U.S. tax return checklist (Form 1040)

About you

Full legal name

SSN or ITIN

Date of birth

Tax year

Your U.S. status

Filing status

Occupation

Email address

Phone

Address

City

Province or state

Postal or ZIP code

Country

Spouse

Leave blank if it doesn't apply.

Full legal name

SSN or ITINLeave blank if none

Date of birth

Is your spouse a U.S. citizen or green card holder?

YesNo

Dependents

Children or others you support. Leave blank if none.

Dependent 1

Full name

Date of birth

Relationship to you

SSN or ITIN

Months lived with you this year

U.S. documents

Tick each document you have and include it with this checklist.

W-2 (wages from a U.S. employer)1099-INT (interest) and 1099-DIV (dividends)1099-B (sales of stocks or other investments)1099-R (pensions, annuities, IRA or 401(k) distributions)SSA-1099 (U.S. Social Security benefits)1099-NEC, 1099-MISC or 1099-K (self-employment and other income)Schedule K-1 (partnership, S corporation, trust or estate)1098 (mortgage interest), 1098-T (tuition) or 1098-E (student loan interest)1095-A (Marketplace health insurance)Records of U.S. estimated tax paymentsLast year's U.S. return and any IRS letters

Canadian and other foreign documents

U.S. citizens and green card holders report income from everywhere, so we also need your Canadian (or other foreign) slips.

Canadian tax return (T1) and Notice of Assessment for the yearT4 and T4A (employment and other income)T5 and T3 (investment income) and T5008 (investment sales)T4RSP, T4RIF, T4A(P) and T4A(OAS) (RRSP, RRIF, CPP and OAS income)Year-end statements for RRSP, RRIF, TFSA and RESP accountsBrokerage statements and a realized gains reportIncome and expenses for any rental property outside the U.S.Purchase and sale documents for any home, rental property or investment you sold

A few questions

Were your foreign accounts over US$10,000 in total at any time in the year?

YesNo

Do you own 10% or more of a Canadian or other non-U.S. corporation?

YesNo

Did you sell a home, rental property or investments this year?

YesNo

Foreign accounts over US$10,000? Please also fill in the FBAR checklist. Foreign income or property? See the Foreign income and T1135 summary.

Good to know

U.S. citizens and green card holders report their worldwide income on their U.S. return, wherever they live. Foreign tax credits usually reduce or remove double tax on income already taxed in Canada.
The return is due April 15. If you live outside the U.S. on that date, you get an automatic extension to June 15 to file, but interest is charged on any tax not paid by April 15.
If your foreign bank and financial accounts added up to more than US$10,000 at any time in the year, you also need an FBAR, which is filed separately.

Anything else?

Notes or questions (if any)

* Required

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How it works

About you

Spouse

Dependents

U.S. documents

Canadian and other foreign documents

A few questions

Good to know

Anything else?

Questions while you fill it in? Call us.