Was asked to post these questions on this form to get some answers, so here goes...
I've been living/working in California since July 2009 (on TN visa) and am trying to figure out what the process is regarding filing income taxes for 2009. I'm totally confused by all the information that's out there and would really appreciate any advice / links / step-by-step guide to figuring this out.
Some info (1): I have contributed a bit to my RRSP in Canada and a 401(k) plan here but still have room to contribute to my RRSP. How do I figure out how much more to add to my RRSP to get the maximum benefit?
Some info (2): I have done some basic calculation and I do meet the substantial presence test. However, I read there is still a possibility that I could be considered a nonresident alien in the US -- how do I figure this out?
What do I need to submit in each country? Is there a specific order in completing/submitting the forms (i.e., info from one to be used in another)?
Thank you!!!
Canadian in the US -- filing 2009 income taxes
Moderator: Mark T Serbinski CA CPA
Have you left Canada? If so you wil need to file s adeparture return in canada, declring your departure date, and follow the steps in the "Emigrants" guide from CRA.
You may make contributions to your RRSP (if your RRSP allows so for US residents), up to your RRSP limit from last years assessment If you no longer live in canada, you won't be reporting your US wages on your Cdn return, and thus won't claim 401(k) as a deduction either.
For US, you will have chioce on how to file, but typically a full year 1040 reporting all income earned in 2009 including canada is best, and then exclue any Cdn wages from befpre moving down, is the best approach.
If you live/work in US and you have no spouse in Canada, you are definitely US residnt (by treaty) since the day you left.
You may make contributions to your RRSP (if your RRSP allows so for US residents), up to your RRSP limit from last years assessment If you no longer live in canada, you won't be reporting your US wages on your Cdn return, and thus won't claim 401(k) as a deduction either.
For US, you will have chioce on how to file, but typically a full year 1040 reporting all income earned in 2009 including canada is best, and then exclue any Cdn wages from befpre moving down, is the best approach.
If you live/work in US and you have no spouse in Canada, you are definitely US residnt (by treaty) since the day you left.
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