Serbinski Accounting Firms

Is it necessary to file 3520?

hi,php_acc
TFSA reporting is giving me a headache too. Do you find a proper accountant to handle it？ Anyone has recommendations for a reliable and skilled accountant to help reporting TFSA?

If i choose to treated as tax resident for entire year, i will report gain and loss from mutual funds. But do i still need to file 8621? Since I have sold all mutual funds before I got green card and have no any mutual funds after I became US tax resident.

Thank you, nelsona. I received Green card on Sep1, 2023. So i need to file US return as dual status or can choose to be treated as resident for entire year. Is that right?

I became a US tax resident in Sep.1.2023. Before Sep1,2023, i sold all my mutual fund. For 2023, I used first year choise and made the electon to be treated as a US resident for the entire year. When I report my income from mutual fund ,do I still need to file 8621?