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US outland applicants' thread :)

tavora

Star Member
May 18, 2012
166
1
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CPP-Ottawa
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Pre-Assessed..
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09-07-2012
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N/A
File Transfer...
20-09-2012
Med's Done....
02-07-2012
Interview........
Waived!
Passport Req..
07-02-2013
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10-05-2013
LANDED..........
31-05-2013
Thanks, Parker! This is really useful information. You may or may not know the answer to this, but here goes:
We married in 2012, and for the rest of 2012, my husband has lived in the U.S. He will be coming up to Canada to wait out the rest of the PR process in Canada in February. I'm assuming he would only need this form for the 2013 tax year and not for 2012. Any ideas?
 

Kiri

Hero Member
Jan 31, 2012
453
13
123
Hamilton, Ontario
Category........
Visa Office......
Ottawa
Job Offer........
Pre-Assessed..
App. Filed.......
18-05-2012 App. Return....: 30-8-2012 App. Refiled....: 02-01-2013
Doc's Request.
24-01-2013
AOR Received.
23-01-2013 Mississauga 10-05-2013 Ottawa
File Transfer...
19-02-2013
Med's Request
23-07-2013 (New XRay)
Med's Done....
11-05-2012
Interview........
Waived
Passport Req..
Decision Made 03-09-2013 without PPR
VISA ISSUED...
27-09-2013
LANDED..........
04-12-2013
parker24 said:
Nope you still have to file, it even says that in the back of your passport (the final page)
That's so weird. So the US can tax money not even related to them? It confuses me a bit. Does that mean I don't file Canadian taxes? Or do I file both and have to deal with paying 2 countries? o_O
 

parker24

VIP Member
Nov 26, 2011
3,324
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123
Ontario
Category........
Visa Office......
Buffalo, NY --> Los Angeles, CA
Job Offer........
Pre-Assessed..
App. Filed.......
06-03-2012
File Transfer...
05-06-2012
Med's Done....
16-11-2011
Passport Req..
16-11-2012
LANDED..........
04-01-2013
tavora said:
Thanks, Parker! This is really useful information. You may or may not know the answer to this, but here goes:
We married in 2012, and for the rest of 2012, my husband has lived in the U.S. He will be coming up to Canada to wait out the rest of the PR process in Canada in February. I'm assuming he would only need this form for the 2013 tax year and not for 2012. Any ideas?
He will need it for both, as you're married.

And Kiri, you file both, but you more than likely will not owe the US money at all. I don't even know WHY they want to know what you make in another country, it's stupid really. But still have to file.
 

Kiri

Hero Member
Jan 31, 2012
453
13
123
Hamilton, Ontario
Category........
Visa Office......
Ottawa
Job Offer........
Pre-Assessed..
App. Filed.......
18-05-2012 App. Return....: 30-8-2012 App. Refiled....: 02-01-2013
Doc's Request.
24-01-2013
AOR Received.
23-01-2013 Mississauga 10-05-2013 Ottawa
File Transfer...
19-02-2013
Med's Request
23-07-2013 (New XRay)
Med's Done....
11-05-2012
Interview........
Waived
Passport Req..
Decision Made 03-09-2013 without PPR
VISA ISSUED...
27-09-2013
LANDED..........
04-12-2013
parker24 said:
And Kiri, you file both, but you more than likely will not owe the US money at all. I don't even know WHY they want to know what you make in another country, it's stupid really. But still have to file.
Okay. And yes, very stupid :p I think they are just being nosy, that's all. haha Well, I won't complain if I'm allowed the privilege of having PR.

I have another question that's been on my mind... anyone know this one:

Once I get PR and we progress on having a child... does that make my child automatically dual citizen of both Canada and US, or only Canadian citizen even though I'm a US citizen? If it doesn't, how do I give my child that opportunity.
 

computergeek

VIP Member
Jan 31, 2012
5,143
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Vancouver BC
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CPP-O/LA
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Pre-Assessed..
App. Filed.......
06-03-2012
AOR Received.
21-06-2012
File Transfer...
21-6-2012
Med's Done....
11-02-2012
Interview........
Waived
Passport Req..
26-09-2012
VISA ISSUED...
10-10-2012
LANDED..........
13-10-2012
Kiri said:
So if you are a US citizen living and working ONLY in Canada as a PR you still have to file taxes with the US even though you're not making any money from America or putting money into the system there? I thought once I became a PR, and lived and worked in Canada, that I'd only be filing Canadian taxes...
US Citizens are responsible for paying US taxes on their worldwide income, regardless of their country of residence. There are other obligations as well, such as the FBAR form that you may be required to file.

There are lots of interesting wrinkles. For most people it just means a lot of paperwork, but generally doesn't involve much money.

I've told my spouse that I'm not signing the Lotto Max ticket if we ever win. I'd have to pay the US tax on it if it's mine, but a Canadian won't. Funny thing is that since we're married, it's half mine anyway. :D
 

computergeek

VIP Member
Jan 31, 2012
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277
124
Vancouver BC
Category........
Visa Office......
CPP-O/LA
Job Offer........
Pre-Assessed..
App. Filed.......
06-03-2012
AOR Received.
21-06-2012
File Transfer...
21-6-2012
Med's Done....
11-02-2012
Interview........
Waived
Passport Req..
26-09-2012
VISA ISSUED...
10-10-2012
LANDED..........
13-10-2012
Kiri said:
Once I get PR and we progress on having a child... does that make my child automatically dual citizen of both Canada and US, or only Canadian citizen even though I'm a US citizen? If it doesn't, how do I give my child that opportunity.
In general it would make your child a dual citizen (there are lots of rules and oddball exceptions, but in general this is quite common).

Note that if your child is a US citizen, she or he must use her/his US passport whenever entering the US.
 

Kiri

Hero Member
Jan 31, 2012
453
13
123
Hamilton, Ontario
Category........
Visa Office......
Ottawa
Job Offer........
Pre-Assessed..
App. Filed.......
18-05-2012 App. Return....: 30-8-2012 App. Refiled....: 02-01-2013
Doc's Request.
24-01-2013
AOR Received.
23-01-2013 Mississauga 10-05-2013 Ottawa
File Transfer...
19-02-2013
Med's Request
23-07-2013 (New XRay)
Med's Done....
11-05-2012
Interview........
Waived
Passport Req..
Decision Made 03-09-2013 without PPR
VISA ISSUED...
27-09-2013
LANDED..........
04-12-2013
computergeek said:
US Citizens are responsible for paying US taxes on their worldwide income, regardless of their country of residence. There are other obligations as well, such as the FBAR form that you may be required to file.

There are lots of interesting wrinkles. For most people it just means a lot of paperwork, but generally doesn't involve much money.

I've told my spouse that I'm not signing the Lotto Max ticket if we ever win. I'd have to pay the US tax on it if it's mine, but a Canadian won't. Funny thing is that since we're married, it's half mine anyway. :D
Sounds like hiring a tax consultant in Canada that knows the American stuff is in order. I'm sure there is one in southern Ontario.

computergeek said:
In general it would make your child a dual citizen (there are lots of rules and oddball exceptions, but in general this is quite common).

Note that if your child is a US citizen, she or he must use her/his US passport whenever entering the US.
Have any references I can look at? Soon as I get PR we're looking at starting on our family. Also you mean I'll have to apply for both a Canadian and US passport for them?
 

tavora

Star Member
May 18, 2012
166
1
Category........
Visa Office......
CPP-Ottawa
Job Offer........
Pre-Assessed..
App. Filed.......
09-07-2012
AOR Received.
N/A
File Transfer...
20-09-2012
Med's Done....
02-07-2012
Interview........
Waived!
Passport Req..
07-02-2013
VISA ISSUED...
10-05-2013
LANDED..........
31-05-2013
parker24 said:
He will need it for both, as you're married.

And Kiri, you file both, but you more than likely will not owe the US money at all. I don't even know WHY they want to know what you make in another country, it's stupid really. But still have to file.
I was just reading over this and another thread on US taxes: http://www.canadavisa.com/canada-immigration-discussion-board/-t96575.0.html

Sounds like this form is needed if we file jointly. I think we will just have him file as 'married but filing separately' so he doesn't need my tax information, if I understand correctly.
 

amikety

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Dec 4, 2011
4,905
143
Calgary
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CPP-O
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App. Filed.......
15-01-2013
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2-2-2013
Med's Done....
12-10-2012
Passport Req..
9-07-2013
VISA ISSUED...
7-08-2013
LANDED..........
7-08-2013
computergeek said:
US Citizens are responsible for paying US taxes on their worldwide income, regardless of their country of residence. There are other obligations as well, such as the FBAR form that you may be required to file.

There are lots of interesting wrinkles. For most people it just means a lot of paperwork, but generally doesn't involve much money.

I've told my spouse that I'm not signing the Lotto Max ticket if we ever win. I'd have to pay the US tax on it if it's mine, but a Canadian won't. Funny thing is that since we're married, it's half mine anyway. :D
We just had this discussion about our Lotto Max ticket tonight. My husband claims it's his. I offered to read him our wedding vows out loud :p
 

2011july20

Hero Member
Sep 26, 2011
386
10
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Buffallo Transferred to Ottawa
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XXXX
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App. Filed.......
07-2011
Doc's Request.
Sent with Application and May 2014
Nomination.....
None
AOR Received.
First AOR 10-2011, second AOR December 2012
IELTS Request
Sent with application
File Transfer...
Unknown
Med's Request
October -2013 and RPRF paid on Oct 2013
Med's Done....
November 2013
Interview........
Waived
Passport Req..
DM 7-15-2014 PPR 10-10-2014
VISA ISSUED...
10/2014
LANDED..........
12/2014
Kiri said:
That's so weird. So the US can tax money not even related to them? It confuses me a bit. Does that mean I don't file Canadian taxes? Or do I file both and have to deal with paying 2 countries? o_O
It maybe procedural but you won't owe the goverment anything especially if you maintained residence outside USA residence. I have been a tax filer since the year 2000 and I have not seen such case arise. However, going by what happens when a person works in one state while residing in another that depends on if the wto states have a reciprical agreement, then they don't have to owe anything.
 

parker24

VIP Member
Nov 26, 2011
3,324
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123
Ontario
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Visa Office......
Buffalo, NY --> Los Angeles, CA
Job Offer........
Pre-Assessed..
App. Filed.......
06-03-2012
File Transfer...
05-06-2012
Med's Done....
16-11-2011
Passport Req..
16-11-2012
LANDED..........
04-01-2013
tavora said:
I was just reading over this and another thread on US taxes: http://www.canadavisa.com/canada-immigration-discussion-board/-t96575.0.html

Sounds like this form is needed if we file jointly. I think we will just have him file as 'married but filing separately' so he doesn't need my tax information, if I understand correctly.
From what I understand, you still need a tax number *sigh* I hate numbers.
 

parker24

VIP Member
Nov 26, 2011
3,324
72
123
Ontario
Category........
Visa Office......
Buffalo, NY --> Los Angeles, CA
Job Offer........
Pre-Assessed..
App. Filed.......
06-03-2012
File Transfer...
05-06-2012
Med's Done....
16-11-2011
Passport Req..
16-11-2012
LANDED..........
04-01-2013
Thought I'd share our landing story, Mr. Parker24 landed today :)

It was nerve wracking. We landed at the Ogdensburg/Prescott Bridge, little tiny thing! Went through to the US Customs, he asked the citizenship of everyone (it was myself, my mother and hubby) and my mom, the driver, told him. The customs agent asked "How do you know him?" (my husband, to my mother) "Well he's my son-in-law" Agent: Oh that's too bad. Me: :-X Mom: For him maybe! Agent: For someone it is yes! :) I was freaking out when he said that haha. We did a U-turn, back OVER the bridge, to Canadian side, got up to the Agent, asked what our business was in the US, mom said hubby was landing as a PR. Apparently this agent was having an influx of immigrants, he seemed annoyed that he had to fill out more paperwork LOL. Asked us about tobacco, firearms and drugs, naturally. Then gave us back our passports, and a yellow slip to take in to the building. I'll take a moment and note, I'm a very excitable person, my husband isn't haha. I was practically jumping while walking in until I got glared at by agents inside! MEEP! So we go up, they tell us to sit down ::) ... We wait like 5 minutes and then the officer called us up, all three of us. Asked for hubby's COPR and asked what his status was in Canada. He says visitor. "Do you have it with you?" "Uh..no.. We applied for an extension at the beginning of November, but haven't heard anything yet" "Do you have the proof of that?" Him and me: :eek: Nope. She must have found it, asked for my mom and my passports to make sure we were Canadian and sent us to sit down. I attempted to read her lips hahah! But all I got was sign here, the card etc. So hubby explained afterwards that she had him go over everything and makes sure it was all right, told him about importing the car (we can just show up at that bridge with the title), talked about him getting a SIN and his PR card. Told him to NEVER lose the COPR, he'll need it like his birth certificate and marriage certificate, needs to be in a safe spot after he gets PR card. She stapled one of the pages of the COPR to his passport and said Congratulations! He was 5 feet from us so when he turned around we got up, went outside and I started getting bouncy again ;D Then drove back to Canada! Straight to Service Canada, got a SIN (took 15-20 minutes) and then to Service Ontario to ask about OHIP. You can apply before the three months, but you still have to wait three months. And said that he would need his Ontario DL, his PR card and a bill with his Canadian Address on it to get a health card.

And that's that! We're waiting on the title in the mail, will get a letter Recall Clearance from GM for the RIV, fix his dang door handle (it broke off last winter with all the ice) shop for insurance, GET insurance then import the car, get it safety check, e-tested and registered annnd get a DL of course.. Oh yeah and a job! :p

Then in three years citizenship ???
 

tavora

Star Member
May 18, 2012
166
1
Category........
Visa Office......
CPP-Ottawa
Job Offer........
Pre-Assessed..
App. Filed.......
09-07-2012
AOR Received.
N/A
File Transfer...
20-09-2012
Med's Done....
02-07-2012
Interview........
Waived!
Passport Req..
07-02-2013
VISA ISSUED...
10-05-2013
LANDED..........
31-05-2013
parker24 said:
From what I understand, you still need a tax number *sigh* I hate numbers.
Did you call the IRS to ask? I may have to do that.

Someone on that thread (StateofConfusion) said,
'I actually called the IRS and asked them how I should file since my husband is a nonresident alien (Canadian) and doesn't have a social security number or an ITIN. And since he didn't meet the presence law (being in the US for 180 days or more) and we plan to file "Married but filing separately", my spouse doesn't need an ITIN or a ss#. They told me I would have to file by mail, and in the section for my husband on the 1040 form I just need to write "nonresident alien". Seems simple enough. Granted you aren't entitled to some credits you would be if you file "Married filing jointly".'
 

lawgrrl

Star Member
Jul 8, 2012
120
15
Nanaimo, B.C.
Visa Office......
CPP-O
App. Filed.......
10-10-2012
AOR Received.
11-14-2012
VISA ISSUED...
02-03-2013
LANDED..........
05-22-2013
lunas said:
Hi guys, I've been doing a lot of thinking abuot filing for my taxes this year. Since I'm American and tax season is approaching, I'm wondering if I should file as single or married here in the US. Is that a personal choice? do you guys know? ???
My husband lives in Canada and I'm in the US.
Ha, ha, ha--"a personal choice" with the IRS? Surely you jest! :p
As many others have noted, U.S. citizens have a continuing obligation to file U.S. tax returns (not necessarily pay taxes) regardless of where they live/reside. Here's a link to a 2012-2013 tax planning guide prepared by an accounting firm which appears to be knowledgeable about both Canadian and U.S. taxes (see page 38). (Disclaimer: I have no personal experience with this firm, but having looked at literally dozens of sites on this issue, i thought the guide was succinct and informative.) http://www.mnptax.ca/media/documents/pdfs/MNP_2012_2013_Guide_to_Personal_Tax_Planning.pdf
It was hard enough to get my Canadian husband to file taxes here in the US, even after he got his green card--I've purposely put off telling him that I'll need to continue to file after I land (and he will too, until his green card (U.S. PR card) expires or he gives it up). Sigh...
 

lunas

Champion Member
Apr 10, 2012
1,349
25
USA
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Visa Office......
Ottawa
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Pre-Assessed..
App. Filed.......
09/07/2012
AOR Received.
11/07/2012
Med's Done....
8/15/2012
Passport Req..
03/14/2013
LANDED..........
04/19/2013
lawgrrl said:
Ha, ha, ha--"a personal choice" with the IRS? Surely you jest! :p
As many others have noted, U.S. citizens have a continuing obligation to file U.S. tax returns (not necessarily pay taxes) regardless of where they live/reside. Here's a link to a 2012-2013 tax planning guide prepared by an accounting firm which appears to be knowledgeable about both Canadian and U.S. taxes (see page 38). (Disclaimer: I have no personal experience with this firm, but having looked at literally dozens of sites on this issue, i thought the guide was succinct and informative.) http://www.mnptax.ca/media/documents/pdfs/MNP_2012_2013_Guide_to_Personal_Tax_Planning.pdf
It was hard enough to get my Canadian husband to file taxes here in the US, even after he got his green card--I've purposely put off telling him that I'll need to continue to file after I land (and he will too, until his green card (U.S. PR card) expires or he gives it up). Sigh...
haha no, the personal choice comment was regarding my marital status since filing as single or married (but not filing jointly) wouldn't make much difference to my tax returns. I am not planning to ignore my taxes lol