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

[Elavod 23]

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 12,994]

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 23]

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 12,994]

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 23]

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.

[Elavod 23]

I have an update to share with you. We reached out to the consulate to request an emergency appointment, citing the urgency of my new US position starting very early in 2025. Our case had been stuck for more than 3 weeks in the new visa scheduling system at usvisascheduling.com. Finally, my wife's consular interview is scheduled for the second week of December! I believe all of the documentation is ready for it.

 

Edited November 20 by Elavod
Adding additional info

[Elavod 23]

Hi all. Finally, my wife has her consular interview scheduled for December 9th. We will be submitting the following documents. Anything to add? @pushbrk @OldUser @Dashinka @Crazy Cat

1. Email authorization from frankfurtvisainquiries@state.gov with interview date.
2. DS-260 confirmation.
3. Passport.
4. Proof of prior U.S. visas.
5. Birth certificate.
6. Marriage certificate.
7. Police certificate, Germany.
8. Police certificate, Mongolia.
9. Evidence of financial support:
   1. Form I-864 from XXXX (Petitioner), and supporting evidence:
      1. U.S. Passport.
      2. 2021, 2022, 2023 complete Federal income tax returns.
      3. Job Offer from XXXX: Copy of the offer letter for the position of XXXX, the reason for our decision to permanently relocate to the U.S.
   2. Form I-864 from XXXX (Joint Sponsor), and supporting evidence:
      1. U.S. Passport.
      2. Certificate of Naturalization.
      3. 2021, 2022, 2023 IRS transcripts.
      4. 2023 complete Federal income tax return.
      5. 2023 W-2s, 1099s.
      6. 2024 pay slips.
   3. Form I-864A from XXXX (Household Member of the Joint Sponsor), and supporting evidence:
      1. U.S. Passport.
      2. 2024 pay slips.
10. BIometric photo.

[Elavod 23]

Hi everyone,

 

As I prepare the complete document package for my wife's IV interview (DCF in Frankfurt, exceptional circumstances), I’m having some doubts about my wife’s Mongolian birth and police certificates. She obtained them as PDFs through an official government portal.

 

The PDFs state, “An electronic document with a unique number issued by the system of public service is valid as a paper document.” However, I’m feeling a bit paranoid because the documents are titled:
    1.    “Reference of birth certificate”
    2.    “Reference on civil criminal records”

...instead of “Birth Certificate” and “Certificate of Civil Criminal Records.”

The documents contain a document number and QR code that takes you to the website `e-mongolia.mn`, where you can see the document online.

 

I’ve attached redacted copies for your review. Am I overthinking this, or is there a legitimate reason to be concerned? Appreciate any insights. Thank you!

Edited November 29 by Elavod
Additional info.

[Elavod 23]

Hi all. Please take a look at this new and related post: 

 

[Dashinka 24,635]

1 hour ago, Elavod said:

Hi all. Please take a look at this new and related post: 

 

Does she have a Peoples Passport from Mongolia?  The reciprocity states that is acceptable as an alternative to a birth certificate.  Other than that, if she received this information from a government site they should be fine.

 

Good Luck!

 

https://travel.state.gov/content/travel/en/us-visas/Visa-Reciprocity-and-Civil-Documents-by-Country/Mongolia.html

[Ontarkie 14,304]

~~Related threads have been merged.~~

[Elavod 23]

My wife's interview took place on Monday and was approved! We are waiting for her visa to be issued 🥳 Thank you to everyone on this forum who provided me with helpful advice 🙇 

[Dashinka 24,635]

1 hour ago, Elavod said:

My wife's interview took place on Monday and was approved! We are waiting for her visa to be issued 🥳 Thank you to everyone on this forum who provided me with helpful advice 🙇 

Great to hear!  Congratulations!