canadian permanent resident in us filing 1040 with canadiane

bdmarbach · Post by **bdmarbach** » Tue Jan 24, 2012 3:52 pm

I am a permanent resident retired from the canadian military living in oklahoma. I will receive a T4NR and tax has been withheld at source (in Ottawa). I also receive a VA disability that is not taxed at all. What line on 1040 do I include world income and is the T4NR equivalent to W2 in this case?

nelsona · Post by **nelsona** » Tue Jan 24, 2012 4:27 pm

your T4 income is no doubt pension income: line 16, entire amount before tax. You will then have form 1116 to claim the Cdn tax.

bdmarbach · Post by **bdmarbach** » Fri Feb 10, 2012 3:27 pm

through a vocational rehabilitation program i attended liberty university full-time (on line) and tuition and books were paid directly to the institution. i know that canada allows a deduction for the time of study in this case Jan-Aug; is there a beneficial deduction on form 1040?

nelsona · Post by **nelsona** » Fri Feb 10, 2012 6:17 pm

US does not have an identical credit, but check with the university for the credits you can get. This is nota cross-bortder question.

bdmarbach · Post by **bdmarbach** » Mon Feb 27, 2012 1:29 pm

The CRA website tells me that if I think the source (CF Superannuation) withheld more tax than they should have, and I think I am eligible for a return, I should file Canadian tax.
I think that as a permanent resident I'm required to file US tax.
I've received my NR4 and would like to complete my tax-filing. I'm not sure if there is a preparer in Broken Arrow OK that understands the treaty (I may be wrong).
How should I go about it?
It is a simple return (aside from the international aspect) with education, alimony, and charitable deductions.

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canadian permanent resident in us filing 1040 with canadiane

canadian permanent resident in us filing 1040 with canadiane

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