U.S. Tax Forms

All of these forms are available on Canada Revenue and IRS websites. However, some may be harder to find than others. We added them here in one place for your convenience.

U.S. Tax Forms

Form 8938 Statement of Specified Foreign Financial Assets Registered Retirement Plans (NEW for 2011 and later years)

Form 8891 U.S. Information return for Beneficiaries of Certain Canadian Registered retirement Plans (not for years after 2013)

Form 104 (Treasury Dept) Currency Transaction Report

Form 105 (Treasury Dept) Report of International Transportation of Currency or Monetary Instruments

W-7 Application for IRS Individual

Taxpayer Identification Number

W-8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding (Individuals)

W-8BEN-E Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding (Business Entity)

W-8ECI Certificate of Foreign Person's Claim for Effectively Connected Income

Form 8621 Return To Report Passive Foreign Investment Company (Foreign Mutual Funds) Held by U.S. Citizens or Residents

Form 3520 Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts

Form 3520-A Annual Information Return for a Foreign Trust (RESP, RDSP or TFSA)

Form 5471 Information Return of U.S. Persons With Respect To Foreign Corporations

Form 5472 Information Return of 25% Foreign Owned U.S. Corporation or Foreign Corporation Engaged in a U.S. Trade or Business

Form 8288-B Application for Withholding Certificate for Dispositions by Foreign Persons of U.S. Real Property Interests

Form 8802 Application for United States Residency certification

Form 8843 Statement for Exempt Individuals (Aliens)

Form 8316 Request for Refund of Social Security Tax Erroneously Withheld on Nonresident Aliens with F, J or M visa

Form 8865 Return of US Persons for Foreign Partnerships

Form 8854 Expatriation Information Statement

 

Form 8858 Return of US Persons for Foreign Disregarded Entities

 

Canadian Tax Forms

Canadian Tax Forms

E667 Cross-Border Currency or Monetary Instruments Report - General

T1261 Application for Canada Revenue Agency Individual Tax Number for Non-Residents

NR5 Application by a Non-Resident of Canada for a Reduction in the Amount of Non-Resident Tax Required to be Withheld.

RC1 Request for a Business Number - GST/HST, Payroll and Corporate Income Tax.

NR6 Application by a Non-Resident of Canada for a Reduction in the Amount of Non-Resident Tax Required to be Withheld on Rental Income.

T1262 Part XIII.2 Tax Return for Non-Resident's Investments in Canadian Mutual Funds

NR73 Determination of Residency Status (Leaving Canada)

T2061A Election by an emigrant of Canada to report deemed dispositions of property and any resulting Capital Gain or Loss

NR74 Determination of Residency Status (Entering Canada)

NR301 Declaration of Benefits Under  a Tax Treaty for a Nonresident Taxpayer

T2062 Request by a non-resident of Canada for a Certificate of Compliance Related to the Disposition of Taxable Canadian Property

T1134 Information Return for Foreign Affiliates - 2011 and later years

T2062A Request by a non-resident of Canada for a certificate of compliance related to the disposition of Canadian Business or Rental Real Estate

T1141 Information Return in Respect of Transfers or Loan to a Non-Resident Trust

T1142 Information Return in Respect of Distributions from Indebtedness

T2062C Notice of an Acquisition of Treaty Protected Property from a Nonresident Vendor

T1161 List of properties by an Emigrant of Canada

R105 Regulation 105 Waiver Application (nonresident tax withholding on nonresident contractors)

T1243 Deemed Disposition of Property by an Emigrant of Canada

R102 Regulation 102 Waiver Application (nonresident tax withholding on nonresident employees)

T1244 Election, under Subsection 220(4.5) of the Income tax Act, to defer the payment of Tax on Income Relating to the Deemed Disposition of Property

R102J Regulation 105 Waiver Application for residents of US or Treaty countires (nonresident tax withholding on nonresident employees)

Gary P. Gauvin LLC

International Tax

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Rockwall, Texas 75032

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