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Citizenship and Residency Questions and Answers

Click on any of the following questions or situations for helpful Tax Season information.
For additional questions and answers, click any of the following sections: Q&A home, T5s, Limited Partnerships, Access or Parameters, Advisor/Private Investment Management, Mutual Funds, or Citizenship and Residency.
  I’m an American citizen. What type of tax forms do I get for US tax withholding?
  I’m neither an American nor Canadian citizen, but I’m living in Canada. What type of tax forms should I be giving to my accountant?
  Why does my Summary of 1099 Investment Income for Year 2007 have “(?)” listed beside the distribution amount?
  I’m living away from Canada right now and I just received a T5. Shouldn’t I have received an NR4?
 
 
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