Serbinski Accounting Firms

[quote]If you did not meet SPT, you probably should just file 1040NR, or file full year (treaty allows this, not IRS regs).[/quote] What would this look like on the Canadian side? The cra says I can't be nonresident until I am resident somewhere else, but being a full year Canadian resident is much ...

Thanks for the great thread, everybody. I'm struggling with these forms right now too. What happens if a Canadian already had a TFSA when he moved down? (Dual status) 1) Is the whole year's income reportable on the 3520/3520a/1040, or just income for the period that he was a US resident? 2) Is the d...

Another disadvantage of #3 is to figure out how to actually do it. I see in IRS #519 how to do it for married couples filing jointly, but for single individuals I haven't seen such a possibility mentioned anywhere but this forum. At least option #2 (first year choice) has a couple paragraphs in IRS ...

Hello, I moved to the US in Oct 2013. I am single and don't have any residential ties in Canada, but I do have a TFSA unfortunately. I wanted to check my understanding of my filing options: 1) Canada: Full-year resident, report all US+Can income USA: Non-resident, file 1040NR with US income Advantag...

Hello, I have moved to the US this year and broken Canadian ties. I will become a US tax resident in the 2014 year. I still have RRSP contribution room as I have not yet contributed for 2014. Can I still contribute to my RRSP to fill it up for this year, even though I've already left? (The money com...