Hi all,
Question on I-864/proof of income:
I retired from my previous 17+ year career in March 2019 to finish graduate school. I had one year of unpaid clinicals to complete in order to finish my master's degree and obtain my license as a psychotherapist.
Inasmuch, in tax year 2020, my taxable income was just over $4,000. (I had money in savings and checking from my onetime lump sum retirement payment.) My taxable in income in 2021 was consistent with my work as a psychotherapist (and of course well above qualifying for sponsorship), and my taxable income for 2022 will be more than 2021.
I have my original W-2s from 2021 and will have them for 2022. I do not have originals for 2020; though, I did file a tax return that year for the little bit of taxable income I did have.
Assuming we reach the stage of May's interview by December or January of 2023/2024, here are my questions:
1) Should I write an affidavit and swear it out before a notary explaining my subthreshold income in 2020?
2) Should I get an unopened original transcript from the university and a copy of my degree, get the degree apostilled, and send it with my other documents for her interview in order to establish a timeline with additional proof?
3) Should I just get the original W-2 and 1099 from 2020 to be prepared and potentially avoid an RFE, or will the IRS return transcript w/ the W-2 sent to the IRS likely be acceptable? I believe I can get the W-2. I don't know if I can get the 1099 (the 1099 was only a few hundred dollars, but I assume I should include it).
I'm assuming my income from 2020 will not necessarily be so scrutinized with some evidence of my career change and proof of employment from my current employer, but I don't want to just coast and assume and hit snags down the road.
Probably, we'll hit this phase in early 2024, and my previous 3 years' worth of tax returns will eliminate 2020, but I like to understand things and be prepared so we have what we need if we need it.
Thanks, all.
Jason and May