I just want to point out that the tax preparers at places like Jackson Hewitt and H&R Block often don't have much experience with international tax situations. They're great for standard returns but specialized situations like 1042-S forms are usually outside their wheelhouse. If taxr.ai or calling the IRS doesn't fully resolve your questions, you might want to look for a CPA who specializes in international taxation or specifically works with university international students. Many universities have relationships with local tax professionals who handle these situations regularly.

I went through this exact same situation two years ago with my husband's 1042-S from his graduate fellowship! It's definitely confusing the first time around. You're absolutely right to use the 1098-T section in TurboTax even without an actual 1098-T form - that's the correct approach for scholarship/fellowship income. The key thing is making sure you report both the income AND claim credit for the taxes that were already withheld (that $1,200 you mentioned). One thing I learned the hard way: double-check if your husband submitted a Form W-8BEN to his university. If he didn't, they probably withheld taxes at the standard 30% rate instead of applying any tax treaty benefits. You can still claim those treaty benefits on your return if applicable. Also, keep really good records of everything! The IRS sometimes sends letters asking for clarification on international student income, and having all your documentation organized makes responding much easier. We got one of those letters and it was resolved quickly because we had everything properly documented. The fact that TurboTax support guided you to the right section and your refund calculation stayed consistent is a good sign that you're on the right track!

Has anyone used TurboTax Self-Employed for this kind of situation? I'm in almost the exact same boat (working for a US startup while living in BC) and wondering if the software can handle this or if I need something more specialized.

As someone who went through this exact situation when I first started working remotely for a US company, I totally understand the stress you're feeling! The good news is it's more straightforward than it seems once you know what to do. Since you're being paid as a consultant, you're essentially running a sole proprietorship business in Canada. You'll report this income on Form T2125 (Statement of Business or Professional Activities) along with your T1 return. Convert your USD income to CAD using either the Bank of Canada's annual average exchange rate for 2023 or the daily rates when you received each payment - just be consistent. For expenses, definitely claim your home office costs! Calculate the percentage of your home used exclusively for work and apply that to your rent, utilities, internet, etc. Also claim any computer equipment, software, office supplies, and other business expenses. One thing others haven't mentioned - since you got your PR last year and moved apartments, make sure you update your address with CRA and claim any eligible moving expenses if the move was work-related. You likely don't need to file US taxes since you're a Canadian resident performing work in Canada, but double-check this if you have any US ties. Don't panic about the deadline - if you can't get everything done by April 30th, file anyway to avoid late filing penalties, then amend if needed. The CRA is usually reasonable about first-time self-employment situations when you make a good faith effort to comply.

This is such great information from everyone! I'm actually an enrolled agent who helps nonprofits with tax compliance, and I wanted to add a few practical tips for your golf tournament. First, create a simple spreadsheet to track all sponsor contributions and what they receive in return. This will be invaluable when it comes time to issue proper acknowledgment letters. Include columns for: sponsor name, amount paid, description of benefits received, fair market value of benefits, and tax-deductible portion. Second, get everything in writing with the Huntington's Disease Foundation before you start collecting money. You'll want a formal fundraising agreement that specifies how funds will be transferred, who issues tax receipts, and what documentation they'll provide to your sponsors. Third, consider setting up separate sponsorship tiers - some that are purely charitable donations (no benefits) and others that include golf/dinner packages. This makes the tax calculations much cleaner for everyone involved. The IRS Publication 526 has excellent guidance on charitable contributions that might be helpful for your sponsors to reference. Good luck with your tournament - sounds like it's going to be a great event for an important cause!

As a CPA who has worked with several charity golf tournaments, I want to emphasize something that's been touched on but bears repeating - documentation is absolutely critical for everyone's protection. One thing I always recommend to tournament organizers is creating a "sponsor packet" that includes: - A copy of the charity's IRS determination letter (proving 501c3 status) - Clear breakdown of what sponsors receive vs. their tax-deductible amount - Timeline for when they'll receive their official donation receipt - Contact information for the charity if they have questions Also, be aware that if you're handling any of the money directly (even temporarily), you may need to report it on your personal tax return and then show the subsequent donation to the charity. This is why working directly through the charity's existing systems is often simpler. One last tip: some sponsors may want to pay directly to the charity rather than through your organizing committee. Be prepared for this and have the charity's donation processing information ready. It actually makes things cleaner from a tax perspective, even though it might feel like you're losing control of the fundraising process. The tournament sounds like it's going to be amazing - the tax stuff seems complicated but it's really just about proper documentation and clear communication with all parties involved!

I'm going through this exact same thing right now! Got my 5071C letter in late September and completed ID verification through ID.me about 2.5 weeks ago. Still stuck on "processing" and the waiting is driving me crazy. Reading through everyone's experiences here has been really helpful though. It sounds like 6-9 weeks after verification is pretty typical, but the range can be so wide. I'm definitely going to check my transcript once I can access it and look for those status codes everyone keeps mentioning (570, 571, 846). The most reassuring thing from this thread is learning that the WMR tool is basically useless during this phase - at least I can stop obsessively checking it every day! I'm also considering trying that taxr.ai service once I can get to my transcript, since it sounds like it explains everything in normal language instead of confusing IRS codes. This waiting game is absolutely brutal when you're counting on that money, but it's comforting to know so many others are in the same boat. We all got through the ID verification part which seems to be the biggest hurdle. Fingers crossed we're all on the shorter end of that timeline!

I'm in almost the exact same situation! Got my 5071C letter in late September, completed ID verification through ID.me about 3 weeks ago, and I'm also stuck on that "processing" status. The waiting is absolutely killing me, especially since I really need that refund money. Reading through everyone's experiences here has been both helpful and terrifying - the timeline seems to vary so wildly from 4 weeks to several months! I had no idea the WMR tool was basically useless during this phase, so at least now I can stop obsessively checking it every single day. I'm definitely going to check my transcript once I can access it and look for those status codes (570, 571, 846) that everyone mentioned. Might also try that taxr.ai service to help decode everything since IRS codes might as well be written in ancient hieroglyphs to me. It's somewhat comforting to know so many others are going through this same frustrating process. At least we all made it through the ID verification hurdle! Fingers crossed we're all on the shorter end of that 6-9 week timeline. This waiting game is brutal but we'll get through it eventually!

Have you checked your state's department of revenue website specifically? Many states have their own "Where's My Refund" tools that are completely separate from the federal IRS site. Also, what state are you in? Some states are notoriously slow with processing amended returns - California and New York can take 6+ months sometimes. Did you e-file or paper file your state amendment?

Just to add my experience - I filed amended returns for both federal and state last year, and the difference in processing times was incredible. Got my federal refund in about 12 weeks, but my state refund (Pennsylvania) took almost 8 months! The PA Department of Revenue website barely had any updates during that time either. What really helped me was setting up alerts on both the IRS "Where's My Amended Return" tool and my state's system so I wasn't constantly checking manually. Also learned that some states like mine still require paper filing for certain amended returns, which slows things down even more compared to federal e-filing.