Hi Julie,
Thank you for contacting me.
Based on what you described, I can assist you with determining your Canadian non-resident status and the related Canadian tax filing requirements. Since you are a Canadian citizen, a U.S. green card holder, and currently living in the U.S. with limited Canadian ties, I would need to review your facts carefully, including:
- The date you moved to the U.S.
- Whether you own or rent any property in Canada
- Whether you have a spouse or dependants in Canada
- Whether you still have Canadian health coverage, driver’s licence, memberships, investments, RRSP/RRIF, TFSA, or other accounts
- Whether you have filed Canadian tax returns since moving to the U.S.
- Whether you are already receiving CPP or OAS
In general, non-residents of Canada can receive CPP and OAS, provided they meet the eligibility requirements. However, Canadian withholding tax may apply, and the income must also be considered for U.S. tax reporting purposes.
To provide proper advice, please book a 30-minute paid consultation with me for $140 + HST using this link:
https://calendly.com/allanmadancpa
If you would like me to assist with the filings after the consultation, the fees are generally as follows:
- T1 Departure / Part-Year Resident Return — $270
Canadian tax return for the year you became a non-resident of Canada.
- T1161 — $110
List of properties owned when you left Canada, if required.
- T1243 — $220
Deemed disposition / departure tax calculation, if applicable.
- T2091 — $110
Principal residence designation, if you owned and sold or changed the use of a Canadian home.
- T1135 — $250 to $350
Foreign income verification statement, if required for years before becoming non-resident.
- Section 217 Return — $450
Optional return to report Canadian pension income, CPP, OAS, RRSP/RRIF, or similar income, if beneficial.
- NR5 Application — $250
Application to reduce Canadian withholding tax on pension income, if applicable.
- CRA Correspondence / Residency Review Support — $140/hour
If CRA requests additional information or challenges your residency status.
The exact forms required will depend on your facts and the year you became a non-resident.
Thank you,
SOCIAL CONNECT