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Tax Forms
All of these forms are generally available on government websites. However some may be harder to find than others. We added them here in one place for your convenience.



IRS Income Tax Forms


CCRA Income Tax Forms


Form 8938 Statement of Specified Foreign Financial Assets Registered Retirement Plans (NEW for 2011 and later years)

 

Form 8891 U.S. Information return for Beneficiaries of Certain Canadian Registered retirement Plans

 

Form 104 (Treasury Dept) Currency Transaction Report

 

Form 105 (Treasury Dept) Report of International Transportation of Currency or Monetary Instruments

 

W-7 Application for IRS Individual

Taxpayer Identification Number

 

W8BEN Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding

 

W8ECI Certificate of Foreign Person's Claim for Effectively Connected Income

 

W8CE Notice of Expatriation and Waiver of Treaty Benefits

 

Form 8621 Return To Report Passive Foreign Investment Company (Foreign Mutual Funds) Held by U.S. Citizens or Residents

 

Form 3520 Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts

 

Form 3520-A Annual Information Return for a Foreign Trust (RESP or TFSA)

 

Form 5471 Information Return of U.S. Persons With Respect To Foreign Corporations

 

Form 5472 Information Return of 25% Foreign Owned U.S. Corporation or Foreign Corporation Engaged in a U.S. Trade or Business

 

Form 8288-B Application for Withholding Certificate for Dispositions by Foreign Persons of U.S. Real Property Interests

 

Form 8802 Application for United States Residency certification

 

Form 8843 Statement for Exempt Individuals (Aliens)

 

Form 8316 Request for Refund of Social Security Tax Erroneously Withheld on Nonresident Aliens

 

Form 8865 Return of US Persons for Foreign Partnerships

 

Form 8854 Expatriation Information Statement

 

Form 8858 Return of US Persons for Foreign Disregarded Entities

 

Form 8898 Statement for Individuals Who Begin or End Bona Fide Residence in a U.S. Possession

 

E667 Cross-Border Currency or Monetary Instruments Report - General

 

NR5 Application by a Non-Resident of Canada for a Reduction in the Amount of Non-Resident Tax Required to be Withheld.

NR73 Determination of Residency Status (Leaving Canada)

NR74 Determination of Residency Status (Entering Canada)

NR301 Declaration of Benefits Under  a Tax Treaty for a Nonresident Taxpayer

T1134A Information Return for Non-controlled Foreign Affiliates

T1134B Information Return for Controlled Foreign Affiliates

T1141 Information Return in Respect of Transfers or Loan to a Non-Resident Trust

T1142 Information Return in Respect of Distributions from Indebtedness

T1161 List of properties by an Emigrant of Canada

T1243 Deemed Disposition of Property by an Emigrant of Canada

T1244 Election, under Subsection 220(4.5) of the Income tax Act, to defer the payment of Tax on Income Relating to the Deemed Disposition of Property

T1261 Application for Canada Revenue Agency Individual Tax Number for Non-Residents

T2061A Election by an emigrant of Canada to report deemed dispositions of property and any resulting Capital Gain or Loss

T2062 Request by a non-resident of Canada for a Certificate of Compliance Related to the Disposition of Taxable Canadian Property

T2062A Request by a non-resident of Canada for a certificate of compliance related tot he disposition of Canadian Resource or Timber Resource Property, Canadian Real Property (Other than Capital Property), or Depreciable Taxable Canadian Property

T2062C Notice of an Acquisition of Treaty Protected Property from a Nonresident Vendor

 

 

 

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