I-864 evidence for retired income (merged)

[D&T01 1]

My father is going to be a joint sponsor on the I-864.

 

He is semi retired, receives a military pension, and will be filling an I-864. His wife retired in 2022, and will be filling an I-864a.

 

What forms would they submit as evidence along with their tax transcripts for their pension and social security? 

I did a quick google search and want to make sure I have the correct forms.

 

My father would submit: tax transcript, W-2 and 1099-R

His wife would submit: W-2 (for the part of the year she did work), and a SSA-1099 if she received any SSA

 

Are these the correct forms, or are there any others they would need to submit?

 

 

 

[more00 17]

I really think that is the correct forms

[pushbrk 12,868]

37 minutes ago, D&T01 said:

My father is going to be a joint sponsor on the I-864.

 

He is semi retired, receives a military pension, and will be filling an I-864. His wife retired in 2022, and will be filling an I-864a.

 

What forms would they submit as evidence along with their tax transcripts for their pension and social security? 

I did a quick google search and want to make sure I have the correct forms.

 

My father would submit: tax transcript, W-2 and 1099-R

His wife would submit: W-2 (for the part of the year she did work), and a SSA-1099 if she received any SSA

 

Are these the correct forms, or are there any others they would need to submit?

 

 

 

Not exactly.  Assuming they filed taxes jointly, just the one tax transcript will take care of that section.  Current income does not come from a tax return for them.  They can go to socialsecurity.gov  and download their benefit declarations for THIS year.  Dad would have a declaration letter from the VA too that will be for THIS YEAR as well.

[D&T01 1]

3 hours ago, pushbrk said:

Not exactly.  Assuming they filed taxes jointly, just the one tax transcript will take care of that section.  Current income does not come from a tax return for them.  They can go to socialsecurity.gov  and download their benefit declarations for THIS year.  Dad would have a declaration letter from the VA too that will be for THIS YEAR as well.

They do file jointly. my father will be filing out the I-864 and his wife will be filing the I-864a.

 

Is there going to be an issue with wanting to see original documents if they download their benefits declarations?

 

Can you explain what you mean by Current income does not come from a tax return for them? 

I thought the tax returns were to show their gross income for a given tax year.

My father is semi-retired and still gets a w-2.  His wife has a W-2 for 2022 but only the first couple of months. 

would the benefits declarations be for their 2022 taxes, or do they get one for 2023?

[Crazy Cat 41,809]

21 minutes ago, D&T01 said:

Can you explain what you mean by Current income does not come from a tax return for them? 

Tax transcripts and tax returns reflect what was earned in previous years, not what is currently being earned.  Pension award letters or pay stubs would indicate CURRENT income.  The ability to support a new immigrant is determined, in large part, by what the sponsor is CURRENTLY earning (or will earn over the next 12 months). 

Edited January 16, 2023 by Crazy Cat

[pushbrk 12,868]

8 hours ago, Crazy Cat said:

Tax transcripts and tax returns reflect what was earned in previous years, not what is currently being earned.  Pension award letters or pay stubs would indicate CURRENT income.  The ability to support a new immigrant is determined, in large part, by what the sponsor is CURRENTLY earning (or will earn over the next 12 months). 

Correct.  If father is still employed, he will demonstrate his current income with a pay stub.  Father has three income streams, VA, SS, and employment.  VA and SS are 12 times the current monthly benefit.  Employment income is the gross for a pay period times the number of pay periods in a full year.  Sounds like Mom just gets SS.

 

The downloaded PDF's ARE the original documents.  They don't get sent in the mail.

 

[D&T01 1]

Part 6, line 5 "Retired Since":  My father is semi retired.  He gets social security, but still works.  Does he need to put a date for retirement or should it be left blank?

 

Part 6 line 7, 10:  I just want to make sure this is individual income and not the adjusted gross that is listed on the tax returns. 

 

Part 5 line1&3:  im assuming i put 0 for 3 since my wife is already included in part 1. 

[D&T01 1]

im working overseas.  when I do my taxes my adjusted gross income is sometimes  negative.  almost all of my income is covered by the Foreign earned income exclusion.

 

Quick Summary
Income $-xx,xxx
Adjustments - $0
Adjusted gross income $-xx,xxx
Deductions - $25,900
Taxable income $0
Tax withheld or paid already $0
Actual tax due - $0
Refund applied to next year - $0
Refund $0

 

do I put the negative listed on the tax return?

 

2021 income was $90

2020 income was $500 from stimulus check.

 

2020 and 2021 were turbotax, 2022 was H&RBlock.

Edited May 5, 2023 by D&T01

[pushbrk 12,868]

2 hours ago, D&T01 said:

Part 6, line 5 "Retired Since":  My father is semi retired.  He gets social security, but still works.  Does he need to put a date for retirement or should it be left blank?

 

Part 6 line 7, 10:  I just want to make sure this is individual income and not the adjusted gross that is listed on the tax returns. 

 

Part 5 line1&3:  im assuming i put 0 for 3 since my wife is already included in part 1. 

He can be both retired and employed, as if he has two jobs.

 

His Total income line is the starting place.  How to calculate the actual number depends on the sources or retirement income, and if any of that is taxable.  You've titled your post "Quick question...." but you ask three questions about what is actually a complicated situation.

[D&T01 1]

1 hour ago, pushbrk said:

He can be both retired and employed, as if he has two jobs.

 

His Total income line is the starting place.  How to calculate the actual number depends on the sources or retirement income, and if any of that is taxable.  You've titled your post "Quick question...." but you ask three questions about what is actually a complicated situation.

sorry,  I did not know it was a complicated situation.

 

we will put in his retirement date.

 

his income is Social Security, VA pension, and  his part time consulting work.  All are taxable. 

im assuming we would combine the SS, VA and W-2 in order to get his individual income?

[pushbrk 12,868]

12 hours ago, D&T01 said:

sorry,  I did not know it was a complicated situation.

 

we will put in his retirement date.

 

his income is Social Security, VA pension, and  his part time consulting work.  All are taxable. 

im assuming we would combine the SS, VA and W-2 in order to get his individual income?

Social Security and VA pension are NOT taxable.  That's why it's complicated.  "Income" is dealt with in two places.  One deals with the tax returns for the past three years, but the other is his "current income" which does NOT come from a tax return.  Take a look at those three tax returns first, then come back with questions and we'll help you sort through it.

[Ontarkie 14,215]

~~Related threads merged. Please stick to one thread further questions on this topic~~

[D&T01 1]

1 hour ago, pushbrk said:

Social Security and VA pension are NOT taxable.  That's why it's complicated.  "Income" is dealt with in two places.  One deals with the tax returns for the past three years, but the other is his "current income" which does NOT come from a tax return.  Take a look at those three tax returns first, then come back with questions and we'll help you sort through it.

the IRS website says that Social Security and VA pension can be taxable.

my father is married, filing jointly with more than $44,000.

 

how would we find his annual income for line 6 part 7?

[D&T01 1]

34 minutes ago, Ontarkie said:

~~Related threads merged. Please stick to one thread further questions on this topic~~

the last post in the previous thread was from January 17th.  Its May.

 

while both deal with I-864, they are talking about different things.

 

What evidence do I need to show income?

vs

what do I put for part 6 line 7? and do i need to put in a date for Part 6, line 5 "Retired Since"?

[pushbrk 12,868]

2 hours ago, D&T01 said:

the IRS website says that Social Security and VA pension can be taxable.

my father is married, filing jointly with more than $44,000.

 

how would we find his annual income for line 6 part 7?

Look at the first page of the 1040 form.  Start with the "total income" line.

 

Yes, they "can be" taxable in some cases, but you will know for certain when you see the 1040.  There's a tax section in the I-864 and a current income section.  Current income, in this situation will not come from a tax return.  His SS and VA went up 8.9% in January.  Tax returns are about the past, so "not current".