I864 - Transcript vs Full Return for MFJ

[Drove8431 0]

Hi,

 

I filed my taxes as married filing jointly with my spouse for 2023. I am currently filing I-864 for my parents. My W2 income would be more than sufficient to meet the requirements for I864 for my household size including parents. My question is:  for I-864, what is the required document I should submit wrt taxes? Is it -

1. IRS transcripts for 2023 + W2 (or)
2. Complete tax return for 2023 + my W2 + 1099s (way too much longer than just transcript)

 

The financial evidence assistant suggests I submit transcript + w2. 

 

I have looked at multiple forums without much clarity. Specifically, I am not sure if the below instructions from I864 require you to submit IRS transcripts + w2 or full tax return with w2s and 1099.

 

Much appreciate any input based on your experience. 

 

"If you provide a photocopy of your tax returns, you must include a copy of each and every FormW-2 and Form 1099 that relates to your returns. Do not include copies of these forms if you provide an IRS transcript of your returns rather than a photocopy unless you filed a joint tax return with your spouse."
 

Thanks.

 

[Lil bear 4,294]

7 minutes ago, Drove8431 said:

Hi,

 

I filed my taxes as married filing jointly with my spouse for 2023. I am currently filing I-864 for my parents. My W2 income would be more than sufficient to meet the requirements for I864 for my household size including parents. My question is:  for I-864, what is the required document I should submit wrt taxes? Is it -

1. IRS transcripts for 2023 + W2 (or)
2. Complete tax return for 2023 + my W2 + 1099s (way too much longer than just transcript)

 

The financial evidence assistant suggests I submit transcript + w2. 

 

I have looked at multiple forums without much clarity. Specifically, I am not sure if the below instructions from I864 require you to submit IRS transcripts + w2 or full tax return with w2s and 1099.

 

Much appreciate any input based on your experience. 

 

"If you provide a photocopy of your tax returns, you must include a copy of each and every FormW-2 and Form 1099 that relates to your returns. Do not include copies of these forms if you provide an IRS transcript of your returns rather than a photocopy unless you filed a joint tax return with your spouse."
 

Thanks.

 

Transcript is way easier.