So at this point you are a non-resident alien for US tax purposes. (Taxation of nonresident aliens). The US has a Totalization agreement with Canada for the Social Security as well as a Bilateral Income Tax Treaty for the other retirement income.
Article XVIII of the US Canada Tax Treaty, Paragraph 5 speaks to the social security:
Benefits under the social security legislation in a Contracting State paid to a resident of the other
Contracting State or a citizen of the United States shall be taxable only in the first-mentioned State.
Paragraphs 1 and 2 speak to pensions and annuities (retirement income):
1. Pensions and annuities arising in a Contracting State and paid to a resident of the other
Contracting State may be taxed in that other State, but the amount of any pension included in income for
the purposes of taxation in that other State shall not exceed the amount that would be included in the
first-mentioned State if the recipient were a resident thereof.
2. However:
(a) Pensions may also be taxed in the Contracting State in which they arise and
according to the laws of that State; but if a resident of the other Contracting State is the
beneficial owner of a periodic pension payment, the tax so charged shall not exceed 15 per cent
of the gross amount of such payment; and
(b) Annuities may also be taxed in the Contracting State in which they arise and according to the laws of that State; but if a resident of the other Contracting State is the beneficial owner of an annuity payment, the tax so charged shall not exceed 15 per cent of the portion of such payment that is liable to tax in the first-mentioned State.
Thank you for the question @ziggy1465
All the best,
Marc T.
TurboTax Live Tax Expert
27 Years of Experience Helping Clients
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
