Serbinski Accounting Firms

I am a dual citizen (US/Canada) living in Vancouver. Last year I bought a condo that is part of a coop. That means I own shares in the coop that give me the right to occupy my unit. The coop is listed as a limited partnership that owns the building where my condo is. Do I have to report this to the ...

My Vanguard accounts are with Vanguard in the USA. I have moved in late 2020. I am living on my Vanguard brokerage accounts from the USA. Do I still have until April 15th to file a W-9 ?

I am a Vanguard investor recently moved to Canada. I am also a dual citizen of United States and Canada. Do I need to file a W-9 with Vanguard ? I am pretty sure I will make my primary residence in Canada but I still have a place I rent in the United States which is my address of record. Would be in...

Thank you nelsona really useful information, I appreciate your time & expertise.

Another Question occurs to me after reviewing the previous replies. Is the limit on the foreign tax credit 15% of my US taxes on the RMD or 15% of my net foreign income ? After reading some of the CRA literature on this I am a bit confused. Thanks again.

I am a dual citizen of Canada and USA living in Vancouver and have always worked for US companies. I have recently retired. All of my financial assets are in the USA mostly within IRA accounts. If I decide to leave Canada to leave in the USA will I still owe taxes in Canada ? If I do, is there a lim...

Thanks for your reply. A couple of questions occur to me: - My wife has her own IRA and I assume that she will be able to report withdrawals from her IRA as separate income in Canada ? - All RMD withdrawals will be taxed twice as income, once in the US and once in Canada ? I am new to retirement as ...

I am a retired dual US/Canadian citizen making my home in Vancouver. My entire working life was in the USA with US based companies. I have most of my assets in US based IRA accounts. How will future RMDs from those accounts be taxed ? I do not intend to renounce my US citizenship. Thanks for your re...