Search found 5 matches

by 2Windy
Mon Oct 16, 2023 12:38 am
Forum: Canada / United States Tax & Accounting
Topic: Filing for Social Security ... spouses pension?
Replies: 7
Views: 4515

Re: Filing for Social Security ... spouses pension?

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?
by 2Windy
Tue Dec 13, 2022 11:52 pm
Forum: Canada / United States Tax & Accounting
Topic: Filing for Social Security ... spouses pension?
Replies: 7
Views: 4515

Re: Filing for Social Security ... spouses pension?

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 ....
by 2Windy
Mon Dec 12, 2022 1:34 am
Forum: Canada / United States Tax & Accounting
Topic: CRA requesting USA tax/account transcript
Replies: 5
Views: 3877

Re: CRA requesting USA tax/account transcript

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.
by 2Windy
Mon Dec 12, 2022 1:26 am
Forum: Canada / United States Tax & Accounting
Topic: Filing for Social Security ... spouses pension?
Replies: 7
Views: 4515

Filing for Social Security ... spouses pension?

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...
by 2Windy
Mon Dec 12, 2022 1:18 am
Forum: Canada / United States Tax & Accounting
Topic: US Social Security deposit to US vs Canadian bank
Replies: 26
Views: 24688

Re: US Social Security deposit to US vs Canadian bank

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...