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2019 US Personal Taxes Checklist

US Personal Income Tax Return Checklist (for each spouse as applicable)

Name: __________________________

Social Security or ITIN Number ____________

Date of Birth __________________________


Arrived in Canada:______________________

Permanent Residence Address:____________________________

Citizenship status (US, Dual, Canadian, or Landed Immigrant in Canada):___________

Martial status as of December 31, 2019:______________

Days in US (for permit holders and non US citizens): 2019______ 2018_____ 2017_____

Slips & Receipts

(Official receipts required)

All US & some Canadian slips are required

  • 1099-R
  • 1099-Interest
  • 1099-Misc
  • 1099-Social Security
  • 1042-S
  • 8288-A
  • 8288-Copy B
  • W2’s
  • T4’s
  • T5’s
  • T3’s
  • T4A’s
  • 2019 Canadian Tax Return including taxes paid
  • 2018 US Tax Return
  • Details of any installments made to IRS
  • For US citizens; Details of all investment and bank accounts highest amounts held outside of the United States if exceeded $10,000USD at ANYTIME during the year in the aggregate. (See FBAR Form)
  • US Rental Income and Expenses along with property address(es)
  • For US citizens; Names, social security number, and birthdate of children under the age of 17 as at December 31, 2019 living with you
  • US Rental Income and Expenses along with property address(es)
  • US Sourced Income and Expenses
  • Alimony (or spousal support) paid or received and payor or recipient social security number
  • Medical expense receipts
  • Charitable donation receipts
  • Purchase and sale documents of any US property sold
  • Details, expiry, and type of US working permit
  • Date of purchase, or rental of current residence for US citizens___________
  • US Citizen Shareholders (over 10% Interest) of Canadian Privately Controlled Corporations
  • Details of Canadian company financial statements for latest fiscal period if shares are owned by US citizen
  • Number and Type of Shares in Canadian company owned by US citizen
  • Incorporation date and place of business of Canadian Company owned by US citizen
  • Company cash, accounts receivable, and investment balance as of December 31,  2015, December 31, 2016, November 2, 2017, and December 31, 2017 for Canadian company owned by US citizen
  • Canadian company owned by US citizen corporate taxes paid from 1986 to December 31, 2017

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