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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 __________________________

Occupation:___________________________

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

Tips To Help Minimize Your Professional Fees

Bring everything in one package

Come in early  AFTER YOU RECEIVED ALL YOUR SLIPS AND YOUR CANADIAN RETURN

Do not separate slips

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