1040NR AMT question

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.

Moderator: Mark T Serbinski CA CPA

Post Reply
sjantzi
Posts: 67
Joined: Wed Feb 20, 2013 11:44 am

1040NR AMT question

Post by sjantzi »

I filed a 1040NR and a 1040 PRO FORMA declaring a treaty position. The IRS responded with a request for form 6251 alternative min tax calculation. They do not make it clear whether its for the 1040NR or the 1040 PRO FORMA. How should I handle this?
Top
sjantzi
Posts: 67
Joined: Wed Feb 20, 2013 11:44 am

Post by sjantzi »

More info:
I used turbotax to do the 1040 PRO FORMA and the AMT did not trigger. I did file an 8833 explaining the treaty position. How do I communicate this back to the IRS? In writing or call?
Top
sjantzi
Posts: 67
Joined: Wed Feb 20, 2013 11:44 am

Post by sjantzi »

Going through my old records I found this letter from the IRS stating that claiming a treaty position of article XXV(4) you are to use the married filing jointly exemption amount for the AMT calculation:

Letter: http://i.imgur.com/cmP61p9.jpg

Should I just send them form 6251 using this calculation and attach this letter?
Top
Post Reply

Return to “Canada / United States Tax & Accounting”