Serbinski Accounting Firms

I did the detective work. Unfortunately he filed the return and did not keep copies. i will be glad to handle the appeal if this seems appropriate. I am confused too but greatly relieved to know we will soon receive copies of everything we need. He did not claim any foreign taxes with IRS because he...

Thank you for your time. We are awaiting the assessment and the copies of the return from CRA.

He used the Revenue Canada efile system. He just called CRA to request a copy of the return and they are willing to comply. He did not receive anything from the Pension Plan that had 2 copies. So maybe that was not the NR4, but it was a statement of the payment. We have a copy of that statement.

He filed the Tax forms electronically and sent the NR4 by mail as requested. I thought he tried to get the efile to save a copy for him but he says it did not save s copy for him. Can he request CRA to send him copies of his return and the NR4?

He filed electronically and he mailed in the form but kept no copy so we don't know the code but it was a Union Pension Plan Payment. He has asked CRA to send him a letter so we can see what their determination was based on.

It was a Union Pension and the amount was 21,000 Canadian. The CRA agent says he can't use any of the Canada Tax Credits shown on the tax form he filed and the reason she gave was because it was a lump sum payment.

Since his only income was the pension payment, what is the percent of the Canada Tax Credits he should claim?

The Canadian pension payment was about 20,000 Canadian gross. He received about 14,500 Canadian after the tax was withheld. His world income was the same as the pension, no other income. He has lived in US for 19 years.

My partner filed a return under 217 for a refund on a small Canadian pension payment he received in 2013. This amount was taxed at 25% After many months CRA is now saying he can't use the Tax Credits because his pension payment was a lump sum. Does section 217 only provide the Canadian Tax Credits f...