I-864 social security retirement income

[KeithJess 0]

My sponsor has a job but also collect s social security retirement... I can't find any answers on how to list it on income..

I didn't think I could put it as employer number two... So should I write it in on page 10?

[Crazy Cat 41,811]

55 minutes ago, KeithJess said:

My sponsor has a job but also collect s social security retirement... I can't find any answers on how to list it on income..

I didn't think I could put it as employer number two... So should I write it in on page 10?

There is no need to list it as an employer as receiving a SS retirement pension is not employment.  Income from a SS retirement pension is qualifying income, and the supporting documentation is the Social Security benefits letter downloaded from the Social Security website.   The income should be included in Part 6, item 20.

Note: Part 6, item 7 also requires annual income to be entered.

Edited August 2 by Crazy Cat

[KeithJess 0]

31 minutes ago, Crazy Cat said:

There is no need to list it as an employer as receiving a SS retirement pension is not employment.  Income from a SS retirement pension is qualifying income, and the supporting documentation is the Social Security benefits letter downloaded from the Social Security website.   The income should be included in Part 6, item 20.

I appreciate the reply. 

So if I understand you correctly, there's no need to list it anywhere other than adding the income to the sponsor 's income as shown on the taxes. Then I will also submit the award letter from social security along with the form?

[Crazy Cat 41,811]

11 minutes ago, KeithJess said:

I appreciate the reply. 

So if I understand you correctly, there's no need to list it anywhere other than adding the income to the sponsor 's income as shown on the taxes. Then I will also submit the award letter from social security along with the form?

Yes.  You will include it as part of current annual income in Part 6, item 20.  You will submit the benefits letter as evidence of that part of his annual income (similar to submitting paystubs). 

 

Note: Any taxable part of his SS retirement pension will have already been included in the tax return info you must list in Part 6, items 24 a,b, and c.

 

Edited August 2 by Crazy Cat

[KeithJess 0]

1 hour ago, Crazy Cat said:

Yes.  You will include it as part of current annual income in Part 6, item 20.  You will submit the benefits letter as evidence of that part of his annual income (similar to submitting paystubs). 

 

Note: Any taxable part of his SS retirement pension will have already been included in the tax return info you must list in Part 6, items 24 a,b, and c.

 

You are a lifesaver. Thank you so much for your help 🙏🏼

[Crazy Cat 41,811]

3 minutes ago, KeithJess said:

You are a lifesaver. Thank you so much for your help 🙏🏼

Also note Part 6, item #7.   I would put the annual income there, too