I-864 Last 3 Tax years with foreign income

[T&S_MTL 113]

Hi,

 

I looked on VJ and it was not clear to us on how to fill the I864 form in Part 6, with the 24.a, 24.b, 24.c items (page 5).

I'm a the immigrant and my wife is the sponsor, we are living together in Canada. We are planning on only using my assets that we will list in the form and we will upload bank statements as supporting documents.

 

Even if my wife was not required to fill her US taxes, she did it for the past 4 years:

1/ Since we will put 0 for current income, do we still have to fill the 3 last tax years boxes ? (we have these numbers on the 1040s) 

2/ We have the 1040s, do we have to upload them on CEAC ? 

3/ My wife does not have any W2 since she is working in Canada, is that ok to only upload 1040s ?

 

Thanks

Edited August 30, 2020 by T&S_MTL

[SteveInBostonI130 3,482]

Hi,

 

Hopefully you understand the I-864 is filled out by the sponsor - your wife.   Without the W2's, it is recommended that you submit tax return transcripts instead of the 1040.  Your wife can sign up for an online IRS account and can access the transcripts.

 

If your assets meet the guidelines, then it could work (3x the annual 125% poverty line).  If the assets are in your name only, then I think you will need to fill out I-864a to mingle your finances with your wife.

 

I have heard the CO may actually want to see assets significantly more than the guideline minimum.   If your finances are near borderline,  I think it's a good idea to line up a joint US sponsor.

 

[T&S_MTL 113]

40 minutes ago, SteveInBostonI130 said:

Hi,

 

Hopefully you understand the I-864 is filled out by the sponsor - your wife.   Without the W2's, it is recommended that you submit tax return transcripts instead of the 1040.  Your wife can sign up for an online IRS account and can access the transcripts.

 

If your assets meet the guidelines, then it could work (3x the annual 125% poverty line).  If the assets are in your name only, then I think you will need to fill out I-864a to mingle your finances with your wife.

 

I have heard the CO may actually want to see assets significantly more than the guideline minimum.   If your finances are near borderline,  I think it's a good idea to line up a joint US sponsor.

 

Thanks for your answer. Yes my wife is the one filling the I864 since she is the sponsor, we are trying to understand what we need to fill together.

 

She tried to register for her IRS online account but without success, the information she provided did not work. And the phone numbers listed on their site are not even valid...also, we sent a request by mail for the last 3 tax transcripts 2 months ago and never received anything. I really hope the 1040s will be ok...

 

Yes, the amount of the assets used is over enough 3 times the annual 125% poverty line.

 

My understanding is that we don't need an I864A form since the assets are mine (the applicant), is that correct ?

Edited August 30, 2020 by T&S_MTL

[T&S_MTL 113]

From the instructions 

Quote

Item Numbers 6. - 9. Assets of the Intending Immigrant. You may use the assets of the intending immigrant regardless of where he or she resides. The intending immigrant must provide evidence of such assets with this affidavit. Add together Item Numbers 6. - 8. and type or print the total number in Item Number 9. Form I-864A is not required to document the intending immigrant’s assets.

 

[pushbrk 13,076]

2 hours ago, SteveInBostonI130 said:

Hi,

 

Hopefully you understand the I-864 is filled out by the sponsor - your wife.   Without the W2's, it is recommended that you submit tax return transcripts instead of the 1040.  Your wife can sign up for an online IRS account and can access the transcripts.

 

If your assets meet the guidelines, then it could work (3x the annual 125% poverty line).  If the assets are in your name only, then I think you will need to fill out I-864a to mingle your finances with your wife.

 

I have heard the CO may actually want to see assets significantly more than the guideline minimum.   If your finances are near borderline,  I think it's a good idea to line up a joint US sponsor.

 

The above contains incorrect information.  The tax return transcripts are preferred whether there are W2s or not.  A tax return is often more than just a 1040 form.

 

Using intending immigrant's assets does not require an I-864a

 

 

[pushbrk 13,076]

4 hours ago, T&S_MTL said:

Hi,

 

I looked on VJ and it was not clear to us on how to fill the I864 form in Part 6, with the 24.a, 24.b, 24.c items (page 5).

I'm a the immigrant and my wife is the sponsor, we are living together in Canada. We are planning on only using my assets that we will list in the form and we will upload bank statements as supporting documents.

 

Even if my wife was not required to fill her US taxes, she did it for the past 4 years:

1/ Since we will put 0 for current income, do we still have to fill the 3 last tax years boxes ? (we have these numbers on the 1040s) 

2/ We have the 1040s, do we have to upload them on CEAC ? 

3/ My wife does not have any W2 since she is working in Canada, is that ok to only upload 1040s ?

 

Thanks

Yes, you need to complete the tax boxes on the form, with $0 as the answer.

 

If uploading a tax return instead of tax return transcript, upload everything, not just the 1040 form.  Everything is everything you would have mailed if filing by mail..

[T&S_MTL 113]

8 minutes ago, pushbrk said:

Yes, you need to complete the tax boxes on the form, with $0 as the answer.

 

If uploading a tax return instead of tax return transcript, upload everything, not just the 1040 form.  Everything is everything you would have mailed if filing by mail..

Thank you for your detailed answers  We will upload everything as you suggested.

[carmel34 3,650]

5 hours ago, T&S_MTL said:

she is working in Canada

She will need to include her Canadian income on her US tax returns.  US citizens are taxed on their world-wide income, regardless of where they live.

[T&S_MTL 113]

4 minutes ago, carmel34 said:

She will need to include her Canadian income on her US tax returns.  US citizens are taxed on their world-wide income, regardless of where they live.

Yes each tax year is including her Canadian income.