

 

And then knowing this info, I would be able to fully know if my dads household size is 6 and not 7

 

  

 

 

Edited December 19, 2019 by Kerri and Myles

[pushbrk 12,883]

Just now, Kerri and Myles said:

Correct, I am not combining all three incomes together ever, stating my income on my own I-864, my parents income combined on my dads joint sponsor I-864, and my mom's on her I-864a.

 

  

 

 

I'm confused then why you asked what to enter 3x.... but it seems like you understand it now.

[K + M 47]

2 minutes ago, pushbrk said:

I'm confused then why you asked what to enter 3x.... but it seems like you understand it now.

I was confirming the way I was going about getting the 3x current annual incomes was correct as these methods: 

 

Me: The gross income stated on my EVL

Dad: The YTD gross earnings excluding overtime on the check dated 12/31/2019

mom: I will have around 4-5 months of pay stubs for her most likely and I will take the average of the months pay and simply multiply that by 12 to get her current annual individual income.

 

I'm just bringing everything down to the most current recent post so I will post the last part of my previous post about household size:

 

I would like to ask as well what constitutes as "financially responsible" , does claiming on taxes = financially responsible?  

 

I am just asking as I have seen instances where the child isn't claimed on the taxes, but still lives in the home so equates to the household size, I am asking just to make sure my dads household size is 6 and not 7, to figure out if my older brother who hasn't lived at home for a long time would or would not be counted on household size.  From what I have read/thinking is no, but I just want to make sure and know what equates to "financially responsible"  

 

I also want to clarify as I explained it a little poorly when I asked what constitutes to financially responsible what I meant to ask exactly what does "financially responsible" =  "claimed as dependent on taxes" = +1 to household size

 

And then knowing this info, I would be able to fully know if my dads household size is 6 and not 7

 

 

 

 

Edited December 19, 2019 by Kerri and Myles

[pushbrk 12,883]

Just now, Kerri and Myles said:

I was confirming the way I was going about getting the 3x current annual incomes was correct as these methods: 

 

Me: The gross income stated on my EVL

Dad: The YTD gross earnings excluding overtime on the check dated 12/31/2019

mom: I will have around 4-5 months of pay stubs for her most likely and I will take the average of the months pay and simply multiply that by 12 to get her current annual individual income.

Ok, but that's not 3x current income.  It's current income for each of three people.  For Dad, no, it is not YTD gross excluding overtime.  It's his gross pay, at his base pay rate for a full pay period, times the number of pay periods in a full year going forward.

 

Think of it this way.  If you start the year making $10 an hour working 40 hours a week, AND NOTHING CHANGED during the year, your current income is $20,800.  But if you go a raise to $11 an hour last month, your current income would be $22,880.  YTD income has nothing to do with it.

 

Edited December 19, 2019 by pushbrk

[K + M 47]

Just now, pushbrk said:

Ok, but that's not 3x current income.  It's current income for each of three people.  For Dad, no, it is not YTD gross excluding overtime.  It's his gross pay, at his base pay rate for a full pay period, times the number of pay periods in a full year going forward.

ahh okay so for dad can take his base hourly pay rate x 40 x 52?

then mom do the same?  Seems like the simplest way

[pushbrk 12,883]

Just now, Kerri and Myles said:

ahh okay so for dad can take his base hourly pay rate x 40 x 52?

then mom do the same?  Seems like the simplest way

If they are both working 40 hours a week, yes.  Shortcut is multiply base rate by 2080.

[K + M 47]

Just now, pushbrk said:

If they are both working 40 hours a week, yes.  Shortcut is multiply base rate by 2080.

on some of my dads checks it showcases 88 hours for the pay period, what could that be? from what I believe for full-time each pay period consists of 80 hours if bi-weekly

[pushbrk 12,883]

Just now, Kerri and Myles said:

on some of my dads checks it showcases 88 hours for the pay period, what could that be? from what I believe for full-time each pay period consists of 80 hours if bi-weekly

Sounds like he worked 8 hours overtime.  This is pretty simple stuff.  Have you thought of petitioning Webster's to put your photo next to the definition of "overthinking"?  😉😉

[K + M 47]

3 hours ago, pushbrk said:

Sounds like he worked 8 hours overtime.  This is pretty simple stuff.  Have you thought of petitioning Webster's to put your photo next to the definition of "overthinking"?  😉😉

I would say it is that, but on the pay stub there is another category for overtime where the hours are there, and the extra 8 hours I Was talking about was under base hourly pay, so it couldn't be overtime.

 

This is 1 time I wasn't overthinking it   But I know I do, but it comes from a great place, I just want to make sure I am doing things right, which is why I am so thankful for all the help !

 

 

Edited December 20, 2019 by Kerri and Myles

[pushbrk 12,883]

10 minutes ago, Kerri and Myles said:

I would say it is that, but on the pay stub there is another category for overtime where the hours are there, and the extra 8 hours I Was talking about was under base hourly pay, so it couldn't be overtime.

 

This is 1 time I wasn't overthinking it   But I know I do, but it comes from a great place, I just want to make sure I am doing things right, which is why I am so thankful for all the help !

 

 

So ask him if 88 hours is his normal work schedule.  If so, 88X26Xbase rate

 

[NikLR 13,227]

Does your dad make a salary and has overtime added to that if he works over 44 hours per week? 

For example  

My husband makes XX in salary. He is also paid a differential for night work, Saturday work and Sunday work.  He also makes overtime above 40 hours.  So even though he is salary, he can still earn overtime.  

Im paid 50k in salary. It doesnt matter if I work 60 hours or 30 hours in a week.  My gross salary remains the same. Im supposed to work 86 hours per 15 day period according to my pay check. Lol 

 

[Lemonslice 4,841]

Is you dad paid every two weeks, or twice a month?

 

If twice a month, some pay periods will cover more than 10 working days.