Serbinski Accounting Firms

thanks. It seems that private messaging has been disabled for the board. I don't know if you can name your Toronto recommendation within a post. If not, I will seek a CA/CPA with cross border experience and get personal advice.

Thanks ND. you suggest "proving to them from IRS literature that using current W-8BEN is acceptable without ITIN when listing my SIN". Good idea, if only I could understand their gobbledy gook language. This was the basis of my original question, that I find the language of the IRS publica...

But the US organization (a professional association) to pay me the death benefit is telling me they won't pay the benefit without my putting an ITIN onto the application form.

I would appreciate if anyone knows the answer to this. I have read everything related to the ITIN and foreign beneficiaries on the IRS website but I find the wording over-complicated and very unclear to the average person, so I do not know if I need to get an ITIN as well as fill out the W-8BEN. I a...

Thank you Nelsona. That all makes sense, except maybe I have misunderstood something very basic? Is it not true that the USA takes a withholding tax from any unearned income (including the principal amount of the inheritance) that is distributed to a non-US resident? I thought the reason that the ex...

Situation: I am a Canadian living in Canada with no ties to USA. My Step-dad, recently deceased, was a US Citizen and Canadian Landed Immigrant. He lived in California, and had a Canadian RRSP from all his years working in Canada. He converted this to a RRIF when he retired back to California. He cr...

maybe this is a no brainer but If salary is more in US than equivalent job in Canada is it best to move back to Canada on Dec 31st in order to avoid paying tax in Canada on US (higher) earnings? If this timing is not possible could I decrease Canadian tax owing on US income by making RRSP contributi...

thanks nelsona
I realize I still dont get it. You said file US tax like I never left.
Do I report on my US Tax Form my Canadian income from July to October while back in Canada?

thanks nelsona
people mention a form called Rev Procs in this forum. I have a small RRSP in Canada. the interest it generates goes back into the RRSP. do I have to report that to US or Canada at tax time?

Can anyone advise me how I must file my taxes this year. I am a Canadian and had been working on TNs in the US for 3 years. This year I moved back to Canada in June, including importing my car, giving up my apartment, taking all my stuff, and establishing an apartment and job in Canada. After 4 mont...

Some questions re denial of new TN I have just over a week remaining on my current TN 1. Is it too late to have my employer efile my TN application, having been denied at the border. Reason for denial is error on part of border agent in understanding credential form/visa screen form. I know i have t...