US Taxes for Canadians

There are a number of situations where Canadians may need to file US Taxes. A listing of the more common filing situations is included below. US Taxes for Canadians can be a complex area to deal with and the US-Canada Tax Treaty often needs to be applied. 

The primary purpose of the US -Canada Tax Treaty is to mitigate international double tax. The benefits of the tax treaty are generally provided based on residency and one needs to ensure residency is accurately assessed to ensure accurate filings.  Click here for an IRS link to learn more about the US-Canada Tax Treaty.

Our services include US tax return preparation and filings for Canadians / non-US residents at both a US federal and state level. Our team of experts have extensive experience in working with the US-Canada Tax Treaty and in preparing US tax returns for Canadians. 

Below are some examples where filings may be required for Canadians. If you need to complete US tax filings, we encourage you to connect with us so we can discuss how we can be of assistance. 

1. Wage income – where you work temporarily in the US.
2. Business income – where you own a business that was engaged in a trade or business within the United States.
3. Pension or annuity income – you have reportable US source income where taxes were not withheld or these were incorrectly withheld.
4. Investment income – you have dividend income and other types of FDAP income where taxes were not accurately / adequately withheld
5. Real estate – you have sold US real estate, or have rental income from US owned property.
6. You meet the substantial presence test and are a deemed US resident.