paper filing US and Canada returns

lanman2000 · Post by **lanman2000** » Wed Mar 07, 2012 2:35 pm

Do you guys typically include a copy of the other country's T-Slips / W2s and actual tax return in the mailing?

For example, when you mail your US returns do you include a copy of your Canadian T1 and Canadian T-slips from wages / bank interest?

NickH · Post by **NickH** » Wed Mar 07, 2012 5:36 pm

I included T4 and T2202A forms with the US returns, and 1099-DIV and 1099-B forms with the Canadian returns. However, I was not claiming a foreign tax credit in either country.

From the CRA:
"Filing a paper return
Attach your completed Form T2209, Federal Foreign Tax Credits and documents that show the foreign taxes you paid. If you paid taxes to the United States, attach your W-2 information slip, U.S. 1040 return, and any other supporting documents that apply."

http://www.cra-arc.gc.ca/tx/ndvdls/tpcs ... 5-eng.html

graubart · Post by **graubart** » Wed Mar 07, 2012 9:33 pm

My understanding is that the IRS doesn't want any Canadian information slips such as T4s or T5s.

eortlund · Post by **eortlund** » Wed Mar 07, 2012 10:59 pm

I've never sent any Canadian documentation to the IRS.

nelsona · Post by **nelsona** » Wed Mar 07, 2012 11:30 pm

IRS does not want any documentation otehr than US slips which have US taxes witheld: W-2, 1099-R.

CRA wants BOTH your W-2 and 1040 if you claim a tax credit. The 1040 is to ascertain your taxrate, and the W-2 is to determine any FICA and pension payments.

lanman2000 · Post by **lanman2000** » Thu Mar 08, 2012 12:30 am

[quote="nelsona"]
CRA wants BOTH your W-2 and 1040 if you claim a tax credit. The 1040 is to ascertain your taxrate [/quote]

I'm assuming this means just the 2 page 1040 right? Not all 40 pages of schedules/forms, etc...

nelsona · Post by **nelsona** » Thu Mar 08, 2012 12:52 am

Form 1040 and W-2.

Dalthien · Post by **Dalthien** » Thu Mar 08, 2012 11:51 pm

[quote="lanman2000"]
Yeah, just the main 2-page 1040. But you should include the state/city main 1040 pages as well if you filed state/city returns.

nelsona · Post by **nelsona** » Fri Mar 09, 2012 8:26 am

Not required.

Dalthien · Post by **Dalthien** » Sun Mar 11, 2012 8:49 pm

I received a letter from CRA requesting copies of my state and city 1040s to verify any refunds that I may have received from those taxes at the end of the year before they would approve the FTC. That was a while ago, maybe 8 or 9 years ago. So maybe they've stopped requiring the state/city forms since then, or maybe I just had an overzealous agent handle my file that year.

Either way, I've been including them every year since without any problems.