Instructions For Form I-864 - Affidavit Of Support Under Section 213a Of The Ina (Page 8 of 16) in pdf

You are not required to have the IRS certify the transcript or photocopy unless specifically instructed to do so by a

Government official; a plain transcript or photocopy is acceptable. Telefile tax records are not acceptable proof of filing.

Do not submit copies of your state income tax returns. Do not submit any tax returns that you filed with any foreign

government unless you claim that you were not required to file a Federal individual income tax return with the United

States Government and you wish to rely on the foreign return solely to establish the amount of your income that is not

subject to tax in the United States.

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.

If you selected Part 6., Item Number 1.b. that you are self-employed, you should have completed one of the following

forms with your Federal income tax return: Schedule C (Profit or Loss from Business), Schedule D (Capital Gains),

Schedule E (Supplemental Income or Loss), or Schedule F (Profit or Loss from Farming). You must include each and

every Form 1040 Schedule, if any, that you filed with your Federal income tax return.

If you were required to file a Federal income tax return during any of the previous three tax years but did not do so, you

must file all late returns with the IRS and attach an IRS-generated tax return transcript documenting your late filing before

submitting Form I-864. If you were not required to file a Federal income tax return under U.S. tax law because your

income was too low, attach a typed or printed explanation. If you were not required to file a Federal income tax return

under U.S. tax law for any other reason, attach a typed or printed explanation including evidence of the exemption and

how you are subject to it. Residence outside of the United States does not exempt U.S. citizens or lawful permanent

residents from filing a U.S. Federal income tax return. See Filing Requirements in the IRS Form 1040 Filing Instructions

to determine whether you were required to file.

For purposes of this affidavit, the line for Total Income on IRS Forms 1040 and 1040A will be considered when

determining income. For persons filing IRS Form 1040 EZ, the line for adjusted gross income will be considered.

Obtaining Tax Transcripts. You may use IRS Form 4506-T to request tax transcripts from the IRS. Complete IRS Form

4506-T with the ending date for each of your three most recent tax years listed on Item Number 19.a. - 19.c. Follow all

instructions for completing and filing Form 4506-T with the IRS.

NOTE: Do not leave the boxes for Item Number 19.a. blank. Print or type the most recent tax year and your total

income for that most recent tax year. If the amount was zero, enter “zero” or if you were not required to file a Federal

income tax return enter “N/A” for not applicable.

Part 7. Use of Assets to Supplement Income (Optional)

Only complete Part 7. if you need to use the value of assets to meet the income requirements. If your Current Annual

Household Income (indicated on Part 6., Item Number 15.) is equal to or more than needed to meet the income

requirement as shown by the current Federal Poverty Guidelines (Form I-864P) for your household size (indicated on

Part 5., Item Number 8.), you do not need to complete this Part. If your total household income does not meet the

requirement, you may submit evidence of the value of your assets, the sponsored immigrant’s assets, and/or assets of a

household member that can be used, if necessary, for the support of the intending immigrant(s). The value of assets of all

of these persons may be combined in order to meet the necessary requirement.

Only assets that can be converted into cash within one year and without considerable hardship or financial loss to the

owner may be included. The owner of the asset must include a description of the asset, proof of ownership, and the basis

for the owner’s claim of its net cash value.

Form I-864 Instructions 07/02/15 N

Page 8 of 16

Instructions For Form I-864 - Affidavit Of Support Under Section 213a Of The Ina Page 8