watergirl

Hey, I sent one in mid-July of this year and obtained a letter back/response from them in early October of this year -- so about 3 months. And following up on my previous post, CRA told me to include the W-2 amount only as "income" on the T2209 form, but in the amount of taxes paid, to sum up total taxes from W-2 and from 1042-S. They also told me to attach the IRS transcript (which you can get here https://www.irs.gov/individuals/get-transcript) to prove the total $ amount paid in taxes, along with photocopies of US tax returns. Hope that's helpful!

Hi -- Canadian in the US for a PhD here, and wondering about similar questions. NSERC income in Canada, and RA and small grants in the US. I was told by the CRA to fill NR-73 to determine residency status (I wish I knew this early on in my grad studies), then fill the Canadian tax packages accordingly. In the letter I got back from them, I was referred to S5-F1-C1. Since I am a "factual resident of Canada", I then called the CRA, and I was told to attach the T2209 with my US income for each year of reporting, and attach a copy of my tax returns for each year. I'm still unsure about whether to include (sum up) my W-2 (income from RA) and 1042-S (fellowships) on T2209, what to put as amount of taxes already paid etc. And how to account for any taxes not withheld at the source (showing up on W-2 and 1042-S) but that I paid to the state or IRS after filling my US taxes.... Calling the CRA today and hopefully I can update with some answers. PS: If that is helpful to anyone reading, if you are still contributing to your TFSA in Canada but wrote a departure date in your tax returns my mistake or misunderstanding, you will be taxed a lot on it so get that checked!