DCF Advice on I-864 Filing as a U.S. Citizen Living Abroad with Unfiled U.S. Taxes (Merged Threads)

[Elavod 18]

46 minutes ago, Dashinka said:

If you have the IRS transcripts, use those, consulates generally like those better.  I would not worry about W2's/1099's and copies of the returns as the transcripts have all the required information.  Also, you only need the most recent tax year's filings, but it is good to have the previous two years (total of 3 years) with you in case they ask for more.  Also, it is a good idea to have your father fill out an I864A as a household member as oftentimes consulates ask for this when one spouse is sponsoring or co-sponsoring an immigrant and they file taxes jointly.  Beyond that, the I864 is only looking for financial evidence, so the list you have with the suggestions I made should be enough.  So to be clear, you will have your own I864 showing zero income, your mother will fill out her own I864 with her financial/tax evidence, and your father will fill out an I864A.

 

Good Luck!

Thanks a lot for your answer, that's very clear! 🙂 

[pushbrk 12,822]

4 hours ago, Dashinka said:

If you have the IRS transcripts, use those, consulates generally like those better.  I would not worry about W2's/1099's and copies of the returns as the transcripts have all the required information.  Also, you only need the most recent tax year's filings, but it is good to have the previous two years (total of 3 years) with you in case they ask for more.  Also, it is a good idea to have your father fill out an I864A as a household member as oftentimes consulates ask for this when one spouse is sponsoring or co-sponsoring an immigrant and they file taxes jointly.  Beyond that, the I864 is only looking for financial evidence, so the list you have with the suggestions I made should be enough.  So to be clear, you will have your own I864 showing zero income, your mother will fill out her own I864 with her financial/tax evidence, and your father will fill out an I864A.

 

Good Luck!

Small correction.  You need information from all three returns, but only need to send the 2023.  Adding that the numbers for the tax section (separate from current income) you use on both the parents' forms is the same.  It's the number called "Total Income" on the Tax Return Transcripts.  You haven't provided enough information to state their current income though.  Your mother's will be the gross pay on the latest pay stub, multiplied by the number of pay periods in a full year, then add the three together.

 

You say Dad is retired.  Does he have a stream of retirement income, or just the corporate income?

[Elavod 18]

On 10/16/2024 at 10:05 PM, pushbrk said:

Small correction.  You need information from all three returns, but only need to send the 2023.  Adding that the numbers for the tax section (separate from current income) you use on both the parents' forms is the same.  It's the number called "Total Income" on the Tax Return Transcripts.  You haven't provided enough information to state their current income though.  Your mother's will be the gross pay on the latest pay stub, multiplied by the number of pay periods in a full year, then add the three together.

 

You say Dad is retired.  Does he have a stream of retirement income, or just the corporate income?

Hi @pushbrk Thanks for your message! My dad only has the corporate income, and it's not very significant.

 

If I take my mom's latest pay slip from her main job, and adjust by the number of pay periods in one year, I get a figure in excess of $200k... would this be enough to qualify (their household size is 3), or should I try to get pay slips from her other two activities?

Best,

[pushbrk 12,822]

7 minutes ago, Elavod said:

Hi @pushbrk Thanks for your message! My dad only has the corporate income, and it's not very significant.

 

If I take my mom's latest pay slip from her main job, and adjust by the number of pay periods in one year, I get a figure in excess of $200k... would this be enough to qualify (their household size is 3), or should I try to get pay slips from her other two activities?

Best,

The issue is not whether the amount is enough to qualify. It is, but you must provide the pay stubs from the other employers anyway.  Be thorough, not minimal.

[Elavod 18]

8 minutes ago, pushbrk said:

The issue is not whether the amount is enough to qualify. It is, but you must provide the pay stubs from the other employers anyway.  Be thorough, not minimal.

Thanks! Alright, I'll try to get the missing pay stubs.