|
Canada / US Tax Return Decision Chart |
||
| Circumstance | No. | Organizer Description |
| You are a U.S. Citizen. | 1 | 1040 Tax Return Organizer |
| You are a U.S. Resident and you are not a resident of another country to which you have stronger ties than to the U.S. | 1 | 1040 Tax Return Organizer |
| You are a U.S. Citizen or a U.S. Resident and you have a Canadian pension plan, deferred profit sharing plan or RRSP or RRIF Pension. | 2 | Canadian Pension Plan Organizer |
| You are a Resident of Florida. | 10 | Florida Intangible Tax Organizer |
| You are a Nonresident Alien of the U.S. and you sold U.S. real estate or had U.S. real estate rental income. | 3 | 1040NR Real Estate Organizer |
| You are a Nonresident Alien of the U.S. and you do not have a U.S. taxpayer identification number. | 11 | W-7 Questionnaire |
| You are a U.S. Resident, but you are also a resident of another country and you have stronger ties to that country than to the U.S. | 4 | 1040NR Treaty Based Return Organizer |