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which lines we can report these on form 1040? line 19 and 21?
Thank you

1) is the universal child benefit also reportable? I understand there were changes in 2016.

2) if these are reportable in 1040, will it be an issue if we report them in our Canadian returns?

Nelson,

Just need to clarify on you reply below

"in essence, you prepare a complete pro forma 1040, as if you both lived in US, and determine a tax RATE on this form."

Are you saying that mithrandir would use his and wife's combined income in the pro forma calculation since he is filing jointly ...

Just to be clear, I have filed Canadian taxes as well for all years along. The treaty between Canada and US is there to avoide double taxation. I filed tax returns to each country.

Can a person amend many years back? I read somewhere only 3 years back.

To do so and to go back that many years is astoneshingly overwhelming task and very stressfull with complications. For the years prior to 2014, the only source of income is US source, no wages or tips or unearned income from ...

The perception I took implied by the CPA is that a commuter can use 1040 like a US resident yet maintaining nonresident status as stated by country of residency on forms, benefiting from tax brackets (married filing jointly in my case). The later finding is just me reading from pub 519 and the ...

excuse my little knowledge of the whole subject, I realize that 1040 forms are subject to worldwide income and FBAR etc per say.. however, I dont meet the 3 criteria for being considered a 'resident'...I dont have a green card, I dont meet the presence test and I never filed IRC 7701 to be ...

so, is the course of action now still to amend with 1040NR? also what about the canadian tax return, does that have to be amended as well?

so as the year of 2009,2010 and 2011 previous CPA did 1040EZ filing fingle in line 5.

for the 2012 and 2013 my previous CPA did also 1040EZ claiming single in line 5. I was not presented with any issues. But I understand now what your saying as we are married filing jointly. For the reference of this discussion, I got married in August 2014.

1. Yes
2. yes in canada
3. yes
4. No
5. No
6. been working in USA since 07, before that yes

Yes all my US income is reported to canada.

Nelsona I appreciate your help and patience. Could you expand on why I am missing foreign things? W2 was attached along and I don't have dependants to claim.

I want to also say that when I tried to see the status on IRS website. It failed when selecting ‘married filing jointly’ to proceed but it worked when I selected ‘single’. That is how this ‘single’ status came up about. I don’t understand how they accepted ‘single’ as the status.

CPA did NOT file as 'SINGLE' on form 1040EZ. CPA filed 'MARRIED FILING JOINTLY' by indicating on line 5 of form 1040EZ $20,300 and completing the form with spouse’s name and initials. That is how we proceeded to file for an ITIN for spouse since she does not have SSN. Will they accept my amendment ...

I realize this has been a bad move that I need to take care of, I dont have hope in the CPA.

if letting W-7 take its course with option 'E', what consequences am I looking into? I was never a resident alien of USA during 2014 year. Will this ruin my situation further since I am a nonresident alien ...