topic Canadian expat filing US taxes with 1042-S in Get your taxes done using TurboTax

Canadian expat filing US taxes with 1042-S

ChelleAng — Wed, 08 Apr 2026 01:31:17 GMT

I’m an expat living and working in Canada. This year I have to also file a 1042-S, I closed out my US retirement and paid the required 30% tax. I followed information I found here on how to put the information on my US taxes and want to know if this information was correct because I feel as if I’ve missed a step. Help??
This is the info I used below

Here is the complete procedure to report, which includes the income tax withheld.

Open your return in TurboTax
Click on Wages & Income
Scroll down to All Income
Scroll down to Less Common Income
Scroll down to Miscellaneous Income, 1099-A, 1099-C
Click start
Scroll down to Other reportable income
Answer yes and record this as 1042S income and then the amount.

Now to report the tax withheld.

With your return open
Click on Deductions & Credits
Scroll down to Estimates and Other Taxes Paid\
Click on Other Income Taxes
Scroll down Other Income Taxes
Click on Withholding not already entered on a W-2 or 1099

Re: Canadian expat filing US taxes with 1042-S

DaveF1006 — Wed, 08 Apr 2026 13:06:44 GMT

Yes, this is correct method to report your income and the withholding. Additionally, if you reported and paid tax to the Canadian government, you should be claiming a Foreign Tax Credit on your Canadian tax return (CRA) to avoid being taxed twice on that same money. You use the US tax paid to offset what you owe in Canada.

Re: Canadian expat filing US taxes with 1042-S

ChelleAng — Wed, 08 Apr 2026 16:00:11 GMT

Thank you very much for your help with this. It appears I’m due a sizeable refund and it made me wonder if I was doing something wrong or if I missed something.

Re: Canadian expat filing US taxes with 1042-S

AmyC — Wed, 08 Apr 2026 19:05:18 GMT

When you took your retirement fund and 30% tax was withheld, that could be a big refund if your tax rate is much lower.

@ChelleAng

Re: Canadian expat filing US taxes with 1042-S

ChelleAng — Wed, 08 Apr 2026 19:44:36 GMT

Thank you! This information alleviates my fear of getting in trouble for a mistake. Thanks again AmyC!