I864 as petitioner with negative total income [merged threads]

[K1visaHopeful 2,965]

26 minutes ago, ER232 said:

They are overseas. Not sure what the ir5 is , we did a 130 petition. I was told to post here in another post i made, thanks for moving it.

If this is the same series of questions for the same application you've been asking about all week you were told not to post here in K1 AOS as you've been moved to the correct forum already. 

Please post only on the same thread and refrain from starting a new topic each time for the same application.

 

I have moved this thread to the correct forum again and have reported this one so all of your threads can be combined. 

[TBoneTX 46,821]

Similar-themed threads have been merged.  ER232, please add any follow-on questions within this thread.  Avoid starting separate threads.  Thanks for your compliance.

[ER232 1]

12 hours ago, TBoneTX said:

Similar-themed threads have been merged.  ER232, please add any follow-on questions within this thread.  Avoid starting separate threads.  Thanks for your compliance.

Thank you!

13 hours ago, K1visaHopeful said:

If this is the same series of questions for the same application you've been asking about all week you were told not to post here in K1 AOS as you've been moved to the correct forum already. 

Please post only on the same thread and refrain from starting a new topic each time for the same application.

 

I have moved this thread to the correct forum again and have reported this one so all of your threads can be combined. 

Yes, i thought i was suppose to post here, i misread. Thanks.

[ER232 1]

15 hours ago, Lil bear said:

@ER232  You have posted this in the forum for AOS from a fiancé visa .. 

So we can move it to the correct forum.. are your parents already in the US and are adjusting status, or in their home country and applying for an IR5 visa through  the consular process. Thx 

 

18 hours ago, ER232 said:

Hi everyone,

I’m seeking clarification on how to properly fill out Form I-864 in this specific situation. Applying for parents and asking on behalf of a friend.

• In 2024, I personally earned $50,000, but due to my husband's stock losses, our joint income reported will show - $40,000.

• My current annual income for 2025 is also $50,000.

• For 2023, our total joint income was $40,000.

• For 2022, we had a total joint income of - $10,000 (again, due to stock losses).

I’m using a joint sponsor whose income is consistent and qualifies on its own. However, I still need to complete my own Form I-864, and I want to be sure I do it correctly.

My questions:

1. Should I include a cover letter explaining that although the tax return shows negative income due to my husband's losses, my individual income was $50,000 in 2024?

2. On the form, for the three years of tax history, should I:

   • Include 2022 and 2023, even though they reflect negative income?

   • Leave those years blank, since I’m not required to submit transcripts?

   • Or write zero instead of a negative number?

3. For my current income, should I just list $50,000 based on my job?

Anyone?

 

[Lil bear 4,403]

1 hour ago, ER232 said:

 

Anyone?

 

Im going to try

 

If you are joint sponsor for a USC who is petitioning for the petitioners parents. These are standalone petitions. A separate petition for each parent .. a separate I864 for each parent   Are you submitting two I 864 forms ..one for each beneficiary  ? or are you joint sponsor for only one ? 
 

As each application is stands alone , your household will be 2+1 immigrant on each one. So household of 3 on each form. As the time on completing the form, you are not sinusitis either of them .. So you do not include the other parent on the household number. 
 

If your income alone is sufficient,  you put your income on the form, submitting the IRS tax transcript and your W2 plus pay stubs as documentation.  Your income for the previous tax years can be demonstrates by your w2.  Your current year income is documented my your payslips  

 

 

[ER232 1]

12 minutes ago, Lil bear said:

Im going to try

 

If you are joint sponsor for a USC who is petitioning for the petitioners parents. These are standalone petitions. A separate petition for each parent .. a separate I864 for each parent   Are you submitting two I 864 forms ..one for each beneficiary  ? or are you joint sponsor for only one ? 
 

As each application is stands alone , your household will be 2+1 immigrant on each one. So household of 3 on each form. As the time on completing the form, you are not sinusitis either of them .. So you do not include the other parent on the household number. 
 

If your income alone is sufficient,  you put your income on the form, submitting the IRS tax transcript and your W2 plus pay stubs as documentation.  Your income for the previous tax years can be demonstrates by your w2.  Your current year income is documented my your payslips  

 

 

Yes, I confirmed that it's a 2+1 setup, so three people in the household—not four like someone else had mentioned by mistake.

Now I have a question—this is from the petitioner’s perspective; I’m just helping them out.

Here’s what their income looks like:

• Expected income for 2025: $50,000 (just an estimate)

• 2024: -$50,000 (this is due to the spouse’s stock market loss. Should I list this as -$50,000 or just write $0 and attach the W-2 to show actual income earned?) The petitioner did make 50,000 in this year but tax return transcript shows -50,000.

• 2023: $50,000

• 2022: -$10,000

Do I need to include the income from 2023 and 2022 too, or just focus on the most recent year? If i just include the most recent year do i fill out the question for 2nd and 3rd most recent year  or leave them completely blank? I don't want them to assume we did not file taxes for last 3 years. Also, should I attach tax returns for each year even if the income was $0 or negative? That part is a little unclear—any help would be appreciated.

[Lil bear 4,403]

1 minute ago, ER232 said:

Yes, I confirmed that it's a 2+1 setup, so three people in the household—not four like someone else had mentioned by mistake.

Now I have a question—this is from the petitioner’s perspective; I’m just helping them out.

Here’s what their income looks like:

• Expected income for 2025: $50,000 (just an estimate)

• 2024: -$50,000 (this is due to the spouse’s stock market loss. Should I list this as -$50,000 or just write $0 and attach the W-2 to show actual income earned?) The petitioner did make 50,000 in this year but tax return transcript shows -50,000.

• 2023: $50,000

• 2022: -$10,000

Do I need to include the income from 2023 and 2022 too, or just focus on the most recent year? If i just include the most recent year do i fill out the question for 2nd and 3rd most recent year  or leave them completely blank? I don't want them to assume we did not file taxes for last 3 years. Also, should I attach tax returns for each year even if the income was $0 or negative? That part is a little unclear—any help would be appreciated.

Yes you must fill in all boxes 

 

Current income is the strongest factor in approval. But the interviewing officer has final say and no one can predict how the total situation will be assessed. Perhaps including all 3 years transcripts and your W2 May help.  Maybe 

[ER232 1]

What does it matter if I'm using a joint sponsor? My income is not enough to meet the household requirement either way. (as a petitioner). I'm the joint sponsor, and I will be filling out all 3 years which shows consistent uptick in total income, but I'm asking specifically for the petitioner.
A youtuber highly recommended here recommends to put N/A  for amount if the total amount doesn't meet the household requirement for the last two years except most recent ones.

Edited Tuesday at 07:46 PM by ER232

[Crazy Cat 43,325]

26 minutes ago, ER232 said:

A youtuber highly recommended here recommends to put N/A  for amount if the total amount doesn't meet the household requirement for the last two years except most recent ones.

That youtuber is wrong.  If taxes were filed, petitioner must put the numbers from his 1040s for all 3 years.  Otherwise, petitioner must indicate why he/she was not required to file taxes for each year.

Edited Tuesday at 08:12 PM by Crazy Cat

[ER232 1]

Where does it say that? The instruction says:
You MUST attach a photocopy or transcript of your Federal income tax return for only the most recent tax year and
complete Item Number 16.a. If you believe additional returns may help you to establish your ability to maintain sufficient income,
you may submit transcripts or photocopies of your Federal individual income tax returns for the three most recent years and complete
Item Numbers 16.a. - 16.c.
Type or print the most recent tax year and your total income for that most recent tax year. If the amount was zero, type or print “zero”
or if you were not required to file a Federal income tax return type or print “N/A” for not applicable. Typ

 

But my income is not sufficient regardless so additional returns won't help me much. Having said that, do we include the negative number or 0 (for no income)

Edited Tuesday at 08:14 PM by ER232

[Crazy Cat 43,325]

17 minutes ago, ER232 said:

Where does it say that? The instruction says:
You MUST attach a photocopy or transcript of your Federal income tax return for only the most recent tax year and
complete Item Number 16.a. If you believe additional returns may help you to establish your ability to maintain sufficient income,
you may submit transcripts or photocopies of your Federal individual income tax returns for the three most recent years and complete
Item Numbers 16.a. - 16.c.
Type or print the most recent tax year and your total income for that most recent tax year. If the amount was zero, type or print “zero”
or if you were not required to file a Federal income tax return type or print “N/A” for not applicable. Typ

 

But my income is not sufficient regardless so additional returns won't help me much. Having said that, do we include the negative number or 0 (for no income)

OK.  I found the updated instruction for the I-864.  Looks like the youtuber is correct.

https://www.uscis.gov/sites/default/files/document/forms/i-864instr.pdf

"NOTE: Do not leave the boxes for Item Number 16. blank. Type or print the most recent tax year and your total income for that most recent tax year. If the amount was zero, type or print “zero” or if you were not required to file a Federal income tax return type or print “N/A” for not applicable. Type or print “N/A” for not applicable for Item Numbers 16.b. - 16.c. if you do are not submitting any additional tax returns.

Edited Tuesday at 08:34 PM by Crazy Cat