Search found 36 matches
- Thu Jun 26, 2014 6:02 pm
- Forum: Canada / United States Tax & Accounting
- Topic: T1135 reporting
- Replies: 3
- Views: 1987
- Thu Jun 26, 2014 4:18 pm
- Forum: Canada / United States Tax & Accounting
- Topic: T1135 reporting
- Replies: 3
- Views: 1987
T1135 reporting
I'm reporting a 403(b) account -- because of uncertainty re CRA's new rules. The contributions were all made by my US employer many years ago, while I still worked there. (I did not make contributions myself.) After shrinking a lot in 2008, its value has grown overall since I moved back to Canada an...
- Thu Jun 19, 2014 5:00 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Tax implications of Canadian retiring in Non treaty country
- Replies: 8
- Views: 4158
- Thu Jun 19, 2014 4:31 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Tax implications of Canadian retiring in Non treaty country
- Replies: 8
- Views: 4158
- Thu May 08, 2014 2:46 pm
- Forum: Canada / United States Tax & Accounting
- Topic: 401K or 403b held by Canadian residents
- Replies: 6
- Views: 5097
- Mon May 05, 2014 12:57 pm
- Forum: Canada / United States Tax & Accounting
- Topic: 401K or 403b held by Canadian residents
- Replies: 6
- Views: 5097
- Mon May 05, 2014 4:37 am
- Forum: Canada / United States Tax & Accounting
- Topic: 401K or 403b held by Canadian residents
- Replies: 6
- Views: 5097
401K or 403b held by Canadian residents
Do Canadian residents who own 403b accounts (or 401k's) need to file an election with CRA to defer the tax on these accounts, like they do with Roth IRAs? I have an account which I haven't made any contributions to since I moved back to Canada quite a few years ago. Any growth in the account since I...
- Sat Mar 07, 2009 6:01 pm
- Forum: Canada / United States Tax & Accounting
- Topic: work in Can for US person
- Replies: 1
- Views: 1777
work in Can for US person
I'm a Canadian citizen and resident. A US citizen who lives in the US wants to pay me to help with his manuscripts. He would send me the papers by email and I would perform writing-related services on them (such as proofing, editing, research, indexing, formatting, etc.) I would then email the edite...
- Mon Nov 10, 2008 3:05 am
- Forum: Canada / United States Tax & Accounting
- Topic: US return & Canadian income statements
- Replies: 2
- Views: 2595
- Fri Nov 07, 2008 2:29 am
- Forum: Canada / United States Tax & Accounting
- Topic: US return & Canadian income statements
- Replies: 2
- Views: 2595
US return & Canadian income statements
This may have been answered on other threads, but I couldn't find the info after searching. I'm filing a full-year 1040 (resident) for my last year in the US, even though I moved back part way through the year. I had some Canadian income that I've declared and that I've also claimed a foreign tax cr...
- Sat Oct 11, 2008 8:59 pm
- Forum: Canada / United States Tax & Accounting
- Topic: ending US residency
- Replies: 2
- Views: 2870
ending US residency
I moved back to Canada from the US in June 2007 after being on H1B. (No green card.) If I file a regular full-year 1040 (instead of a dual status alien return) do I need to do anything special to notify the IRS that I'm no longer a US resident after 2007? (I don't expect to have any US income in 200...
- Mon Aug 11, 2008 10:22 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Pointers -starting a perm role in the US, base in Canada
- Replies: 5
- Views: 4329
Nelsona: You mentioned that claiming a credit for FICA payments involves a treaty over-ride of CRA regulations. Is it necessary to make any special statement or indication on your return that you are using the treaty or claiming FICA payments? (In my case, the US wages I have to declare in CAN are o...
- Fri Jun 20, 2008 10:39 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Canadian resident w/ US bank accounts
- Replies: 4
- Views: 4319
Do I need to do a W-8BEN for my 403(b) with Fidelity? I was assuming they wouldn't need it till the year I start to draw money from the account. And they didn't mention the form when I called to change my address. But it's possible the woman I talked to didn't know about this... So many details surr...
- Fri Jun 20, 2008 12:52 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Canadian resident w/ US bank accounts
- Replies: 4
- Views: 4319
- Fri Jun 20, 2008 12:35 am
- Forum: Canada / United States Tax & Accounting
- Topic: Canadian resident w/ US bank accounts
- Replies: 4
- Views: 4319
Canadian resident w/ US bank accounts
When I moved back to Canada last year, I kept my US bank accounts open, and received interest on them after moving. (Can. citizen; was working on H1B.) Was my bank supposed to have me fill out a W-8BEN, or any other form? I went to my branch to tell them I was moving, and they didn't ask for anythin...