Hi all,
I’m trying to figure out the minimum recommended evidence that my joint sponsor(s) should provide for the I-864/I-864A. I’m not very familiar with the U.S. tax system, so I would appreciate your guidance.
Here’s my situation:
- I’m transitioning from a German employer to a U.S. employer, so my qualifying income is zero, and I need a joint sponsor.
- My parents live together in the U.S. and file their taxes jointly.
- Including the intending immigrant, their household size is 4.
- My father is retired, and my mother earns the majority of their income.
- In 2023, my mother’s income alone is well above the federal poverty line for their household size.
In my understanding, my mother's income alone should be sufficient to qualify. Therefore, no need for my father's income to be included in her I-864, so no I-864A from him. Correct?
Based on the I-864 instructions, I believe that the REQUIRED documents are:
- Form I-864 from my mother.
- Copy of my mother's U.S. passport.
- Their joint 1040 and all schedules from 2023.
- Since we are submitting photocopies of their tax return (not IRS transcripts), we need to include my mother's W-2s for all sources of her income.
I believe that my father's W-2s would not be needed, correct?
Would this suffice? Do you recommend including more documentation beyond the minimum? I want to minimize the burden on my parents.
Thanks in advance for any advice!