TomD8
Level 15

State tax filing

@ali21471 --

 

With regard to your U.S. federal  tax obligations, I lifted the following from this website: https://www.taxnotes.com/featured-analysis/canada-us-tax-treaty-and-americans-canadian-source-income...

 

"Under Article IV of the Canada-U.S. tax treaty, the United States has further guidance for dual residents determined to be Canadian under the tiebreaking rules. If a person is determined to be Canadian but has a U.S. green card, the person can claim the benefits of the treaty and be treated by the United States as a nonresident for U.S. income tax purposes. This means the person will only be taxed on the U.S.-source income and not the person’s worldwide income. However, the person must file a timely nonresident U.S. income tax return (Form 1040NR or 1040NR-EZ) and must disclose the treaty position by filing Form 8833, “Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b).”11

 

I would note that TurboTax does not include Form 8833.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.