Form 5013 R PDF Details

Form 5013 R is a request for an organization ruling letter from the Internal Revenue Service (IRS). This form is used to request determination of whether an organization meets the requirements to be exempt from federal income tax. The IRS reviews submissions and makes a determination on whether or not the organization qualifies for exemption. Organizations that are approved will receive a ruling letter stating their exempt status. There are several requirements that must be met in order to qualify for exemption, so it's important to understand what they are before filing Form 5013 R. The instructions for the form provide a detailed list of the information that must be included in order to make a complete submission. Failing to submit all required information could result in your application being denied. So, if you're looking to establish your organization as exempt from federal income tax, be sure to familiarize yourself with the requirements and submit everything needed on For

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Form NameForm 5013 R
Form Length8 pages
Fillable?No
Fillable fields0
Avg. time to fill out2 min
Other nameswhere to send form 5013 r, T4A, UCCB, 2012

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T1 GENERAL 2012

Income Tax and Benefit Return for Non-residents

and Deemed Residents of Canada

Complete all the sections that apply to you.

For more information, see the guide.

Identification

Print your name and address below.

First name and initial

Last name

Mailing address: Apt No – Street No Street name

PO Box

RR

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City

Prov./Terr.

 

Postal Code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Country

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Information about your residence

Enter your province or territory of

 

residence on December 31, 2012:

 

Other

Your country of residence

 

 

 

 

on December 31, 2012:

 

 

 

If you were self-employed in 2012,

 

enter the province or territory

 

 

of self-employment:

 

 

9

Information about you

Enter your social insurance number (SIN), temporary tax number (TTN), or individual tax number (ITN):

 

 

 

 

 

 

 

 

 

Year

 

 

 

 

 

Month Day

 

Enter your date of birth:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Your language of correspondence:

 

English

 

 

Français

 

Votre langue de correspondance :

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Marital status

 

 

 

 

 

 

 

 

 

 

 

 

 

Tick the box that applies to your marital status on December 31, 2012:

 

1

 

 

Married

2

 

 

Living common-law

3

 

 

 

Widowed

 

 

 

 

 

 

 

 

 

4

 

 

Divorced

5

 

 

Separated

 

 

 

6

 

 

 

Single

 

 

 

 

 

 

 

 

 

 

 

 

Information about your spouse or

common-law partner (if you ticked box 1 or 2 above)

Enter his or her SIN, TTN, or ITN:

Enter his or her first name:

Enter his or her net world income for 2012 to claim certain credits:

Enter the amount of universal child care benefit (UCCB) from line 117 of his or her return:

Enter the amount of UCCB repayment from line 213 of his or her return:

Tick this box if he or she was self-employed in 2012:

1

 

Person deceased in 2012

If this return is for a deceased

 

Year

 

 

Month Day

 

person, enter the date of death:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Do not use this area

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Elections Canada

(see the Elections Canada page in the tax guide for details or visit www.elections.ca)

 

 

A)

Are you a Canadian citizen?

Yes

 

No

 

 

1

 

Answer the following question only if you are a Canadian citizen.

 

 

 

 

 

B)

As a Canadian citizen, do you authorize the Canada Revenue Agency to give your name,

 

 

 

 

 

 

. . . . . .address, date of birth, and citizenship to Elections Canada to update the National Register of Electors?

Yes

 

1

No

 

Your authorization is valid until you file your next return. Your information will only be used for purposes permitted under the Canada Elections Act, which includes sharing the information with provincial/territorial election agencies, members of Parliament, and registered political parties, as well as candidates at election time.

2

2

Goods and services tax/harmonized sales tax (GST/HST) credit application

Deemed residents only (see the guide for details).

 

 

 

Are you applying for the GST/HST credit?

Yes

1 No

2

Information about your residency status

Tick the box that describes your residency status as of December 31, 2012 (see page 6 of the guide):

I was a non-resident of Canada . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

I was a deemed non-resident of Canada . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

I was a deemed resident of Canada because I stayed in Canada for 183 days or more in 2012 . . . . . . . . . . . . . . . . . . .

I was a deemed resident of Canada for other reasons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

177

177

177

177

Yes

Yes

Yes

Yes

1

2

3

4

Do not

use this area

172

171

5013-R

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Protected B when completed 2

The guide contains valuable information to help you complete your return.

When you come to a line on the return that applies to you, go to the line number in the guide for more information.

If you were a deemed resident of Canada in 2012, please answer the following question:

Did you own or hold foreign property at any time in 2012 with a total cost of more than

 

 

 

CAN$100,000? See "Foreign income" in the guide for more information

266 Yes

1 No

2

If yes, complete Form T1135 and attach it to your return.

If you had dealings with a non-resident trust or corporation in 2012, see the "Foreign income" in the guide.

If you were a deemed resident of Canada in 2012, you have to report your income from all sources both inside and outside Canada.

Total income

Employment income (box 14 on all T4 slips)

Commissions included on line 101 (box 42 on all T4 slips)

102

 

 

 

 

 

 

 

 

 

Other employment income

 

 

 

 

 

Old age security pension

(box 18 on the T4A(OAS) slip or the applicable amount on your NR4-OAS slip)

CPP or QPP benefits

(box 20 on the T4A(P) slip or the applicable amount on your NR4 slip)

Disability benefits included on line 114

(box 16 on the T4A(P) slip or the applicable amount on your NR4 slip) 152

101

104+

113+

114+

Other pensions or superannuation

 

115 +

Elected split-pension amount (attach Form T1032)

 

116 +

Universal child care benefit (UCCB)

 

117 +

UCCB amount designated to a dependant

185

 

Employment insurance and other benefits

 

 

(box 14 on the T4E slip or the applicable amount on your NR4 slip)

119 +

Taxable amount of dividends (eligible and other than eligible) from taxable

 

Canadian corporations (attach Schedule 4)

 

120 +

Taxable amount of dividends other than eligible dividends,

 

 

 

 

 

 

 

 

 

 

 

included on line 120, from taxable Canadian corporations

180

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Interest and other investment income (attach Schedule 4)

 

 

 

 

 

 

121

+

 

 

 

Net partnership income: limited or non-active partners only

 

 

 

 

 

 

122

+

 

 

 

Registered disability savings plan income

 

 

 

 

 

125

+

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

+

 

 

 

Rental income

 

Gross

 

160

 

 

 

 

Net

 

126

 

 

 

Taxable capital gains (attach Schedule 3)

 

 

 

 

 

127

+

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

+

 

 

 

Support payments received

Total

 

156

 

 

 

Taxable amount

 

128

 

 

 

RRSP income (from all T4RSP slips or the applicable amount on your NR4 slip)

129

+

 

 

 

Other income

Specify:

 

 

 

 

 

 

 

 

 

130 +

 

 

 

Self-employment income

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Business income

 

Gross

 

162

 

 

 

 

Net

 

135

+

 

 

 

 

Professional income

 

Gross

 

164

 

 

 

 

Net

 

137

+

 

 

 

 

Commission income

 

Gross

 

166

 

 

 

 

Net

 

139

+

 

 

 

 

Farming income

 

Gross

 

168

 

 

 

 

Net

 

141

+

 

 

 

 

Fishing income

 

Gross

 

170

 

 

 

 

Net

 

143

+

 

 

 

Workers' compensation benefits (box 10 on the T5007 slip)

144

Social assistance payments

145 +

Net federal supplements (box 21 on the T4A(OAS) slip)

 

 

+

 

146

Add lines 144, 145, and 146 (see line 250 in the guide).

 

 

=

 

+

 

 

 

147

 

 

This is your total income.

 

 

=

 

Add lines 101, 104 to 143, and 147.

 

150

 

5013-R

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CAttach your Schedule 1 (federal tax). Also attach here any other schedules, information slips, forms, receipts, and documents that you need to include with your return.

Net income

Enter your total income from line 150.

Pension adjustment

 

(box 52 on all T4 slips and box 034 on all T4A slips)

206

Protected B when completed 3

150

Registered pension plan deduction (box 20 on all T4 slips and box 032 on all T4A slips) 207

RRSP deduction (see Schedule 7 and attach receipts)

 

208

+

 

 

Deduction for elected split-pension amount (attach Form T1032)

 

210

+

 

 

Annual union, professional, or like dues (box 44 on all T4 slips, and receipts)

212

+

 

 

Universal child care benefit repayment (box 12 on all RC62 slips)

 

213

+

 

 

Child care expenses (attach Form T778)

 

 

214

+

 

 

Disability supports deduction

 

 

 

215

+

 

 

Business investment loss

Gross

228

Allowable deduction

217

+

 

 

Moving expenses

 

 

 

 

219

+

 

 

Support payments made

 

Total

230

Allowable deduction

220

+

 

 

Carrying charges and interest expenses (attach Schedule 4)

 

221

+

 

 

Deduction for CPP or QPP contributions on self-employment and other earnings

 

 

 

 

(attach Schedule 8)

 

 

 

 

222

+

 

Deduction for PPIP premiums on self-employment income (attach Schedule 10)

223

+

 

Exploration and development expenses (attach Form T1229)

 

224

+

 

 

Other employment expenses

 

 

 

229

+

 

 

Clergy residence deduction

 

 

 

231

+

 

 

Other deductions

Specify:

 

 

 

232

+

 

Add lines 207 to 224, 229, 231, and 232.

 

 

233

=

 

 

 

Line 150 minus line 233 (if negative, enter "0").

This is your net income before adjustments.

234

=

 

Social benefits repayment (if you reported income on line 113, 119, or 146, see line 235 in the guide).

 

 

 

Use the federal worksheet to calculate your repayment.

 

 

 

235

Line 234 minus line 235 (if negative, enter "0").

 

 

 

 

 

 

If you have a spouse or common-law partner, see line 236 in the guide.

This is your net income.

 

=

 

Taxable income

Canadian Forces personnel and police deduction (box 43 on all T4 slips)

Employee home relocation loan deduction (box 37 on all T4 slips)

Security options deductions

Other payments deduction

(if you reported income on line 147, see line 250 in the guide)

Limited partnership losses of other years

Non-capital losses of other years

Net capital losses of other years

Capital gains deduction

Northern residents deductions (attach Form T2222)

Additional deductions

Specify:

Add lines 244 to 256.

 

Line 236 minus line 257 (if negative, enter "0").

244

248 +

 

249 +

 

250 +

 

251 +

 

252 +

 

253 +

 

254 +

 

255 +

 

256 +

257 =

 

This is your taxable income. 260

=

Use your taxable income to calculate your federal tax on Schedule 1.

If you are electing under section 217, complete and attach Schedule A, Statement of World Income, to determine the amount to enter on line 35 of Schedule 1.

5013-R

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Refund or balance owing

 

 

 

 

 

 

 

 

 

 

 

 

Protected B when completed

4

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Net federal tax: enter the amount from line 61 of Schedule 1 (attach Schedule 1, even if the result is "0")

420

 

 

 

 

 

 

 

 

CPP contributions payable on self-employment and other earnings (attach Schedule 8)

 

 

 

 

 

 

421

+

 

 

 

Employment insurance premiums payable on self-employment and other eligible earnings (attach Schedule 13)

430

+

 

 

 

Social benefits repayment (amount from line 235)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

422

+

 

 

 

Provincial or territorial tax (attach Form T2203)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

428

+

 

 

 

Add lines 420, 421, 430, 422, and 428.

 

 

 

 

 

This is your total payable.

 

435

=

 

 

Total income tax deducted

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

437

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tax transfer for residents of Quebec

 

438

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Line 437 minus line 438

 

 

 

=

 

 

439

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Refundable Quebec abatement

 

 

 

 

 

 

 

 

440

+

 

 

 

 

 

 

 

CPP overpayment (enter your excess contributions)

 

 

 

 

 

 

 

 

448

+

 

 

 

 

 

 

 

Employment insurance overpayment (enter your excess contributions)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

450

 

 

 

A

 

 

 

 

 

 

 

 

 

 

 

Amount on line 376 of Schedule 1

 

 

 

 

 

B

 

 

 

 

 

 

 

 

 

 

 

Net employment insurance overpayment

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Line A minus line B (if negative, enter "0")

 

 

 

=

 

 

451

 

+

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Refundable medical expense supplement (use federal worksheet)

 

 

 

 

452

+

 

 

 

 

 

 

 

Working income tax benefit (WITB) (attach Schedule 6)

 

 

 

 

 

 

 

 

453

+

 

 

 

 

 

 

 

Refund of investment tax credit (attach Form T2038(IND))

 

 

 

 

 

 

 

 

454

+

 

 

 

 

 

 

 

Part XII.2 trust tax credit (box 38 on all T3 slips)

 

 

 

 

 

 

 

 

456

+

 

 

 

 

 

 

 

Employee and partner GST/HST rebate (attach Form GST370)

457

+

 

Tax paid by instalments

 

476

+

 

Add lines 439, 440, 448, and 451 to 476.

These are your total credits. 482

=

 

 

 

 

 

Line 435 minus line 482

This is your refund or balance owing.

=

If the result is negative, you have a refund. If the result is positive, you have a balance owing.

Enter the amount below on whichever line applies.

Refund 484

 

Generally, we do not charge or refund a difference of $2 or less.

 

 

Balance owing

 

 

 

485

 

 

 

 

 

 

 

 

 

 

Amount enclosed

 

 

486

 

 

Attach to page 1 a cheque, money order, or bank draft payable to the Receiver General, or make your payment online (go to www.cra.gc.ca/mypayment). Your payment is due no later than April 30, 2013.

Direct deposit Start or change (see line 484 in the guide)

You do not have to complete this area every year. Do not complete it this year if your direct deposit information has not changed. Income tax refund, GST/HST credit, WITB advance payments, and any other deemed overpayment of tax – To start direct deposit or to change account information, complete lines 460, 461, and 462 below.

Notes: To deposit your CCTB payments (including certain related provincial or territorial payments) into the same account, also tick box 463. To deposit your UCCB payments into the same account, also tick box 491.

Branch

Institution

 

 

 

number

number

Account number

CCTB

UCCB

460

 

 

461

 

 

462

 

 

463

 

 

491

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(5 digits)

 

 

 

(3 digits)

(maximum 12 digits)

 

 

 

I certify that the information given on this return and in any documents attached is correct, complete, and fully discloses all my income.

Sign here

It is a serious offence to make a false return.

Telephone Date

490If a fee was charged for preparing this return,

complete the following:

Name of preparer:

Telephone:

Do not use

this area

487

 

 

488

 

5013-R

Privacy Act, Personal Information Bank number CRA PPU 005

How to Edit Form 5013 R Online for Free

form 5013 can be completed online without difficulty. Just make use of FormsPal PDF editor to finish the job right away. Our team is devoted to giving you the absolute best experience with our tool by constantly introducing new capabilities and upgrades. Our editor is now much more useful as the result of the newest updates! Now, editing PDF forms is simpler and faster than ever. This is what you'd have to do to begin:

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This form will involve some specific details; to guarantee accuracy and reliability, please be sure to adhere to the following steps:

1. To start with, while completing the form 5013, start with the area that includes the next blanks:

2012 writing process described (portion 1)

2. Just after filling out this part, go to the next stage and fill out all required details in all these fields - Province or territory where your, Your spouses or commonlaw partners, Their first name, Their Canadian SIN TTN or ITN, Tick this box if they were, Net world income for to claim, Amount of universal child care, Amount of UCCB repayment from line, Do not use this area, Do not use this area, R E, Ce formulaire est disponible en, and Page of.

Part number 2 of completing 2012

3. Completing A Do you have Canadian citizenship, If yes go to question B If no skip, B As a Canadian citizen do you, Yes, Yes, Your authorization is valid until, Your information in the Register, Indian Act Exempt income, Tick this box if you have income, If you ticked the box above, and Information about your residency is essential for the next step, make sure to fill them out in their entirety. Don't miss any details!

Step # 3 of completing 2012

In terms of Indian Act Exempt income and Information about your residency, ensure that you do everything properly in this section. These two are the most significant fields in this document.

4. It is time to fill in this next part! Here you've got all of these Tick the box that describes your, I was a nonresident of Canada, I was a deemed nonresident of, I was a deemed resident of Canada, I was a deemed resident of Canada, Yes, Yes, Yes, Yes, Foreign property, If you were a deemed resident of, Did you own or hold specified, Yes, If yes complete Form T Foreign, and Note If you were a deemed resident form blanks to complete.

Writing section 4 of 2012

5. Finally, the following last subsection is precisely what you should wrap up before using the PDF. The fields in this case are the next: Step Total income, Employment income box of all T, Taxexempt income for emergency, Commissions included on line box, Wageloss replacement contributions, Other employment income see line, Old age security OAS pension box, CPP or QPP benefits box of the, Disability benefits included on, Other pensions and superannuation, Elected splitpension amount, Universal child care benefit UCCB, UCCB amount designated to a, Employment insurance and other, and Employment insurance maternity and.

Writing segment 5 of 2012

Step 3: After you have reviewed the details in the document, press "Done" to conclude your form at FormsPal. Join FormsPal now and immediately use form 5013, ready for download. Every change made is handily kept , which enables you to customize the document at a later time as required. We do not share or sell the information that you use when filling out forms at our website.