Vijaybala
New Member

Get your taxes done using TurboTax

Thank you for your response.  I am not a US citizen or a grencard holder. I used to live in the US on work permit until Oct 2020. The substantial presence test goes back 3 years, hence it considers me a "resident alien" for tax purposes. 

 

I had already filed a W8-BEN with my annuity payor, but for the 2021 payment, they withheld more than the 15% that they usually do. My 2022 annuity had the right 15% withholding.

 

It would appear I have to file a 1040 and get a refund and then report 15% as foreign tax credit on my canadian return. Right? 

 

Thank you!