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How do I apply my Canadian NR4 on my federal tax form? This is for a retirement distribution and the non-resident tax withheld, so do I enter both in Income on a 1099?

 
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SandraM
New Member

How do I apply my Canadian NR4 on my federal tax form? This is for a retirement distribution and the non-resident tax withheld, so do I enter both in Income on a 1099?

To enter the NR4, treat it as if it is a SSA-1099 and enter it in the Retirement Plans and Social Security section, under ‘Social Security (SSA-1099, RRB-1099)’.

Then, go to the Deductions and Credits section and select Foreign Taxes under ‘Estimates and Other Taxes Paid’ to enter any foreign tax you already paid to Canada on that income

For more info specific to the US/Canadian tax treaty, please see http://www.irs.gov/pub/irs-pdf/p597.pdf

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