Search found 3 matches

by KevKiki286
Mon Apr 28, 2014 10:38 pm
Forum: Canada / United States Tax & Accounting
Topic: Deceased Mother Final Tax Return
Replies: 1
Views: 1582

Deceased Mother Final Tax Return

Hi Folks, So my mother came down to the USA in 2011 as a permanenet resident. Sadly, she passed away in September 2013. As her only surviving next of kin The Canadian government says to me "how about filing that final return for her champ? I live in Oregon. Dual citizen. So I sit down tonight t...
by KevKiki286
Wed Feb 19, 2014 1:28 am
Forum: Canada / United States Tax & Accounting
Topic: NR4 Lump Sum Death Benefit
Replies: 3
Views: 3636

Hi Thank you for the quick reply. Appreciate it. "I'm assuming that, since you received the NR4, that the death benefit was not included on the estate tax return, and is thus taxable to you. " The NR4 lists my name and directly under it says "For the estate of Mrs (my mother).. "...
by KevKiki286
Tue Feb 18, 2014 2:20 pm
Forum: Canada / United States Tax & Accounting
Topic: NR4 Lump Sum Death Benefit
Replies: 3
Views: 3636

NR4 Lump Sum Death Benefit

Hi Folks I have searched everywhere..finished my taxes except for this nagging item. I live in the USA dual citizen Canada and the USA. My mother passed away and I received a $2,500 Death Benefit from the Canadian Government Lump Sum NR4 code 48. Do I have to reposrt this on my 1040 and if so how do...