Form 1040NR Schedule OI questions

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Taxpoor
Posts: 110
Joined: Thu Oct 11, 2012 9:14 am
Location: Canada

Form 1040NR Schedule OI questions

Post by Taxpoor »

Milling my way through page 5 of 1040NR (Schedule OI other information).

On line "E" it asks what your United States immigration status was on the last day of the tax year....since I relinquished my citizenship December of 2012...would I place "relinquished" on this line?

I am somewhat unsure of what the question is trying to ask.

also....

On line "I" the question asks "did you file an income tax return for any prior year? If yes give the latest year and form number you filed"

In this case I understand the answer would be "1040"...but would it be necessary to also tabulate the additional forms such as FBAR and 8891?


Finally...

On line "L" it makes reference to income exempt from tax, and if you are 'claiming an exemption from income tax under a US tax treaty with a foreign country complete the information below"

I reviewed publication 901 but did not get much out of it...my question is would the Canadian RRSP apply to the final question? I am thinking 'not' only because the income (when I eventually draw out the funds) is tax defferred NOT tax exampt.....just need some clarification...

Thanks in advance!
nelsona
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Joined: Wed Oct 27, 2004 2:33 pm
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Post by nelsona »

status: none
previously filed: 1040
Exempt income: none
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
Taxpoor
Posts: 110
Joined: Thu Oct 11, 2012 9:14 am
Location: Canada

Post by Taxpoor »

Thanks Nelsona.
Taxpoor
Posts: 110
Joined: Thu Oct 11, 2012 9:14 am
Location: Canada

Post by Taxpoor »

Nelson...one more question on this page...

On item 'F' it asks if 'you have ever changed your visa type (nonimmigrant status) or US immigration status?....

for this i answered 'YES' and indicated the date and nature of the change as; relinquished citizenship effective Dec 12, 2012.

Have I interpreted this line correctly?
nelsona
Posts: 18686
Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man

Post by nelsona »

These are pretty specific questions. You know what happened to you.
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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