Serbinski Accounting Firms

nelsona, can you reference a specific source/publication, etc, that would show that the US tax return was filed incorrectly? I have checked the IRS website and cannot find specific information regarding this issue - Canadian employment benefits received before becoming a US resident. The Emigrant Gu...

Thanks. I will read the Emigrant Guide. We did not report his Canadian employment benefits income on the US tax return. I guess we will have to file an amended return. Interestingly, neither our accountant here nor the accountant in Canada has any experience with correct filing procedure in this cas...

My husband, a Canadian citizen, moved to the US last July and we were married the same month. I am a US citizen and I have never lived or worked in Canada. We have already filed a joint US tax return. My question is about the Canadian tax return that he needs to file. He was not employed last year w...

Thank you.

Thanks for the response. Is there a time limit for setting up this account - before year-end for example?

I'm a US citizen and my husband recently moved to the US and is in the process of adjusting this status to a permanent resident. His pension fund representative says that my husband MUST transfer his RRSP pension fund from Canada to a locked-in plan at a Canadian bank in the US, since "the Onta...