Oh Lord, I-864 - AoS

[Barking Spider]

Hi there!

 

 

I got a bit of confusion going on here. I hope I can explain it well enough as not to confuse everyone else.

 

I am filing for AoS for my wife. I have everything filled out and done EXCEPT the I-864 and I-864A.

 

On the I-864, and I-864A. where it specifies annual income, is that the income from the previous year, or the projected income for the current year?

 

 

 

 

I am using my parents income to qualify.

They file joint tax returns.

 

 

 

I began filling out my fathers I-864A, and came to the part where you indicate annual income, and income for the last 3 years.

 

He is not retired, but receives Social Security Benefits. He is employed as well.

 

Most of the Social Security Benefits do not show up as income on the Income Tax Form.

For example, let's say he made $30,000 at work and $12,000 from Social Security and My mother made 30,000 at work. Their income tax form only shows the combined $60,000 from their jobs as income. The Social Security is income, but apparently already taxed or something *boggle*.

 

So how would I write his income without it being returned to me as the amounts not matching when compared with tax return?

 

It would either be $30,000 or $42,000 on his I-864A for 2007 right? How do I know which amount, or both amounts?

 

I can't remember how I did this 2 years ago....yep 2+ years. Mom's was so much easier, one job, no benefits and such.

[Randy W]

If you have additional income which is not included in the tax return, write (or, better, have your accountant write) a letter showing where the total income came from. It should list the amounts on your 1040 gross income, and the total from SS.

 

Include copies of the deposits as proof.

 

SS benefits get entered on line 20a, but are not added into the AGI unless taxable.

Edited May 14, 2008 by Randy W (see edit history)