Search found 13 matches

by B Stephens
Tue Mar 10, 2026 3:56 pm
Forum: Canada / United States Tax & Accounting
Topic: Form 1040-SR Age/Blindness Deduction Box for MFS
Replies: 2
Views: 468

Re: Form 1040-SR Age/Blindness Deduction Box for MFS

nelsona wrote:
> I agree that it is a little confusing.
>
> But I would ask this: When you do your Cdn taxes, do you typically have
> "too much" US tax to be used on your Cdn return as a foreign tax
> credit (ie. you can't use all of it)?
> If not, then there is little value in "overthinking this ...
by B Stephens
Wed Mar 04, 2026 11:23 am
Forum: Canada / United States Tax & Accounting
Topic: Form 1040-SR Age/Blindness Deduction Box for MFS
Replies: 2
Views: 468

Form 1040-SR Age/Blindness Deduction Box for MFS

Just wondering if any other expat US citizen over 65 living in Canada that file MFS with NRA spouse, that is also over 65, deal with their standard deduction. Do you check both boxes if your spouse has no U.S.income? In the past when I was the only one over 65 I just checked one box. Now that we're ...
by B Stephens
Tue Feb 11, 2025 4:53 pm
Forum: Canada / United States Tax & Accounting
Topic: US tax software that allows e-filing from Canada
Replies: 17
Views: 152385

Re: US tax software that allows e-filing from Canada

apologize for the triple, I kept getting some msg that server was unable to process. will try to delete if possible...
by B Stephens
Tue Feb 11, 2025 4:51 pm
Forum: Canada / United States Tax & Accounting
Topic: US tax software that allows e-filing from Canada
Replies: 17
Views: 152385

Re: US tax software that allows e-filing from Canada

roger that nelsona, good suggestion. I'd been using one of the big two software desktop solutions but this year the availability/purchase outside the US has been made more difficult. I was just looking to see if there is a desktop version of something that folks might be aware of that isn't too ...
by B Stephens
Tue Feb 11, 2025 4:50 pm
Forum: Canada / United States Tax & Accounting
Topic: US tax software that allows e-filing from Canada
Replies: 17
Views: 152385

Re: US tax software that allows e-filing from Canada

roger that nelsona, good suggestion. I'd been using one of the big two software desktop solutions but this year the availability/purchase outside the US has been made more difficult. I was just looking to see if there is a desktop version of something that folks might be aware of that isn't too ...
by B Stephens
Tue Feb 11, 2025 4:50 pm
Forum: Canada / United States Tax & Accounting
Topic: US tax software that allows e-filing from Canada
Replies: 17
Views: 152385

Re: US tax software that allows e-filing from Canada

roger that nelsona, good suggestion. I'd been using one of the big two software desktop solutions but this year the availability/purchase outside the US has been made more difficult. I was just looking to see if there is a desktop version of something that folks might be aware of that isn't too ...
by B Stephens
Tue Feb 11, 2025 12:11 pm
Forum: Canada / United States Tax & Accounting
Topic: US tax software that allows e-filing from Canada
Replies: 17
Views: 152385

Re: US tax software that allows e-filing from Canada

Sorry to dig up an old thread but wondering if anyone has suggestions as to the best US tax return software/e-filing options from Canada. Thanks!
by B Stephens
Mon Mar 13, 2023 9:46 pm
Forum: Canada / United States Tax & Accounting
Topic: Delay receiving notice of e-filed US tax return
Replies: 9
Views: 6068

Re: Delay receiving notice of e-filed US tax return

rafa02--Great to hear, must be a big relief! Can you say which software it was? I'm using H&R Block and am waiting on one more update before I try to resubmit.
by B Stephens
Thu Mar 09, 2023 11:06 am
Forum: Canada / United States Tax & Accounting
Topic: Delay receiving notice of e-filed US tax return
Replies: 9
Views: 6068

Re: Delay receiving notice of e-filed US tax return

rafa02--Did your return ever get accepted or are you still waiting? I will probably wait to get a second program update with my tax software to make another e-file attempt. After that, the dreaded paper...
by B Stephens
Sat Mar 04, 2023 1:42 pm
Forum: Canada / United States Tax & Accounting
Topic: Delay receiving notice of e-filed US tax return
Replies: 9
Views: 6068

Re: Delay receiving notice of e-filed US tax return

rafa02 forgot to ask: Do you remember what the reason for the rejection was several years ago?
by B Stephens
Sat Mar 04, 2023 1:38 pm
Forum: Canada / United States Tax & Accounting
Topic: Delay receiving notice of e-filed US tax return
Replies: 9
Views: 6068

Re: Delay receiving notice of e-filed US tax return

Thanks for the info. Yes, I thought of that. The cost of the new software would likely be about a wash compared to mailing to US what with the price of expresspost usa these days, not to mention what ever backlogs they're currently experiencing. My software had a recent update and I'm considering a ...
by B Stephens
Sat Mar 04, 2023 11:16 am
Forum: Canada / United States Tax & Accounting
Topic: Delay receiving notice of e-filed US tax return
Replies: 9
Views: 6068

Re: Delay receiving notice of e-filed US tax return

That's interesting. I've e-filed for a few years and for this year I got a rejection due to some very basic stuff that has not changed over the years. I quadruple confirmed the info in my return and even called IRS to confirm, and it was in their database per normal. Not sure if it's the tax ...
by B Stephens
Wed Mar 31, 2021 4:00 pm
Forum: Canada / United States Tax & Accounting
Topic: IRS Tax Processing Delays impacting audit on CRA Tax Credit
Replies: 2
Views: 2568

Re: IRS Tax Processing Delays impacting audit on CRA Tax Credit

Any update on your case? Had you e-filed your CRA return?