Serbinski Accounting Firms

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 contin...

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.

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

It is to apply to a social security benefits, first of all

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 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 2...

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?

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. Thanks ...

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 Sc...

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-1042...

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 about...

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 rememb...

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)???