Search found 3 matches

by LobyBayer
Fri Mar 07, 2014 12:37 pm
Forum: Canada / United States Tax & Accounting
Topic: Reporting Canadian T3 Boxes 25, 34 and 42 on U.S. return ?
Replies: 5
Views: 10937

Thank you again, nelsona. Your comments have been very helpful. Sorry about quoting the descriptions from the back of the form. No offense intended. I don't see a footnote on the front of the form related to Box 42, so I guess I can't add anything more there. I'm OK with the FinCen reporting; forms ...
by LobyBayer
Fri Mar 07, 2014 10:21 am
Forum: Canada / United States Tax & Accounting
Topic: Reporting Canadian T3 Boxes 25, 34 and 42 on U.S. return ?
Replies: 5
Views: 10937

Thanks, nelsona, for your input. You asked for the Box 42 explanation. The T3 originates from a Personal Portfolio Services account at CIBC. Here are all of the relevant definitions listed on the back of the T3.: T3 - Statement of Trust Income Allocations and Designations T3 Box 25 - Foreign non-bus...
by LobyBayer
Fri Mar 07, 2014 8:02 am
Forum: Canada / United States Tax & Accounting
Topic: Reporting Canadian T3 Boxes 25, 34 and 42 on U.S. return ?
Replies: 5
Views: 10937

Reporting Canadian T3 Boxes 25, 34 and 42 on U.S. return ?

How does a dual US/Canadian citizen, resident in Canada, with no US source income (other than the T3 amounts) report the values from T3 Boxes 25, 34 and 42 on his/her U.S. return?