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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.


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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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