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  • Canadian tax returns for the corresponding years.
  • Social Security Number and maiden name if applicable
  • Date of birth
  • Date of entry to Canada
  • Visa status for above on entry
  • Same information for spouse if American
  • Profession/Occupation place of employment with full address
  • Details for all dependents if American (ssn, dob, full name)
  • Mortgage interest
  • Property Taxes
  • Dental, Medical, Donations
  • complete contact information incl. email address
  • Current mailing address including postal code
  • cover letter to explain your circumstances and history with US
  • Complete banking information for six years **
  • **

FBAR Reporting

  • The reporting of foreign bank and financial accounts (FBAR) has changed for 2014 and is more time consuming.
  • If you have a financial interest in or signature authority over a foreign financial account, including a bank account, brokerage account, mutual fund, trust, or other type of foreign financial account, exceeding certain thresholds, the Bank Secrecy Act will require you to report the account yearly to the Internal Revenue Service. FinCEN Form 114 supersedes TD F 90-22.1 (the FBAR form that was used in prior years) and is only available online through the BSA E-Filing System website.
  • This is a labor-some process. The accounts will no longer carry-forward on software and need to be individually entered for each account. Nowadays bank account reporting takes longer than the tax returns.
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