I-864: When to leave blank, put N/A, put None, or put 0? [merged threads 2x]

[thinpea 32]

20 hours ago, Lemonslice said:

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

 

I have obviously read this, you aren't even able to enter N/A in spots so if their instructions made sense I would be able to do so in certain spots... 

[Lemonslice 4,836]

3 minutes ago, thinpea said:

I have obviously read this, you aren't even able to enter N/A in spots so if their instructions made sense I would be able to do so in certain spots... 

Possible solutions:

- Use another PDF filler

- Print and fill the blanks by hand

 

The instructions make sense, their form isn't perfectly adapted though.  Known issue.

Edited May 7, 2023 by Lemonslice

[thinpea 32]

14 hours ago, pushbrk said:

The problem with people who work on commission is that their income is not the same on consecutive pay stubs.  In this situation, I would take their current income from the total income line on the last tax return.  You could also take the year to date total, divide by the four months so you have an average, then multiply that average by 12.  Either is fine and reasonably accurate.

Yes, this is why it confused me, the answers I received made sense for hourly and salary workers but for my husband, it would be a very inaccurate estimate. 

Also, if I were to take the total income line on the last tax return I don't necessarily think it would be a good reflection either because he just got a raise and year-to-date would be inaccurate too because the raise only went into effect the past pay check so I am really stumped. I guess I will just give my best estimate and include paystubs and a letter regarding the commission raise.

[thinpea 32]

2 minutes ago, Lemonslice said:

Possible solutions:

- Use another PDF filler

- Print and fill the blanks by hand

 

The instructions make sense, their form isn't perfectly adapted though.  Known issue.

They recommend using Adobe Reader so I would prefer to stick to that. Was just looking for some opinions, thanks! 

[Lemonslice 4,836]

Just now, thinpea said:

They recommend using Adobe Reader so I would prefer to stick to that. Was just looking for some opinions, thanks! 

In Adobe Reader, you hit print, then fill by hand. 

 

It's been a known issue for years that the forms are not perfectly adapted.  To comply with their instructions, you'll have to get creative. 

 

Best of luck.

[thinpea 32]

My husband is an independent contractor for a company as a sales consultant so his income is a little bit confusing. He works for a company and that company pays his corporation and then from there he pays himself an income from that money so he is basically "self-employed." This is causing some confusion while filling out the I-864 form and we have a few questions if anybody is familiar with this type of stuff; 

 

1. For part 6, would he put self-employed and occupation as a Sales Consultant or would he put employed as a sales consultant and write the company that he works for that ultimately pays his corporation? 

2. For the federal income tax return information, 24a-24c, would he still use the total income line on the 1040 (which represents the total amount his corporation was paid) or would he use the net profit (which is I think what he paid himself from the corporation funds) that is listed on the schedule C and SE? And for this one, I'm looking for a total income before taxes, right? 

3. For his current individual annual income, I should make the estimate based on what he pays himself, not what his corporation gets paid right?

 

Thank you!!!

Edited May 17, 2023 by thinpea

[thinpea 32]

13 minutes ago, thinpea said:

My husband is an independent contractor for a company as a sales consultant so his income is a little bit confusing. He works for a company and that company pays his corporation and then from there he pays himself an income from that money so he is basically "self-employed." This is causing some confusion while filling out the I-864 form and we have a few questions if anybody is familiar with this type of stuff; 

 

1. For part 6, would he put self-employed and occupation as a Sales Consultant or would he put employed as a sales consultant and write the company that he works for that ultimately pays his corporation? 

2. For the federal income tax return information, 24a-24c, would he still use the total income line on the 1040 (which represents the total amount his corporation was paid) or would he use the net profit (which is I think what he paid himself from the corporation funds) that is listed on the schedule C and SE? And for this one, I'm looking for a total income before taxes, right? 

3. For his current individual annual income, I should make the estimate based on what he pays himself, not what his corporation gets paid right?

 

Thank you!!!

Hi sorry guys, just realized I made a mistake, there is no difference between the total income on the 1040 and the net profit on the Schedule C and SE, that was stupid of me lol 

So scratch question number two basically but should it be total income before taxes? Not adjusted gross income?

Edited May 17, 2023 by thinpea

[JeanneAdil 6,498]

Reading thru the entire income section (pages 7-9) the only thing the I 864 says is the following on page 8

. For persons filing IRS Form 1040 EZ, the line for adjusted gross income will be considered

 

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

 

 

 

Edited May 17, 2023 by JeanneAdil

[Ryan H 3,812]

Moved from Progress Reports to Process & Procedures.

[TBoneTX 45,273]

Related threads are again merged.  Please restrict further questions to THIS thread.

Edited May 18, 2023 by TBoneTX

[pushbrk 12,877]

On 5/18/2023 at 3:41 AM, JeanneAdil said:

Reading thru the entire income section (pages 7-9) the only thing the I 864 says is the following on page 8

. For persons filing IRS Form 1040 EZ, the line for adjusted gross income will be considered

 

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

 

 

 

That is a correct statement not applicable to many people, and surely not the OP.  For anybody who DOESN'T use the 1040EZ, the number used is the "Total Income".

[pushbrk 12,877]

On 5/8/2023 at 2:42 AM, thinpea said:

They recommend using Adobe Reader so I would prefer to stick to that. Was just looking for some opinions, thanks! 

So do that, and ignore the instruction not to enter None or N/A in all applicable blanks.  The instruction is an artifact.  If something is Not Applicable, type that on the first line of the section and leave the rest of the applicable section blank.  It works.  If the answer is NONE, type that once.  They may not be the sharpest tools in the shed but they are not total idiots.

None of us has EVER seen an RFE or Rejection Notice sent because somebody failed to fill in each and every space with NONE or N/A.