Financial Documents for NVC Processing (merged)

[pushbrk 12,868]

1 hour ago, Karen2021 said:

Although on Part 6 (24a, 24b, and 24c) of the I-864 it asks for me to state the "Most Recent" , "2nd Most Recent" , and "3rd Most Recent" Tax Year/Total Income .... I only need to submit the Tax Form (Return Transcript) for the Most Recent Year. Is that correct? 

Yes, but you can submit all three if you think it will help.  

 

[Karen2021 3]

2 hours ago, pushbrk said:

Yes, but you can submit all three if you think it will help.  

 

I just want to thank you and the others in this community for answering my questions. God bless y'all. 

[Karen2021 3]

4 hours ago, pushbrk said:

Yes, but you can submit all three if you think it will help.  

 

Will the Joint Sponsor also need to only submit "Return Transcripts" along with "Proof of Status" ? 

[Karen2021 3]

On 2/1/2023 at 8:05 PM, Chancy said:

 

Not everyone has online access to their transcripts, so form 4506-T was mentioned.  If you are able to download your return transcripts from the IRS site, that's fine.  No need to send the form.

 

Will the Main Sponsor (me) and our Joint Sponsor be required to submit every single page of the "Return Transcript" or just the main (first) pages?

[pushbrk 12,868]

6 hours ago, Karen2021 said:

Will the Joint Sponsor also need to only submit "Return Transcripts" along with "Proof of Status" ? 

Read those instructions again.

[Karen2021 3]

7 hours ago, pushbrk said:

Read those instructions again.

I have been reading those instructions. In those instructions it states the following:  "If you provide a photocopy of your 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 returns rather than a photocopy unless you filed a joint tax return with your spouse."

 

I am confused as to if me and the joint sponsor should be uploading our W-2 and 1099 or should we just upload the "Tax Return Transcript" ... I personally have downloaded my Tax Return Transcript from the IRS Website. I am not sure yet how our joint sponsor will be providing his (downloading from IRS Website, scanning them?, sending in the 4506-T Form?)... but, can you clarify if I should be uploading my W-2 and 1099 as well? 
 

[pushbrk 12,868]

2 hours ago, Karen2021 said:

I have been reading those instructions. In those instructions it states the following:  "If you provide a photocopy of your 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 returns rather than a photocopy unless you filed a joint tax return with your spouse."

 

I am confused as to if me and the joint sponsor should be uploading our W-2 and 1099 or should we just upload the "Tax Return Transcript" ... I personally have downloaded my Tax Return Transcript from the IRS Website. I am not sure yet how our joint sponsor will be providing his (downloading from IRS Website, scanning them?, sending in the 4506-T Form?)... but, can you clarify if I should be uploading my W-2 and 1099 as well? 
 

Looks like you read the instructions.  Interpret them literally.  Do not make arbitrary additions to them.

[Karen2021 3]

21 hours ago, pushbrk said:

Looks like you read the instructions.  Interpret them literally.  Do not make arbitrary additions to them.

If they refuse our first and only joint sponsor will our case be reject/done or will they give us an opportunity to add another joint sponsor? I have two persons willing to be joint sponsors; one of them has a good paying job and pays his taxes every year and the other doesn't have a job but has good cash assets and pays his taxes every year. 

[pushbrk 12,868]

1 hour ago, Karen2021 said:

If they refuse our first and only joint sponsor will our case be reject/done or will they give us an opportunity to add another joint sponsor? I have two persons willing to be joint sponsors; one of them has a good paying job and pays his taxes every year and the other doesn't have a job but has good cash assets and pays his taxes every year. 

If it's all the same to you and them, choose the employed one.  You cannot "add" another joint sponsor but you can replace one.