What if I don’t pay taxes because my income is non-taxable?

[madmanmike 191]

I am at the tail end of the K-1 visa process. I have created a DS-134 for my fiancé to submit at the interview with a letter of explanation. We will see how that goes. 
 

i am a disabled veteran. I get monthly disability checks from the VA, and that money is non-taxable. I also receive SSI, and at tax time, my AGI is below taxable levels. So the IRS refuses to accept a tax return from me. So I have no tax transcripts for the last 5 years. 
 

I wrote all this in a letter of explanation to accompany the DS-134, along with benefit letters from the VA and the SSA. I sent letters from the banks detailing my savings and the deposits into those accounts. I hope that will suffice for the K-1. My gross income is well above the required level for sponsorship. 
 

My question comes because the AOS seems to be much stricter on the income requirements and I am just wondering if you folks have suggestions on the paperwork I should start gathering. 
 

i am 62 years old and worked and paid taxes for over 45 years, just not in the last 5 years. 
 

Thank you for your time. 

[Mike E 11,739]

34 minutes ago, madmanmike said:

I also receive SSI

If you truly mean SSI, https://www.ssa.gov/ssi , that income cannot be used for I-134 and I-864

[madmanmike 191]

1 minute ago, Mike E said:

If you truly mean SSI, https://www.ssa.gov/ssi , that income cannot be used for I-134 and I-864

Hmmmm. Perhaps I misspoke. Is just regular SS checks I qualified for early because of the disability. What do you call that? 
 

I guess I should call that SS(Disability)?

[Mike E 11,739]

44 minutes ago, madmanmike said:

Hmmmm. Perhaps I misspoke. Is just regular SS checks I qualified for early because of the disability. What do you call that? 
 

I guess I should call that SS(Disability)?

SSDI

 

and SSDI is permitted income for I-134 and I-864

 

VJ members in your situation addressed this by printing their award letters from VA and SSA.

 

 

 

Edited September 20, 2023 by Mike E

[madmanmike 191]

1 minute ago, Mike E said:

SSDI

 

and SSDI is permitted income for I-134 and I-864

 

VJ members in your situation addressed this by printing their award letters from VA and SSA.

 

 

 

Tremendously helpful and stress relieving. Thank you for this response. 

[Mike E 11,739]

54 minutes ago, madmanmike said:

Tremendously helpful and stress relieving. Thank you for this response. 

Great. If you get a run around, post a reply to this topic, and I am certain me or someone else will be able to coach you through it.

Edited September 21, 2023 by Mike E

[madmanmike 191]

1 minute ago, Mike E said:

Great. If you get a run around, post a reply to this topic, and I am certain me or someone else will be able to coach you through it.

Thank you. As long as what I wrote and gave her to submit gets her thru the interview in Manila and I bring her here, we can deal with this in a few months. 
 

Thanks again. 

[JeanneAdil 6,498]

u need to do the following

 

How do I get IRS letter of non filing?

 

Download IRS Form 4506-T at https://www.irs.gov/pub/irs-pdf/f4506t.pdf ▪ Complete lines 1 – 4, following the instructions on page 2 of the form. Line 3: enter the non-filer's street address and zip or postal code. Use the address currently on file with the IRS

 

u will submit copy of your yearly letter stating the income for following year  along with the 1099R and copy of SSA-1099

Edited September 21, 2023 by JeanneAdil

[madmanmike 191]

8 minutes ago, JeanneAdil said:

u need to do the following

 

How do I get IRS letter of non filing?

 

Download IRS Form 4506-T at https://www.irs.gov/pub/irs-pdf/f4506t.pdf ▪ Complete lines 1 – 4, following the instructions on page 2 of the form. Line 3: enter the non-filer's street address and zip or postal code. Use the address currently on file with the IRS

Thank you. I was able to directly download transcripts from the irs.gov website using id.me for verification.