Description | |
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.
|
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:
|
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:
|
FAQs
What are the 4 types of financial documents? ›
- Balance sheets.
- Income statements.
- Cash flow statements.
- Statements of shareholders' equity.
The income statement, balance sheet, and statement of cash flows are required financial statements.
Which is a financial document? ›Financial records provide information about a company's income, expenses, assets, liabilities, and equity. Financial documents, on the other hand, are a specific type of financial record that includes balance sheets, income statements, cash flow statements, and statements of shareholders' equity.
What are the three major financial documents? ›The balance sheet, income statement, and cash flow statement each offer unique details with information that is all interconnected. Together the three statements give a comprehensive portrayal of the company's operating activities.
What are the 4 basic financial statements? ›For-profit businesses use four primary types of financial statement: the balance sheet, the income statement, the statement of cash flow, and the statement of retained earnings. Read on to explore each one and the information it conveys.
What are the 4 source documents in accounting? ›Typical source documents include sales invoices, cash receipts, cash register slip, credit notes and deposit slip.
What is a personal financial document? ›Personal financial statements explained. Personal financial statements can be for individuals or households, and they commonly include two parts: A balance sheet that lists a person's assets, liabilities, and net worth. An income statement that shows sources of income and total annual income.
What financial documents should you keep? ›Supporting documents include sales slips, paid bills, invoices, receipts, deposit slips, and canceled checks. These documents contain the information you need to record in your books. It is important to keep these documents because they support the entries in your books and on your tax return.
What are examples of financial records? ›- general account books – including general journal and general and subsidiary ledgers.
- cash book records – including receipts and payments.
- banking records – including bank and credit card statements, deposit books, cheque butts and bank reconciliations.
The three main types of financial statements are the balance sheet, the income statement, and the cash flow statement. These three statements together show the assets and liabilities of a business, its revenues, and costs, as well as its cash flows from operating, investing, and financing activities.
What are the three pieces of financial information? ›
Key Highlights. The three core financial statements are 1) the income statement, 2) the balance sheet, and 3) the cash flow statement. These three financial statements are intricately linked to one another.
What are 5 elements of financial statements? ›The major elements of the financial statements (i.e., assets, liabilities, fund balance/net assets, revenues, expenditures, and expenses) are discussed below, including the proper accounting treatments and disclosure requirements.
What are the 4 most important financial statements and their uses? ›If you own a small business, you understand the importance of keeping your financial information organized. There are four basic types of financial statements used to do this: income statements, balance sheets, statements of cash flow, and statements of owner equity.
What are the 4 pieces of financial information contained in the income statement? ›It gives you timely updates because it is generated much more frequently than any other statement. The income statement shows a company's expense, income, gains, and losses, which can be put into a mathematical equation to arrive at the net profit or loss for that time period.
What are the basic documents used in financial accounting system? ›The five key documents include your profit and loss statement, balance sheet, cash-flow statement, tax return, and aging reports.