Serbinski Accounting Firms

First, do realize that in US you are not obligated to report accrued interest yearly , so this should not worry you. You report when interest is received. Same for your T-bills, etc. Moreover, the bond interest is not subject to Cdn taxation while you are non-resident of Canada. But, for calculation...

So you continue to file in Canada as a (deemed) resident, until you are considered resident of US, which is typically after 5 years on F1.

You probably should also be filing a 1040NR for the years you earned income in US as non-resident student.

it would be nice to bring all this information to the table in your first post rather that in drips and drabs. I guess you an go with the answer from the person to whom you gave most accurate information.

Even US firms dealing with Cdns sometimes have to remit HST. Shouldn't be a problem.

What was your Cdn filing status for the past five years?

Then, indeed this would be self-employment income, not subject to tax in Canada, once you are non-resident.

There are some private brokerage firms that have licenses in both countries, Pacifica and Blackmont come to mind. They woukd be able to accept the rollover.

First, you are incorrect that you have one year to sell without US tax. You have one year to sell without CANADIAN tax. You have no US tax, if you have lived in the house two years, and then you get 3 years before US tax, 1, No, you will be liable in canada for the gains incurred while you were away...

Permanent establishment would only apply to self-employment income. This sounds like employment income.

Well, you should change your election at work so that you stop contributing to the Roth portion, as this indeed would be a Cdn contribution. You want to avoid that. I would be planning to stay in US for a month or so. Your Cdn residency date is simple: either when you cross the border (formally impo...

This income would be taxable in canads (and US) in the years it is paid to you.
I don't know what permanent establishment has to do with your questions.

You would need to accomplish this before becoming Cdn resident. The transfer takes days, so there is no real timing issue. Moving Roth funds between accounts does not create a Cdn contribution, and preserves the Roth. You will of course be paying US tax on the conversion. Any other questions related...

The pension article in that treaty refers to "residents" on the contracting states, not citizens. So, the taxation of a US pension will be based on where the person lives according to US, Canada and Indian competent authorities.

The reason RRSPs are not fully taxable is because they were not viewed as sheltered accounts. So, like if you brought a bag of money into IUS in 2006, why would you need to pay tax on that bag. You on;y pay tax on the income it subsequently generates. LIRAs on the other hand come from pensions, whic...

The LIRA, and any portion of it that was put into your RRSP is 100% taxable. Any other RRSPs, are only taxable beyond what they were worth when you moved to US.