1-864 question

[Jill Mackie 76]

Hello , does my joint sponsor need to submit 6 months pay stubs as part of the evidence? What other documents are required? Help please 🤪

[USC4SPOUSE 506]

@Jill Mackie, hi! Correct. Your joint sponsor has to submit 6 months of paystubs as evidence of current income. I believe the most recent tax return is required. Submitting the tax returns for the last 3 years is optional. I think we did 2 years of tax returns + paystubs. LOL, I might have sent all paystubs. (You know me...)

 

Hopefully, others will weigh in, too.

Edited July 13, 2021 by USC4SPOUSE

[Jill Mackie 76]

13 minutes ago, USC4SPOUSE said:

@Jill Mackie, hi! Correct. Your joint sponsor has to submit 6 months of paystubs as evidence of current income. I believe the most recent tax return is required. Submitting the tax returns for the last 3 years is optional. I think we did 2 years of tax returns + paystubs. LOL, I might have sent all paystubs. (You know me...)

 

Hopefully, others will weigh in, too.

Hi back!! I will send all six months with just to be sure . Thank you for your reply 🙂

[Jill Mackie 76]

45 minutes ago, USC4SPOUSE said:

@Jill Mackie, hi! Correct. Your joint sponsor has to submit 6 months of paystubs as evidence of current income. I believe the most recent tax return is required. Submitting the tax returns for the last 3 years is optional. I think we did 2 years of tax returns + paystubs. LOL, I might have sent all paystubs. (You know me...)

 

Hopefully, others will weigh in, too.

What other documents do we need to include  are the pay stubs enough or are bank statements needed too? 

[USC4SPOUSE 506]

5 minutes ago, Jill Mackie said:

What other documents do we need to include  are the pay stubs enough or are bank statements needed too? 

I don't think so. Bank statements are not needed unless you are qualifying based on assets/savings.

Paystubs, federal tax returns. It's best to submit IRS transcripts. 

And then, there is this clause. 

 

If you provide a photocopy of your Federal individual income tax returns, you must include a copy of each and every Form W-2 and Form 1099 that relates to your returns. Do not include copies of these forms if you provide an IRS transcript of your Federal individual income tax returns rather than a photocopy unless you filed a joint income tax return with your spouse and are qualifying using only your income.

 

I would include the W2s and 1099s anyway, just in case. If the sponsor is self employed, then you have to submit all 1040 schedules - everything. 

Your sponsor has to submit evidence of US citizenship. I think that is it. 

https://www.uscis.gov/sites/default/files/document/forms/i-864instr.pdf

[Jill Mackie 76]

1 minute ago, USC4SPOUSE said:

I don't think so. Bank statements are not needed unless you are qualifying based on assets/savings.

Paystubs, federal tax returns. It's best to submit IRS transcripts. 

And then, there is this clause. 

 

If you provide a photocopy of your Federal individual income tax returns, you must include a copy of each and every Form W-2 and Form 1099 that relates to your returns. Do not include copies of these forms if you provide an IRS transcript of your Federal individual income tax returns rather than a photocopy unless you filed a joint income tax return with your spouse and are qualifying using only your income.

 

I would include the W2s and 1099s anyway, just in case. If the sponsor is self employed, then you have to submit all 1040 schedules - everything. 

Your sponsor has to submit evidence of US citizenship. I think that is it. 

https://www.uscis.gov/sites/default/files/document/forms/i-864instr.pdf

Thank you very much !

[Rocio0010 5,635]

A letter of employment is also needed.

[KayDeeCee 4,896]

15 hours ago, ra0010 said:

A letter of employment is also needed.

 

On 7/12/2021 at 7:50 PM, Jill Mackie said:

What other documents do we need to include  are the pay stubs enough or are bank statements needed too? 

A letter of employment is not a requirement. The 6 months of paystubs and most recent tax transcript should be plenty(and even better if they show 'YTD' income on them), especially since your mother-in-law makes plenty more than the requirement. 

 

Here is what the checklist states for filing the I-864 >

A copy of your individual Federal income tax return, including W-2s for the most recent tax year, or a statement and/or evidence describing why you were not required to file. Also include a copy of each and every Form 1099, Schedule, and any other evidence of reported income. You may submit this information for the most recent three tax years, pay stubs from the most recent six months, and/or a letter from your employer if you believe any of these items will help you qualify. 

 

As stated above by USC4SPOUSE, the tax return transcript is easiest. You don't have to worry about whether you included every single form and W-2. It's all in one for you. You can get them online from the IRS website. 

 

Also, the joint sponsor needs to provide their proof of citizenship, but I believe that was already tackled in another post of yours. 

 

I know all these forms and requirements can feel overwhelming, and I hope it all goes smoothly for you.

Edited July 14, 2021 by KayDeeCee

[Jill Mackie 76]

33 minutes ago, KayDeeCee said:

 

A letter of employment is not a requirement. The 6 months of paystubs and most recent tax transcript should be plenty(and even better if they show 'YTD' income on them), especially since your mother-in-law makes plenty more than the requirement. 

 

Here is what the checklist states for filing the I-864 >

A copy of your individual Federal income tax return, including W-2s for the most recent tax year, or a statement and/or evidence describing why you were not required to file. Also include a copy of each and every Form 1099, Schedule, and any other evidence of reported income. You may submit this information for the most recent three tax years, pay stubs from the most recent six months, and/or a letter from your employer if you believe any of these items will help you qualify. 

 

As stated above by USC4SPOUSE, the tax return transcript is easiest. You don't have to worry about whether you included every single form and W-2. It's all in one for you. You can get them online from the IRS website. 

 

Also, the joint sponsor needs to provide their proof of citizenship, but I believe that was already tackled in another post of yours. 

 

I know all these forms and requirements can feel overwhelming, and I hope it all goes smoothly for you.

Thank you so much