Hello. I'm really lost here. Here's my situation:
I worked in Canada during the first half of 2007, quit my job before moving to the US on my K1 visa. Got married, filled for AOS and got my green card by the end of 2007. All my income is Canadian.
I earned money while being a resident of Canada (my job)
I earned money from some invested money (about 400$) but forgot to tell the place I invested that I became a non-resident so I received a T3 instead of a NR.
Also earned some interests from my banking account. I received a NR4 for it(about 100$)
Besides the T3 and NR4, I did not earn any money while in the US for 2007.
How should I answer the question where they ask where I was living on December 31th 2007? USA or the last place I was before becoming non-resident which would be Quebec
How should I answer the question about my civil status on December 31th? Single or Married? I was single the whole time I was a resident of Canada.
Where do I file the Quebec's income tax report? Should I send it to the International Tax Services Office with the Federal one?
Anyone knows if I have to file a return for the IRS?
If it was just me, I would file normally with an added note about the December 31th questions and the T3 not having been hit by the 25% deduction. About the NR4, do I need to include it anywhere?
Full Version: Filling Taxes for the year 2007 (Quebec)
Hi Zaurok,
The other post about the guides wasn't meant as a response to your questions here. I've been busy with work and didn't have a chance to look at this.
The quick answer, I believe you enter Quebec as province of residence and then put your departure date in. If this doesn't answer your question, I will try and help you later tonight.
Emily
The other post about the guides wasn't meant as a response to your questions here. I've been busy with work and didn't have a chance to look at this.
The quick answer, I believe you enter Quebec as province of residence and then put your departure date in. If this doesn't answer your question, I will try and help you later tonight.
Emily
Hmmm....
I used UFILE (Impotexpert.ca for the french version) for the last couple of years for doing my income taxes while living in Quebec and was hoping I would be able to do the same this year. I know I can't filet online this year so I was hoping I'd be able to print and send the forms.
The big question is what to do for the 31 december 2007 questions:
If I use my date of departure instead of December 31
Province of residence on December 31, 2007 (Quebec)
Marital status on December 31, 2007 (Single)
Did your marital status change in 2007 (No)
If I use December 31
Province of residence on December 31, 2007 (non-resident)
Marital status on December 31, 2007 (Married)
Did your marital status change in 2007 (Yes)
If I use December 31, the T4 for quebec doesn't ask for the Quebec's numbers (releve 1) and there isn't any forms for the Quebec's return in the PDF file from the results.
If I want to have access to the normal T4 (which allows me to input the different values between federal and Quebec), I have to file as if I was in Quebec on December 31. Doing so give me results for both Federal and Quebec's tax return with printable forms.
My other problem is where to file the Quebec's forms. Should I send it with the Federal one to Ottawa?
I used UFILE (Impotexpert.ca for the french version) for the last couple of years for doing my income taxes while living in Quebec and was hoping I would be able to do the same this year. I know I can't filet online this year so I was hoping I'd be able to print and send the forms.
The big question is what to do for the 31 december 2007 questions:
If I use my date of departure instead of December 31
Province of residence on December 31, 2007 (Quebec)
Marital status on December 31, 2007 (Single)
Did your marital status change in 2007 (No)
If I use December 31
Province of residence on December 31, 2007 (non-resident)
Marital status on December 31, 2007 (Married)
Did your marital status change in 2007 (Yes)
If I use December 31, the T4 for quebec doesn't ask for the Quebec's numbers (releve 1) and there isn't any forms for the Quebec's return in the PDF file from the results.
If I want to have access to the normal T4 (which allows me to input the different values between federal and Quebec), I have to file as if I was in Quebec on December 31. Doing so give me results for both Federal and Quebec's tax return with printable forms.
My other problem is where to file the Quebec's forms. Should I send it with the Federal one to Ottawa?
Doh ... do you have to file a separate provincial return for Quebec?
Sorry .. I've not had any experience with that.
Maybe someone else here has ... or I'll try and look into later tonight.
Sorry .. I've not had any experience with that.
Maybe someone else here has ... or I'll try and look into later tonight.
QUOTE(EmilyandJason @ Mar 11 2008, 04:56 PM) 
Doh ... do you have to file a separate provincial return for Quebec?
Sorry .. I've not had any experience with that.
Maybe someone else here has ... or I'll try and look into later tonight.
Sorry .. I've not had any experience with that.
Maybe someone else here has ... or I'll try and look into later tonight.
Yes, you file one for the Federal and one for Quebec.
I'll try and see if I can find a number to call.
I called 1-800-267-5177 about the "December 31 2007" issue and the guy had no idea what to do. He told me to leave those blank and add a note about my situation. Problem is... I can't leave it blank with UFILE...
I got this info from here: http://www.cra-arc.gc.ca/E/pub/tg/5000-g/5...html#P319_25148
I think it answers some of your questions. I would recommend calling the Internation Tax Center rather than the regular line.
Which tax package should you use?
Generally, you have to use the package for the province or territory where you resided on December 31, 2007. However, there are exceptions (see next section) such as if you had residential ties (see the definition below) in another place. You should have received the package you need based on our records.
If you resided in Quebec on December 31, 2007, use the package for residents of Quebec to calculate your federal tax only. You will also need to file a Quebec provincial return.
Residential ties - These ties include where your home and personal property are, and where your spouse or common-law partner or dependants reside. Other ties that may be relevant include social ties, a driver's licence, bank accounts or credit cards, and provincial or territorial hospitalization insurance. For more details, see Interpretation Bulletin IT-221, Determination of an Individual's Residence Status.
Exceptions
In the following situations, you should use the package indicated:
A. If, on December 31, 2007, you had residential ties in more than one province or territory, use the package for the province or territory where you have your most important residential ties. For example, if you usually reside in Ontario, but you were going to school in Alberta or staying in a ski chalet in Quebec, you would use the package for Ontario.
B. If you are filing a return for a person who died in 2007, use the package for the province or territory where that person resided at the time of death.
C. If you emigrated from Canada in 2007, use the package for the province or territory in which you resided on the date you left. Mail your tax return to the International Tax Services Office, 2204 Walkley Road, Ottawa ON K1A 1A8.
D. If you lived outside Canada on December 31, 2007, but maintained significant residential ties with Canada, you may be considered a factual resident of Canada. Use the package for the province or territory where you kept your residential ties. You also have to complete Form T1248, Information about your residency status, and attach it to your return. Mail your tax return to:
International Tax Services Office
2204 Walkley Road
Ottawa ON K1A 1A8
If, under a tax treaty, you are considered to be a resident of another country, this may not apply. For more information, contact us.
E. Generally, if you did not maintain significant residential ties with Canada, and on December 31, 2007, you lived outside Canada and were a government employee, a member of the Canadian Forces or their overseas school staff, or working under a Canadian International Development Agency program, you may be considered a deemed resident of Canada. Use the package for non-residents and deemed residents of Canada. This also may apply to your dependent children and other family members.
F. If you stayed in Canada for 183 days or more in 2007, you did not establish significant residential ties (see previous section) with Canada, and, under a tax treaty, you were not considered a resident of another country, you will be considered a deemed resident of Canada. Use the package for non-residents and deemed residents of Canada.
G. If, throughout 2007, you did not have significant residential ties with Canada and neither E nor F applies, you may be considered a non-resident of Canada for tax purposes. Use the package for non-residents and deemed residents of Canada.
However, if you earned income from employment in a province or territory, or earned income from a business with a permanent establishment in a province or territory, use the package for that province or territory. Also, complete Form T1248, Information about your residency status, and attach it to your return.
I think it answers some of your questions. I would recommend calling the Internation Tax Center rather than the regular line.
Which tax package should you use?
Generally, you have to use the package for the province or territory where you resided on December 31, 2007. However, there are exceptions (see next section) such as if you had residential ties (see the definition below) in another place. You should have received the package you need based on our records.
If you resided in Quebec on December 31, 2007, use the package for residents of Quebec to calculate your federal tax only. You will also need to file a Quebec provincial return.
Residential ties - These ties include where your home and personal property are, and where your spouse or common-law partner or dependants reside. Other ties that may be relevant include social ties, a driver's licence, bank accounts or credit cards, and provincial or territorial hospitalization insurance. For more details, see Interpretation Bulletin IT-221, Determination of an Individual's Residence Status.
Exceptions
In the following situations, you should use the package indicated:
A. If, on December 31, 2007, you had residential ties in more than one province or territory, use the package for the province or territory where you have your most important residential ties. For example, if you usually reside in Ontario, but you were going to school in Alberta or staying in a ski chalet in Quebec, you would use the package for Ontario.
B. If you are filing a return for a person who died in 2007, use the package for the province or territory where that person resided at the time of death.
C. If you emigrated from Canada in 2007, use the package for the province or territory in which you resided on the date you left. Mail your tax return to the International Tax Services Office, 2204 Walkley Road, Ottawa ON K1A 1A8.
D. If you lived outside Canada on December 31, 2007, but maintained significant residential ties with Canada, you may be considered a factual resident of Canada. Use the package for the province or territory where you kept your residential ties. You also have to complete Form T1248, Information about your residency status, and attach it to your return. Mail your tax return to:
International Tax Services Office
2204 Walkley Road
Ottawa ON K1A 1A8
If, under a tax treaty, you are considered to be a resident of another country, this may not apply. For more information, contact us.
E. Generally, if you did not maintain significant residential ties with Canada, and on December 31, 2007, you lived outside Canada and were a government employee, a member of the Canadian Forces or their overseas school staff, or working under a Canadian International Development Agency program, you may be considered a deemed resident of Canada. Use the package for non-residents and deemed residents of Canada. This also may apply to your dependent children and other family members.
F. If you stayed in Canada for 183 days or more in 2007, you did not establish significant residential ties (see previous section) with Canada, and, under a tax treaty, you were not considered a resident of another country, you will be considered a deemed resident of Canada. Use the package for non-residents and deemed residents of Canada.
G. If, throughout 2007, you did not have significant residential ties with Canada and neither E nor F applies, you may be considered a non-resident of Canada for tax purposes. Use the package for non-residents and deemed residents of Canada.
However, if you earned income from employment in a province or territory, or earned income from a business with a permanent establishment in a province or territory, use the package for that province or territory. Also, complete Form T1248, Information about your residency status, and attach it to your return.
Here is the link to Canada Revenue Agency's information about Emigrants:
http://www.cra-arc.gc.ca/tax/nonresidents/.../leaving-e.html
I did a paper file the year I left because it was easier with the various different Schedules I needed to attach. One thing to keep in mind (I don't believe that they have changed it) - if your sole source of income for last year was Canadian, even though you left Canada before the end of the year you don't have to pro-rate your federal tax credits. If you write a letter stating that your World Income was all Canadian, then you are eligible to receive a full year's worth of tax credits. There is no form to claim this - you have to write a letter requesting it. I don't remember if the same benefit applied to Provincial tax credits or not but I seem to think that it didn't. You might just wish to do a paper file after all if it means you can submit the letter with your tax forms - the benefits to you can be substantial. I got a very nice tax return my first year in the States.
http://www.cra-arc.gc.ca/tax/nonresidents/.../leaving-e.html
I did a paper file the year I left because it was easier with the various different Schedules I needed to attach. One thing to keep in mind (I don't believe that they have changed it) - if your sole source of income for last year was Canadian, even though you left Canada before the end of the year you don't have to pro-rate your federal tax credits. If you write a letter stating that your World Income was all Canadian, then you are eligible to receive a full year's worth of tax credits. There is no form to claim this - you have to write a letter requesting it. I don't remember if the same benefit applied to Provincial tax credits or not but I seem to think that it didn't. You might just wish to do a paper file after all if it means you can submit the letter with your tax forms - the benefits to you can be substantial. I got a very nice tax return my first year in the States.
Yeah, I already read that before.
Doesn't help me since it says things I already know:
-I need to file by paper and send it by mail to the Internation Tax Services Office
-I need to use the kit for the province I resided before leaving Canada (Quebec)
The number I called is the Internation Tax Center....
I guess I'll do it for the portion I was in Canada only. In other words, I was single, not married and my civil status didn't change for the time I was a resident of Canada.
Print those, send them and hope for the best.
Doesn't help me since it says things I already know:
-I need to file by paper and send it by mail to the Internation Tax Services Office
-I need to use the kit for the province I resided before leaving Canada (Quebec)
The number I called is the Internation Tax Center....
I guess I'll do it for the portion I was in Canada only. In other words, I was single, not married and my civil status didn't change for the time I was a resident of Canada.
Print those, send them and hope for the best.
QUOTE(Zaurok @ Mar 11 2008, 11:24 AM)
Hello. I'm really lost here. Here's my situation:
I worked in Canada during the first half of 2007, quit my job before moving to the US on my K1 visa. Got married, filled for AOS and got my green card by the end of 2007. All my income is Canadian.
I earned money while being a resident of Canada (my job)
I earned money from some invested money (about 400$) but forgot to tell the place I invested that I became a non-resident so I received a T3 instead of a NR.
Also earned some interests from my banking account. I received a NR4 for it(about 100$)
Besides the T3 and NR4, I did not earn any money while in the US for 2007.
How should I answer the question where they ask where I was living on December 31th 2007? USA or the last place I was before becoming non-resident which would be Quebec
How should I answer the question about my civil status on December 31th? Single or Married? I was single the whole time I was a resident of Canada.
Where do I file the Quebec's income tax report? Should I send it to the International Tax Services Office with the Federal one?
Anyone knows if I have to file a return for the IRS?
If it was just me, I would file normally with an added note about the December 31th questions and the T3 not having been hit by the 25% deduction. About the NR4, do I need to include it anywhere?
I worked in Canada during the first half of 2007, quit my job before moving to the US on my K1 visa. Got married, filled for AOS and got my green card by the end of 2007. All my income is Canadian.
I earned money while being a resident of Canada (my job)
I earned money from some invested money (about 400$) but forgot to tell the place I invested that I became a non-resident so I received a T3 instead of a NR.
Also earned some interests from my banking account. I received a NR4 for it(about 100$)
Besides the T3 and NR4, I did not earn any money while in the US for 2007.
How should I answer the question where they ask where I was living on December 31th 2007? USA or the last place I was before becoming non-resident which would be Quebec
How should I answer the question about my civil status on December 31th? Single or Married? I was single the whole time I was a resident of Canada.
Where do I file the Quebec's income tax report? Should I send it to the International Tax Services Office with the Federal one?
Anyone knows if I have to file a return for the IRS?
If it was just me, I would file normally with an added note about the December 31th questions and the T3 not having been hit by the 25% deduction. About the NR4, do I need to include it anywhere?
Ok, I'm home now and I'll give this a shot.
Where you were living on Dec 31 - this should be USA, you will need to put in your date of departure
Civil status - married - you will need to enter the date of change. You will include your spouses income for the period of the year you were married (there should be a spot for spouse's income)
I believe you send the Quebec return to either of the Quebec addresses. The CRA site indicates you "may" need to file a separate Quebec return in the year of departure. I really don't have any experience in this area (I'm from BC).
As for filing with the IRS, I believe you will file .. either married filing separately or married filing jointly .. this is really out of my area of experience as well.
Sorry I can't provide more info about the Quebec return or the US return.
Hope this helps get you started.
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