Search found 20 matches

by sajc
Wed Feb 07, 2024 3:51 pm
Forum: Canada / United States Tax & Accounting
Topic: for treaty - Spouse Canadian income before/after RRSP contributions
Replies: 1
Views: 127

for treaty - Spouse Canadian income before/after RRSP contributions

HI nelsona

how are you? I am doing my treaty proforma calculations and I was wondering when entering spousal Canadian income, should the income reported be the income - (RRSP, retirement amount) or the whole amount?

Any suggestions?

Regards and thank you,
Sajc
by sajc
Tue Nov 02, 2021 7:22 pm
Forum: Canada / United States Tax & Accounting
Topic: ITIN application for spouse and child
Replies: 2
Views: 1020

Re: ITIN application for spouse and child

Thank you Nelsona. On G , in instructions it says to submit "your" visa copy. So I assumed they would need my spouse visa which she does not have. Thank you I will submit it with G and copy of my Visa. Thank you again. Much appreciated.
by sajc
Tue Nov 02, 2021 6:41 pm
Forum: Canada / United States Tax & Accounting
Topic: ITIN application for spouse and child
Replies: 2
Views: 1020

ITIN application for spouse and child

Hi I am on TN visa and my spouse and kid are Canadian citizens. We live on the Canadian side. I applied for ITIN for both them by choosing option (a) Non resident alien required to get ITIN for tax treaty. It got rejected as I had not entered the exception and treaty number. Can anyone guide me on h...
by sajc
Sun Feb 14, 2021 1:24 am
Forum: Canada / United States Tax & Accounting
Topic: Tax Treatment of US Healthcare Savings Accounts (HSA)
Replies: 15
Views: 9620

Re: Tax Treatment of US Healthcare Savings Accounts (HSA)

sajc wrote:
> Just adding on to the discussion, can a commuter working in the states and
> living on Canadian side contribute to a HSA?
I ask this because I read that since in Canada, there is govt assisted medicare, one cannot contribute to a HSA.
by sajc
Sun Feb 14, 2021 12:58 am
Forum: Canada / United States Tax & Accounting
Topic: Tax Treatment of US Healthcare Savings Accounts (HSA)
Replies: 15
Views: 9620

Re: Tax Treatment of US Healthcare Savings Accounts (HSA)

Just adding on to the discussion, can a commuter working in the states and living on Canadian side contribute to a HSA?
by sajc
Sun Feb 14, 2021 12:54 am
Forum: Canada / United States Tax & Accounting
Topic: More tax credits on Canadian side
Replies: 4
Views: 2124

Re: More tax credits on Canadian side

Thank you very much for your answers. Much appreciated!!
by sajc
Wed Dec 30, 2020 6:44 pm
Forum: Canada / United States Tax & Accounting
Topic: More tax credits on Canadian side
Replies: 4
Views: 2124

More tax credits on Canadian side

Hi Nelsona Hope you are well during this chaotic period. I have a question regarding the TN US-Canada tax issues. I live in Canada and work in USA as aTN commuter. From what I have read on the forum, the main assumption is that US taxes are less than Canada taxes, so there is not a real advantage in...
by sajc
Mon Jun 08, 2020 6:30 pm
Forum: Canada / United States Tax & Accounting
Topic: Standard deduction , TN, first time
Replies: 22
Views: 9600

Re: Standard deduction , TN, first time

Thanks a lot Nelsona. Much appreciated!!
by sajc
Mon Jun 08, 2020 3:37 am
Forum: Canada / United States Tax & Accounting
Topic: Standard deduction , TN, first time
Replies: 22
Views: 9600

Re: Standard deduction , TN, first time

Hi Nelsona

At last at a stage of sending in the taxes. Thank you for your help. I was wondering do we send in the 1040 "pro forma" forms along with the 1040NR or just mention that we are using a treaty in letter would suffice?

Sorry for a dumb question.

Regards
Sajan
by sajc
Fri May 01, 2020 1:13 pm
Forum: Canada / United States Tax & Accounting
Topic: Standard deduction , TN, first time
Replies: 22
Views: 9600

Re: Standard deduction , TN, first time

Nelsona,

For while filing Michigan taxes ..can we use treaty and file married filing jointly option and get exemptions for both me and spouse or do I have to use married filing separately and only use single exemption?

Any suggestions?

Thank you
by sajc
Wed Apr 15, 2020 10:39 pm
Forum: Canada / United States Tax & Accounting
Topic: Standard deduction , TN, first time
Replies: 22
Views: 9600

Re: Standard deduction , TN, first time

Thank you . Yes I checked the distance rules..moved 3000 odd kms in Canada :)
by sajc
Wed Apr 15, 2020 7:37 pm
Forum: Canada / United States Tax & Accounting
Topic: Standard deduction , TN, first time
Replies: 22
Views: 9600

Re: Standard deduction , TN, first time

Nelsona, I moved from Alberta to Ontario for the job. So planning to claim the moving deduction. Is that acceptable?