485 RFE - Joint Sponsor

[user1212s]

Hello Guys,

I just got RFE for 485 - Regarding 867. My SO didn't qualify enough in the income requirement and we decided to use a joint sponsor. My question is the 2017 IRS transcript good enough or do i need also to supply the W-2, 1099, etc to support it? I read i don't need to send it if im doing the IRS transcript in the 867 instruction but in the RFE it does?. Just need clarification. So far i have everything the RFE is asking for.

[AngelaPhelan]

Hello Guys,

I just got RFE for 485 - Regarding 867. My SO didn't qualify enough in the income requirement and we decided to use a joint sponsor. My question is the 2017 IRS transcript good enough or do i need also to supply the W-2, 1099, etc to support it? I read i don't need to send it if im doing the IRS transcript in the 867 instruction but in the RFE it does?. Just need clarification. So far i have everything the RFE is asking for.

When I got the RFE regarding my i-864, they asked for joint sponsor's latest Tax Returns, W-2 and 1099s, and also proof of citizenship. I submitted all they asked for. They could deny you if you submit insufficient documents after RFE

[paase]

Just IRS transcripts should be fine. Somewhere in the forms they mention that tax transcripts are preferred and if that is what you submit, then W-2, 1099s, etc. are not needed.

Hello Guys,

I just got RFE for 485 - Regarding 867. My SO didn't qualify enough in the income requirement and we decided to use a joint sponsor. My question is the 2017 IRS transcript good enough or do i need also to supply the W-2, 1099, etc to support it? I read i don't need to send it if im doing the IRS transcript in the 867 instruction but in the RFE it does?. Just need clarification. So far i have everything the RFE is asking for.

[4EVER]

Hello Guys,

I just got RFE for 485 - Regarding 867. My SO didn't qualify enough in the income requirement and we decided to use a joint sponsor. My question is the 2017 IRS transcript good enough or do i need also to supply the W-2, 1099, etc to support it? I read i don't need to send it if im doing the IRS transcript in the 867 instruction but in the RFE it does?. Just need clarification. So far i have everything the RFE is asking for.

My RFE asked for my joint sponsor's 2017 tax returns. I submitted: 2017 IRS Transcript, W-2, and payslips. I had to include the W-2 and payslips because my joint sponsor files her taxes as 'married filing jointly', so I had to show her individual income, separate from her spouse (whose income we didn't use). It says on the I-864 instructions, "If you provide a photocopy of your Federal individual income tax returns, you must include a copy of each and every Form W-2 and Form 1099 that relates to your returns. Do not include copies of these forms if you provide an IRS transcript of your Federal individual income tax returns rather than a photocopy unless you filed a joint income tax return with your spouse and are qualifying using only your income". That instruction truly confused me at first. I was ready to submit just the IRS Transcript, but after reading and re-reading the instruction, I got back to my joint sponsor and asked for her own W-2 and payslips. I thought, "what if a newbie NBC staff gets hold of my RFE response and is confused as well", so I decided to explain what my submissions are about, as shown below.

To be safe, ask your joint sponsor how s/he is filing her yearly ITR; if it's 'Married Filing Jointly', then you need to include with the IRS transcript his/her W-2 and payslips, too. At least, that's how I understood the instructions.

Good luck to us and all the best!

[UScitizenFilingforspouse]

Just IRS transcripts should be fine. Somewhere in the forms they mention that tax transcripts are preferred and if that is what you submit, then W-2, 1099s, etc. are not needed.

There is a little more to it than that. The wording is terrible, though.