Search found 2 matches

by Marianne
Tue Apr 25, 2006 2:11 pm
Forum: Canada / United States Tax & Accounting
Topic: Residency and demutualization
Replies: 3
Views: 2705

Thank you, nelsona. I just may leave well enough alone for a number of reasons: 1. I've been at my U.S. address on a permanent basis since mid Dec. 2005. I thought of declaring Dec. 31 as my last day in Canada, to make things neat and tidy. I didn't realize marriage to a Canadian would make things l...
by Marianne
Tue Apr 25, 2006 11:55 am
Forum: Canada / United States Tax & Accounting
Topic: Residency and demutualization
Replies: 3
Views: 2705

Residency and demutualization

I'm a dual who lived in Canada for years and have had an insurance policy with Standard Life. It's now demutualizing, offering shares or cash to Canadian residents but only cash to U.S. residents. I moved back to the States this January, thinking 2005 would be my exit return to Canada. However, I ma...