Help - Search - Members - Calendar
Full Version: Canada Tax software for deemed non-resident married in 2007
VisaJourney.com > General Discussion Area > Regional Discussion > Canada

TOMN
Does anyone know good software that can correctly prepare Canadian tax return for deemed non-resident who will be filing US tax return as resident?

I'm going crazy tonight. I already tried mytaxexpress.com and no go there. No selection for non-resident.
Then I tried ufile.com and they can only do full year non-resident.
Now I'm looking at QuickTax and it does have the option for deemed non-resident but it doesn't seem to do it right. Maybe I'm entering something incorrectly?

I'm OK with filling out paper return myself but I'not sure how to claim tuition credit (whether it is even allowed).

Thanks.

Waiting in Vancouver
I am pretty sure I used U-File the online version last year and I spent half of the year in Canada and about half the year in the US.
TOMN
QUOTE(Waiting in Vancouver @ Mar 4 2008, 10:42 PM) *
I am pretty sure I used U-File the online version last year and I spent half of the year in Canada and about half the year in the US.

I must have clicked something incorrectly; it asked be about status on 12/31 and I said non-resident. then the only choices (4) were different non-residents for the whole year .
trailmix
QUOTE(TOMN @ Mar 5 2008, 05:40 AM) *
I must have clicked something incorrectly; it asked be about status on 12/31 and I said non-resident. then the only choices (4) were different non-residents for the whole year .


Hi Tom,

I haven't had much experience with non-resident part year returns lately but, I do use Ufile and i'm looking at it right now. I'm not sure which section you are referring to, if I select non-resident as at 12/31, it doesn't give me 4 choices.

In the emigrant section at Ufile you get these choices:

Immigrant, emigrant or non-resident

Select the relevant option. If none is relevant, click Next.
You immigrated to Canada in 2007
You emigrated from Canada in 2007
You were a non-resident of Canada for all of 2007.
You were a non-resident of Canada for all of 2007 and you are making an election under s. 216 of the Income Tax Act.
You were a non-resident of Canada for all of 2007 and you are making an election under s. 217 of the Income Tax Act.
You are a non-resident of Canada and you wish to file a NR6 return.

I tried selecting the emigrated section and it just asks for income in Canada and other countries, what day you left Canada etc.

If this isn't what you are seeing, try using the search box in the upper left and entering Immigrant, emigrant or non-resident, should bring up a pop up screen, then click where it says:

Immigrants
Date of arrival *
* Needs tick in Interview Setup.

That will take you to the screen where you enter that you emigrated.

one_day_at_a_time
My confusion is as follows: Is a person NOT required to pay Provincial (Ontario) Tax when one has emigrated?
one_day_at_a_time
QUOTE(one_day_at_a_time @ Mar 5 2008, 12:07 PM) *
My confusion is as follows: Is a person NOT required to pay Provincial (Ontario) Tax when one has emigrated?


I've answered my own question
one_day_at_a_time
QUOTE(one_day_at_a_time @ Mar 5 2008, 12:27 PM) *
QUOTE(one_day_at_a_time @ Mar 5 2008, 12:07 PM) *
My confusion is as follows: Is a person NOT required to pay Provincial (Ontario) Tax when one has emigrated?


I've answered my own question


The reason this question came up, is even though I know that I have to prorate my Ont Tax Credits to my leaving date, when I do U-file there seems to be no evidence that Ont Tax is calculated (on the summary page) probably due to the fact that I do not live in Ont as at Dec. 31. How does one reconcile Ont taxes to be paid when it seems the software does not calculate this without a province of residence. My dilemna.

TOMN
QUOTE(one_day_at_a_time @ Mar 5 2008, 01:39 PM) *
QUOTE(one_day_at_a_time @ Mar 5 2008, 12:27 PM) *
QUOTE(one_day_at_a_time @ Mar 5 2008, 12:07 PM) *
My confusion is as follows: Is a person NOT required to pay Provincial (Ontario) Tax when one has emigrated?


I've answered my own question


The reason this question came up, is even though I know that I have to prorate my Ont Tax Credits to my leaving date, when I do U-file there seems to be no evidence that Ont Tax is calculated (on the summary page) probably due to the fact that I do not live in Ont as at Dec. 31. How does one reconcile Ont taxes to be paid when it seems the software does not calculate this without a province of residence. My dilemna.

why the taxes are so confusing. I talked to accounting firm in Canada that specializes in international taxes and they charge the minimum $600 for a return. That bites....
trailmix
QUOTE(TOMN @ Mar 8 2008, 11:21 PM) *
QUOTE(one_day_at_a_time @ Mar 5 2008, 01:39 PM) *
QUOTE(one_day_at_a_time @ Mar 5 2008, 12:27 PM) *
QUOTE(one_day_at_a_time @ Mar 5 2008, 12:07 PM) *
My confusion is as follows: Is a person NOT required to pay Provincial (Ontario) Tax when one has emigrated?


I've answered my own question


The reason this question came up, is even though I know that I have to prorate my Ont Tax Credits to my leaving date, when I do U-file there seems to be no evidence that Ont Tax is calculated (on the summary page) probably due to the fact that I do not live in Ont as at Dec. 31. How does one reconcile Ont taxes to be paid when it seems the software does not calculate this without a province of residence. My dilemna.

why the taxes are so confusing. I talked to accounting firm in Canada that specializes in international taxes and they charge the minimum $600 for a return. That bites....


I don't know how complex your taxes are, but you might want to try something like H&R block, they should be completely familiar with non-resident returns and should cost less than $600!
TOMN
QUOTE(trailmix @ Mar 9 2008, 11:27 AM) *
I don't know how complex your taxes are, but you might want to try something like H&R block, they should be completely familiar with non-resident returns and should cost less than $600!


I used to volunteer to help international students with their US tax returns. Some of them brought their previous year returns from H&R with lots of mistakes. I think H&R is good but not for non-residents.
EmilyandJason
I have no beef with H&R block at all, but I do agree, I think they maybe aren't so great for the less than standard returns.
EmilyandJason
I meant to add that a CA/CGA in Canada (at least in BC) should not cost even close to $600 for a basic return
one_day_at_a_time
QUOTE(trailmix @ Mar 5 2008, 10:55 AM) *
QUOTE(TOMN @ Mar 5 2008, 05:40 AM) *
I must have clicked something incorrectly; it asked be about status on 12/31 and I said non-resident. then the only choices (4) were different non-residents for the whole year .


Hi Tom,

I haven't had much experience with non-resident part year returns lately but, I do use Ufile and i'm looking at it right now. I'm not sure which section you are referring to, if I select non-resident as at 12/31, it doesn't give me 4 choices.

In the emigrant section at Ufile you get these choices:

Immigrant, emigrant or non-resident

Select the relevant option. If none is relevant, click Next.
You immigrated to Canada in 2007
You emigrated from Canada in 2007
You were a non-resident of Canada for all of 2007.
You were a non-resident of Canada for all of 2007 and you are making an election under s. 216 of the Income Tax Act.
You were a non-resident of Canada for all of 2007 and you are making an election under s. 217 of the Income Tax Act.
You are a non-resident of Canada and you wish to file a NR6 return.

I tried selecting the emigrated section and it just asks for income in Canada and other countries, what day you left Canada etc.

If this isn't what you are seeing, try using the search box in the upper left and entering Immigrant, emigrant or non-resident, should bring up a pop up screen, then click where it says:

Immigrants
Date of arrival *
* Needs tick in Interview Setup.

That will take you to the screen where you enter that you emigrated.


In U-File, this is what I found works best through trial and error and on advise from http://forums.serbinski.com/viewtopic.php?...=emigrant+taxes.
1. On the Identification page, put the Province you last resided in under "Province of Residence"
2. On the Current Address page, put the U.S. address where you now reside
3. On the Emigration from Canada page, put your departure date
It should all work out
Allie
QUOTE(one_day_at_a_time @ Mar 20 2008, 12:22 PM) *
QUOTE(trailmix @ Mar 5 2008, 10:55 AM) *
QUOTE(TOMN @ Mar 5 2008, 05:40 AM) *
I must have clicked something incorrectly; it asked be about status on 12/31 and I said non-resident. then the only choices (4) were different non-residents for the whole year .


Hi Tom,

I haven't had much experience with non-resident part year returns lately but, I do use Ufile and i'm looking at it right now. I'm not sure which section you are referring to, if I select non-resident as at 12/31, it doesn't give me 4 choices.

In the emigrant section at Ufile you get these choices:

Immigrant, emigrant or non-resident

Select the relevant option. If none is relevant, click Next.
You immigrated to Canada in 2007
You emigrated from Canada in 2007
You were a non-resident of Canada for all of 2007.
You were a non-resident of Canada for all of 2007 and you are making an election under s. 216 of the Income Tax Act.
You were a non-resident of Canada for all of 2007 and you are making an election under s. 217 of the Income Tax Act.
You are a non-resident of Canada and you wish to file a NR6 return.

I tried selecting the emigrated section and it just asks for income in Canada and other countries, what day you left Canada etc.

If this isn't what you are seeing, try using the search box in the upper left and entering Immigrant, emigrant or non-resident, should bring up a pop up screen, then click where it says:

Immigrants
Date of arrival *
* Needs tick in Interview Setup.

That will take you to the screen where you enter that you emigrated.


In U-File, this is what I found works best through trial and error and on advise from http://forums.serbinski.com/viewtopic.php?...=emigrant+taxes.
1. On the Identification page, put the Province you last resided in under "Province of Residence"
2. On the Current Address page, put the U.S. address where you now reside
3. On the Emigration from Canada page, put your departure date
It should all work out


But it asks for Province of residence on Dec. 31. I didn't reside in Canada on Dec. 31 and my departure date in June isn't going to match Dec. 31
Also if I do put being in Canada on Dec. 31 I'm not sure how that is going to affect my resident status in the U.S. for the foriegn oncome tax credit (form 1116) when Lorry files married /jointly on her U.S. return
one_day_at_a_time
QUOTE(Allie @ Mar 20 2008, 02:22 PM) *
QUOTE(one_day_at_a_time @ Mar 20 2008, 12:22 PM) *
QUOTE(trailmix @ Mar 5 2008, 10:55 AM) *
QUOTE(TOMN @ Mar 5 2008, 05:40 AM) *
I must have clicked something incorrectly; it asked be about status on 12/31 and I said non-resident. then the only choices (4) were different non-residents for the whole year .


Hi Tom,

I haven't had much experience with non-resident part year returns lately but, I do use Ufile and i'm looking at it right now. I'm not sure which section you are referring to, if I select non-resident as at 12/31, it doesn't give me 4 choices.

In the emigrant section at Ufile you get these choices:

Immigrant, emigrant or non-resident

Select the relevant option. If none is relevant, click Next.
You immigrated to Canada in 2007
You emigrated from Canada in 2007
You were a non-resident of Canada for all of 2007.
You were a non-resident of Canada for all of 2007 and you are making an election under s. 216 of the Income Tax Act.
You were a non-resident of Canada for all of 2007 and you are making an election under s. 217 of the Income Tax Act.
You are a non-resident of Canada and you wish to file a NR6 return.

I tried selecting the emigrated section and it just asks for income in Canada and other countries, what day you left Canada etc.

If this isn't what you are seeing, try using the search box in the upper left and entering Immigrant, emigrant or non-resident, should bring up a pop up screen, then click where it says:

Immigrants
Date of arrival *
* Needs tick in Interview Setup.

That will take you to the screen where you enter that you emigrated.


In U-File, this is what I found works best through trial and error and on advise from http://forums.serbinski.com/viewtopic.php?...=emigrant+taxes.
1. On the Identification page, put the Province you last resided in under "Province of Residence"
2. On the Current Address page, put the U.S. address where you now reside
3. On the Emigration from Canada page, put your departure date
It should all work out


But it asks for Province of residence on Dec. 31. I didn't reside in Canada on Dec. 31 and my departure date in June isn't going to match Dec. 31
Also if I do put being in Canada on Dec. 31 I'm not sure how that is going to affect my resident status in the U.S. for the foriegn oncome tax credit (form 1116) when Lorry files married /jointly on her U.S. return


From my limited understanding, the reason to put in your previous Province of Residence (on the Identification page only) is so that U-File can correctly calculate your Federal and Provincial Taxes and Non-Refundable (pro-rated) tax credits; and since the tax return can only be mailed in and not e-filed, change by-hand the province/territory of residence to U.S.A. so that for the record everything will be hunky-dory. Reading through the link I referred to above helped me understand the logic.


liz_legend 'n Ol
I'm doing my taxes under my parents ufile account (cuz it's how i've always done it)

So Can I just change my address there to make it reflect my new US address once printed?
one_day_at_a_time
QUOTE(liz_legend @ Apr 14 2008, 12:13 PM) *
I'm doing my taxes under my parents ufile account (cuz it's how i've always done it)

So Can I just change my address there to make it reflect my new US address once printed?


I typed my US address directly on the Current Address page in U-File
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2008 Invision Power Services, Inc.