Serbinski Accounting Firms

>>> If you take your 401(k) as a periodic withdrawal, when the time comes, you don't even have to file a US return. Your withholding is sufficient. And the tax slip issued by the broker is sufficient proof. Filing a 1040NR would be optional. Ah, I didn't know this. Good information. >>> In how many ...

By "reporting burden," of course, I meant when I am withdrawing the funds in the US. As I draw down my 401k, I'm going to have to file taxes in the US and in Canada, and claim foreign tax credit. I suppose that's fairly routine once you know how it works, but seems like an easy thing to ju...

I spoke with a couple of advisors in Canada, and none of them were really interested in this, which is why I am researching it to do it myself. I take your point about keeping my HSA. I might reconsider repatriating those funds based on your comment. Tax-free in and tax-free out is hard to beat. Re:...

I did my homework on this forum and searched for HSA-related topics. If I have missed any that fully addresses my question, I would love to get the link! But I have always heard it being referred to in passing, so I am looking to clarify this niche topic here, as of current understanding. My situati...