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Request for Initial Evidence: photocopy or transcript of tax return to support I-864?

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  • Request for Initial Evidence: photocopy or transcript of tax return to support I-864?

    I cannot decide what to send - photocopy or transcript of tax return - in response to the Request for Initial Evidence (I-485). Would be grateful for any insight/clarification.

    I accidentally left the Page 3, Part 4 of the form I-864 blank and now need to submit the Form I-864 again. I am asked to "provide copies of the petitioner/sponsor's most recent Federal Income tax returns and all supporting tax documents (W-2s, 1099s, Form 2555 and tax schedules)." Does this mean they want to include a photocopy rather than transcript of the tax return?

    My original application also contained an I-864A (a contract between a Sponsor and a Household Member) from my husband, and I am afraid that the officer dealing with our case mixed that form with a "I-864 from a joint sponsor". Now, we are asked to submit I-864 from a joint sponsor, and provide copies of the most recent tax returns plus all supporting documents, as well.

    Submitting a transcript of our joint tax return seems like an easier option, but I am afraid that they want photocopies of our tax returns because they cannot figure out who is who on the I-864. Our tax return was filed jointly. Would be grateful for your advice.

    Thank you.

  • #2
    Answering my own question

    Just found this: "For purposes of the affidavit of support requirements, officers shall accept an IRS-generated transcript as a true and correct “copy” of the
    sponsor’s return. Since the IRS itself issues the transcript, it will not be necessary for USCIS to request any missing Forms W-2 or 1099 if the sponsor submits a transcript, rather than a photocopy, of the tax return."

    This quote was found in the Interoffice Memorandum on USCIS policy regarding Form I-864, Affidavit of Support:

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    • #3
      Rfe page 3 part 4 i864

      What did you do with your application? Did you also letter of explanation?

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