I did the quick access and it only mentions that the account was assessed and refund deposited back in May. Nothing more.
Did I really get audited? Or was it just one of those general letters they send me every year? Last year, they wanted to know how many times and what dates I had stepped out of Canada. I replied to that and never heard anymore.
Claiming parent in US as dependent in Canada
Moderator: Mark T Serbinski CA CPA
[quote="nelsona"]In 30 yrs of my returns, I've never gotten questionned on anything.
Its not an audit. Its more a cross-check.[/quote]
Hey Nelson...thought I'd update you.
Got a letter the other day from the CRA where they denied me for not providing proof of residence. On my 2nd call to them (to clarify something), I got the exact officer who had reviewed this and he said the rules are for the dependent to be a resident. I went over the Treaty clause, told him the details of how I pay for everything in the US --- so he said send in the info again and they'll review it again.
I told him if I was chinese and my dad was in China, then they could deny for the dependent not being a Canadian resident. But XXV.3 allows for US residents being dependents (in my interpretation ;) . He kind of agreed.
I'll update this thread for academic purposes when the final situation firms up.
But thanks regardless.
Its not an audit. Its more a cross-check.[/quote]
Hey Nelson...thought I'd update you.
Got a letter the other day from the CRA where they denied me for not providing proof of residence. On my 2nd call to them (to clarify something), I got the exact officer who had reviewed this and he said the rules are for the dependent to be a resident. I went over the Treaty clause, told him the details of how I pay for everything in the US --- so he said send in the info again and they'll review it again.
I told him if I was chinese and my dad was in China, then they could deny for the dependent not being a Canadian resident. But XXV.3 allows for US residents being dependents (in my interpretation ;) . He kind of agreed.
I'll update this thread for academic purposes when the final situation firms up.
But thanks regardless.
[quote="nelsona"]We keep going round on this. If you were in Toronto and your father was in vancouver, your claim would be denied.[/quote]
Well, I called and it went my way. :)
It makes sense if you think of it from a different angle: Section XXV is "Non Discrimination". If they had denied the claim, it'd be discrimination against US citizens working in Canada whereas Canadian citizens working in the US would get non-resident support benefit from the IRS. The whole point of this clause (which is how I initially read it) is to establish exemption --- exemption from the tax rules you were suggesting apply to "regular" taxpayers in Canada.
I'm glad you helped and posted regularly, our internet conversations put me in a better position to argue this with the CRA. Thanks!
Well, I called and it went my way. :)
It makes sense if you think of it from a different angle: Section XXV is "Non Discrimination". If they had denied the claim, it'd be discrimination against US citizens working in Canada whereas Canadian citizens working in the US would get non-resident support benefit from the IRS. The whole point of this clause (which is how I initially read it) is to establish exemption --- exemption from the tax rules you were suggesting apply to "regular" taxpayers in Canada.
I'm glad you helped and posted regularly, our internet conversations put me in a better position to argue this with the CRA. Thanks!