Streamlined Procedure - checklist |
Information and documents needed
- 3 years of Canadian (or other country) tax returns
- Full Address
- Date of Birth
- Country of Birth and year when moved to Canada if applicable
- Marital Status
- Occupation in latest 3 years
- US SSN
- Capital gains and dividends associated with funds in TFSA account. These will not appear on the Canadian tax return.
- 6 years of bank account information for the FBAR
- Full Address
- Date of Birth
- Country of Birth and year when moved to Canada if applicable
- Marital Status
- Occupation in latest 3 years
- US SSN
- Capital gains and dividends associated with funds in TFSA account. These will not appear on the Canadian tax return.
- 6 years of bank account information for the FBAR