Instructions For Form I-864a - Contract Between Sponsor And Household Member (Page 4 of 9) in pdf

You may include evidence supporting your claim about your expected income for the current year if you believe that

submitting this evidence will help you establish ability to maintain sufficient income. You are not required to submit

this evidence, however, unless specifically instructed to do so by a Government official. For example, you may include

a recent letter from your employer, showing your employer’s address and telephone number, and indicating your annual

salary. You may also provide pay stubs showing your income for the previous six months. If your claimed income

includes alimony, child support, dividend or interest income, or income from any other source, you may also include

evidence of ability to maintain that income.

Part 4. Your (the Household Member’s) Federal Income Tax Information and Assets

You must provide either an Internal Revenue Service (IRS) transcript or a photocopy from your own records of your

Federal individual income tax return for the most recent tax year. If you believe additional returns may help you to

establish your ability to maintain sufficient income, you may submit transcripts or photocopies of your Federal individual

income tax returns for the three most recent years.

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 are claiming that you were not required to file a Federal 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 was not subject

to tax in the United States.

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 Federal income tax return with your spouse.

If you selected Item Number 1.b. in Part 3, 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 any and all late returns with IRS and attach an IRS-generated tax return transcript documenting your late filing

before submitting Form I-864A. 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 qualified for 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 contract, 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 line 9. Follow all instructions for

completing and filing Form 4506-T with the IRS.

Item Number 1. Select the box if you filed a Federal income tax return for each of the three most recent tax years and

have attached the required photocopy or transcript of your Federal income tax return for only the most recent year.

Item Numbers 2.a. - 2.c. Most Recent Tax Year Total Income. Indicate the most recent tax year and your Total Income

for that most recent tax year. If that amount was zero, enter “zero” or “N/A” for non-applicable. If applicable, select the

Optional box indicating that you have attached photocopies or transcripts of your Federal income tax returns for your

second and third most recent tax years.

Item Number 3.a. - 3.d. Assets. Complete this item only if the sponsor is using the value of your assets to help meet the

requirements of the affidavit of support. If you are using only your income to help the sponsor meet the requirements, do

not complete this item.

If you are the intending immigrant and have no accompanying dependents, then do not list your assets on this contract.

Instead, you must list your assets in Part 7., Item Numbers 6. - 10. of Form I-864.

Form I-864A Instructions 07/02/15 N

Page 4 of 9

Instructions For Form I-864a - Contract Between Sponsor And Household Member Page 4

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