Serbinski Accounting Firms

No, you are not.

The fact that you reside in California makes you a CDn non-resident, plain and simple. Where you and spouse reside overrides any financial ties in other countries.
File a departure return for 2024, and a full year 1040 and california return.

great news. Hope we all get it before SSA gets Musked.

No. Physically moving and occupying a home in Ontario (which must be done before applying for OHIP in any case) establishes residency.

... and if you don't own a house in Canada right away, and there is some Cap gains arising from the sale you can elect , when you sell the US home (assuming you don't rent it) , to treat it as your Principal Residence for the period from your return to Canada until the sale date.

When you re-establish CDn tax residency, all your investments are deemed sold and repurchased that day, so if you do not sell before returning, you would only be on the hook for any gains from your arrival date until you sold, so not very much, if at all (since you would subtract your selling costs ...

No. You became a resident in 11/2024. Case closed!

The above are the rules for those worked AND Lived in US. I see by another post that you may have been a commuter, in which case the rules are indeed different. You might be stuck with what CRA dictates to you, but realize you will get a third -- different -- answer the next time you call. A better ...

I think you can forget about getting a good answer from CRA telephlunkies. Yes, you can transfer ALL the IRA (gross amount before tax), and yes, you will treat all of it as a transfer, not affecting your RRSP contribution room. However, you do need to report the income on the pension line, and then ...

That is if you recieve a payment notice, from an assessment or reassessmnet.

One always submits payment with the mailed-in return.

I would NOT split the return and the check. Send it all to Winnipeg. Nothing to do with Sudbury. Not sure where you got that idea.

Well, since you are familiar with the 217 process, you can skip the letter to CRA (International office in Winnipeg). Just do your 217 return, with schedule A,B,C and figure your tax owing. Don't forget to include your medical expenses including premium, from you and if applicable, your spouse, as a...

For in-plan conversions, you had best check with your administrator, as this is certainly not a universally available option for 401(k) plans.
Again, though, I would not suggest you do this until you are a Cdn non-resident.

I would avoid roth401(k) until you move to US. Sick to 401(k)Btw, you cannot do a "backdoor" Roth401(K) contribution. That is only for Roth IRAs. Maxing your HSA (assuming you have a high deductible Medical plan, is good, but realize that for the most benefit is should be used strictly for...

Yes, I know you are. Just mentioning what a fellow pro has told you.