Serbinski Accounting Firms

saw Rene's other threads talking about "file extension" and 150 + 180 days describtion, should I wait until May 31?? to file my us tax? In August 2003 I spent 5 days in US, and in April 2004 I was in US for just one day(interview), so from 05/01/03 to 05/01/04, I spend 359 days in Canada (365-5-1 ...

I think you two are making the same point, just want to make sure.

Rene,

you stated earlier in this thread

<div align="left"><i>So, our situation was slightly different than yours, but we made the same treaty position claim that you will need to make on form 8833:

Article XXV.2 of the U.S. Canada tax treaty (the non-discrimination clause) makes U.S. non ...

I thought it's the other way around - pay tax in Canada and claim credit in US. Hmm... seems I need more reading.

one more question, my first day in US was May 1st, and then my wife joined me on May 28. I need to pay canadian tax for my US income in this period (05/01 - 05/28). Thanks to all the information, I'll choose 2555+MFJ, can I still claim this portion of canadian tax(US income 05/01 - 05/28) on my 1044?

I did mean MFJ. I just bought TurboTax the past weekend and started to play around. In the past 3 days, I have read through most of the articles in this forum, quite confused(ing) with all the section/article/form/treaty :-).

It's a great site, experts like Nelson can really make a difference ...

My wife and I are both Canadian citizen, and we have confirmed with CRA that we are NR since May 2004.

Nelson, as you said, 2555 only excludes canadian wages, I understand we still have to report other incomes(in my case, bank interest only) as worldwide income on 1040, can we still use this ...

Thanks Nelson, greate information.

I read the 2555 instruction, it seems I didn't meet the tax home test, is there any treaty docs for 2555?

my family moved to US in May 2004. Our income is quite simple, in the first half of year, we only have canadian income; in the second half of year, we only have US income. The canadina income is almost the same as our US income (my wife only works 1 month in US).

I did the math on MSJ, there are ...