Search found 55 matches
- Wed Apr 05, 2017 2:23 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Filing joint return with non-resident alien spouse
- Replies: 14
- Views: 5399
Since we are filing as if she were a full-time U.S. resident does it look suspicious that her business is listed in Canada? I will not be filing for the foreign income exclusion so the IRS may wonder if she worked in the U.S. while she was not legally able to work in the U.S. The foreign earned inco...
- Tue Apr 04, 2017 6:37 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Filing joint return with non-resident alien spouse
- Replies: 14
- Views: 5399
- Tue Apr 04, 2017 6:31 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Filing joint return with non-resident alien spouse
- Replies: 14
- Views: 5399
- Tue Apr 04, 2017 3:01 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Filing joint return with non-resident alien spouse
- Replies: 14
- Views: 5399
- Wed Mar 29, 2017 2:22 am
- Forum: Canada / United States Tax & Accounting
- Topic: Filing joint return with non-resident alien spouse
- Replies: 14
- Views: 5399
- Mon Mar 27, 2017 8:15 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Filing joint return with non-resident alien spouse
- Replies: 14
- Views: 5399
Re: Filing joint return with non-resident alien spouse
[quote="panek"]Hi there, I am trying to file a joint return with my wife who was a U.S. non-resident for part of 2016. I was a U.S. resident for the full year. I would like to treat her as a U.S. resident for the full year to simplify our return. My understanding is I attach a signed state...
- Mon Mar 27, 2017 8:08 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Filing joint return with non-resident alien spouse
- Replies: 14
- Views: 5399
- Mon Mar 27, 2017 8:03 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Filing joint return with non-resident alien spouse
- Replies: 14
- Views: 5399
- Mon Mar 27, 2017 7:53 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Filing joint return with non-resident alien spouse
- Replies: 14
- Views: 5399
Filing joint return with non-resident alien spouse
Hi there, I am trying to file a joint return with my wife who was a U.S. non-resident for part of 2016. I was a U.S. resident for the full year. I would like to treat her as a U.S. resident for the full year to simplify our return. My understanding is I attach a signed statement to my return stating...
- Sat Jun 13, 2015 7:11 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Withholding rate for transfer of pension to LIRA while in US
- Replies: 6
- Views: 4447
- Tue Jun 09, 2015 11:29 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Withholding rate for transfer of pension to LIRA while in US
- Replies: 6
- Views: 4447
Ouch... yeah that's painful... looking at upwards of 45% It's probably better to leave as is -- especially with earnings of LIRA/RRSP being taxed in California. I think we've touched on this before but I have not been reporting my pension on the FBAR because I don't have an easy way to find it's com...
- Sun Jun 07, 2015 3:11 am
- Forum: Canada / United States Tax & Accounting
- Topic: Withholding rate for transfer of pension to LIRA while in US
- Replies: 6
- Views: 4447
Seems it would be taxed 25% on the Canadian side. What I really want to know is how much the tax obligation would be on the US side. Looking for ballpark figure but it seems like the total tax obligation (US + Canada) would be significantly more than 25%. Is there anyway to minimize the US obligation?
- Sun Jun 07, 2015 1:09 am
- Forum: Canada / United States Tax & Accounting
- Topic: Withholding rate for transfer of pension to LIRA while in US
- Replies: 6
- Views: 4447
Withholding rate for transfer of pension to LIRA while in US
Hi there, I'm considering transferring my deferred pension into a LIRA. I can only transfer about 65% of it with the difference being paid to me in cash less withholding tax. I'm trying to figure out the tax implications of the withholding. I'm currently a resident of California on a TN (non-residen...
- Mon Mar 02, 2015 11:39 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Witholding tax for US TN holder consulting for CAN company
- Replies: 5
- Views: 3369
Thanks Nelson. Just realized that as well. Since the services were performed outside of Canada, no withholding necessary. So it sounds like I simply complete a non-resident return and claim a treaty exemption on my Canadian return and simply claim the foreign income on my US return. Any hints as to ...
- Mon Mar 02, 2015 12:43 am
- Forum: Canada / United States Tax & Accounting
- Topic: Witholding tax for US TN holder consulting for CAN company
- Replies: 5
- Views: 3369