Canadian resident with dual citizenship (USA/Canada)

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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SarahH
Posts: 2
Joined: Mon Mar 06, 2023 4:28 pm

Canadian resident with dual citizenship (USA/Canada)

Post by SarahH »

Are Canadian stocks (ie. individual stocks, not mutual funds or ETF's), held in non-registered accounts, tax-sheltered by the IRS for Canadian residents with dual citizenship (USA/Canada)?
nelsona
Posts: 18659
Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man

Re: Canadian resident with dual citizenship (USA/Canada)

Post by nelsona »

All non-US real estate and non-US resource gains are "sheltered" from US tax, even in a TFSA.

But, the sheltering is performed reporting the income and then using form 1116 and claiming tax against the US tax that arises.

One can't simply exclude the income from their 1040.
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
SarahH
Posts: 2
Joined: Mon Mar 06, 2023 4:28 pm

Re: Canadian resident with dual citizenship (USA/Canada)

Post by SarahH »

Thank you for the response, this is helpful information. Much appreciated!
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