Serbinski Accounting Firms

dualblues and heiwang88 thanks so much for sharing your experiences, very helpful info! did you guys end up going with fidelity? seems like the best deal. I had heard that schwab was the most flexible and fidelity not allowing canadian residents to open up accounts, but that seems to be the opposite...

hi, Ebeth, any updates? also what financial institution is holding your Roth IRA if you don't mind sharing?

really helpful answers nelsona, been trying to figure this one out as well! instructions for form 1116 and pub 154/54 are very dense and focus more on capital gains as seen from a US resident with foreign income perspective. also the treaty is such a difficult read! is form 8833 required at all for ...

[quote=StormyExpat post_id=526150 time=1627158017 user_id=10628] Citizenship: US Residency: Canada Timeline: Departing Canada in the next 1-2 years back to the US. Brokerage: US Only, no Canadian Brokerage. [/quote] if you held the assets before moving to Canada you might want to look into the 60 mo...

[quote=nelsona post_id=526163 time=1627233185 user_id=30] Btw, you do know that a a US brokerage is not allowed to have account for a CDn resident? [/quote] Can you confirm if this true due to a Canadian or US law? A lot of US brokerages will not allow opening accounts with a foreign address, but th...