US citizen living in Canada as a PR.

This is our main tax information forum which deals with topics concerning Canadians living and working in the U.S., U.S. citizens contemplating working in Canada, and all aspects of Canadian and U.S. income tax and related adminstrative issues.

Moderator: Mark T Serbinski CA CPA

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Amerinuck
Posts: 7
Joined: Sat Mar 10, 2012 6:01 pm

US citizen living in Canada as a PR.

Post by Amerinuck »

Hello all, new to the forum. I'm sure you love new members who sign up because they were ignorant about their tax issues, don't you? :oops:

Anyway, I've been living in Canada since 2006 and have not filed a US tax return since coming here. I became a PR of Canada in August of 2008 and began working in September of that year. I have since filed appropriately and in accordance to Canadian tax laws.

My issue is one of ignorance and not knowing I was required to file in both places. Living in the US, my tax returns were always taken care of by family and it's not something they ever taught me to do and as long as they were getting done, I didn't care to learn. :oops:

Anyway, I assume I should file back returns for all years I've missed?

What forms, other than a 1040, am I required to fill out, by law, in order to get caught up?

I don't think I owe anything in back taxes, my income is quite modest. Assuming I owe nothing in back taxes, am I correct to assume that I will not be penalized for not filing?

I apologize for being "one of those guys" but I sincerely want to rectify the problem. I'm not looking to be walked through the process step by step. If I know what forms I'm required to fill out, I should be able to handle the rest. I'm just trying to avoid taking the problem to a local tax professional here and getting charged an arm and a leg.

Thank you for any feedback. 8)
JGCA
Posts: 754
Joined: Thu Nov 18, 2010 3:05 pm
Location: Montreal, QC Canada

Post by JGCA »

read all the posts in this forum many different scenario's determine what is needed to be filed main 3 I can think of
1040
form 8891 if you have rrsp
FBAR to disclose any foriegn bank accounts and trust instruments

really these a the main ones but there could be more or less.
JG
Amerinuck
Posts: 7
Joined: Sat Mar 10, 2012 6:01 pm

Post by Amerinuck »

Thanks, I do not have any RRSP's.

I have lots of reading to do. :)
Amerinuck
Posts: 7
Joined: Sat Mar 10, 2012 6:01 pm

Post by Amerinuck »

Wow...I thought I was in bad shape until I read about the guy who hadn't filed in 14 years here. :o I still haven't read that entire thread but there may be some answers in there for me.

Some more information about my situation.

Common law relationship (engaged, no kids). Fiance was born and raised Canadian, lived her entire life here. I'm assuming I would file separately since she has no US ties whatsoever.

I'm not sure about this FBAR form, but, we have joint Canadian checking and savings account that have never exceeded more than a few thousand dollars. I do have a US$ checking account with my bank as well, the most that was ever at was 16k (I cashed out some of my mutual funds from the US) and 3 months after that, that account had a balance of less than 1k. At no other time during my time in Canada, except for that 3 month span, has that $US account had more than 1k US$.
Amerinuck
Posts: 7
Joined: Sat Mar 10, 2012 6:01 pm

Post by Amerinuck »

Anyone care to chime in? :)
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