Serbinski Accounting Firms

The rule for CRA is the income generated by a joint account is apportioned based on what was contributed by each party.

So, you need to know from which US accounts were funds DEPOSITED/TRANSFERRED to the Cdn bank: yours, the spouse's or a joint account. What happened before those transfers can be ...

You were given incorrect information.

For US, FTCs are to be used on the year they are incurred , subject to limitations, AND THEN can be carried forward up to 10 years, or carried back one year.

For Cdn taxes, non-business FTCs can be used ONLY in the year they were incurred.

So how have you ...

Indeed. As you say, it's the brokerage side of the house that *might* accept you.

There are no laws or regulations that prevent such a transfer, HOWEVER many firms, especially banks, have made an internal policy to not accept a transfer fronts.m US reside

You would need to check with Cdn brokerage firms, as banks are unlikely.

Assuming you do not begin renting it out after moving, your assessment of US taxes is correct, IF your overall gain is less that the $250K/500K exemption.

For Cdn purposes, your cost basis for the home is the value on the day you leave, so selling a few weeks/months after moving should result in ...

I know of no such form, in either US or Canada, and even if there was, I do not believe it would impact your taxes in year of sale.

As long s you have a good valuation from the time you left canada/began renting, the taxes are quite straight forward.
For Canada you get an extra year of principle residence exclusion in calculating your overall gain. (ie. if you left 6 years ago, you only count 5 years as taxable gain bases on ...

As a US resident, the gains on stocks -- even Cdn ones -- are not subject to Cdn taxation, so giving them to a Cdn resident, incurs no Cdn tax to them or you. Their cost basis becomes the market price on the day you gift them. Nothing for you to report in Canada.

Mine worked in March

Assuming none of it is US real estate or resource investments, you should be able to -- either by using the treaty or by simply using foreign tax credits -- to avoid any US tax on this gain.

Despite having a house and spouse in canada, it is possible to become a "deemed" or "treaty non-resident", but only if you minimize/restrict your visits back to Canada, and rather have your spouse visit you. Barring that, you will be considered as having never left Canada, remaining a tax resident ...

All your contributions go in box 1.

You would report the total of both contributions.
They are both employer-sponsored plans, so qualify for inclusion on RC268.

It would be wise to include it on your FBAR as a jointly held account -- and your probably filing FBAR anyways -- since you do have a measure of control over it. Just like a joint bank account that you do not fund, I would not consider it one of your assets for FATCA purposes.

To be a "deemed" non-resident, requires that you not merely "say" that you are more resident of US than canada, but prove it by the treaty.

I don't believe you can, from what you have described, Your center of vital interest, in my opinion, is where you spend time with your family. You spend NO ...