Déposez !

Interactive due dates tool - CANADA & USA

For personal income tax returns

This tool allows you to fully understand the deadlines in your situation.
Answer the questions for a personalized diagnosis!

Choice of returns

Which declarations do you need to file this year? *

Canadian tax return

American tax return

Canada section

Do you OR your spouse /partner have self-employment activities (unincorporated business income)? *

Yes

No

Do you also have to file form T1135 - Foreign Property Declarations? *

Yes

No

USA section

What was your residency situation during the tax year?
Choose only one option that best describes the situation. *

Was a U.S. Citizen even

Was a green card holder

Resided physically in the U.S.

None of the above (non-resident alien)

Do you live outside the United States, like Canada for example? *

Yes

No

Have you received a W2 slip for employment income in the USA? *

Yes

No

Have you received any income from the USA? *

Yes

No

Do you have to file the following forms:
-FBAR (assets outside the US >10 000$USD)
-8938 (assets outside the US >50 000$USD)
-3520-3520A (foreign trust including TFSA and FHSA accounts)
-8621 (mutual funds outside the US)
-5471 (important shareholder or director of a foreign company) *

Yes

No

Do you have to file a return in an American state like New York or California for example? *

Yes

No

Results

Warning: Effisca Tax provides this tool for information purposes and disclaims any responsibility for the results of this tool.

Canada results

Canadian return

Your deadline for payment is April 30th.

Your deadline to file the return is also April 30th.

Canadian return - with self-employed

Your deadline for payment is April 30.

Your deadline to file the return is June 15th.

This means that if you do not owe tax, you can file by June 15th.

If you owe tax, you can make estimated instalment payments before April 30th and file by June 15th.

T1135 return

Your deadline to file the T1135 is also April 30th.

If you are late for the income tax return, you can file the T1135 urgently and the income tax return later.

The penalty for failing to file Form T1135 on time is the greater of the minimum fine of $100 or $25 for each day late, up to a maximum of $2,500.

T1135 return - if self-employment

Your deadline to file the T1135 is also June 30th.

If you are late for the income tax return, you can file the T1135 urgently and the income tax return later.

The penalty for failing to file Form T1135 on time is the greater of the minimum fine of $100 or $25 for each day late, up to a maximum of $2,500.

USA results

USA return - you physically reside in the USA

Filing deadline and payment deadline:

You must complete Form 1040 by April 15th.

If you owe taxes, you must pay them by April 15th as well.

Deadline extension:

An extension of deadline to produce until October 15 can be requested
The application must be sent before April 15.
Note that payment must still be made by April 15 (make installment payments).

USA return - (US citizen or green card holder) AND (live outside the USA)

Filing deadline and payment deadline:

You must complete Form 1040 by June 15th.

If you owe taxes, you must pay them by April 15th, but you can make estimated tax installments by April 15th and file the income tax return by June 15.

Extension of deadline:

An extension of the deadline to file until October 15 can be requested.

The request must be sent before June 15.

Note that payment must still be made by April 15 (make installment payments).

Additional deadline extension:

An additional extension to December 15 may be granted in rare circumstances, subject to IRS approval.

Only applicable for filers OUTSIDE the USA. (discuss this with your specialist).

USA return - non-resident of the USA AND you received a W2 (Employment Income)

Filing deadline and payment deadline:

Your deadline for payment is April 15th.

Your deadline to file the return is April 15th.

If you owe taxes, you can make estimated tax installments before April 15th.

Extension of deadline:

An extension of the deadline to produce until October 15 can be requested.

The application must be sent before April 15.

Note that payment must still be made by April 15 (make installment payments).

Additional deadline extension:

An additional extension to December 15 may be granted in rare circumstances, subject to IRS approval.

Only applicable for filers OUTSIDE the USA. (discuss this with your specialist).

USA return - non-resident AND have NOT received a W2 (Employment Income)

Filing deadline and payment deadline:

Your deadline for payment is April 15th.

Your deadline to file the return is June 15th.

However, if you owe taxes, you can make estimated tax installments before April 15th and file the return no later than June 15th.

Extension of deadline:

An extension of the deadline to file until October 15 can be requested.

The request must be sent before June 15.

Note that payment must still be made by April 15 (make installment payments).

Additional deadline extension:

An additional extension to December 15 may be granted in rare circumstances, subject to IRS approval.

Only applicable for filers OUTSIDE the USA. (discuss this with your specialist).

Additionnal american forms

Penalties apply to forms that are not filed on time.

Even if you pay your taxes on time, make sure you file the return and all forms on time.

Forms 8621, 8938, 3520, 3520A and 5471:

The deadline for these forms follows the tax return deadline and also follows in the event of an extension.

FBAR (FINCEN.114):

The deadline is April 15 but an automatic extension is granted to October 15.

US states requirements (e.g. California or New York)

Each US state has different rules.

Some states like Florida have no taxes at all.

Ask our specialists or consult the websites of each of the states concerned.

Interactions between USA and Canada

Canadian return + USA return as a non-resident

If you have a Canadian return to file, do not wait to file your US 1040NR since your tax advisor will need your 1040NR return in order to claim the US foreign tax credit in the Canadian return.

For a non-US resident, it is imperative to file the US return BEFORE the Canadian return.

Calculate enough time for your US return to be processed before you can finalize your Canadian return.

Canadian return + US return + you have income from US sources

Your tax specialist will need to file both tax returns at the same time to be able to calculate the foreign tax credits.

You will then have to file your American and Canadian return according to the shortest of the deadlines applicable between these two countries.

It is clearly advantageous to have the same tax professional handle the Canadian and US returns in these cases.