Search found 96 matches

by okinawafl
Wed Jan 24, 2024 7:14 pm
Forum: Canada / United States Tax & Accounting
Topic: how to report tax in U.S. for a Canadian spouse living in U.S.
Replies: 9
Views: 3720

Re: how to report tax in U.S. for a Canadian spouse living in U.S.

Thanks nelsona.
but for my partner, since she is still canada resident, when she file 2023 T1, if you put common law, is it means that I need to report my income to her tax return but I still don't need to file T1 and also remain as non-resident of Canada?
by okinawafl
Wed Jan 24, 2024 12:26 am
Forum: Canada / United States Tax & Accounting
Topic: how to report tax in U.S. for a Canadian spouse living in U.S.
Replies: 9
Views: 3720

Re: how to report tax in U.S. for a Canadian spouse living in U.S.

Thanks nelsona. I live in New York. i just check internet, it said "New York recognizes domestic partnerships. Domestic partnerships are legal relationships between two individuals who live together and share a close and committed relationship but are not married." - so now is even more co...
by okinawafl
Sat Jan 20, 2024 1:27 pm
Forum: Canada / United States Tax & Accounting
Topic: how to report tax in U.S. for a Canadian spouse living in U.S.
Replies: 9
Views: 3720

Re: how to report tax in U.S. for a Canadian spouse living in U.S.

Thanks Nelsona for 1 & 2. 3. I filed 1040 for 2022 as single. Am i considered as single in 2023 for tax purpose (I searched IRS website, they looks like not reconize common law). for my partner, I think she only needs to file 8843 if she doesn't have U.S. income. May I know if I understand corre...
by okinawafl
Sun Jan 14, 2024 9:38 am
Forum: Canada / United States Tax & Accounting
Topic: how to report tax in U.S. for a Canadian spouse living in U.S.
Replies: 9
Views: 3720

how to report tax in U.S. for a Canadian spouse living in U.S.

I have some questions about tax reporting in U.S. due to I got a common-law partne I have a common-law partner from mid of last year. My partner is Canadian resident with studying visa F1 in U.S. from Jan 2023. We plan to get marry this year once she graduates. May I know for 2023 tax year: 1. I am ...
by okinawafl
Sat Oct 28, 2023 8:09 pm
Forum: Canada / United States Tax & Accounting
Topic: gift tax in california and federal
Replies: 1
Views: 3746

gift tax in california and federal

May I know if I gave my mom 16,000 this year and she deposit to her personal account. Now if I give my dad 17,000 and transfer to him (put his name in my bank transfer paper) but the funds to his & my mom joint account. will my mom consider receive over 17,000 for 2023. kindly advise, many thanks.
by okinawafl
Sat Apr 15, 2023 1:00 am
Forum: Canada / United States Tax & Accounting
Topic: IRS interest refund
Replies: 2
Views: 989

Re: IRS interest refund

Thanks so much nelsona.
always appreciate for your kind assistance.
by okinawafl
Fri Apr 14, 2023 8:51 am
Forum: Canada / United States Tax & Accounting
Topic: IRS interest refund
Replies: 2
Views: 989

IRS interest refund

I received IRS interest refund abt $300 in Feb 2023 (this year) for my year 2021 1040 tax return refund interest. I filed my 2021 1040 last year but it was not processed by IRS till this year. May I know when I file 2022 now, may I know if I should include this $300 interest in my 2022 return or nex...
by okinawafl
Mon Mar 06, 2023 3:24 pm
Forum: Canada / United States Tax & Accounting
Topic: Gift tax
Replies: 2
Views: 938

Re: Gift tax

Hi nelsona just to confirm my understanding. so if I give my dad $15,000 and my mom $10,000 by check, since it is under 16,000 per receipent, I will not over the annual threhold even my dad and mom deposit the check to their joint account (total 15k + 10k will be 25K). On a separate matter, do we ne...
by okinawafl
Sun Mar 05, 2023 10:45 am
Forum: Canada / United States Tax & Accounting
Topic: Gift tax
Replies: 2
Views: 938

Gift tax

May I know if I give USD check $15,000 to my dad and $10,000 to my mom but they both deposit to their joint name bank account in Canada, will I subject to gift tax? On a separate matter, do we need to report to IRS or New York States tax department when we file tax return if I have a domestic partne...
by okinawafl
Sun Jul 24, 2022 12:36 pm
Forum: Canada / United States Tax & Accounting
Topic: Gift tax - tution
Replies: 5
Views: 2131

Re: Gift tax - tution

Thanks.
So it looks like even my relatives is not my dependent (and not u.s. tax resident as well) and I pay tuition over $16k directly to the university, I don't have to worry and report any gift to IRS (form 709).
by okinawafl
Thu Jul 21, 2022 7:18 am
Forum: Canada / United States Tax & Accounting
Topic: Gift tax - tution
Replies: 5
Views: 2131

Re: Gift tax - tution

May I clarify if I paid the tuition over $16,000 (say $20,000) 'directly' to the univeristy this year for my relatives (who is a "F-1 student", not U.S. tax resident and will file 1040NR), will the total amount I paid for him will be exempted from gift tax calculation. Or this tuition exem...
by okinawafl
Sun Jul 17, 2022 9:31 am
Forum: Canada / United States Tax & Accounting
Topic: Gift tax - tution
Replies: 5
Views: 2131

Gift tax - tution

I will need to pay tution for my family members who will be coming to U.S. as international students (F1 visa).

He has 5 years exemption from SPT (so he will be filing 1040 NR). May I know if I pay over $16,000 tuition for him, will I subject to gift tax?

thanks.
by okinawafl
Sun Jul 17, 2022 9:25 am
Forum: Canada / United States Tax & Accounting
Topic: W-9
Replies: 5
Views: 1975

Re: W-9

thanks nelsona. May I also ask US person means? I am working in U.S. with TN visa and stay more than 183 days a year. In the W-9 form, "Part II #3" stated "I am a U.S. citizen or other U.S. person (defined below).." when I look at p.2, it U.s. resident alien is one of the definit...
by okinawafl
Sat Jul 16, 2022 2:31 pm
Forum: Canada / United States Tax & Accounting
Topic: W-9
Replies: 5
Views: 1975

W-9

May I know if anyone with TN visa working in U.S. (more than 183 days) has signed theW-9 form. TD bank Canada also ask me to sign W-9 form when I called them and update them my u.s. address (May i know the reason they need it) In this W-9 form, box 4 Exemptions --- may I know what it is? shall I lea...