I have SSN ,get SS benefits, IRA, and do 1040NR form every years.
I am going to prepare needed papers for my wife to get SS benefits.
It looks as I need to start with the application for SS benefits and read it carefully.
Thanks, for unformal help. I will postpone with this question and maybe ...
Search found 13 matches
- Thu Dec 29, 2022 10:30 am
- Forum: Canada / United States Tax & Accounting
- Topic: W-7 , how to fill up Treaty country and treaty article number
- Replies: 9
- Views: 3063
- Wed Dec 28, 2022 1:13 pm
- Forum: Canada / United States Tax & Accounting
- Topic: W-7 , how to fill up Treaty country and treaty article number
- Replies: 9
- Views: 3063
Re: W-7 , how to fill up Treaty country and treaty article number
I wrote above question on behave of my wife.
Sure, I have SSN and I have SS benefits.
Now, I start paper work for my wife to apply for the same SS benefits.
Sure, I have SSN and I have SS benefits.
Now, I start paper work for my wife to apply for the same SS benefits.
- Wed Dec 28, 2022 10:52 am
- Forum: Canada / United States Tax & Accounting
- Topic: W-7 , how to fill up Treaty country and treaty article number
- Replies: 9
- Views: 3063
Re: W-7 , how to fill up Treaty country and treaty article number
My spouse get SS benefits.
I am going to apply for the same . As I know I have option to get 50% of my spouse SS benefit.
To apply I need ITIN.
I think, in this case, I need to mark b-Nonresident alien, filling a U.S. federal tax return
I am going to apply for the same . As I know I have option to get 50% of my spouse SS benefit.
To apply I need ITIN.
I think, in this case, I need to mark b-Nonresident alien, filling a U.S. federal tax return
- Tue Dec 27, 2022 8:17 am
- Forum: Canada / United States Tax & Accounting
- Topic: W-7 , how to fill up Treaty country and treaty article number
- Replies: 9
- Views: 3063
Re: W-7 , how to fill up Treaty country and treaty article number
It is to apply to a social security benefits, first of all
- Mon Dec 26, 2022 10:56 am
- Forum: Canada / United States Tax & Accounting
- Topic: W-7 , how to fill up Treaty country and treaty article number
- Replies: 9
- Views: 3063
W-7 , how to fill up Treaty country and treaty article number
I am renewing an existing ITIN by form W-7.
I checked box "a" - nonresident alien required to get an ITIN to claim treaty benefit.
Now I have to "Enter treaty country" and "treaty article number".
Please, help with these entries!
I am Canadian and live in Canada.
I checked box "a" - nonresident alien required to get an ITIN to claim treaty benefit.
Now I have to "Enter treaty country" and "treaty article number".
Please, help with these entries!
I am Canadian and live in Canada.
- Tue Mar 09, 2021 12:48 pm
- Forum: Canada / United States Tax & Accounting
- Topic: 1042-s deposit interest
- Replies: 1
- Views: 2703
1042-s deposit interest
I am Canadian and have a deposit in USA bank. I try to prepare 1040-NR for IRS.
I got 1042-S form with:
1-income code -29;
2- $xxxxx
3-charter indicator -3
3a- exemption code 01
4a- code -15
13f- ch.3 status code -16
13g- Ch4 status code -37
3b,5,6,7a,8 - $0.00
Should i include gross income (block ...
I got 1042-S form with:
1-income code -29;
2- $xxxxx
3-charter indicator -3
3a- exemption code 01
4a- code -15
13f- ch.3 status code -16
13g- Ch4 status code -37
3b,5,6,7a,8 - $0.00
Should i include gross income (block ...
- Tue Feb 18, 2020 3:26 pm
- Forum: Canada / United States Tax & Accounting
- Topic: IRA RMD taxation
- Replies: 8
- Views: 6968
I have got form 1042-S from US bank
I have got form 1042-S from US bank (with huge $56 interest )
1 is 29 –deposit interest
3a is 01 –effectively connected income
No federal tax withheld
It looks as I must to put $56 to form 1040-NR in line 9a (taxable interest) and pay US tax.
Is it correct?
What do you think?
1 is 29 –deposit interest
3a is 01 –effectively connected income
No federal tax withheld
It looks as I must to put $56 to form 1040-NR in line 9a (taxable interest) and pay US tax.
Is it correct?
What do you think?
- Thu Jan 30, 2020 1:41 pm
- Forum: Canada / United States Tax & Accounting
- Topic: IRA RMD taxation
- Replies: 8
- Views: 6968
Re: IRA RMD taxation
Thank you very much!
Article XVIII
5. Benefits under the social security legislation in a Contracting State paid to a resident of the other Contracting State shall be taxable as follows: (a) Such benefits shall be taxable only in that other State;
It looks, as I have finished with my 1040NR ...
Article XVIII
5. Benefits under the social security legislation in a Contracting State paid to a resident of the other Contracting State shall be taxable as follows: (a) Such benefits shall be taxable only in that other State;
It looks, as I have finished with my 1040NR ...
- Thu Jan 30, 2020 11:22 am
- Forum: Canada / United States Tax & Accounting
- Topic: IRA RMD taxation
- Replies: 8
- Views: 6968
Re: IRA RMD taxation
I have found:
IRS Publication 597
Social security benefits. U.S. social security benefits paid to a resident of Canada are taxed in Canada as if they were benefits under the Canada Pension Plan, except that 15% of the amount of the benefit is exempt from Canadian tax
It looks as need to report in ...
IRS Publication 597
Social security benefits. U.S. social security benefits paid to a resident of Canada are taxed in Canada as if they were benefits under the Canada Pension Plan, except that 15% of the amount of the benefit is exempt from Canadian tax
It looks as need to report in ...
- Tue Jan 28, 2020 2:25 pm
- Forum: Canada / United States Tax & Accounting
- Topic: IRA RMD taxation
- Replies: 8
- Views: 6968
Re: IRA RMD taxation
I have got already 1099-R for IRA distribution and SSA-1042S for SS benefits.
You told me I have to submit to IRS 1040NR report for IRA (1099-R) and I do not need to report IRS SS benefits -only Canadian tax report.
My question is : If I submit 104oNR for 1099-R should I include in the form SSA ...
You told me I have to submit to IRS 1040NR report for IRA (1099-R) and I do not need to report IRS SS benefits -only Canadian tax report.
My question is : If I submit 104oNR for 1099-R should I include in the form SSA ...
- Mon Dec 16, 2019 4:52 pm
- Forum: Canada / United States Tax & Accounting
- Topic: IRA RMD taxation
- Replies: 8
- Views: 6968
IRA RMD taxation
I am Canadian tax resident and Canadian. No USA citizenship or green card.
I got first required minimum distribution (RMD) fro IRA . it is near $700 . No withholding tax.
I am sure I must report this money for CRA.
Must I report this money for IRS?
PS. recently I asked almost the same question ...
I got first required minimum distribution (RMD) fro IRA . it is near $700 . No withholding tax.
I am sure I must report this money for CRA.
Must I report this money for IRS?
PS. recently I asked almost the same question ...
- Fri Dec 13, 2019 9:31 am
- Forum: Canada / United States Tax & Accounting
- Topic: I started to get SSA retirement pension. I am Canadian.
- Replies: 3
- Views: 2748
Re: I started to get SSA retirement pension. I am Canadian.
It is a Social Security retirement pension - I worked in USA on TN-1 visa more than two years.
"did you inform them of any Cdn pensions or CPP that you are getting?" - Does "them" mean SSA? I had an interview with SSA and informed them that I still work in Canada. I do not remember that they asked ...
"did you inform them of any Cdn pensions or CPP that you are getting?" - Does "them" mean SSA? I had an interview with SSA and informed them that I still work in Canada. I do not remember that they asked ...
- Thu Dec 12, 2019 2:57 pm
- Forum: Canada / United States Tax & Accounting
- Topic: I started to get SSA retirement pension. I am Canadian.
- Replies: 3
- Views: 2748
I started to get SSA retirement pension. I am Canadian.
I am Canadian Citizen and Canadian resident.
This year I started to get SSA retirement pension. There is no withholding tax for this money.
The pension is small -$295/month.
I am pretty sure I must report this money to CRA.
MUST I report this money ( and maybe pay taxes) for IRS (1040 NR)???
This year I started to get SSA retirement pension. There is no withholding tax for this money.
The pension is small -$295/month.
I am pretty sure I must report this money to CRA.
MUST I report this money ( and maybe pay taxes) for IRS (1040 NR)???