SSA-1042S - Non-resident alien filing requirement?

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

Post Reply
mstevens
Posts: 5
Joined: Sun Apr 19, 2020 2:56 pm

SSA-1042S - Non-resident alien filing requirement?

Post by mstevens » Sun Apr 19, 2020 3:05 pm

Does a non-resident alien (Canadian citizen) receiving social security benefits by virtue of their US citizen spouse have a 1040NR filing obligation to report their social security benefit? The social security has not had any tax withheld on it.

As far as I can tell, the answer is no when no tax is withheld. The answer would be yes if there was tax withheld and then the non-resident alien spouse would file a 1040NR with an 8833 to claim a refund back.

Post Reply