Serbinski Accounting Firms

Nelsona.....well this all started when she submitted a W9 to a US bank where she had opened an account. They rejected it because of the issues we are discussing.

Maggie.....thanks very much for these helpful links. But......unless I'm reading them incorrectly I think they confirm that she is not ...

Thanks Nelsona.

However, I am still a little confused by this.....

Item 3 of Part II, Certification of the W9 form certifies that the person signing the form is " a US citizen or other US person ".
The instructions below the form say that this means you are a US person or resident alien.
However ...

My daughter has recently moved to the US. Her husband has an H1b visa and she and their two kids are H4s.

She has encountered a fair amount of confusion from both Canadian and US financial institutions regarding her residency status. She is no longer resident in Canada but she will not qualify as a ...

Thanks again, Nelsona.

Further to my last post asking about ITINs....

In 1995 I was working for a couple of years in the USA. My daughter was aged about 10 at the time. We were all given SSNs , including her. I have the card still ....it says ' Not valid for employment ' but otherwise is a regular SSN card.

She has just ...

Thanks Nelsona.

You made me smile with your comment that it might be hard to make any progress before her tax filing next Spring.

Ax you say, H4s are second class. If fact, my daughter has said that the system more or less regards her as an undocumented alien.

I do have another question about her ...

My daughter has recently moved to the US. Her husband has an H1b visa and she and their two kids are H4s.

She has investment accounts in Canada and the broker is asking her to complete a W9 form. The W9 asks for an ITIN which she does not yet have. The form instructions say that if you do not have ...

If a couple are tax resident in Canada and one spouse gifts funds to the other then any income earned by the gifted funds is attributed back to the transferor for taxation. However, if the transferor becomes non Canadian resident then the attribution ceases.

Would anyone know......If a Canadian ...

If a couple are tax resident in Canada and one spouse gifts funds to the other then any income earned by the gifted funds is attributed back to the transferor for taxation. However, if the transferor becomes non Canadian resident then the attribution ceases.

Would anyone know......If a Canadian ...