U.S. Tax Returns

Canada Revenue Agency
Agence du revenu du Canada

T1 GENERALProtected B when completed

Income Tax and Benefit Return

If this return is for a deceased person, enter their information in Step 1 and see the Federal Income Tax and Benefit Guide.

Step 1 – Identification and other information

First name

Social insurance number (SIN)

Last name

Date of birth (Year Month Day)

Mailing address: Apt No – Street No Street name

Your language of correspondence: EnglishFrançais

PO Box RR

Is this return for a deceased person? . . . Yes

City Prov./Terr. Postal code

Email address

Marital status on December 31:

1 Married2 Living common-law3 Widowed4 Divorced5 Separated6 Single

Information about your residence

Enter your province or territory of residence on December 31:

If you became or ceased to be a resident of Canada for income tax purposes during the year, enter the date of: entry or departure

Step 2 – Total income

Employment income (box 14 of all T4 slips)10100

Tax-exempt income for emergency services volunteers10105

Commissions included on line 10100 (box 42 of all T4 slips)10120

Wage loss replacement contributions10130

Other employment income10400

Old age security (OAS) pension (box 18 of the T4A(OAS) slip)11300

CPP or QPP benefits (box 20 of the T4A(P) slip)11400

Other pensions and superannuation11500

Elected split-pension amount (attach Form T1032)11600

Employment insurance (EI) and other benefits (box 14 of the T4E slip)11900

Taxable amount of dividends from taxable Canadian corporations12000

Interest and other investment income (use Federal Worksheet)12100

Net partnership income: limited or non-active partners only12200

Rental income (see Form T776) — Gross 12599 . . . . Net12600

Taxable capital gains (complete Schedule 3)12700

Support payments received — Total 12799 . . . . Taxable amount12800

RRSP income (from all T4RSP slips)12900

Other income — Specify:13000

Taxable scholarships, fellowships, bursaries, and artists' project grants13010

Add lines 10100, 10400 to 14300. This is your total income.15000

Form1040-NR

Department of the Treasury—Internal Revenue Service

U.S. Nonresident Alien Income Tax Return

OMB No. 1545-0074
IRS Use Only—Do not write or staple in this space.

For the year Jan. 1–Dec. 31, or other tax year beginning , ending See separate instructions.

Filing StatusCheck only one box.

SingleMarried filing separately (MFS)Qualifying surviving spouse (QSS)

EstateTrust

If you checked the QSS box, enter the child's name if the qualifying person is a child but not your dependent:

Your first name and middle initial

Last name

Identifying number (see instructions)

Home address (number, street, and apt. no., or rural route). If you have a P.O. box, see instructions.

Apt. no.

Check if:
☐ You were a dual-status alien

City, town, or post office. If you have a foreign address, also complete spaces below.

State

ZIP code

Foreign country name

Foreign province/state/county

Foreign postal code

Digital Assets

At any time during the tax year, did you: (a) receive (as a reward, award, or payment for property or services); or (b) sell, exchange, or otherwise dispose of a digital asset (or a financial interest in a digital asset)? (See instructions.) YesNo

Dependents(see instructions)

(1) First name Last name(2) Identifying number(3) Relationship to you(4) Child tax creditCredit for other dependents

Income Effectively Connected With U.S. Trade or BusinessAttach Form(s) W-2 here. Also attach Forms 1042-S, SSA-1042S, RRB-1042S, and 1099-R if tax was withheld.

1aTotal amount from Form(s) W-2, box 1 (see instructions)1a

bHousehold employee wages not reported on Form(s) W-21b

cTip income not reported on line 1a (see instructions)1c

dMedicaid waiver payments not reported on Form(s) W-21d

eTaxable dependent care benefits from Form 2441, line 261e

fEmployer-provided adoption benefits from Form 8839, line 291f

gWages from Form 8919, line 61g

hOther earned income (see instructions)1h

kTotal income exempt by a treaty from Schedule OI (Form 1040-NR)1k

zAdd lines 1a through 1h1z

2aTax-exempt interest . . . . . . . b Taxable interest2b

3aQualified dividends . . . . . . . b Ordinary dividends3b

4aIRA distributions . . . . . . . . b Taxable amount4b

5aPensions and annuities . . . . . b Taxable amount5b

6Reserved for future use6

7Capital gain or (loss). Attach Schedule D (Form 1040)7

8Additional income from Schedule 1 (Form 1040), line 108

9Add lines 1z, 2b, 3b, 4b, 5b, 7, and 8. This is your total effectively connected income9

10Adjustments to income from Schedule 1 (Form 1040), line 2610

11Subtract line 10 from line 9. This is your adjusted gross income11

Form1040

Department of the Treasury—Internal Revenue Service

U.S. Individual Income Tax Return

OMB No. 1545-0074
IRS Use Only—Do not write or staple in this space.

For the year Jan. 1–Dec. 31, or other tax year beginning , ending See separate instructions.

Filing StatusCheck only one box.

SingleMarried filing jointly (even if only one had income)

Married filing separately (MFS)Head of household (HOH)Qualifying surviving spouse (QSS)

If you checked the MFS box, enter the name of your spouse. If you checked the HOH or QSS box, enter the child's name if the qualifying person is a child but not your dependent:

Your first name and middle initial

Last name

Your social security number

If joint return, spouse's first name and middle initial

Last name

Spouse's social security number

Home address (number and street). If you have a P.O. box, see instructions.

Apt. no.

Presidential Election Campaign
Check here if you, or your spouse if filing jointly, want $3 to go to this fund.

City, town, or post office. If you have a foreign address, also complete spaces below.

State

ZIP code

Foreign country name

Foreign province/state/county

Foreign postal code

Digital Assets

Standard Deduction

Someone can claim: You as a dependentYour spouse as a dependent
Spouse itemizes on a separate return or you were a dual-status alien

Age/Blindness

You: Were born before January 2, 1961Are blind Spouse: Was born before January 2, 1961Is blind

Dependents(see instructions):
If more than four dependents, see instructions and check here

(1) First name Last name(2) Social security number(3) Relationship to you(4) Child tax creditCredit for other dependents

IncomeAttach Form(s) W-2 here. Also attach Forms W-2G and 1099-R if tax was withheld.

If you did not get a Form W-2, see instructions.

1aTotal amount from Form(s) W-2, box 1 (see instructions)1a

bHousehold employee wages not reported on Form(s) W-21b

cTip income not reported on line 1a (see instructions)1c

dMedicaid waiver payments not reported on Form(s) W-21d

eTaxable dependent care benefits from Form 2441, line 261e

fEmployer-provided adoption benefits from Form 8839, line 291f

gWages from Form 8919, line 61g

hOther earned income (see instructions)1h

iNontaxable combat pay election (see instructions)

zAdd lines 1a through 1h1z

2aTax-exempt interest . . . . . . . . b Taxable interest2b

3aQualified dividends . . . . . . . . b Ordinary dividends3b

4aIRA distributions . . . . . . . . . b Taxable amount4b

5aPensions and annuities . . . . . . b Taxable amount5b

6aSocial security benefits . . . . . b Taxable amount6b

7Capital gain or (loss). Attach Schedule D if required7

8Additional income from Schedule 1, line 108

9Add lines 1z, 2b, 3b, 4b, 5b, 6b, 7, and 8. This is your total income9

10Adjustments to income from Schedule 1, line 2610

11Subtract line 10 from line 9. This is your adjusted gross income11

M GT3,482.50

M−

M+

√

−

Form 1040 / 1040-NR

U.S. Tax Returns

Resident, non-resident, and dual-status U.S. returns for Canadians with U.S. filing obligations.

Who this is for

Canadian residents who are U.S. citizens, green card holders, or otherwise required to file a U.S. return.

What's included

Form 1040 or 1040-NR preparation
and e-filing

Foreign tax credit and treaty position
claims to avoid double tax

Coordination with your Canadian T1
so both returns agree

Review of prior filings for missed
credits or elections