Search found 18 matches

by faddii
Wed Mar 29, 2017 10:42 am
Forum: Canada / United States Tax & Accounting
Topic: pro forma 1040 question
Replies: 5
Views: 2616

which lines we can report these on form 1040? line 19 and 21?
Thank you
by faddii
Tue Mar 28, 2017 11:46 pm
Forum: Canada / United States Tax & Accounting
Topic: pro forma 1040 question
Replies: 5
Views: 2616

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?
by faddii
Thu Sep 10, 2015 9:04 pm
Forum: Canada / United States Tax & Accounting
Topic: Article XXV for Canadian Residents
Replies: 53
Views: 22420

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 jo...
by faddii
Sat Jul 25, 2015 11:01 am
Forum: Canada / United States Tax & Accounting
Topic: need clarification ITIN??
Replies: 25
Views: 10187

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.
by faddii
Sat Jul 25, 2015 10:54 am
Forum: Canada / United States Tax & Accounting
Topic: need clarification ITIN??
Replies: 25
Views: 10187

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 oth...
by faddii
Fri Jul 24, 2015 3:57 pm
Forum: Canada / United States Tax & Accounting
Topic: need clarification ITIN??
Replies: 25
Views: 10187

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 instr...
by faddii
Fri Jul 24, 2015 12:11 pm
Forum: Canada / United States Tax & Accounting
Topic: need clarification ITIN??
Replies: 25
Views: 10187

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 considere...
by faddii
Fri Jul 24, 2015 10:16 am
Forum: Canada / United States Tax & Accounting
Topic: need clarification ITIN??
Replies: 25
Views: 10187

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?
by faddii
Thu Jul 23, 2015 9:38 pm
Forum: Canada / United States Tax & Accounting
Topic: need clarification ITIN??
Replies: 25
Views: 10187

so as the year of 2009,2010 and 2011 previous CPA did 1040EZ filing fingle in line 5.
by faddii
Thu Jul 23, 2015 9:21 pm
Forum: Canada / United States Tax & Accounting
Topic: need clarification ITIN??
Replies: 25
Views: 10187

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.
by faddii
Thu Jul 23, 2015 3:36 pm
Forum: Canada / United States Tax & Accounting
Topic: need clarification ITIN??
Replies: 25
Views: 10187

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.
by faddii
Thu Jul 23, 2015 3:18 pm
Forum: Canada / United States Tax & Accounting
Topic: need clarification ITIN??
Replies: 25
Views: 10187

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.
by faddii
Thu Jul 23, 2015 2:55 pm
Forum: Canada / United States Tax & Accounting
Topic: need clarification ITIN??
Replies: 25
Views: 10187

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.
by faddii
Thu Jul 23, 2015 2:51 pm
Forum: Canada / United States Tax & Accounting
Topic: need clarification ITIN??
Replies: 25
Views: 10187

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...
by faddii
Thu Jul 23, 2015 2:23 pm
Forum: Canada / United States Tax & Accounting
Topic: need clarification ITIN??
Replies: 25
Views: 10187

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. ...