Search found 6 matches

by jowatt
Fri Jan 26, 2018 7:28 pm
Forum: Canada / United States Tax & Accounting
Topic: OAS Application
Replies: 2
Views: 2166

OAS Application

My husband is filing for Old Age Security pension in Canada. On the form ISP-3000, they asked if your not a resident of Canada is your world net income for 2017 more than $74788? How do we determine our net income for this purpose?

Thank you for your prompt answer.
by jowatt
Sat Mar 04, 2017 7:43 pm
Forum: Canada / United States Tax & Accounting
Topic: Where and how to enter NR4 in US 1040?
Replies: 5
Views: 5656

Thanks again for your advice.
by jowatt
Sat Mar 04, 2017 6:42 pm
Forum: Canada / United States Tax & Accounting
Topic: Where and how to enter NR4 in US 1040?
Replies: 5
Views: 5656

Yes they withheld 15% non-resident tax on the gross amount. Thanks for your prompt answer.
by jowatt
Sat Mar 04, 2017 5:04 pm
Forum: Canada / United States Tax & Accounting
Topic: Where and how to enter NR4 in US 1040?
Replies: 5
Views: 5656

Re: Where and how to enter NR4 in US 1040?

[quote="jowatt"]I am a retired Canadian citizen (green card holder) living in the USA. Last year, I started receiving a monthly pension from a private company (former employer before I moved to the US). I received a NR4 with revenue code 39 - Superannuation or pension benefits – Periodic...
by jowatt
Sat Mar 04, 2017 5:00 pm
Forum: Canada / United States Tax & Accounting
Topic: Where and how to enter NR4 in US 1040?
Replies: 5
Views: 5656

Where and how to enter NR4 in US 1040?

I am a retired canadian citizen (green card holder) living in the USA. Last year, I started receiving a monthly pension from a private company (former employer before I moved to the US). I received a NR4 with revenue code 39 - Superannuation or pension benefits – Periodic payments and exemption co...
by jowatt
Tue Feb 10, 2009 1:09 pm
Forum: Canada / United States Tax & Accounting
Topic: Need Help With 8891
Replies: 6
Views: 5174

Need Help With 8891

Hello,

My husband and I are US resident with RRSP in Canada. We moved in the USA in 1993. We just learned about form 8891. Since 1993 we have made a letter election under Rev. Proc. 89-45 with our income tax report to report our RRSP accounts. In 2004, we continued to do the same letter election but under Rev. Proc. 2002-03 Article XVIII(7) with the information as requested. This year (2008) we want to use form 8891. Because we did an election letter every year since 2004 under Article XVIII(7), do we answer “yesâ€￾ to the question 6a? If yes, is 2004 the answer we should put down for 6b?

Thank you in advance for your help,

Joanne