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    Canadian Tax forms

    nmr12354
    Level 3

    Client received a distribution from a Canadian Insurance Company, named Sun Life. They withheld Canadian tax. Client is a US Resident that has not lived in Canada since 1977. Looking for the instructions and tax form I need to report this distribution to Canada, to determine if we owe additional tax or if a refund is due. 

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    4 Comments 4
    sjrcpa
    Level 15

    Go to Revenue Canada website.


    The more I know the more I don’t know.
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    nmr12354
    Level 3

    That was no help. I have spent the better part of three days just trying to talk to someone at Canada Revenue. I am looking for someone to tell me the publication and the form. I just can't find it  on their website 

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    JRC
    Level 8

    Sun life has materials available on line that may give you an answer to this.

    Most likely you would file as income and report foreign tax paid for a credit against US tax.

     

    nmr12354
    Level 3

    Thanks You I will try Sun Life's website

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