US/CAN Income Tax consultant in WINDSOR, ONTARIO

wimzieguy · Post by **wimzieguy** » Fri Nov 21, 2008 3:18 pm

Hi All,

Can any one recommend any TAX Consultant from WINDSOR, Ontario expertising in US/CAN taxes?

Thanks.

AK

nelsona · Post by **nelsona** » Sat Nov 22, 2008 5:38 am

You obviously won't get an endorsement of anyone other than the person running this site.

Besides, it is not necessary in this day and age to go to an office.

We have dealt with all issues on this forum, with at least a dozen living near you; what's your questions.

wimzieguy · Post by **wimzieguy** » Wed Nov 26, 2008 3:39 pm

Being a Canadian citizen, living in Canada and commuting to US for work, do I have to file 1040NR (using 1040 proforma/tax rate) or can I simply file 1040?
Please advise.
Thanks.

nelsona · Post by **nelsona** » Wed Nov 26, 2008 4:12 pm

You have 3 choices.

1040NR, reporting only US-source income

1040, reporting world income

or, if married, 1040NR on which you report only US income, but calculate the taxrate on that income using a 1040 (married filing jointly).

wimzieguy · Post by **wimzieguy** » Sat Nov 29, 2008 11:08 am

If I opt for the 3rd option (i.e. filing 1040NR on which you report only US income, but calculate the taxrate on that income using a 1040 MFJ), can I claim property taxes and mortgage interest paid for house located in Canada?

nelsona · Post by **nelsona** » Sat Nov 29, 2008 12:22 pm

You can clim all the deductions etc on the 'fake' 1040, and then use the rate on 1040NR.

I believ you could have used mortgage interst and prop taxes on normal 1040NR, no?

wimzieguy · Post by **wimzieguy** » Mon Dec 01, 2008 11:39 am

Do I have to send the "fake" 1040 form with my returns as well?

Please confirm.

Thanks.

nelsona · Post by **nelsona** » Mon Dec 01, 2008 3:12 pm

wimzieguy · Post by **wimzieguy** » Mon Dec 08, 2008 9:44 am

If I file using either 1040NR or 1040, do I have to send form 8833 (to claim treaty status) as well?

nelsona · Post by **nelsona** » Mon Dec 08, 2008 10:47 am

The 1040NR has sufficient space to indicate various treaty articles right on the form (there are at least 2 questions which ask it).

If you file an Article XXV return, it would be wise to include an 8833, just to let them know what you are doing.

wimzieguy · Post by **wimzieguy** » Tue Dec 09, 2008 2:31 pm

When I file 1040NR (using taxrate from 1040), should I label the "fake" 1040 performa as "fake" (or strike out as 'void' or something of imilar nature)? other wise, how'd they know which one to process, 1040 or 1040NR.

Please advise.

nelsona · Post by **nelsona** » Tue Dec 09, 2008 7:14 pm

Well, you won't really complete the 1040 (after all your 1040 and 1040NR won't have the same income), but you will complete the 1040NR.

Your 8833 will explain what you are doing.

You can write "Pro Forma 1040 for XXV(4) calculation"