Answered: Canadian Citizen receiving US Social Security Benefits

KrisR · ‎03-28-2022

Filing Form 1040NR for client who is a Canadian citizen receiving US social Security beneits (less than $3K) as well as rental income. My understanding is the Social Security benefits is excluded from US tax by Treaty. Can anyone please confirm if this is correct, and if so, what is the Tax treaty Article?

Thanks in advance for your help.

vonalm · ‎03-29-2022

you're correct.
it's U.S.-CA treaty article: XVIII(5) /4P2(2)

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sjrcpa · ‎03-28-2022

Why don't read the treaty?

The more I know, the more I don't know.

vonalm · ‎03-29-2022

you're correct.
it's U.S.-CA treaty article: XVIII(5) /4P2(2)

KrisR · ‎03-29-2022

Thank you so much for your response. I've been going crazy trying to get the exact treaty.

Much appreciated!!!

sjrcpa · ‎03-29-2022

Not very hard to find.

https://www.irs.gov/businesses/international-businesses/canada-tax-treaty-documents

The more I know, the more I don't know.

vonalm · ‎03-29-2022

not to start an argument.... but why didn't you post that instead of your 1st response?

Canadian Citizen receiving US Social Security Benefits

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