What goes in the field for Canada Article XVIII in the nonresident Form 1040NR screen?

Forum|Forum|4 years ago
August 7, 2021
1 reply
6 views

I am working on a return for a couple who are dual-status filers for 2020 (10 months in US, then moved to Canada and became nonresidents of US last 2 months of 2020). Trying to properly record the Social security income per US-Canada tax treaty. How do I get Lacerte to pick this up right. Does the field for "Canada Article XVIII" assist with this? It creates a negative number in other income on Schedule 1.

Lacerte Tax

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George4Tacks

Level 15

In Lacerte, you can often learn much by pressing F1 when you are at that input entry. The one you are questioning leads to::

Canada Article VXIII nonqualified compensation income

Income, Credits, Taxes, Adjustments

Screen 58; Code 142

Enter the nonqualified compensation income related to Canada Article XVIII. This entry will be included on Form Schedule 1, other income, as a negative amount. Attach Form 8833 to the return to support this entry.

https://www.thetaxadviser.com/newsletters/2018/feb/tax-treaty-benefits-us-citizens-residents.html also gives some help - Look at Exceptions 5 & 7.

I am not familiar with this, but I think you found what you need.

Answers are easy. Questions are hard!

Canada Article VXIII nonqualified compensation income

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