Serbinski Accounting Firms

We live in Canada, hubby is USA citizen. Due to PITA reporting on USA side I am the only one that invests in the stock market. To allow just a bit more to invest ... I have had none to minimal deductions on my pensions for taxes ... basically the money I would normally pay to CRA I invest and we pay...

I am thinking of applying for spousal benefits now. I will report my pensions and CPP. I have never worked in the USA. Canadian citizen only.

Will WEP be deducted in this instance?

Thanks for the info ... so I will have to report my CPP but not my other provincial pension or OAS. I didn't think I had to report anything as from what I understand the spousal pension would not be reduced by either (WEP or G one). So ... I will report it when the time comes. Thanks for your help ....

You probably have your answer already but ... for others, if you open an account on the IRS website you will have access to the various forms related to your tax information ie transcripts.

Can I please get confirmation on something.. My husband filed for his Social Security (US expat), we live in Canada I have never worked in the USA. I will collect an Ont. hospital pension, CPP & OAS. On his form it says .... Spouse covered under foreign social security? and he said yes. I believ...

If you decided you wanted to keep money in a USA account it is also quite easy to move it with an exchange company. I use the one out of BC. That is what I do with my pension. The exchange rate beats the bank all to heck. You go online and just make a transfer from US Bank to Canadian account via th...