Serbinski Accounting Firms

1. No. As long as you live in US, any property purchase in Canada will not make you resident of Canada. 2. Yes. In fact, because you are not Cdn resident, you will be subject to certain down payment requirements, and perhaps extra taxes, that you would not be subject to as a Cdn resident. This has b...

... and it's always good to note an official arrival date on your return that is linked to an actual event (like crossing the border with your stuff, taking possession of house/apartment, etc).

You should file in order to re-establish residency for other future purposes, like OAS, TFSA contribution room, etc.

1, Yes. Don't forget the penalty.
2. No.

You will get a 1042-S, since you are non-resident.

Likely they viewed your initial withdrawal as meeting their criteria for periodic, The second, when added to the first, did not.

No.
When you withdraw simply report the income as pension,

I would consider the matter closed. Most do not file 3520 for TFSA, especially now that it is closed.

Look more carefully.

Form RCA268, allows 401(K) contributions to be deductible in Canada ONLY when contributed while working physically in the US.

Since you live in Canada, you can only have investment/trading account in Canada.

You have made it complicated, but you will report ALL world income in Canada, and report wages earned while physically in US on a 1040NR. Canada will give you credit for the tax you calculate on your 1040NR, plus sny state taxes, as well as SS and medicare. Be careful with the 401(k), since Canada w...

Probably correct. There are plenty of hi-interest online banks with no Cdn affiliation that our poster can seek out.

I wouldn;t be 100% sure about your second option. since this might make part the house's value what is considered as the gift. Example: $1.000,000 home. You put $200K, they put $100K. If you split the house 50-50, then, is essence, you are gifting them $167K: 500K they now own minus the 333K they co...

FBAR: Once you have an account (your GIC is considered an account), then all your foreign accounts need to be reported. So, no brainer here. FATCA Needing to report foreign assets, is NOT quite the same as being "subject to FATCA" (which really means "subject to FATCA withholding"...

IRS recognizes common-law marriage for tax purposes. Remember, however, that a US citizen giving to a non-citizen, even a spouse, has limitations. https://www.irs.gov/businesses/small-businesses-self-employed/frequently-asked-questions-on-gift-taxes-for-nonresidents-not-citizens-of-the-united-states...

You'll have to find a provider that has BOTH 1040NR as an available form, AND allows foreign address to e-file.
Taxact is one that should work.