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-   -   Aunt receives Soc Sec Widows Benefit, lived in Canada 40+ yrs. Does she have to file (https://www.askmehelpdesk.com/showthread.php?t=516664)

  • Oct 14, 2010, 11:18 AM
    staffnav
    Aunt receives Soc Sec Widows Benefit, lived in Canada 40+ yrs. Does she have to file
    Soc. Sec is deposited to her Bank - no withholding or Medicare deduction is made. She adds 85% to her Canadian Pension income amount on her Can Taxes Is she exempt from filing 1040NR?
  • Oct 15, 2010, 08:28 AM
    AtlantaTaxExpert
    If your aunt is a U.S. citizen or a green card holderand has OTHER sources of income along with the Social Security, there MAY be a requirement for her to file.

    However, since she is apparently paying Canadian taxes on her income, it is most likely that she owes NO U.S. taxes due to the Foreign Tax Credit (Form 1116).
  • Oct 15, 2010, 10:34 AM
    staffnav
    Thank you for your help in confirming our assessment of her situation.
  • Oct 18, 2010, 07:39 AM
    AtlantaTaxExpert
    Glad to help!
  • Oct 18, 2010, 08:13 AM
    staffnav

    Thank you for your confirmation of my understanding of the Treaty & 1040NR Bill

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