Double taxation

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.

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sumdood
Posts: 1
Joined: Mon Feb 09, 2015 4:22 pm

Double taxation

Post by sumdood »

Dear Serbinski Accounting Firms:

Thank you for operating this discussion forum!

I am a US-based person who invited a Canadian scholar to give a public lecture in the US. Unfortunately, my university automatically deducted state and federal taxes from his honorarium. I felt terribly about it.

Is there a reasonably easy way for him to avoid being taxed twice? He is now back in Toronto and will be filing his Canada taxes this winter/spring.

Kind regards,

Charles Kim
nelsona
Posts: 18690
Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man

Post by nelsona »

The school will issue him either a W-2 or more likely a 1099. Iassume this trip took place in 2014 and yourschol has already sent him this form.
He will file a 1040NR to recoup the federal tax and a state non-resident return to recoup the state tax.

he cannot simply take the tax tha twas withheld and use iit on the Cdn retunr. he must recoup the tax from the agency that now has it.

Thus there will be no impact on his Cdn return; he will of course incliude the income on that return.
After 20 years, I am severely cutting back on responses. Do not ask specifically for my help. There are a few others on this board that can answer most questions. All the best
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