Financial support forms

[Minouchka 0]

Hello! We have started working on the financial support documents for the NVC stage. My husband who is American and he used to work overseas is back to the USA seven months ago. He is living with his retired mom while finishing his thesis. So, he doesnt have a job now but it is temporary. We are going to need a join sponsor which is going to be his mom. 

We were advised to fill I-864 for my husband and I-864 A for his mom.

 

Is ther anything else we should take into consideration?  Someone mentioned I should follow the guidelines of 3 person household.

I feel confused, please help

 

Minouchka

[Jeanne Adil 1,651]

3 persons if it is just going to  be you and him and his mom in the house

He should have made out tax statements for the years he worked out of the country (he is exempt from owing them well over $100,00) so if under that amount he will not owe any back taxes)   if he already filed then he will need to send in copy of the IRS transcripts to NVC when asked to produce them

If his mom is older and retired or getting SS money, there is a different way to do the I 864 supporting documents

so, let us know here what further questions you or husband have

incha allah all will be good

household income for 3 must be $25,525

[Ryan H 3,812]

Moved from Progress Reports to Process & Procedures.

[pushbrk 12,897]

An I-864 from him and and I-864 from Mom.  That way, HE is not counted in Mom's household, and she is not counted in his.  Even if people live in the same house, unless they need to COMBINE income to qualify, nobody is a "household member" in the immigration context unless they are on a joint tax return or claimed as a dependent.

[Minouchka 0]

Thanks you so much 

On 10/13/2017 at 2:27 AM, adil-rafa said:

3 persons if it is just going to  be you and him and his mom in the house

He should have made out tax statements for the years he worked out of the country (he is exempt from owing them well over $100,00) so if under that amount he will not owe any back taxes)   if he already filed then he will need to send in copy of the IRS transcripts to NVC when asked to produce them

If his mom is older and retired or getting SS money, there is a different way to do the I 864 supporting documents

so, let us know here what further questions you or husband have

incha allah all will be good

household income for 3 must be $25,525

Thanks a million for your feedback and thoughtful comments. I m new here, so I am still learning how to navigate the site. I have more questions but I 'll post them later. I didn'tknow how to reply to your message. 

[Minouchka 0]

On 10/14/2017 at 8:27 PM, pushbrk said:

An I-864 from him and and I-864 from Mom.  That way, HE is not counted in Mom's household, and she is not counted in his.  Even if people live in the same house, unless they need to COMBINE income to qualify, nobody is a "household member" in the immigration context unless they are on a joint tax return or claimed as a dependent.

Thanks for clearing up things for me.  I appreciate it.

[Minouchka 0]

Hello there! I need some help with the NVC petitioner part for spouse visa . My husband, the petitioner, has been working overseas for a while, he just got back to USA and he is stuck with the following questions.

1 Do I just need to include a copy of my 2016 return with the I-864 form? Or do I need to include copies of last three tax returns?

2 I filed late this year. Do I need a tax transcript for the years I requested AND another transcript that indicates that I filed the taxes late? Or is the fact that I filed late covered by the regular tax transcript I requested? If there is special form that I need from the IRS to indicate that I filed late, how do I go about getting one?

3 I was unable to create an account online with the social security administration. Is regular mail the only way to get the earnings statement? Or is there a way to request one over the phone? 

Thanks a million!

[broppy 204]

20 minutes ago, Minouchka said:

1 Do I just need to include a copy of my 2016 return with the I-864 form? Or do I need to include copies of last three tax returns?

You only need to include a copy of the latest return or transcript. It doesn't hurt to include all three if you have them.

20 minutes ago, Minouchka said:

2 I filed late this year. Do I need a tax transcript for the years I requested AND another transcript that indicates that I filed the taxes late? Or is the fact that I filed late covered by the regular tax transcript I requested? If there is special form that I need from the IRS to indicate that I filed late, how do I go about getting one?

NVC doesn't care that you filed late, only that you filed. Whatever's on the tax transcript is okay.

20 minutes ago, Minouchka said:

3 I was unable to create an account online with the social security administration. Is regular mail the only way to get the earnings statement? Or is there a way to request one over the phone? 

I don't believe you can get one over the phone - you can always call and ask, of course, but expect to get it by mail. You don't need the earnings statement for I-864, though - the latest tax return/transcript should be sufficient.

[Minouchka 0]

4 minutes ago, broppy said:

You only need to include a copy of the latest return or transcript. It doesn't hurt to include all three if you have them.

NVC doesn't care that you filed late, only that you filed. Whatever's on the tax transcript is okay.

I don't believe you can get one over the phone - you can always call and ask, of course, but expect to get it by mail. You don't need the earnings statement for I-864, though - the latest tax return/transcript should be sufficient.

Thanks ! That's really helpful. I was panicking as I thought it would take months to get the IRS generated tax or return. I m not familiar with those terms.

[Jeanne Adil 1,651]

you asked about social security / you mean IRS

tell him to go to nearest office as a walk in and when your turn comes up, they will give you a transcript / needs ID and SS card / do not send in as the forms are done online and documetns get lost / wait for NVC to tell you

he will fill out the I 864 online after paying the online fee

then bill for visa application fee and fill out that online

NVC will then tell him what is needed as Morocco embassy requires more evidence than other embassies

you will (they can email this and it is best way to get things fast) a list of what NVC needs examples like the 2 criminal investigation reports, years of tax returns they need,  and any other / this letter of instrucations will have a bar code sheet 

return it with all of the documents (1 mailing) and but the NVC case # CSBxxxxxxxxxx , both names and both DOB's on the upper right hand corner of EACH and 

EVERY page of all documetns / papers get lost in these offices

when case is complete, it is sent to embassy with a date of interview

now, NVC will tell you what documents to bring to interview and list of doctors for medical exam

[Minouchka 0]

3 hours ago, adil-rafa said:

you asked about social security / you mean IRS

tell him to go to nearest office as a walk in and when your turn comes up, they will give you a transcript / needs ID and SS card / do not send in as the forms are done online and documetns get lost / wait for NVC to tell you

he will fill out the I 864 online after paying the online fee

then bill for visa application fee and fill out that online

NVC will then tell him what is needed as Morocco embassy requires more evidence than other embassies

you will (they can email this and it is best way to get things fast) a list of what NVC needs examples like the 2 criminal investigation reports, years of tax returns they need,  and any other / this letter of instrucations will have a bar code sheet 

return it with all of the documents (1 mailing) and but the NVC case # CSBxxxxxxxxxx , both names and both DOB's on the upper right hand corner of EACH and 

EVERY page of all documetns / papers get lost in these offices

when case is complete, it is sent to embassy with a date of interview

now, NVC will tell you what documents to bring to interview and list of doctors for medical exam

Thanks Adil for your feedback but I didn't really understand what you recommended..I am confused.

[Ryan H 3,812]

~~~Similar topics merged.~~~

[pushbrk 12,897]

On 10/21/2017 at 4:31 PM, Minouchka said:

Thanks Adil for your feedback but I didn't really understand what you recommended..I am confused.

Adil's response confused me too.  The I-864 is not "filled out online" in the way the DS260 is.  It's best to download the form and fill it out either on a computer or by hand.  It must be physically signed.

 

If you have remaining question, clearly ask them again, so they don't get lost in the shuffle.

[Minouchka 0]

1 hour ago, pushbrk said:

Adil's response confused me too.  The I-864 is not "filled out online" in the way the DS260 is.  It's best to download the form and fill it out either on a computer or by hand.  It must be physically signed.

 

If you have remaining question, clearly ask them again, so they don't get lost in the shuffle.

Thanks!  The below were my original questions. They are actually my husband, the petitioner, questions. Thanks.

Do I just need to include a copy of my 2016 return with the I-864 form? Or do I need to include copies of last three tax returns?

2 I filed late this year. Do I need a tax transcript for the years I requested AND another transcript that indicates that I filed the taxes late? Or is the fact that I filed late covered by the regular tax transcript I requested? If there is special form that I need from the IRS to indicate that I filed late, how do I go about getting one?

3 I was unable to create an account online with the social security administration. Is regular mail the only way to get the earnings statement? Or is there a way to request one over the phone? 

 

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[Minouchka 0]

Thank you all for your feedback and advice , I have a few things to double check with you.

 

I m the beneficiary, so for the NVC part do I have to send the original of my birthday certificate and its translation or just the copies and keep the originals for the interview? Same question for the rest of my documents except the passport.  

 

As for the petitioner, does my husband need a copy of all his passport pages or just the main page? Should the NVC get the original of the  tax return and transcript or just the copies? 

 

Sorry for my many questions I am pretty stressed with the whole procedure.

 

Thanks