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fileyouself
Returning Member

Moved from US to Canada mid year

 I and my wife were working in the USA from Jan-01 to July-01 on H1B and H4 respectively. 
 
We both moved to Ontario, Canada on July 1st and began working from July 8th for our Canadian employer.  My wife could only work for 3 months here in Canada. 
 
We have two kids, ages 9 and 6 as our dependents.  We do not and did not own a house in Canada or back in the USA. 
 
I have some interest related income back in the USA (1099-INT) . 
 
We did a significant charity in Canada as well back in the USA and would like to maximize our credit for it as well. We also paid $5000 USD in cash when moving to Ontario. 
 
Can anyone provide some guidance on how to properly file taxes in both countries and maximize our tax refund based on conditions and charity we did in Canada (~$27,000 CAD)
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1 Reply
pk
Level 15
Level 15

Moved from US to Canada mid year

@fileyouself  for US tax purposes , please can you answer the following:

 

(a)  when did you enter the US with H-1 and your spouse with H-4 ? What we are trying to understand is  if you  are a US person ( Resident for tax purposes ) for the current tax year ?

(b)   which country are you citizen(s) of --- both of the same country or different ?   How about the children ?

(c) your US charitable contributions are for  501 c(3)   ( i.e. US  registered )charities or what  ?

Based on your post,  your US federal  filing would have to use itemized deduction  ( generally not very good unless you have  lots of state taxes , medical and/or  charitable contributions.

 

I will circle back once I hear from you --yes ?

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