Tax Resource Hub

Cross-border tax forms, in one place.

The U.S. and Canadian tax forms that most often come up for households living between the two countries. Every link goes to the government's own page, so you always get the current year's version.

Last reviewed: July 2026 · Links point to official IRS, FinCEN, and CRA pages.
United States (IRS / FinCEN) Canada (CRA)
US

United States forms

Internal Revenue Service · FinCEN

Income tax returns

1040
U.S. Individual Income Tax Return
Annual return for U.S. citizens and residents (including green-card holders), wherever they live.
Open on IRS.gov ↗
1040-NR
U.S. Nonresident Alien Income Tax Return
For nonresidents with U.S.-source income — e.g. Canadians with U.S. rentals or business income.
Open on IRS.gov ↗

Foreign accounts & assets

FinCEN 114
FBAR — Report of Foreign Bank & Financial Accounts
Filed electronically with FinCEN if foreign accounts exceed US$10,000 in aggregate at any point in the year.
Open on IRS.gov ↗
8938
Statement of Specified Foreign Financial Assets (FATCA)
Filed with Form 1040 above certain thresholds; separate from, and in addition to, the FBAR.
Open on IRS.gov ↗
8621
Information Return — Passive Foreign Investment Company (PFIC)
Often triggered by ordinary Canadian mutual funds and ETFs. See our PFIC white paper.
Open on IRS.gov ↗
3520
Foreign Trusts & Receipt of Certain Foreign Gifts
Can apply to some Canadian plans (e.g. RESP/TFSA) and to large gifts or inheritances.
Open on IRS.gov ↗
3520-A
Annual Information Return of a Foreign Trust
Companion to Form 3520 for foreign trusts with a U.S. owner.
Open on IRS.gov ↗
5471
Information Return re: Certain Foreign Corporations
For U.S. persons who are officers, directors, or shareholders in a foreign (e.g. Canadian) corporation.
Open on IRS.gov ↗

Treaty & foreign-tax credits

8833
Treaty-Based Return Position Disclosure
Used to claim a Canada–U.S. tax treaty position on a U.S. return.
Open on IRS.gov ↗
1116
Foreign Tax Credit (Individuals)
Credits Canadian tax paid against U.S. tax to reduce double taxation.
Open on IRS.gov ↗
2555
Foreign Earned Income Exclusion
May exclude a limited amount of foreign earned income for qualifying U.S. persons abroad.
Open on IRS.gov ↗

Residency, status & withholding

8840
Closer Connection Exception Statement
Key for snowbirds — helps avoid being treated as a U.S. tax resident under the day-count test.
Open on IRS.gov ↗
8843
Statement for Exempt Individuals
Excludes certain days of U.S. presence from the substantial-presence calculation.
Open on IRS.gov ↗
W-8BEN
Certificate of Foreign Status (Individuals)
Given to U.S. payers so a Canadian receives treaty-reduced withholding on U.S. income.
Open on IRS.gov ↗
W-9
Request for Taxpayer Identification Number
Provided by U.S. persons to certify their TIN to payers.
Open on IRS.gov ↗
8288
FIRPTA Withholding — U.S. Real Property by Foreign Persons
Applies when a non-U.S. person sells U.S. real estate; withholding is remitted to the IRS.
Open on IRS.gov ↗
CA

Canadian forms

Canada Revenue Agency

Income tax return

T1
Income Tax and Benefit Return (General)
The main annual Canadian personal tax return and its provincial package.
Open on Canada.ca ↗

Foreign reporting

T1135
Foreign Income Verification Statement
Required if specified foreign property (including U.S. assets) exceeds CAD$100,000 in cost.
Open on Canada.ca ↗
T1134
Information Return re: Foreign Affiliates
For Canadians with interests in foreign (e.g. U.S.) corporations.
Open on Canada.ca ↗

Residency & emigration

NR73
Determination of Residency Status (Leaving Canada)
Used to ask the CRA to determine residency when departing Canada.
Open on Canada.ca ↗
NR74
Determination of Residency Status (Entering Canada)
The counterpart for those becoming resident in Canada.
Open on Canada.ca ↗
T1161
List of Properties by an Emigrant of Canada
Filed on departure when the value of certain properties exceeds the threshold.
Open on Canada.ca ↗
T1243
Deemed Disposition of Property by an Emigrant
Reports the "departure tax" deemed sale of property when ceasing Canadian residency.
Open on Canada.ca ↗

Withholding, credits & treaty

NR4
Statement of Amounts Paid to Non-Residents
Reports Canadian-source income and withholding paid to non-residents.
Open on Canada.ca ↗
NR6
Undertaking to File an Income Tax Return (Non-Resident Rental / Timber Royalties)
Lets a non-resident elect to have tax withheld on net rental or timber-royalty income instead of gross, by undertaking to file a Canadian return (section 216).
Open on Canada.ca ↗
NR7-R
Application for Refund of Part XIII Tax Withheld
Used to claim a refund of over-withheld Part XIII non-resident tax on Canadian-source income.
Open on Canada.ca ↗
NR301
Declaration of Eligibility for Treaty Benefits
Lets a non-resident claim reduced Canadian withholding under the treaty.
Open on Canada.ca ↗
T2209
Federal Foreign Tax Credits
Credits U.S. tax paid against Canadian tax to reduce double taxation.
Open on Canada.ca ↗
RC267
Contributions to a U.S. Retirement Plan (Cross-Border Commuters)
Supports deducting U.S. employer-plan contributions for those who commute to work in the U.S.
Open on Canada.ca ↗
T1213
Request to Reduce Tax Deductions at Source
Asks the CRA to lower payroll withholding where credits/deductions apply.
Open on Canada.ca ↗
T2062
Disposition of Taxable Canadian Property by a Non-Resident
Required when a non-resident sells Canadian real estate or other taxable Canadian property.
Open on Canada.ca ↗
Not sure which forms apply to you? The right set depends on your citizenship, residency, and where your income and assets sit. That's exactly what we sort out for cross-border households — book a complimentary review.
This page is a convenience directory of publicly available government tax forms, provided for general informational purposes only. It is not tax, legal, or investment advice, does not create an advisory relationship, and 49th Parallel Wealth Management does not prepare or file these forms. Forms, thresholds, and filing requirements change; always confirm the current version and your obligations with a qualified cross-border tax professional. Links lead to third-party government websites (IRS, FinCEN, CRA) that we do not control. Last reviewed July 2026.