Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

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. 

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

4 Comments 4
sjrcpa
Level 15

Go to Revenue Canada website.

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

0 Cheers
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

0 Cheers