Cleetus Parkway

An update for anyone reading this, I sent in my letter and was DQed within a week. In response to pushbrk, the reason why I felt the need to explain each line of income was because my total income doesn't appear as such on my tax return, since I need to subtract out foreign income and my spouse's income. Unless I've misunderstood what they need, which is possible, but in the end they were apparently satisfied. As far as W-2 goes, yes, that explanation was submitted with the original packet, and the RFE wasn't asking for a W-2 anyway. Hope this is helpful to future petitioners!

Thanks a lot, pushbrk. I am drafting a letter now indicating which documents and line numbers correspond to the income categories on my 1040. However, apart from reporting my spouse's and my foreign income on form 2555 and Schedule 1, I haven't provided any proof of income (like corresponding to a W-2). Is this something I should provide to them? Initially I thought it wasn't necessary, because I can't count our foreign income on the I-864 anyway. And they seem to have accepted our joint sponsor's tax documents without any issues. But I wonder if they flag any income whenever there's no document to support it. For instance, it might be possible to obtain an English translation of our income tax statements from our country of residence.

I (USC petitioner) uploaded my wife's civil and financial documents. We have a joint sponsor because my job is overseas, and my only US income is passive income on investments. All our documents say "ACCEPTED," but I received a Case FE Review Note saying: "Please submit every 2022 1099, and Schedule form for Cleetus." I had already uploaded my 1099-INT, 1099-DIV, 1099-B, and my complete tax return with schedules. (I uploaded my tax returns because the tax transcripts I requested by mail never arrived.) I have no W-2 and uploaded a letter explaining why in its place. Can anyone help me guess what they are asking for? Thanks!

Thanks for the reply. Their income consists mainly in retirement benefits and income from investments, some of which are owned jointly. I will sort what I can and if anything is joint, then I will split it down the middle. I have documentation for all of it. Thanks again.

Hi pushbrk, thanks for taking the time to respond. I must not have made myself clear when I first asked my question, so let me try again. My retired parents will act as joint sponsors. My father will sign an I-864 and my mother an I-864a. I am trying to prepare the documents for them to sign, in order to save them the trouble. There is no question of hiding my mother's income or her not signing an i-864a. My question is, is it really necessary for me to list their income separately in part 6 questions 7 and 10 of the I-864? Their tax transcript, which is the clearest statement of their various sources of income, lists their income jointly, and it's going to take a lot of work for me to determine whose income is whose. They are not working so it's not so simple as just referring to their W-2s. And in the end, they are both agreeing to make their income available. Thanks for the help.

Hi all, I've seen a lot of people ask about how declare income for a joint sponsor when the sponsor's spouse doesn't want to be included. In my case, the spouse is happy to be included. Is it necessary then to separate their income (on I-864 part 6 questions 7 and 10)? They both get income from a number of different sources, none of them providing W2s (they're retired), and I'd rather not have to gather all the documentation. The tax transcript shows their combined income, and that's the number I want to provide. Would it be acceptible, then, to write their combined income on question 7 and then $0.00 on question 10? Thanks in advance.

Not to hijack the discussion, but I'm in a similar situation. I am the USC petitioner; my foreign wife is the beneficiary. The majority of my income at present is foreign and will cease when we move to the USA. Meanwhile, my US income only consists of dividends and capital gains (do capital gains even count? they are included in total income on the 1099...) from investments and isn't enough to reach the threshold. My father, whose annual income is over the threshold, will be joint sponsor (and thanks to pushbrk's comment, I know my mother should also fill out an I-864A). I have assets that are enough to pass the 3x formula, but I have read in many places that it's better to find a joint sponsor than rely on assets for this application. My questions are, first, how do I report my individual annual income on part 6 item 7 of the I-864? Should I enter the income from my investments from the most recent tax year only? Does entering the value including my foreign income suggest in any way that I am an able earner, or anything like that? Second, is there any point in reporting my assets, if I intend to use a joint sponsor anyway? Thanks!