Yearly tax return - checklist |
Information and documents needed
- Latest Canadian (or other country) tax return
- Full Address
- Date of Birth
- Marital Status
- Occupation
- US SSN
- Capital gains and dividends associated with funds in TFSA account. These will not appear on the Canadian tax return.
- Bank account information for the FBAR
- Full Address
- Date of Birth
- Marital Status
- Occupation
- US SSN
- Capital gains and dividends associated with funds in TFSA account. These will not appear on the Canadian tax return.
- Bank account information for the FBAR