Search found 4 matches

by clank
Sun Apr 19, 2020 6:01 pm
Forum: Canada / United States Tax & Accounting
Topic: Transfer to RRSP Taxable event in the U.S.?
Replies: 2
Views: 2110

Transfer to RRSP Taxable event in the U.S.?

Hi, I tried searching for this question but wasn't able to find an answer. I became a US resident in May of 2019. I want to file as a full year resident (https://forums.serbinski.com/viewtopic.php?f=2&t=219748&p=260967#p260967 - more info here. Question is in February 2019, I transferred sto...
by clank
Fri Apr 10, 2020 8:08 pm
Forum: Canada / United States Tax & Accounting
Topic: Moved from Canada to the US in May, Wife moved in June
Replies: 5
Views: 2399

Re: Moved from Canada to the US in May, Wife moved in June

Thank you so much! there's literally way more clarity and guidance from you than the half dozen accounts i've paid to speak with so far :P
by clank
Thu Apr 09, 2020 6:00 pm
Forum: Canada / United States Tax & Accounting
Topic: Moved from Canada to the US in May, Wife moved in June
Replies: 5
Views: 2399

Re: Moved from Canada to the US in May, Wife moved in June

Thank you so much! Now I understand proc 2010-19. Very very helpful!

For the physical real estate, just curious what provision in the treaty covers this? Is there any downside to using form 8833 to bump up the cost of the property or would that create more confusion?
by clank
Wed Apr 08, 2020 7:59 pm
Forum: Canada / United States Tax & Accounting
Topic: Moved from Canada to the US in May, Wife moved in June
Replies: 5
Views: 2399

Moved from Canada to the US in May, Wife moved in June

Hi, I'm filing dual-status taxes for the first time and I am getting conflicting advice from an accountant that I hired and a big tax firm that I can get consultations with. I've read through many of the threads here and am really thankful for Nelsona for all the great advice he provides. The advice...