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coldwatersurf

Please help answer a few tax questions.

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Filed: K-3 Visa Country: Canada
Timeline

So my dad had prepared my US tax return but I just want to make sure he is not missing a form before I send it. (cuz i think he is.... based on reading from other people's post)

Here is a background:

Im sooo ready to throw in the towel. But I want to know if someone can help me with my taxes from here before I do.

For the year of 2009, I entered US with a K3 spouse visa on April 24, 2009. I didn't receive my green card until this month. I already determined that Im eligible to be considered a resident for tax purposes. My husband is a US citizen and he has already filed his taxes Married Filing Separately (he did not want to wait to get my taxes filed as no one in our town want to touch my taxes)

I am a Canadian citizen and I received canadian income up until April 2009 before I moved to US. So i am ready to send that. I also collected Canadian EI from August 2009 to present. and EI has already taken 25% non resident tax which I didn't include in my Canada Tax return.

I have 3 W2 and my US income totals to $6,055USD. I'm using 1040A for my W2's and file Form 1116 for my Canadian Employment Insurance. I just dont have a clear idea if I include the EI amount with my W2 amount on Form 1040A. And I don't also know if I include my 2009 canadian income earned before I moved to US on Form 2555 & 1116 or report it to IRS or exclude and use form 2555 since I didn't live in US when I earned the income .... very confused here. I'm trying to avoid driving 6 hours North just to talk to a cross boarder tax accountant. aaaahhhh! this is pretty much how i feel :bonk::crying:

K-3:

Marriage : 2008-03-22

I-130 Sent : 2008-11-15

Appointment @ consulate: 2009-04-09 - Approved!

Picked up K3 visa & passport: 2009-04-14

POE @ Blaine, WA: 2009-04-24

EAD app sent to USCIS California: 2009-04-28

EAD app rec'd @ USCIC CA: 2009-04-30

EAD NOA: 2009-05-11

Biometrics Appt: 2009-07-27

EAD Approved/Card Production: 2009-7-31

EAD Received: 2009-09-06

AOS packet & change of address sent: 2009-12-23

Biometrics Interview: 2010-02-23

Interview Date: 2010-03-16 APPROVED

GC received March 29, 2010

Removal of Conditions

Application sent: January 04, 2012

Rec'd Notice of Bio appt: January 24, 2012

Biometrics appt: February 24, 2012

Rec'd approval notice: dated July 7, 2012

Rec'd 10yr green card: July 17, 2012 (dated july 10, 2012) - rec'd IR-6 status

Vancouver Consulate Review: http://www.visajourney.com/forums/index.php?showtopic=190588

POE Review: http://www.visajourney.com/forums/index.php?showtopic=193529

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Filed: K-3 Visa Country: Canada
Timeline
:crying:

K-3:

Marriage : 2008-03-22

I-130 Sent : 2008-11-15

Appointment @ consulate: 2009-04-09 - Approved!

Picked up K3 visa & passport: 2009-04-14

POE @ Blaine, WA: 2009-04-24

EAD app sent to USCIS California: 2009-04-28

EAD app rec'd @ USCIC CA: 2009-04-30

EAD NOA: 2009-05-11

Biometrics Appt: 2009-07-27

EAD Approved/Card Production: 2009-7-31

EAD Received: 2009-09-06

AOS packet & change of address sent: 2009-12-23

Biometrics Interview: 2010-02-23

Interview Date: 2010-03-16 APPROVED

GC received March 29, 2010

Removal of Conditions

Application sent: January 04, 2012

Rec'd Notice of Bio appt: January 24, 2012

Biometrics appt: February 24, 2012

Rec'd approval notice: dated July 7, 2012

Rec'd 10yr green card: July 17, 2012 (dated july 10, 2012) - rec'd IR-6 status

Vancouver Consulate Review: http://www.visajourney.com/forums/index.php?showtopic=190588

POE Review: http://www.visajourney.com/forums/index.php?showtopic=193529

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Filed: IR-1/CR-1 Visa Country: Canada
Timeline

For the EI income, you may well want to report it and may be able to file under section 217. More info on that here:

http://www.cra-arc.gc.ca/E/pub/tg/t4056/t4056-e.html#P287_30205

I mean if you are happy with paying the 25% non-resident tax, then it may not be worth it to you, but if not, then may be worth looking at.

If you don't find the answers you need here, you might want to call the IRS, they are pretty helpful - or they were to me.

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Filed: K-3 Visa Country: Canada
Timeline

My Canadian Income Tax looks pretty good to me. I am getting a good chunk back :)

im just having troubles with my US tax return. I want to send it in but I dont think its complete. My dad had prepared 1040A and form 1116. But im a resident alien for tax purposes. I was under the impression I report my canadian income in canada before I moved to US on Form 2555. But my dad and I had read on IRS that my calendar year starts on "the day I entered" and IRS website is confusing. I'm going to call IRS once I get a break here.

K-3:

Marriage : 2008-03-22

I-130 Sent : 2008-11-15

Appointment @ consulate: 2009-04-09 - Approved!

Picked up K3 visa & passport: 2009-04-14

POE @ Blaine, WA: 2009-04-24

EAD app sent to USCIS California: 2009-04-28

EAD app rec'd @ USCIC CA: 2009-04-30

EAD NOA: 2009-05-11

Biometrics Appt: 2009-07-27

EAD Approved/Card Production: 2009-7-31

EAD Received: 2009-09-06

AOS packet & change of address sent: 2009-12-23

Biometrics Interview: 2010-02-23

Interview Date: 2010-03-16 APPROVED

GC received March 29, 2010

Removal of Conditions

Application sent: January 04, 2012

Rec'd Notice of Bio appt: January 24, 2012

Biometrics appt: February 24, 2012

Rec'd approval notice: dated July 7, 2012

Rec'd 10yr green card: July 17, 2012 (dated july 10, 2012) - rec'd IR-6 status

Vancouver Consulate Review: http://www.visajourney.com/forums/index.php?showtopic=190588

POE Review: http://www.visajourney.com/forums/index.php?showtopic=193529

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