Taxes!

[Carlawarla 1]

So I finally got all my tax information from Canada. I'm still unsure about the 216, 217 blah blah with Revenue Canada. So, I went to ufile, submitted the information requested...which included that I emigrated from Canada the 22nd of January 2007, and filled out the applicable information. My new address, marriage change, when I got married, when I left the country etc. My understanding and I didn't click otherwise, is that this was a regular tax return. Matter of fact, when looking at options, I could only choose one option because I spent SOME of the year in Canada. The 216 and 217 returns seemed to indicate I was out of Canada the whole of 2007. I even included my EI benefits when applicable and indicated that I received that money while OUT of Canada.

So anyway, I entered in all the information and got my results. Hefty return (well, for me anyway).

I went back in, and tried to see if I could click on other returns...I thought I heard mention something about seeing what was more beneficial to me by filling out different returns, but unless I"m missing something, I can't fill out any other return given I was in Canada for part of the year.

So, I guess for my Canada Taxes...is that it then? I can just print that off now and mail it?

So, to help Gene out, I looked through some previous postings and entered in the search, and still can't find what I'm looking for. Then again, who knows what I"m looking for!

So, when Gene fills out his income taxes, he files married, filing jointly, since we were married in 2007. Here's some info, in case someone needs it in order to respond for me specifically.

I entered the US on 22nd January 2007

Married 07 April 2007

GC dated 21 August 2007

I've heard and read about Forms 2555, and 1116's from the IRS. Excluding Cdn. income, and Foreign Tax Credit.

I guess I need to know if he needs to fill these out? My gosh, I looked at them, and they are so complicated. Maybe he doesn't or is not supposed to include them with his tax return?

What part of my income from Canada does he need to include on our income tax here in the US? Just the EI payments I received while I was living here? The other income I received while I was in Canada and before we were married. Everything?

Can we even get a foreign tax credit for taxes I paid in Canada IF I ended up getting a large refund? If not...I suppose he still has to include this income that I made from my employ and EI on his tax return still?

I'm SOOOOOOOOOOOO confused. I hope someone can help me out here and hope you'll be patient with me!

[Chica Yeyé 41]

I have no clue sister, but look forward to the response --- we're kind of in the same boat here.

[EmilyandJason 0]

Here is a really useful tax guide:

http://www.cra-arc.gc.ca/E/pub/tg/t4056/t4056-e.html

The 216 return is for a non-resident who receives Canadian source rental income.

The 217 return is for a non-resident to elect to file a Canadian return.

A lot of people have asked how to include their spouse, this guide provides that answer as well:

enter your spouse or common-law partner's net world income for the part of the year you were a resident of Canada.

This wouldn't apply to Carla since she was married after she departed Canada.

For the year you emigrate there are special instructions - you file one return for the year. You have a choice - claim income only to the date you left, or claim it for the whole year. You do not received provincial tax credits for the period you were a non-resident.

Special instructions: http://www.cra-arc.gc.ca/E/pub/tg/t4056/t4...html#P192_20253

Carla - it sounds like you have done it correctly based on your post, but its hard to confirm that without actually seeing what the program is calculating. Hopefully the above guide helps you out.

I don't have a lot of experience with US returns so maybe someone else can help with that part of your question.

Hope this helps!

[Carlawarla 1]

Here is a really useful tax guide:

http://www.cra-arc.gc.ca/E/pub/tg/t4056/t4056-e.html

The 216 return is for a non-resident who receives Canadian source rental income.

The 217 return is for a non-resident to elect to file a Canadian return.

A lot of people have asked how to include their spouse, this guide provides that answer as well:

enter your spouse or common-law partner's net world income for the part of the year you were a resident of Canada.

This wouldn't apply to Carla since she was married after she departed Canada.

For the year you emigrate there are special instructions - you file one return for the year. You have a choice - claim income only to the date you left, or claim it for the whole year. You do not received provincial tax credits for the period you were a non-resident.

Special instructions: http://www.cra-arc.gc.ca/E/pub/tg/t4056/t4...html#P192_20253

Carla - it sounds like you have done it correctly based on your post, but its hard to confirm that without actually seeing what the program is calculating. Hopefully the above guide helps you out.

I don't have a lot of experience with US returns so maybe someone else can help with that part of your question.

Hope this helps!

That was really helpful EmilyandJason! Thanks so much! I hadn't seen that specific link before. I used ufile.com and I know it gave the the whole year's worth of tax credits but I did claim all my income for 2007 as Canadian income. Even though some of it was by way of EI while living in the US. I also note, there is a notation here about sending them a note with your return as well:

Note

If you are claiming full federal non-refundable tax credits, attach a note to your return stating your net world income (in Canadian dollars) for the part of 2007 that you were not a resident of Canada. Show separately the net income you received from sources inside and outside Canada for that part of the year. We cannot allow full federal non-refundable tax credits without this note.

Still looking for US tax information if anyone can help!