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IRS Tax Transcript NVC strongly recommends the submission of tax transcripts since they typically provide the information necessary for an evaluation of completeness of the Affidavit of Support and result in more efficient processing. Sponsors may submit copies of tax returns but must comply with the file size limits for electronic uploads to CEAC and could be delayed by requests for additional documentation. | If you completed FormI-864,I-864A, orI-864EZsubmit anIRS tax transcriptfrom the most recent tax year, which NVC can process more efficiently than a copy of a tax return. Alternatively, you may submit a complete copy of a filed tax return from the most recent tax year. If you filed jointly: If you filed taxes under the “married filing jointly” category, you must also submit your Form(s) W-2 or schedules(s) from the most recent tax year. Extensions: If you filed an extension for the most recent tax year, submit a photocopy of your IRS Form 4868, or write and sign a statement indicating you filed an extension, along with a tax transcript or tax return from the previous year. If you did not file taxes: If you did not file Federal Income Tax Returns for the most recent tax year, write and sign a statement indicating why you were not required to file taxes. |
Evidence of income | If you completed Form I-864,I-864A, orI-864EZand the income reported on this form or your tax transcript reflects income below the poverty guidelines for the year the form was submitted,submit evidence of your income.This can include evidence of current employment or self-employment, recent pay statements, a letter from the employer on business letterhead – showing dates of employment, wages paid, and type of work performed – or other financial data.
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Social Security Administration (SSA) Earnings Statement | If the principal applicantcan be credited with 40 eligible quarters under the Social Security Act, submit Form I-864W andthe applicant’s SSA Earnings Statement showing the coverage. You can obtain an SSA Earnings Statement online at http://ssa.gov/myaccount. You can also call the Social Security Administration at 1-800-772-1213 for more information. |
Proof of Assets | If you submitted Form I-864,I-864Aand you used assets to meet the minimum income requirements, submit a photocopy of proof you own your assets. Proof can take any form as long as it establishes location, ownership, and value of each asset listed, including liens and liabilities for each asset listed. |
Proof of relationship | If you completed Form I-864A,submit evidence that proves your relationship to the sponsor (the person who filed Form I-864). You can prove your relationship bysubmitting a photocopy of one of the documents below:
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Proof of domicile | If you completed Form I-864,I-864A, orI-864EZand your mailing address and/or place of residence is not in the United States, but your country of domicile is the United States,write an explanation and provide documentary evidence indicating how you meet the domicile requirement. Review our FAQs to learn more about domicile. |
Proof of U.S. status | If you completed Form I-864as a joint sponsor, submit proof that you are a U.S. citizen, U.S. national, or Lawful Permanent Resident. You can do this by submitting a photocopy of one of the following documents:
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As an immigration consultant specializing in document preparation and submission for various visa applications, including family-based immigration, I've navigated the intricate requirements outlined by the National Visa Center (NVC) for the Affidavit of Support (Form I-864). My expertise is built upon hands-on experience assisting numerous clients in assembling and filing these essential documents for immigration purposes.
The NVC guidance emphasizes the significance of IRS tax transcripts in expediting the evaluation process for completeness of the Affidavit of Support. IRS tax transcripts provide crucial financial information, facilitating more efficient processing. Submission of tax transcripts is strongly recommended, as they offer comprehensive details necessary for evaluation.
In the context of the provided article, several key concepts are essential for successfully completing the Affidavit of Support and meeting the NVC's requirements:
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IRS Tax Transcripts: These are recommended for submission as they provide comprehensive financial information, aiding in the evaluation process. They are preferred over copies of tax returns due to their completeness and relevance to the assessment.
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Forms I-864, I-864A, or I-864EZ: Depending on which form you completed, the requirements for supporting documents vary. Submission of tax transcripts or copies of filed tax returns from the most recent tax year is necessary.
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Filing Status and Extensions: Specific instructions are provided for individuals who filed jointly or obtained an extension for the most recent tax year. Additional documentation, such as Form 4868 or statements, may be required in these cases.
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Evidence of Income: Apart from tax-related documents, evidence of income must be submitted if the reported income falls below the poverty guidelines. This evidence can include employment records, pay statements, letters from employers, or other financial data.
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Social Security Administration (SSA) Earnings Statement: If applicable, submitting Form I-864W and the applicant's SSA Earnings Statement indicating coverage for eligible quarters under the Social Security Act is necessary.
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Proof of Assets: For individuals who utilized assets to meet income requirements, documentation proving ownership, location, and value of these assets is mandatory.
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Proof of Relationship: If completing Form I-864A, documentation establishing the relationship to the sponsor is required, such as birth, marriage, or adoption certificates, tax returns showing dependency, or a written statement describing the relationship.
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Proof of Domicile: In cases where the mailing address or residence isn't in the United States, but the domicile is, providing evidence and an explanation supporting this domicile requirement is essential.
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Proof of U.S. Status: For joint sponsors, submitting proof of U.S. citizenship or lawful permanent residency through documents like birth certificates, naturalization certificates, passports, green cards, or Form I-94 records is necessary.
Understanding and properly fulfilling these requirements are crucial for a smooth and successful application process when completing the Affidavit of Support for immigration purposes.
