New tax return needed for interview? I-864

[Wuozopo 4,293]

This question is often asked when interviews fall in April or May, right after a new tax filing season deadline. The guidance for interviewing officers is found in the Foreign Affairs Manual. It indicates that the “most recent tax return” is the one filed prior to signing the I-864.  It does not indicate a newer return must be supplied at the interview if a new tax season has closed before they got around to interviewing you. 

Here is the whole document for reference:

9 FAM 601.14  AFFIDAVIT OF SUPPORT https://fam.state.gov/search/viewer?format=html&query=I-864&links=864&url=/FAM/09FAM/09FAM060114.html#M601_14_13

 

Selected excerpts include:

 

9 FAM 601.14-6  REQUIRED SUPPORTING EVIDENCE
 

b. Required Documentation: The sponsor(s) must provide the following documentation to satisfactorily complete Form I-864:

(1)  Sponsor's Federal income tax returns for the most recent tax year:

(a)  Each sponsor must submit with Form I-864 a photocopy or Internal Revenue Service (IRS)-generated transcript of the most recent income tax return that the sponsor had filed prior to the time of the AOS signing. 

9 FAM 601.14-16  CHECKLIST FOR PREPARING THE AFFIDAVIT OF SUPPORT

 

d. Documents for the Principal Immigrant and Accompanying Dependents:

(1)  Principal Applicant:

(a)  Original or copy of Form I-864 and Form I-864A, Contract Between Sponsor and Household Member (if needed); must be signed (not required to be notarized).

(b)  The sponsor's most recent Federal income tax return filed prior to the time of Form I-864 signing is needed for each principal immigrant.

 

 

 

 

[Omalichanwa 5]

45 minutes ago, Wuozopo said:

This question is often asked when interviews fall in April or May, right after a new tax filing season deadline. The guidance for interviewing officers is found in the Foreign Affairs Manual. It indicates that the “most recent tax return” is the one filed prior to signing the I-864.  It does not indicate a newer return must be supplied at the interview if a new tax season has closed before they got around to interviewing you. 

Here is the whole document for reference:

9 FAM 601.14  AFFIDAVIT OF SUPPORT https://fam.state.gov/search/viewer?format=html&query=I-864&links=864&url=/FAM/09FAM/09FAM060114.html#M601_14_13

 

Selected excerpts include:

 

9 FAM 601.14-6  REQUIRED SUPPORTING EVIDENCE
 

b. Required Documentation: The sponsor(s) must provide the following documentation to satisfactorily complete Form I-864:

(1)  Sponsor's Federal income tax returns for the most recent tax year:

(a)  Each sponsor must submit with Form I-864 a photocopy or Internal Revenue Service (IRS)-generated transcript of the most recent income tax return that the sponsor had filed prior to the time of the AOS signing. 

9 FAM 601.14-16  CHECKLIST FOR PREPARING THE AFFIDAVIT OF SUPPORT

 

d. Documents for the Principal Immigrant and Accompanying Dependents:

(1)  Principal Applicant:

(a)  Original or copy of Form I-864 and Form I-864A, Contract Between Sponsor and Household Member (if needed); must be signed (not required to be notarized).

(b)  The sponsor's most recent Federal income tax return filed prior to the time of Form I-864 signing is needed for each principal immigrant.

 

 

 

 

Thank you. Sincerely don’t understand this. All I wanted was a yes or no answer. Do I need to upload them?

[randy32 165]

As long as it has been approved, I would not add a new document unless it is requested for.

Take a copy of the most recent tax return in case it is asked for at the interview.