Client moving to the US

Forum|Forum|4 years ago
April 20, 2022
1 reply
3 views

I have a client who studied in the US, but his parents live in Canada. He moved to the US, took a full-time job in the US, married a US citizen and has applied for US citizenship. He is not a resident of Canada. Do I file a nil return and state the date he moved. Dec 31, 2020? What can be done with the unused tuition? Does the US have a similar credit?

ProFile (Canada)

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J

janisbossenberry

Level 7

You record the actual date that he moved, ie. when he severed ties with Canada, under the departure date under "Residency" on the info screen. He reports his world-wide income up to the date of emigration on the Canadian return - this would mean any US income earned as well. You will have to complete Schedule A/B - just follow the diagnostics on that. If he actually moved before the current year, you will have to amend the prior year's tax return. He will have to file a US tax return from his date of residency on. So he is a part-year taxpayer in each country. Tuition paid in Canada prior to that date cannot be claimed in the US. There is a US tax credit for certain tuition.

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