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I864 - Transcript vs Full Return for MFJ

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  • I864 - Transcript vs Full Return for MFJ

    Hi,

    I filed my taxes as married filing jointly with my spouse for 2023. I am currently filing I-864 for my parents. My W2 income would be more than sufficient to meet the requirements for I864 for my household size including parents. My question is: for I-864, what is the required document I should submit wrt taxes? Is it -
    1. IRS transcripts for 2023 + W2 (or)
    2. Complete tax return for 2023 + my W2 + 1099s (way too much longer than just transcript)

    The financial evidence assistant suggests I submit transcript + w2.

    I have looked at multiple forums without much clarity. Specifically, I am not sure if the below instructions from I864 require you to submit IRS transcripts + w2 or full tax return with w2s and 1099.

    Much appreciate any input based on your experience.

    "If you provide a photocopy of your tax returns, you must include a copy of each and every FormW-2 and Form 1099 that relates to your returns. Do not include copies of these forms if you provide an IRS transcript of your returns rather than a photocopy unless you filed a joint tax return with your spouse."


    Thanks.

  • #2
    You can provide the IRS transcript + your W2s + your 1099s (that added to your income for that year)

    This is my personal opinion and is not to be construed as legal advice.

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    • #3
      So, transcript + W-2 is not sufficient for MFJ even if W2 more than covers the requirements?

      My 1099s make up bulk of the tax filing. My concern is that will make my tax documentation 200+ pages long. If this is what is needed, will gladly do it just to avoid future questions.
      Last edited by tellsun; 11-04-2024, 01:39 PM.

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