US Taxes-Reporting Canadian Spouse's Pension/Interest Income

[David V]

Hi,

My spouse and I were married last year through a K-1 visa and we live in the US. His Canadian income in 2017 consists of monthly Survivors Pension payments, income from an RRSP (Registered Retirement Savings Plan), and interest from a bank account. He did not have work either in Canada or the US throughout all of 2017.

How are these sources of income reported for US tax purposes? Is it through the Foreign Earned Income Tax Credit of Form 2555 and are they eligible for the exemption? The total amount was less than the $102,100 limit. On the Form 2555, I didn't see a category on how to report these types of transactions.

In terms of filing in Canada, does he still file as before a Form T-1?

Has anyone else dealt with this or have some expertise on how to handle this?

Your help will be greatly appreciated.

Thanks, David

[nelsona]

Only wages and self-employment income is eligible for 2555. he will need to use 1116 to get foreign tax credit.
Once he moves to US, he also needs to contact his Cdn payors, to inform them hathe is no longer resident, so that they withhold correctly. he will also file a final departure return for Canada, based on the date he left.

You can browse fpr more info her, but you'r coming too late in the game for help at this time of year.