1 - T1-1040 Personal Income Tax Checklist V 03-22

T1-1040 Checklist (For Canadian and/or US Returns)

Please Complete one form per Taxpayer for whom will be filing
Select your Bazar McBean Partner*

David Bazar, CPA, CA, (Ontario), CGMA, CPA CPA (Ohio)Corrado Calvo, HBBA, CPA (Ontario)Michael Falcone, CPA, CGA (Ontario)Ross McBean, MBA, CPA, CA (Ontario)
Are you a new client ?*

I was a client last yearI am a new client
Returns Required for:*

Primary TaxpayerSpouse (Submit Separate Checklist and other Forms)Dependent (Submit Separate Checklist and other Forms for each)
Tax Return/Forms Years Required*

20232022202120202019Other
Tax Returns / Forms Required*

Canadian T1US 1040 (Please complete Schedule A)US 1040NR ( Please complete Schedule B)US FINCEN 114Canadian T1135Other
PRIMARY TAXPAYER*

PrefixFirst NameMiddle NameLast NameSuffix
Gender*

MaleFemaleOther
Occupation*
Primary Taxpayer Date of Birth*

MonthDayYear
Primary Taxpayer Date of Death

MonthDayYear
Date
Current Address*

Street Address

Street Address Line 2

CityProvince/State

Postal/ZIP CodeCountry
Address on Prior Tax Return if changed

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Primary Taxpayer Email*

Confirmation Emailexample@example.com
Telephone Numbers*
Primary Taxpayer Country of Citizenship*

Canada - Full YearCanada - Part YearUS - Full YearUS - Part YearOther
Primary Taxpayer Countries of Residence During the Year*

Canada - Full YearMoved to CanadaMoved out of CanadaMoved to USMoved out of USUS - Full YearOther
Primary Taxpayer Date of Move to/from Country if Applicable

MonthDayYear
Date
Primary Taxpayer US Greencard Holder*

Yes - Full YearYes - Part YearNo
Primary Taxpayer Canadian SIN or TIN
Primary Taxpayer US SSN or ITIN
Primary Taxpayer Filing Status - Canada*
Primary Taxpayer Filing Status - US
Primary Taxpayer Date of Change of Status (if Applicable)

MonthDayYear
Date
Disability Tax Credit*

YES - 1st Year -Provide T2201 Disability Tax Credit CertificateYES - On File with CRANO
SPOUSE / PARTNER NAME

PrefixFirst NameMiddle NameLast NameSuffix
Spouse Date of Birth

MonthDayYear
Date
Spouse Date of Death

MonthDayYear
Date
Spouse Gender

MaleFemaleOther
Spouse Canadian SIN or TIN
Spouse US SSN or ITIN
Spouse Net Income
Disability Tax Credit - Spouse

YES - 1st Year -Provide T2201 Disability Tax Credit CertificateYES - On File with CRANO
Do you have any Dependants?*

YESNO

Were you the beneficiary of an estate or other trust during the year?*

YESNO
Spousal Support (Attach Court Order or Agreement if 1st year)

PaidReceivedOther
Name of Payer/Recipient of Spousal Support

First NameMiddle NameLast Name
Tax ID of Former Spouse Paid Support
Amount of Spousal Support Paid/Received
INCOME:
Did you dispose of Real Estate (Sale or Gift) during the Year*

YES - Principal ResidenceYES - Recreational PropertyYES - Rental Real EstateNO

Income Slips or Reports (Attach and Indicate Total # of Slips or Reports by type or provide details if slips not available)*

	Enter # of Slips or Reports
T4
T4-A
T5
CPP
OAS
T3
T5013
Other Canadian Slips/Reports
US W-2
US 1099
US 1042S
US K1
Other US Federal/State/ Local Slips/Reports
Other Foreign Slips/Reports
Business/ Self Employment (Complete Schedule F)
Rental Income & Expenses (Complete Schedule E)
Sale of Property/Stock/Bonds/Etc. (Complete Schedule D)
Capital Gains (Complete Schedule D
Tips or Gratuities not on T4 - Enter amount
Other

Primary Taxpayer DEDUCTIONS & CREDITS (Check Boxes & Provide Information)*

RRSPMedical / Attendant Care ExpensesTuition Fees (T2202A /TL11A)Rent/Property Taxes PaidCharitable DonationsAccounting / Legal/ Investment Counsel FeesChild Care and Adoption Expenses (if payments made to an individual attach name, address and tax ID’s.)Professional / Union DuesMoving Expenses – details including reimbursement by employerInterest Expense – Provide details of investments or business to which interest expense relatesFederal/Ontario Political ContributionsPublic Transit Pass Tax Credit (prior to 2017)Child Fitness or Arts Tax Credit (prior to 2017)Mortgage Interest Expense (US Only )Disability Tax Credit (T2201)Student Loan InterestHome Buyer’s Tax Credit (First-Time Home Buyer)School Supplies Tax CreditMotor Vehicle Expenses - Complete Schedule F.2Home Office Expenses - Complete Schedule F.3COVID Work from Home Benefit (2020-2022)Other
Primary Taxpayer T1135 Canadian Residents: Did you have any foreign investments (stocks, bonds, trusts, rental properties,etc.) at any time during the year, even if held in a Canadian account which,in aggregate, cost more than $100,000?*

Not ApplicableYES - Complete Schedule G – Specified Foreign Property Checklist.NOYes - I will complete and submit Form T1135 to CRA

Primary Taxpayer Non- US Citizens and Non Green Card Holders: Days Spent in the USA - Current Tax Year is the year for which you need us to prepare a tax return. (Not the year we are in)

	Tax Year	# of Days in US
Current Tax Year
Prior Tax Year
Second Prior Tax Year

US Citizens/Residents/Green Card Holders: Did you have ownership or signing authority over any non-US financial accounts (including, but not limited to, bank accounts, RRSP, TFSA, RESP and investment accounts), with an aggregate value of at least USD $10,000 during the tax year?*

Not ApplicableYES - Please send me the FINCEN 114 Supplemental Checklist for me to completeNOYES - I will complete and submit form FINCEN 114 and provide a copy to Bazar McBean.
US Citizens/Residents/Green Card Holders: Do you require us to file an extension of time for you to file US forms or returns?*

YESNONot Applicable
Virtual Currency: At any time during the tax year, did you receive, sell, send, exchange or otherwise acquire any financial interest in any virtual currency such as, but not limited to, Bitcoin?*

YESNO
In the space below, please provide any other Information that you think we might need to prepare your filings :
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By drawing my signature in the box, I certify that the information provided is true, accurate & complete and I agree to provide to you the information supplied. I understand that if I submit the information by clicking the Green Submit Button below that the information will be emailed to Bazar McBean and to me as a PDF. I understand that I may alternatively choose to print the information and submit it in an alternative manner.*
Should be Empty:

	1st Dependant	2nd Dependant	3rd Dependant	4th Dependant	5th Dependant
Name
Relationship
Date of Birth
SIN/TIN
SSN/ITIN
Eligible Y/N
Net Income
Disabled Y/N

T1-1040 Checklist (For Canadian and/or US Returns)