Taxes 2009

[mikey78 6]

Hi guys,

I was wondering if anyone has any idea about this...my US residency clock started ticking in the beginning of November 2009. How should I go about my taxes for 2009 in the US then? I didn't work in the US in Nov and Dec so I had no income in the US but I still got paid my Canadian salary in Nov and December. Of course I will file taxes in Canada as if I spent the whole year there...but what should I do with those two last months of 2009 when I am considered a resident of the US?

Any ideas will be greatly appreciated

PS. Should we have a public countdown to Lgg's interview?

[trailmix 77]

Hi guys,

I was wondering if anyone has any idea about this...my US residency clock started ticking in the beginning of November 2009. How should I go about my taxes for 2009 in the US then? I didn't work in the US in Nov and Dec so I had no income in the US but I still got paid my Canadian salary in Nov and December. Of course I will file taxes in Canada as if I spent the whole year there...but what should I do with those two last months of 2009 when I am considered a resident of the US?

Any ideas will be greatly appreciated

PS. Should we have a public countdown to Lgg's interview?

I think I know the answer to your U.S. tax question, but i'm not sure about PR tax obligations, so i'll leave that. As for Canadian taxes, just file a return as you normally would, in the personal info section it asks you the date you left Canada - any good software program will pro-rate your credits based on that date.

But I definately think we need a public countdown to lgg's interview!!

[lgg 2]

hi Mikey!!!

*waves*

It's all starting to fall into place now-- by this time next week I will know for sure that I have my visa and stuff. WOOOO!

Sounds like you're doing well and that is great!

[mikey78 6]

Lgg, can't wait to see your interview review! B) Countdown starts now: 7 days to go!

any more ideas related to the tax issue described above?

hi Mikey!!!

*waves*

It's all starting to fall into place now-- by this time next week I will know for sure that I have my visa and stuff. WOOOO!

Sounds like you're doing well and that is great!

Edited January 20, 2010 by mikey78

[lgg 2]

Oh, consider this a bump as I don't know the answer! Just wanted to say hello!

I'm sure one of the tax experts'll chime in here...

[Spoom 8]

I don't know specifics so don't quote me on this but I would assume that if you don't have US income, you don't need to file a US tax return. Even if you filed (which you may want to do for documentation reasons, for example), it should zero out because you won't put your Canadian income in the normal income category, you'll put it in as foreign income, which shouldn't generate any tax burden.

Of course, you still have to file your Canadian tax return.

(Again, I'm not an expert on US taxes, so someone else validating my theory would be beneficial.)

[mikey78 6]

I don't know specifics so don't quote me on this but I would assume that if you don't have US income, you don't need to file a US tax return. Even if you filed (which you may want to do for documentation reasons, for example), it should zero out because you won't put your Canadian income in the normal income category, you'll put it in as foreign income, which shouldn't generate any tax burden.

Of course, you still have to file your Canadian tax return.

(Again, I'm not an expert on US taxes, so someone else validating my theory would be beneficial.)

Thanks Spoom

[Rustbelt 0]

The requirement to file US taxes is based on citizenship (or PR status). If you are a PR, you have to file US taxes whether or not you have income, whether or not you're actually present in the US.

The requirement to file Canadian taxes is based on a) residency and B) Canadian-sourced income (especially if you want to get the "non-resident" withholding back).

Not a tax expert, but Steve had to file US taxes all the time he was in Canada because he was a US citizen (and I had to file also because I was married to him). He had no US-based income for most of that time . . .

The IRS is actually quite helpful if you call them up. So is the international tax division at CRA.

- Steve's wife

Edited January 20, 2010 by Steve Treible

[mikey78 6]

Thanks Steve's wife! I'll definitely give them a call and of course I'll share with everyone once I know the answer.

The requirement to file US taxes is based on citizenship (or PR status). If you are a PR, you have to file US taxes whether or not you have income, whether or not you're actually present in the US.

The requirement to file Canadian taxes is based on a) residency and B) Canadian-sourced income (especially if you want to get the "non-resident" withholding back).

Not a tax expert, but Steve had to file US taxes all the time he was in Canada because he was a US citizen (and I had to file also because I was married to him). He had no US-based income for most of that time . . .

The IRS is actually quite helpful if you call them up. So is the international tax division at CRA.

- Steve's wife

[sly_wolf 199]

Hi guys,

I was wondering if anyone has any idea about this...my US residency clock started ticking in the beginning of November 2009. How should I go about my taxes for 2009 in the US then? I didn't work in the US in Nov and Dec so I had no income in the US but I still got paid my Canadian salary in Nov and December. Of course I will file taxes in Canada as if I spent the whole year there...but what should I do with those two last months of 2009 when I am considered a resident of the US?

Any ideas will be greatly appreciated

PS. Should we have a public countdown to Lgg's interview?

Lots of good tax info right here:

http://www.visajourney.com/forums/index.ph...78&hl=taxes

[mikey78 6]

Lots of good tax info right here:

http://www.visajourney.com/forums/index.ph...78&hl=taxes

Great thread sly_wolf! Thanks a lot!