Search found 6 matches
- Wed Oct 13, 2021 4:33 am
- Forum: Canada / United States Tax & Accounting
- Topic: Transfer investments from unregistered account to a US broker
- Replies: 3
- Views: 1140
Re: Transfer investments from unregistered account to a US broker
Thanks for the response! 1. If I understand correctly when I file my tax return with IRA, I will just need to use the closing price for my investments on the day I landed in the US? I am just a little concerned because I know Questrade is going to send the original cost basis to the US broker and th...
- Sun Oct 10, 2021 6:30 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Transfer investments from unregistered account to a US broker
- Replies: 3
- Views: 1140
Transfer investments from unregistered account to a US broker
I am on a TN Visa and in process of transferring all my investments (US-listed stocks/ETFs) from Questrade's unregistered account to a US broker through ACAT. I was reading somewhere that said it's better to sell everything and re-purchase all the investments to refresh the cost base before initiati...
- Thu Jul 15, 2021 12:25 pm
- Forum: Canada / United States Tax & Accounting
- Topic: TN visa flagpole
- Replies: 6
- Views: 1669
Re: TN visa flagpole
I guess just to be more clear. I plan to have my permanent residence in Washington, not California.
- Thu Jul 15, 2021 12:08 pm
- Forum: Canada / United States Tax & Accounting
- Topic: TN visa flagpole
- Replies: 6
- Views: 1669
Re: TN visa flagpole
nelsona wrote: > At this date (7/15/21) if you do anything more than go to border to get TN, > when returning to Canada, you will need to either fully vaccinated and have > a recent COVID test, OR quarantine for 2 weeks. Gotcha thanks for the reminder. I got fully vaccinated in Canada and I think a ...
- Thu Jul 15, 2021 12:05 pm
- Forum: Canada / United States Tax & Accounting
- Topic: TN visa flagpole
- Replies: 6
- Views: 1669
Re: TN visa flagpole
nelsona wrote: > If you remain a Cdn resident, working in canada, you should be on Cdn > payroll, not US. > > If you move to US, you become US tax resident at that time, ceasing Cdn tax > obligations on US-sourced income. > > US states tax both on residency and location of work, with work location >...
- Thu Jul 15, 2021 1:09 am
- Forum: Canada / United States Tax & Accounting
- Topic: TN visa flagpole
- Replies: 6
- Views: 1669
TN visa flagpole
I am a Canadian currently living in Canada. In about two months (September) I will be working in US on a TN visa. The team is fully remote so I have the option the stay in Canada if I want. I've heard people get a TN Visa and come back to Canada right after (or maybe stay just for a few days to set ...