Serbinski Accounting Firms

This might be of interest to some here.

https://oversight.house.gov/hearing/rev ... iance-act/

Oops. I'm a retired, single, dual citizen living in Canada receiving US soc. sec, cpp, and oas.

This form has changed this year and question 5 requires a response. After reading the related section 301.6114-1(b) and going cross-eyed I remain confused. I think I should check "no." Is this correct?

A gentle and respectful suggestion. Please do a search before you seek assistance.

Here is a link to cdn gov't services calculator which will assist you regarding OAS eligibility etc. Just follow the steps on each page.. perhaps you may have to copy and paste into the address bar in your browser.. good luck in your considerations. https://srv111.services.gc.ca/%282oag20yssky3wz3kl...

I've used the deluxe version for many years and I'm satisfied. I'm assuming you have no cdn income to report.

If you do then you will need to "play" with TTax a bit... i.e. 'pretend' T5's are 1099's.

Good luck.

[quote="nelsona"]I already stated that the article is XVIII.5. You should include it on your 8833.[/quote]


thanks for putting me out of my misery!!

much appreciated

thank you for these posts!! can one simply write on 8833 that CPP income is exempt due to US CDN tax treaty OR does one have to name the specific article, paragraph etc. maybe i don't know how to do proper web search but it is a "bear" trying to find the correct article ..paragraph to refe...