Search found 11 matches

by rilediy860
Sun Feb 01, 2026 7:55 am
Forum: Canada / United States Tax & Accounting
Topic: Gifting stock from US to Canada
Replies: 2
Views: 3389

Re: Gifting stock from US to Canada

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by rilediy860
Sun Feb 01, 2026 7:55 am
Forum: Canada / United States Tax & Accounting
Topic: Sharing interest on a bank savings account?
Replies: 2
Views: 2209

Re: Sharing interest on a bank savings account?

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by rilediy860
Wed Jan 28, 2026 3:39 pm
Forum: Canada / United States Tax & Accounting
Topic: Buying Canadian Stocks in IRA not allowed?
Replies: 1
Views: 220

Re: Buying Canadian Stocks in IRA not allowed?

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by rilediy860
Wed Jan 28, 2026 3:38 pm
Forum: Canada / United States Tax & Accounting
Topic: River Rock
Replies: 0
Views: 34

River Rock

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by rilediy860
Sat Jan 24, 2026 4:27 pm
Forum: Canada / United States Tax & Accounting
Topic: Foreign Trust Question - Does this qualify as an 402(b) trust?
Replies: 2
Views: 8456

Re: Foreign Trust Question - Does this qualify as an 402(b) trust?

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by rilediy860
Sun Jan 18, 2026 12:42 pm
Forum: Canada / United States Tax & Accounting
Topic: Foreign tax credit for Fica
Replies: 2
Views: 594

Re: Foreign tax credit for Fica

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by rilediy860
Tue Jan 06, 2026 12:26 pm
Forum: Canada / United States Tax & Accounting
Topic: HSA account
Replies: 4
Views: 594

Re: HSA account

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by rilediy860
Sat Dec 13, 2025 5:17 pm
Forum: Canada / United States Tax & Accounting
Topic: First-year choice & filing jointly under 6013?
Replies: 1
Views: 9187

Re: First-year choice & filing jointly under 6013?

Your strategy is broadly in line with what many Canada→California movers do (first-year choice/6013 MFJ, Canadian part-year return, FTC for Canadian tax paid, and separate CA treatment for RRSP income), but it’s worth double-checking the details around reporting your 2024 contractor income (and any ...
by rilediy860
Sat Dec 13, 2025 5:15 pm
Forum: Canada / United States Tax & Accounting
Topic: Streamlined Domestic Offshore Procedures
Replies: 1
Views: 10085

Re: Streamlined Domestic Offshore Procedures

SDOP is generally pretty straightforward if you truly qualify as non-willful—what tends to make or break it is the Form 14654 narrative, so keep it factual (how you learned about FBAR/8938, that there were no distributions/contributions, why it was an honest misunderstanding, and that you corrected ...
by rilediy860
Mon Dec 08, 2025 2:40 pm
Forum: Canada / United States Tax & Accounting
Topic: RRSP Form-8938
Replies: 2
Views: 6632

Re: RRSP Form-8938

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by rilediy860
Mon Dec 08, 2025 2:39 pm
Forum: Canada / United States Tax & Accounting
Topic: Converting 401K to annuity, USC / Canadian resident
Replies: 3
Views: 17588

Re: Converting 401K to annuity, USC / Canadian resident

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