Serbinski Accounting Firms

Thanks Nelson, makes perfect sense.

I wanted to know if I need to file a state tax return this year. I have been in Florida since 2001, and never needed a state tax return, as there is no state tax there. I started working for a NC company at the end of November, and earned income from them, and paid state income tax. I didn't move to ...

After looking closer, I think I got this figured out.......thanks for all the help!

Thanks for your reply Nelson. The form is actually from a US broker - I bought the shares on the NYSE through the broker, so the form isn't from Canada. I also have one other mutual fund (a US one) with that broker, reported on the same form. Maybe that is why it says various? Say I had 20% other ...

I was doing my taxes tonight on TurboTax and got to a point I am not sure how to fill in. Hoping someone can help.

For the first year ever I have some dividends from a Canadian trust (Enerplus Resources). I got my 1099-DIV from my broker, and entered box 6 "foreign tax paid". The next screen asks ...

Nelson, could you please clarify whether one needs to enter a comment on Part II of 1040X when sending this form along with form 8891? It seems like you should provide some explanation as to why you are filing 1040X, but Part II specifically states that it is for an explanation of changes to <i ...

Pub 529 explains miscellaneous deductions. Legal fees concerning employment are eligible, but I was wondering about everything else associated with the immigration process. For instance, would USCIS filing fees be eligible? How about the medical exam, fees for a criminal background check, expenses ...