Search found 3 matches

by danmacd1
Wed Nov 13, 2019 3:49 pm
Forum: Canada / United States Tax & Accounting
Topic: Canadian Resident and US 401k holder
Replies: 7
Views: 6375

Re: Canadian Resident and US 401k holder

Thank-you for the swift response to the questions

Regards, Dan
by danmacd1
Tue Nov 12, 2019 4:40 pm
Forum: Canada / United States Tax & Accounting
Topic: Canadian Resident and US 401k holder
Replies: 7
Views: 6375

Re: Canadian Resident and US 401k holder

Opps.. Also forgot to ask, can I pension income split these 401K funds with my spouse on our Canadian Income Tax returns? I'm 59-1/2 and she is 62
by danmacd1
Tue Nov 12, 2019 2:39 pm
Forum: Canada / United States Tax & Accounting
Topic: Canadian Resident and US 401k holder
Replies: 7
Views: 6375

Canadian Resident and US 401k holder

Hi, I have used your income tax service in the past when living in the US. I returned to Canada back in 2009

Question regarding a US 401K and the amount I can withdraw (in periodic payments each year, without having to filing a US Tax return)
- Canadian citizen and resident
- NOT a US green card ...