Hmmm! When I called TurboTax, they told me there is no provision for 1042-S and that I have to hire a CPA to help me with it. Not sure why TurboTax wouldn't have provision for 1042-S?
Regarding my Substantial presence test, they ask for 183 days in a 3 year period. Which I qualify for because I used to live and work in the US
Because my annuity payor withheld 3% over the 15% limit (US-Canada Treaty), I am having to run around for this. I am wondering if I can just report the 18% withholding by IRS to CRA and report that as foreign credit. Would make it simpler and I wouldn't have to file a US tax return. 🙂
