Search found 3 matches

by ZippyUSA
Sun Mar 14, 2021 7:46 pm
Forum: Canada / United States Tax & Accounting
Topic: Trading in my RRSP while in the US
Replies: 11
Views: 4989

Re: Trading in my RRSP while in the US

Kader I've traded my RRSP and LRRSP while living in the US for 20 years now thru TD Waterhouse. It is a pain since you have to call and make the trades over phone as opposed to using the online trading feature. Commission is similar to trading on line as opposed to the costs to trade through a telep...
by ZippyUSA
Wed May 13, 2020 7:20 pm
Forum: Canada / United States Tax & Accounting
Topic: Transfer to RRSP Taxable event in the U.S.?
Replies: 2
Views: 2093

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

I'm no expert, but you definitely need to take a capital gain or loss in Canada since your transaction was before you became a PR of US. You'll file a return in Canada to close out your account? The stock disposal value is it's price when you swapped it into the RRSP and the cap gain is the price di...
by ZippyUSA
Wed May 13, 2020 6:54 pm
Forum: Canada / United States Tax & Accounting
Topic: Windfall Elimination Provision
Replies: 18
Views: 9674

Re: Windfall Elimination Provision

Just found this site....Great info! I have dual citizenship (US/CDN), eligible for CPP. Am taking OAS and US SS so far. No WEP as I am not taking CPP. Once I start CPP (I'm waiting to allow it to build) do I have to notify the SS folks so they apply WEP to my existing SS payments? A previous comment...