Search found 2 matches

by gdhender
Sun Mar 31, 2024 1:37 pm
Forum: Canada / United States Tax & Accounting
Topic: 401K Strategy
Replies: 1
Views: 283

401K Strategy

Hi all,

A question for those who work(ed) in the US and had 401K accounts - is there a particular strategy to be followed if one plans to eventually return to Canada (i.e. 401K regular vs. Roth)?

Thanks!
by gdhender
Sun Mar 17, 2024 4:26 pm
Forum: Canada / United States Tax & Accounting
Topic: Canadian Citizen/US PR in California - Reporting TFSA/RRSP
Replies: 1
Views: 791

Canadian Citizen/US PR in California - Reporting TFSA/RRSP

Hi, I couldn't find exact answers relating to California..I liquidated my TFSA into an RRSP in February 2023. What are my obligations for reporting RRSP (as I'm in California) for 2023 tax year? It seems I have to report interest/dividends/capital gains/losses on my RRSP account, fill out FBAR, but ...