Jump to content
Sign in to follow this  
~Laura and Nick~

oh oh

16 posts in this topic

Recommended Posts

Gang,

What do I do???

Doing our taxes this year, Nick and I have discovered that we made a mistake on last years income tax.

Nick filed his taxes last year and included me on them. He never declared my Canadian income that I made prior to moving to the U.S. nor the Unemployment I collected after I had moved at the end of 2008. Neither of us knew anything about declaring world income........damn.

How should we approach this? Should we contact the IRS telling them we just discovered we made an error last year? I don't want this coming back to haunt us later on. It was a genuine mistake.

Any advice would be greatly appreciated.


Let's Keep the Song Going!!!

CANADA.GIFUS1.GIF

~Laura and Nicholas~

IMG_1315.jpg

Met online November 2005 playing City of Heroes

First met in Canada, Sept 22, 2006 <3

September 2006 to March 2008, 11 visits, 5 in Canada, 6 in NJ

Officially Engaged December 24th, 2007!!!

Moved to the U.S. to be with my baby on July 19th, 2008 on a K1 visa!!!!

***10 year green card in hand as of 2/2/2012, loving and living life***

Hmmm maybe we should move back to Canada! lol smile.png

Share this post


Link to post
Share on other sites

Hi Laura,

You are just going to need to file an amended return (same as you would in Canada). You will need to file the 1040X and include your income.

Thank you hon.

I really know nothing about taxes. My dad always filed them for me.

I'll look into this. Will I have to file them with my taxes Nick and I are doing this week?


Let's Keep the Song Going!!!

CANADA.GIFUS1.GIF

~Laura and Nicholas~

IMG_1315.jpg

Met online November 2005 playing City of Heroes

First met in Canada, Sept 22, 2006 <3

September 2006 to March 2008, 11 visits, 5 in Canada, 6 in NJ

Officially Engaged December 24th, 2007!!!

Moved to the U.S. to be with my baby on July 19th, 2008 on a K1 visa!!!!

***10 year green card in hand as of 2/2/2012, loving and living life***

Hmmm maybe we should move back to Canada! lol smile.png

Share this post


Link to post
Share on other sites
Filed: IR-1/CR-1 Visa Country: Vietnam
Timeline

Thank you hon.

I really know nothing about taxes. My dad always filed them for me.

I'll look into this. Will I have to file them with my taxes Nick and I are doing this week?

It's a separate tax return. Does not need to be filed at the same time as the 2009 return.


I-864 Affidavit of Support FAQ -->> https://travel.state.gov/content/visas/en/immigrate/immigrant-process/documents/support/i-864-frequently-asked-questions.html

FOREIGN INCOME REPORTING & TAX FILING -->> https://www.irs.gov/publications/p54/ch01.html#en_US_2015_publink100047318

CALL THIS NUMBER TO ORDER IRS TAX TRANSCRIPTS >> 800-908-9946

PLEASE READ THE GUIDES -->> Link to Visa Journey Guides

MULTI ENTRY SPOUSE VISA TO VN -->>Link to Visa Exemption for Vietnamese Residents Overseas & Their Spouses

Share this post


Link to post
Share on other sites

It's a separate tax return. Does not need to be filed at the same time as the 2009 return.

Thank you muchly :)


Let's Keep the Song Going!!!

CANADA.GIFUS1.GIF

~Laura and Nicholas~

IMG_1315.jpg

Met online November 2005 playing City of Heroes

First met in Canada, Sept 22, 2006 <3

September 2006 to March 2008, 11 visits, 5 in Canada, 6 in NJ

Officially Engaged December 24th, 2007!!!

Moved to the U.S. to be with my baby on July 19th, 2008 on a K1 visa!!!!

***10 year green card in hand as of 2/2/2012, loving and living life***

Hmmm maybe we should move back to Canada! lol smile.png

Share this post


Link to post
Share on other sites
Filed: AOS (apr) Country: Canada
Timeline

ok I am afraid I am in the same boat as Laura and Nick :unsure: The only difference is that it happened for the 2009 taxes. We filed jointly and we did not declare my Canadian income for 2009 by pure mistake, we really did not know about it :bonk:

So we have to file form 1040x .. We took a look at it and some of the terms they use for US taxes are not exactly the same as the ones on my T4 from Canada, (plus I have a T4 and RL-1, what is the difference ?) .. I really never did my own taxes and always had my accountant doing it for me, so I am completely confused. So how do we go about filing it ?

Second question .. are we actually going to pay taxes here in the States for the money I made in Canada (which is not a lot since I only worked a part of the year) ? It just seems like a nonsense to me when I do not even know yet if I will owe to Canada for 2009 taxes.

Thanks for any help :)

Edited by ozone_1974

Few are those who see with their own eyes and feel with their own hearts.

K1

2008-07-09 : I-129F Sent

2008-11-18 : I-129F NOA2

2008-11-24 : Consulate Received

2008-11-30 : Packet 3 Received

2009-01-26 : Medical appointment (3 vaccines shots !)

2009-02-09 : Packet 3 Sent

2009-03-30 : Packet 4 Received

2009-04-28 : Visa APPROVED !!!!!

2009-05-01 : Visa in hand !!!!!

2009-08-22 : Big smile and moving to sunny Florida

2009-08-23 : Finally here in Florida with my babe :)

2009-09-17 : Civil wedding :)

AOS

2009-10-13 : Filed for AOS, AP, EAD

2009-10-23 : AOS NOA Received

2009-10-23 : AP NOA Received

2009-10-23 : EAD NOA Received

2009-11-05 : AOS Transfered to CSC

2009-11-18 : Biometrics Appt.

2009-12-04 : AP Approved

2009-12-11 : EAD Card received

2010-02-16 : AOS Approved and Greencard Received ! :)

Removing conditions on 11/16/2011

Share this post


Link to post
Share on other sites
Filed: Citizen (apr) Country: Canada
Timeline

I have seen people that have owed IRS tax from claiming canadian income, I myself did not owe anything and it didnt affect our tax return much. I only worked about 4 months in canada before I had moved tho. We had HR block do our taxes so we could avoid any mistakes doing it ourself and if they made mistakes they fix it for free.

T4 is a W2 you have to convert your canadian to american with the 2009 exchange rate. Not sure what a RL is tho, I had T3s etc and my T3 actually got us a 3,000$ credit for the next few years of taxes.


-------------------------------------------- as1cE-a0g410010MjgybHN8MDA5Njk4c3xNYXJyaWVkIGZvcg.gif

Your I-129f was approved in 5 days from your NOA1 date.

Your interview took 67 days from your I-129F NOA1 date.

AOS was approved in 2 months and 8 days without interview.

ROC was approved in 3 months and 2 days without interview.

I am a Citizen of the United States of America. 04/16/13

Share this post


Link to post
Share on other sites
Filed: AOS (apr) Country: Canada
Timeline

Thanks a lot Inky, we'll try HR Block also and see if they can do the 1040x :)

Just seems weird to me to pay taxes in both countries .. but I guess it is what it is :unsure:

I'll keep this post updated with the problem's solution, maybe it can help someone else in the future :)


Few are those who see with their own eyes and feel with their own hearts.

K1

2008-07-09 : I-129F Sent

2008-11-18 : I-129F NOA2

2008-11-24 : Consulate Received

2008-11-30 : Packet 3 Received

2009-01-26 : Medical appointment (3 vaccines shots !)

2009-02-09 : Packet 3 Sent

2009-03-30 : Packet 4 Received

2009-04-28 : Visa APPROVED !!!!!

2009-05-01 : Visa in hand !!!!!

2009-08-22 : Big smile and moving to sunny Florida

2009-08-23 : Finally here in Florida with my babe :)

2009-09-17 : Civil wedding :)

AOS

2009-10-13 : Filed for AOS, AP, EAD

2009-10-23 : AOS NOA Received

2009-10-23 : AP NOA Received

2009-10-23 : EAD NOA Received

2009-11-05 : AOS Transfered to CSC

2009-11-18 : Biometrics Appt.

2009-12-04 : AP Approved

2009-12-11 : EAD Card received

2010-02-16 : AOS Approved and Greencard Received ! :)

Removing conditions on 11/16/2011

Share this post


Link to post
Share on other sites
Filed: Citizen (apr) Country: Canada
Timeline

There is a tax treaty between US and Canada that prevents double taxation. You should take a look at the "Foreign Tax Credit" option which will basically cancel out any taxes you would pay to the US because you have already paid them in Canada. Is the RL for investment income? (I don't remember now :blink: ) . Investment income is handled separately from employment income in preparing US tax returns, although it is still covered by the Foreign Tax Credit.

What I found really useful is getting one of those big tax guides that are published at this time of year for around $20/25. The whole taxation system in the US is totally different than in Canada and it helped me gain a better understanding of the whole process, as well as helping us negotiate the World Income/double taxation/Foreign tax credit situation. I had both earned income and investment income. Because the exchange rate had varied so significantly during the year I moved I went back and found the actual exchange rate for each pay period and applied them individually to get a much more accurate account of what my income was in terms of US dollars. You should be fine taking the exchange rate for the year's end and applying it to your Canadian income to get the actual amount.

Last year we had to file an amended tax return as well as we had sold some land Joe owned in the early Spring and did not receive the tax statement about it until after we had filed our returns. It wasn't a problem - although we had to pay back some of the refund that we had received.

Edited by Kathryn41

“...Isn't it splendid to think of all the things there are to find out about? It just makes me feel glad to be alive--it's such an interesting world. It wouldn't be half so interesting if we knew all about everything, would it? There'd be no scope for imagination then, would there?”

. Lucy Maude Montgomery, Anne of Green Gables

5892822976_477b1a77f7_z.jpg

Another Member of the VJ Fluffy Kitty Posse!

Share this post


Link to post
Share on other sites

A tax credit is available for on Foreign Earned Income (i.e. employment income), by filling out Form 2555. Credit is available for other types of income (i.e. UIC, RRSP, etc) by filling out Form 1116.


Removal of Conditions

04-14-10 I751 Application sent

04-19-10 NOA1

06-01-10 Biometrics in Detroit

08-10-10 Card Production Order

08-24-10 Green Card Received

AOS Journey

10-06-07 POE Detroit

10-12-07 Married

10-19-07 Mailed AOS Package

10-24-07 AOS package delivered

10-29-07 NOA1 Date

11-07-07 Applied for SSN, Received within 2 weeks

12-11-07 Biometrics in Detroit

12-21-07 I-485 Transferred to CSC

12-31-07 I-765 Card Production Ordered; I-131 Approved

01-07-08 I-131 Received

01-10-08 I-765 Approval Notice Sent

01-12-08 I-765 Received

02-21-08 RFE - Medical

03-18-08 RFE returned

04-07-08 RFE received at CSC

07-15-08 Card Production Order

07-21-08 Green Card Received

K1 Journey

09-12-06 I129F Application sent

09-20-06 NOA1, Receipt Notice

01-22-07 NOA2, Approval Notice

02-08-07 Petition forwarded to Mtl

03-02-07 Pkg 3 Received

03-17-07 Pkg 3 Returned

08-15-07 Montreal Interview, APPROVED

09-11-07 Visa Received

Share this post


Link to post
Share on other sites
Filed: AOS (apr) Country: Canada
Timeline

Thanks so much Kathryn & one_day_at_a_time :)

Since we filed jointly this year, (my first year in U.S.A), will I be able to use the Foreign Tax Credit (is it form 1116 or 2555 :unsure: ) ?

Also another question .. with the form 1040x (amended tax return), would we be able to switch from filing jointly to filing separately ? And what is best, filing jointly or separately ?

Edited by ozone_1974

Few are those who see with their own eyes and feel with their own hearts.

K1

2008-07-09 : I-129F Sent

2008-11-18 : I-129F NOA2

2008-11-24 : Consulate Received

2008-11-30 : Packet 3 Received

2009-01-26 : Medical appointment (3 vaccines shots !)

2009-02-09 : Packet 3 Sent

2009-03-30 : Packet 4 Received

2009-04-28 : Visa APPROVED !!!!!

2009-05-01 : Visa in hand !!!!!

2009-08-22 : Big smile and moving to sunny Florida

2009-08-23 : Finally here in Florida with my babe :)

2009-09-17 : Civil wedding :)

AOS

2009-10-13 : Filed for AOS, AP, EAD

2009-10-23 : AOS NOA Received

2009-10-23 : AP NOA Received

2009-10-23 : EAD NOA Received

2009-11-05 : AOS Transfered to CSC

2009-11-18 : Biometrics Appt.

2009-12-04 : AP Approved

2009-12-11 : EAD Card received

2010-02-16 : AOS Approved and Greencard Received ! :)

Removing conditions on 11/16/2011

Share this post


Link to post
Share on other sites
Filed: IR-1/CR-1 Visa Country: Canada
Timeline

Read page 1 of the F2555 instructions - it has a little test to see if you are eligible to use the form. It is only for people who were bonafide residents of a foreign country / meet the physical presence test. I'm not familiar with the 1116 yet as I am ignoring our taxes right now :)

Filing jointly or separately depends on your personal tax situation. I have seen others suggest trying both scenarios to see which has the better outcome.

Good luck!

Share this post


Link to post
Share on other sites
Filed: AOS (apr) Country: Canada
Timeline

Tanks a lot Trailmix, I will definitly take a closer look at that form :)


Few are those who see with their own eyes and feel with their own hearts.

K1

2008-07-09 : I-129F Sent

2008-11-18 : I-129F NOA2

2008-11-24 : Consulate Received

2008-11-30 : Packet 3 Received

2009-01-26 : Medical appointment (3 vaccines shots !)

2009-02-09 : Packet 3 Sent

2009-03-30 : Packet 4 Received

2009-04-28 : Visa APPROVED !!!!!

2009-05-01 : Visa in hand !!!!!

2009-08-22 : Big smile and moving to sunny Florida

2009-08-23 : Finally here in Florida with my babe :)

2009-09-17 : Civil wedding :)

AOS

2009-10-13 : Filed for AOS, AP, EAD

2009-10-23 : AOS NOA Received

2009-10-23 : AP NOA Received

2009-10-23 : EAD NOA Received

2009-11-05 : AOS Transfered to CSC

2009-11-18 : Biometrics Appt.

2009-12-04 : AP Approved

2009-12-11 : EAD Card received

2010-02-16 : AOS Approved and Greencard Received ! :)

Removing conditions on 11/16/2011

Share this post


Link to post
Share on other sites
Filed: Citizen (apr) Country: Canada
Timeline

We did file one of thos at HR block not sure which one but I know she did one at my request. So far we got our fed return back, should get the state one in a couple days or so.

I thought I got papers today from CRA to file canadian leaving canada taxes but nope.. I get a bill for 62$ of GST that I supposedly " cashed and put in my bank account " Which I find funny cus I NEVER cashed it and I dont have a canadian Bank account. The Gov GST check is still in its envelope unopend and is being sent to them today by my mom back in canada. Starting to really get on my nerves. :angry:


-------------------------------------------- as1cE-a0g410010MjgybHN8MDA5Njk4c3xNYXJyaWVkIGZvcg.gif

Your I-129f was approved in 5 days from your NOA1 date.

Your interview took 67 days from your I-129F NOA1 date.

AOS was approved in 2 months and 8 days without interview.

ROC was approved in 3 months and 2 days without interview.

I am a Citizen of the United States of America. 04/16/13

Share this post


Link to post
Share on other sites
Filed: AOS (apr) Country: Canada
Timeline

I thought I got papers today from CRA to file canadian leaving canada taxes but nope.. I get a bill for 62$ of GST that I supposedly " cashed and put in my bank account " Which I find funny cus I NEVER cashed it and I dont have a canadian Bank account. The Gov GST check is still in its envelope unopend and is being sent to them today by my mom back in canada. Starting to really get on my nerves. :angry:

I know exactly what you are saying Inky, I too received checks in the mail for a few (even though I told them I moved to USA) .. had to send them back each time. I hope they find out their mistake and correct it for you .. lots of frustrating times this year with taxes :blink:

So I received my taxes reports from my accountant in Canada this year. Basically he claimed my wife on it as I got married in 2009 and I receive taxes this year from Federal and provincial (which I was extremely surprised and was even wondering if it was right since I only worked 8 months in Canada in 2009). Any people receiving back taxes from the Gvt in Canada for 2009 taxes ? I mean is it normal, lol ?

Also I know I am not entitled to the GST returns they kept sending in the mail and I have to send them back, but am I entitled to have a tax return from Canada if I am not even allowed to get GST ?

Edited by ozone_1974

Few are those who see with their own eyes and feel with their own hearts.

K1

2008-07-09 : I-129F Sent

2008-11-18 : I-129F NOA2

2008-11-24 : Consulate Received

2008-11-30 : Packet 3 Received

2009-01-26 : Medical appointment (3 vaccines shots !)

2009-02-09 : Packet 3 Sent

2009-03-30 : Packet 4 Received

2009-04-28 : Visa APPROVED !!!!!

2009-05-01 : Visa in hand !!!!!

2009-08-22 : Big smile and moving to sunny Florida

2009-08-23 : Finally here in Florida with my babe :)

2009-09-17 : Civil wedding :)

AOS

2009-10-13 : Filed for AOS, AP, EAD

2009-10-23 : AOS NOA Received

2009-10-23 : AP NOA Received

2009-10-23 : EAD NOA Received

2009-11-05 : AOS Transfered to CSC

2009-11-18 : Biometrics Appt.

2009-12-04 : AP Approved

2009-12-11 : EAD Card received

2010-02-16 : AOS Approved and Greencard Received ! :)

Removing conditions on 11/16/2011

Share this post


Link to post
Share on other sites
 
Didn't find the answer you were looking for? Ask our VJ Immigration Lawyers.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
Sign in to follow this  
- Back to Top -


Important Disclaimer: Please read carefully the Visajourney.com Terms of Service. If you do not agree to the Terms of Service you should not access or view any page (including this page) on VisaJourney.com. Answers and comments provided on Visajourney.com Forums are general information, and are not intended to substitute for informed professional medical, psychiatric, psychological, tax, legal, investment, accounting, or other professional advice. Visajourney.com does not endorse, and expressly disclaims liability for any product, manufacturer, distributor, service or service provider mentioned or any opinion expressed in answers or comments. VisaJourney.com does not condone immigration fraud in any way, shape or manner. VisaJourney.com recommends that if any member or user knows directly of someone involved in fraudulent or illegal activity, that they report such activity directly to the Department of Homeland Security, Immigration and Customs Enforcement. You can contact ICE via email at Immigration.Reply@dhs.gov or you can telephone ICE at 1-866-347-2423. All reported threads/posts containing reference to immigration fraud or illegal activities will be removed from this board. If you feel that you have found inappropriate content, please let us know by contacting us here with a url link to that content. Thank you.
×
×
  • Create New...