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Patrycja

Residency Status Change

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Hello,

Hoping someone can assist with a residency change part way through the year.

Was a Canadian Resident until July 2 2019 and then moved to the USA, however, continued to COMMUTE to Canada and all income is CANADIAN sourced income including a Canadian Rental Property.

T4 slip - Do I used the full year income and deductions or do I break out to only the income while a Canadian Resident?
T5 slips/T3 Slips/ Dividends Year End Slips - are these including in the Canadian Tax Return as Well even though at end of year no longer a Canadian Resident?

Basically - DO I enter ALL of the information in FULL even though I was only a resident for 1/2 the year and the program will decide?

Thank you for your assistance!

 

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Hi Patrycja, yes you have to enter the full information and also follow the steps below to enter the emigration information:

1 - On the left-side menu of the "Interview tab", select "Identification" (the first item).

2 - On this page, go to the line "Province of residence on December 31st 2019" Choose from the drop-down menu  the province that you lived in when you left Canada.

3 - Then, return to the left side menu and select "Interview setup".

4 - In the page that appears to the right, check the box for "Immigrant, emigrant, non-resident taxpayer, you are a Canadian resident and your spouse immigrated to Canada in the year" and click "Next" at the bottom of the page.

5 - Return to the left side menu and select "Interview tab" and select the "Immigrant, emigrant, non-resident" and in the right-side screen, and click on the plus "+" icon to the right of the line "You emigrated from Canada in 2019".

6 - On the page that appears, enter the information relevant to your situation.

7 - Subsequently, enter all the information to complete your tax return.

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Hi Nawal,

Thank you for the note.  I have already completed these steps. 

I guess the question is beyond the technical aspect of it.

 

T4 slip - Do I used the full year income and deductions or do I break out to only the income while a Canadian Resident?
T5 slips/T3 Slips/ Dividends Year End Slips - are these including in the Canadian Tax Return as Well even though at end of year no longer a Canadian Resident?

Basically - DO I enter ALL of the information in FULL even though I was only a resident for 1/2 the year and the program will decide?

 

Thank you 

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Hi Patrycja, you enter the Full information and according to the date of emigration the system will calculate the amounts while you were resident of Canada.

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14 hours ago, Patrycja said:

 

Hi Nawal,

Thank you for the note.  I have already completed these steps. 

I guess the question is beyond the technical aspect of it.

 

T4 slip - Do I used the full year income and deductions or do I break out to only the income while a Canadian Resident?
T5 slips/T3 Slips/ Dividends Year End Slips - are these including in the Canadian Tax Return as Well even though at end of year no longer a Canadian Resident?

Basically - DO I enter ALL of the information in FULL even though I was only a resident for 1/2 the year and the program will decide?

 

Thank you 

I'd also recommend proactively calling the Canada Revenue Agency to further discuss your residency status (for tax purposes) with them.

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Thank you for the reply.

 

CRA has advised through a very lengthy conversation on how to handle. 

However, one thing I did notice is that it is not generating a provincial return and CRA was very specific to say I have to choose the appropriate PROVINCIAL tax package. 

How do I overcome this as I was not a resident of Ontario at Dec 31, 2019?

Thank you!

 

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On 5/15/2020 at 12:55 AM, Trent Tax said:

I'd also recommend proactively calling the Canada Revenue Agency to further discuss your residency status (for tax purposes) with them.

Thank you for the reply.

 

CRA has advised through a very lengthy conversation on how to handle. 

However, one thing I did notice is that it is not generating a provincial return and CRA was very specific to say I have to choose the appropriate PROVINCIAL tax package. 

How do I overcome this as I was not a resident of Ontario at Dec 31, 2019?

Thank you!

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Thank you for the reply.

 

CRA has advised through a very lengthy conversation on how to handle. 

However, one thing I did notice is that it is not generating a provincial return and CRA was very specific to say I have to choose the appropriate PROVINCIAL tax package. 

How do I overcome this as I was not a resident of Ontario at Dec 31, 2019?

Thank you!

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Hi Patrycja, it won't generate a provincial return because of the emigration. Just make sure that to the line "Province of residence on December 31st 2019" you choose from the drop-down menu  the province that you lived in when you left Canada.

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