U.S. Tax Training for Canadians


This page contains U.S. Tax Training materials for preparation of different types of U.S. Tax Returns

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U.S. 1040 Personal Tax Return

This case study is for the preparation of a US 1040R Return and a Non-Resident Canadian Tax Return (T1). Continue reading

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US 1040 Personal Tax Return + T1 Personal Tax Return

This case study involves the preparation of a US 1040 Personal Tax Return and a T1 Personal Tax Return for an individual who was a resident of the US and Canada for the entire year. Continue reading

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Trusts (3520 and 3520A)

These slides will review the reporting forms to completed for grantor and non-grantor trusts. Specifically, we will review the treatment of RESPs and TFSAs from a US reporting perspective. These slides also contain a practical case study. Continue reading

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Dual-Status Tax Return (Entering Canada)

This case study is for an individual who enters the U.S. during the year. The solution is also attached. Students will prepare a dual-status return. Continue reading

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Cross-Border Pension

These slides review the tax rules with respect to cross-border pensions. Continue reading

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Cross Border Payroll Taxes

These slides cover payroll tax compliance issue for cross-border employees. Continue reading

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Dual Status Tax Return (Leaving)

This case study is for an individual, Lee Dut, who left the US and terminated his US residency. The solution is also attached. Students will be preparing a dual-status tax return. Continue reading

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