After rejecting my I-864EZ despite meeting the criteria to use it, I submitted the I-864. I also submitted all tax transcripts from 2021, 2020, and 2019 - all form 1040s from 2021, 2020, and 2019, and all W-2s from 2022, 2021, and 2020. I submitted pay statements going back to the end of 2022 (4 months or so worth). I have worked for this company for nearly 6 years and also provided an employer letter stating my salary and position.
The reason I didn't submit anything for 2022 is that I filed an extension with the IRS - I provided a copy of the form 4648 I sent the IRS plus my IRS account transcript showing for 2022 I have an extension until October. Today, I noticed all my documents were accepted including the new I-864 but with the message:
"This case does not meet the minimum income requirement to sponsor the intending immigrants. To avoid delays, an additional Affidavit of Support Form I-864 from a joint sponsor may be submitted. For more information visit https://nvc.state.gov/aos. The consular officer will make a decision regarding this requirement at the time of the interview. For more information, please visit https://www.uscis.gov/i-864p."
I am well above the income requirements. Also, I am DQ at this point.
I am also aware that filing a tax extension is less than optimal when sponsoring an immigrant. However, I also uploaded an explanation for filing the extension. The reason (which is completely true) is that I am awaiting my spouse's CTC of her Philippines passport (she will be mailing it to me this week) so that I can send it off to the IRS with my 2022 1040 and W-7, ITIN application. I need this so I can file the proper status of married filing jointly. Thus, I have extended while waiting for that.
Obviously, by the time the interview rolls around, I will have (hopefully) sent the 1040 and W-7 off to the IRS. Should I simply upload a scan of my 2022 1040 (W-2 already uploaded) and W-7 before sending to IRS? Depending on how fast the IRS works, I may not have the ITIN/1040 completed by the time we reach the interview.
I'm just wondering why an employer letter, plus pay statements, plus the previous 3 transcripts and my 2022 W-2 along with the extension aren't sufficient. I am not even close to the threshold. I don't want to risk a denial at the visa interview, so I'm thinking that my spouse should just bring EVERYTHING related to my taxes for the last 3 years, that I have at that point.
Just wondering if anyone has experience in a similar situation.