Attach Cdn Notice of Assessment to form 2555-EZ?

[marge]

Hi, I’m a dual US-Canadian filer, living in Canada. I’m using 2555-EZ to exclude my Canadian earned income, and form 8833 to claim a treaty-based exemption for OAS and QPP. I also have passive earned income, and it is high enough that I have to file form 1116 for the first time, in spite of exempting my other incomes.

I’m attaching my T4 to form 2555-EZ as proof of foreign earned income. My question is, Should I also attach my notice of assessment?

I apologize if this question has already been answered., as I appreciate this forum so much, and hate to ask for nothing. I promise, I did search hard for an answer in previous posts! Thank you for your help, Marge

[nelsona]

IRS doesn't want any of your Cdn forms and slips. Keep them for future reference.

So you are still have earned income while collecting OAS and CPP? 2555 is only for wages and self-employment income.

[marge]

It’s great news that I don’t have to attach anything. Years ago, an IRS instructor who came to our US consulate told me that the 2555-EZ form was an exception to that general rule, so I’ve been attaching it right along. Now that several parts of my income were exempted, though, I wondered if it might be confusing to the IRS, and a Notice of Assessment might offer independent confirmation of my total income.

Do you think I’m contravening the instructions by attaching the T4 and/or Notice of Assessment? Since I’ve been doing it for so many years, I’m reluctant to appear inconsistent. Guess I’ve become a bit paranoid.

Yes, I’m still working…keeps me young!

[nelsona]

I've never seen anything in the 2555 rules that say to attach proof of foreign income. IRS "instructors" are merely telephlunkies who got to go on a trip.
Their advice is no more sound than when you call them.

You are no "contravening" anything by sending or not sending.

[marge]

You brought a smile to my day.

Thank you so much for your help, Nelsona.