Serbinski Accounting Firms

Update: I've been told it will take CRA 8-10 weeks to evaluate the documents I submitted and reach a decision.
Was also told that filing a Notice of Objection to my Notice of Assessment was not a good idea at this time. Once that is done, apparently, the file is handed over to the team that ...

You need a US-registered cell phone - in your name.
IRS checks with credit bureau that the phone belongs to you, and sends by SMS text a confirmation code you need to use to proceed with the download.
Since I live in Canada, I don't have an eligible cell phone. I suspect I'm not only cross boarder ...

If CRA accept the CP24, it's a good idea. Easy for me since I always make 1040ES payments. I can just report $1 less than I actually paid, and generate a CP24.

However, if you have a US registered cell phone, or your accountant has access to IRS E-Services, you can get an IRS transcript online for ...

Got the letter, called Winnipeg Preassesment Review line.
Agent *thinks* they may accept an IRS CP24 form ( which as luck would have it, I received, as my 1040ES arithmetic was off by $1 ) and a bank statement showing cheque payable to Minnesota Revenue matching amount owing on M1.
Faxed it to them ...

Yikes. They want ALL of that?
They surely already have the Canadians forms.
They also have the exchange rate used, it's on the Canadian return.
Did your client E-file?

Did the notice say what documentation would be acceptable?

Got a message in CRA My Account. Called CRA as I now 'owe' a huge amount as my US FTC denied. Told that FTC denied, will need further documentation, await letter and Notice of Assessment.
Web search found that policy has changed. Contacted my accountant who confirmed he had same information.
I truly ...

It seems CCRA is no longer accepting US and state returns and W-2 to document FTC claims. They want a "Notice of Assessment' which of course IRS doesn't provide.
You have to request transcript from IRS and from state of employment.
Since these aren't available until your US and state returns are ...

Yes, but I'd be workiing in US, not Canada ( but living in Canada ).
My assumption is I can collect CPP, and NOT pay into PRB.

The lower-income spouse claims it, as far as CCRA is concerned.
I'd assume that in the case where said spouse is not a USC, the other parent who *is* a USC reports nothing?

I see your point.
When I look at CPP options, I see that one can continue working while drawing CPP - so long as one continues to pay into it.
For a cross border commuter, working in US and paying SS, paying into CPP isn't an option...so I'm wondering if I could keep working in US, but start drawing ...

The spousal benefit for a foreign spouse who has never worked in US seems 'generous' to me. It's only applicable to a set of countries ( Canada is one ), otherwise you and your spouse have to have lived together for 5 years in the US. If your spouse is USC, then she qualifies automatically, unless ...

CdnAmerican, I'm with you on that.
I will retire in Canada. SS is larger than CPP anyway, so if what Nelson says is correct, then it might make sense to take SS early with no WEP penalty since the reduction for taking it early might more or less equal the WEP penalty.
I think SS at 62 is about 70 ...

In the reverse case though, collecting SS while eligible for, but not collecting, CPP? Does WEP apply? It's pretty unclear, actually, from what I've read.

I'm in the same boat, with 18 years employment in Canada, and 16 and counting in US. Is it correct that WEP only applies when actually collecting CPP, not merely having paid into it? In that case, it might make sense to take reduced SS at 62, which is about 70%, and delay CPP, which can be done till ...