Confusion on tax return transcript for I-864

[Wuozopo 4,293]

5 hours ago, Sgholston said:

the amount from my in law: (according to the adjusted gross income line in the 1040) 

$31,250 (2019) 

$25,820 (2020) 

You do not use adjusted gross income. You use the line called total income. 

[Sgholston 2]

1 hour ago, Wuozopo said:

You do not use adjusted gross income. You use the line called total income. 

It was the same on this line too… 

[pushbrk 12,892]

15 hours ago, Sgholston said:

Hi the source was only where they (my husband and his mother) worked. 
 

the amount from my in law: (according to the adjusted gross income line in the 1040) 

$31,250 (2019) 

$25,820 (2020) 

 

now I’m worried we will be rejected at interview, for a family of 4 we still do not meet the requirements. 

 

we have our interviews scheduled for 15th feb should we cancel these? 
 

You have still given me information from a tax return when I asked for the source and amount of current income.  I've told you more than once that current income does not come from a tax return.  (Unless they are self employed.  It's possible they'll qualify based on current income.  What is the source and amount of current income from the jobs they have today?

[Wuozopo 4,293]

So many questions.

1. Did NVC review this and think it was okay? Not in her timeline.
2. If not, how did she get an interview in February before NVC approved her documents?
3. Where did the in-law come into this when it started out as husband?
4. Does husband get a W2 or a 1099 for an end of year was statement?
5. Does In-law get W2 or 1099?
6. Does husband  make more today than in 2020? Perhaps a raise or more hours working now
7. Who are the 4 people counted in the in-law family?
8. Does the husband or in-law have any savings to kick in? Does she the Brit have savings of her own?
9. Does husband and his mum live in the same house?
10. Why aren’t husband and in-law helping with this because they should have some experience with tax returns.
11. Has she bothered to read the instructions for the I-864, especially the section on tax returns, how family members can help, using assets, and how the immigrant can help?

[Sgholston 2]

8 hours ago, pushbrk said:

You have still given me information from a tax return when I asked for the source and amount of current income.  I've told you more than once that current income does not come from a tax return.  (Unless they are self employed.  It's possible they'll qualify based on current income.  What is the source and amount of current income from the jobs they have today?

I’m sorry I miss understood /  miss read. Current income and source is from 1 job, Since january of 2021 - December 2021 my husband made $48k, the source is from the only job he has he works at the airport. 
 
As for his Her income YTD $38k 
 

 

[Sgholston 2]

8 hours ago, Wuozopo said:

So many questions.

1. Did NVC review this and think it was okay? Not in her timeline.
2. If not, how did she get an interview in February before NVC approved her documents?
3. Where did the in-law come into this when it started out as husband?
4. Does husband get a W2 or a 1099 for an end of year was statement?
5. Does In-law get W2 or 1099?
6. Does husband  make more today than in 2020? Perhaps a raise or more hours working now
7. Who are the 4 people counted in the in-law family?
8. Does the husband or in-law have any savings to kick in? Does she the Brit have savings of her own?
9. Does husband and his mum live in the same house?
10. Why aren’t husband and in-law helping with this because they should have some experience with tax returns.
11. Has she bothered to read the instructions for the I-864, especially the section on tax returns, how family members can help, using assets, and how the immigrant can help?

1. My case got expedited to the embassy so NVC didn’t review my documents my case is now with the London embassy to review  

 

2. See above. 

3. Looking at the total income on the 1040 it would appear that my husband didn’t earn enough so that’s why I also got my mother in laws information. Prior to this we thought his total earnings would be fine but then the adjusted income reduced it significantly. I called NVC they told us to go by the total income (which then cut the money in half). 

4. Yes my husband has W2s I’m not sure about 1099 but definitely W2s. I can ask about 1099

 

5. yes In law receives these as well. I have not seen them but I know she gets W2s 
 

6. yes he earns more now due to a raise. 
 

7. 4 people counter are in law, myself and the 2 children we don’t live with her but the form asked who she’s sponsoring and that would be the 3 of us. 
 

8. My husband and in law don’t have savings. I only have around £3k at present (pandemic woes) . 
 

9. They don’t live in the same house. 
 

10. They seem to be completely clueless so I am trying to figure it out (with you guys help I’ve been slowly getting there). it’s been really tough and stressful because I’m British our tax system is simpler or at least I understand it more of course, because it’s my own. I appreciate your patience. Im really trying.  
 

11. Yes I read the instructions and his mum doesn’t have liquid assets. And the cash savings I had don’t appear to be enough to be considered… if I have missed a bit could you kindly direct me to the most relevant part. In the mean time I will read this again just to make sure I didn’t panic and miss something. 

 

happy to answer any more questions you have. Really appreciate you all trying to help me I’m very grateful for your time. 

[Wuozopo 4,293]

7 hours ago, Sgholston said:

Since january of 2021 - December 2021 my husband made $48k, the source is from the only job he has he works at the airport. 
 
As for his Her income YTD $38k 
 

Your sponsor needs to make $33,125 for themself plus 3 immigrants. When you said the 2 children, I am assuming they are your children and immigrating. Yes?Your husband qualifies with $48k. Take the I-864 (correctly filled out), the 2020 tax return transcript, and that payslip that shows a YTD of 48k as proof that he earns more now (currently) than what the tax return shows. You don’t need his mom as a sponsor.

Edited January 6, 2022 by Wuozopo

[Wuozopo 4,293]

@Sgholston

 

The main info you need is in my post before this one. But to help you understand a few things better—-

 

8 hours ago, Sgholston said:

Looking at the total income on the 1040 it would appear that my husband didn’t earn enough so that’s why I also got my mother in laws information.

He earns more now than he did back in 2020, so just prove his pay increase with payslips or an employer letter and that counts. 
 

8 hours ago, Sgholston said:

Prior to this we thought his total earnings would be fine but then the adjusted income reduced it significantly. I called NVC they told us to go by the total income (which then cut the money in half). 

I just can’t imaging how Total Income could be half his wages line. Look at the example below where Total Income is  wages plus any additional income from investments, pensions, IRA. Total Income is usually more than the wages from a job. Since your husband has no savings, he probably has no investment income but his wages wouldn’t be reduced to half.

[Sgholston 2]

1 hour ago, Wuozopo said:

Your sponsor needs to make $33,125 for themself plus 3 immigrants. When you said the 2 children, I am assuming they are your children and immigrating. Yes?Your husband qualifies with $48k. Take the I-864 (correctly filled out), the 2020 tax return transcript, and that payslip that shows a YTD of 48k as proof that he earns more now (currently) than what the tax return shows. You don’t need his mom as a sponsor.

Ok got it thank you! I will take what you have said to the interview.  

yes it is just me and the 2 children immigrating. 

 

ok I will also get the employment letter 

 

Also for the example above, the document we got/that is causing me sleepless nights is the one below. 
 

is there a way I can get a 1040 instead? 
 

i thought it was weird that it had the earnings and then halved them… 

[Wuozopo 4,293]

1 hour ago, Sgholston said:

 

i thought it was weird that it had the earnings and then halved them… 

You showed in your transcript his wages were $13,000 with $0 additional income from interest, dividends or state refunds. There’s another page that shows TOTAL INCOME.  Where is that page?
And what line says his income is half of $13k?  You have never explained/shown why you keep saying halved. 
 

And you stated you understood he could prove sufficient income with a 2021 YTD payslip and an employer letter showing $48k.  So it doesn’t really matter if his 2020 tax return said zero income. It is in the rules to submit the most recent tax return, but the TOTAL INCOME on that 2020 return doesn’t matter if he has proof that now he earns more than he did in 2020.  

 

1 hour ago, Sgholston said:

is there a way I can get a 1040 instead? 

Why? You have a transcript which is much better than  a photocopy of all pages in the tax return. The transcript is verified  by the IRS.

[pushbrk 12,892]

16 hours ago, Sgholston said:

I’m sorry I miss understood /  miss read. Current income and source is from 1 job, Since january of 2021 - December 2021 my husband made $48k, the source is from the only job he has he works at the airport. 
 
As for his Her income YTD $38k 
 

 

You are still talking about 2021.  It's 2022 now.  I their pay is the same, then your husband's current income is $48k.  As such, probably no need for a joint sponsor.  Current income is King here, not past taxable income.  Consulate in India would be an exception.

 

After reading your later responses, I'm not sure you really get it yet. Until you get the US Citizen sponsor involved in this discussion, I foresee further problems and delays.

Edited January 7, 2022 by pushbrk

[Wuozopo 4,293]

12 minutes ago, pushbrk said:

Current income is King here, not past taxable income

….not past Total Income, the line they evaluate. 
 

14 minutes ago, pushbrk said:

After reading your later responses, I'm not sure you really get it yet.

I agree. It hasn’t clicked yet. 

[pushbrk 12,892]

1 minute ago, Wuozopo said:

….not past Total Income, the line they evaluate. 
 

Any Total Income figure is about the past.  Total income from the past may or may not play into the actual decision but it IS the number you put into the tax section of the form.

[Wuozopo 4,293]

32 minutes ago, pushbrk said:

Any Total Income figure is about the past.  Total income from the past may or may not play into the actual decision but it IS the number you put into the tax section of the form.

Yes I get it that she needs to quit worrying about old past income and what the 2020 says. But she’ll just become confused again over some saying total income, JeanneAdil saying adjusted gross income, and now you saying taxable income. No wonder she is lost.  

[pushbrk 12,892]

32 minutes ago, Wuozopo said:

Yes I get it that she needs to quit worrying about old past income and what the 2020 says. But she’ll just become confused again over some saying total income, JeanneAdil saying adjusted gross income, and now you saying taxable income. No wonder she is lost.  

I see your point.  On a given tax return, all three of those numbers are commonly the same number.  Something about the instant context must have prompted me to use the term "taxable income".  The handicap here is that the person taking charge of completing the most complicated form in the process, is not able to understand US Tax issues, AND does not seem to be able to read carefully and interpret literally.  That's why I suggested the petitioner needs to be involved.