Search found 3 matches

by sadsak
Wed Mar 16, 2005 8:14 pm
Forum: Canada / United States Tax & Accounting
Topic: Company Pension -> LIRA: With a Twist
Replies: 6
Views: 10064

You are correct that if I had put out the 40K, I would not be quite as messed up as I am now, but I would still owna $0 cost basis LIRA :-) The great irony (to me) in all of this is that I have all this money in a LIRA that is earning 0.25% interest. I cannot do anything with the money because I am ...
by sadsak
Tue Mar 15, 2005 4:30 pm
Forum: Canada / United States Tax & Accounting
Topic: Company Pension -> LIRA: With a Twist
Replies: 6
Views: 10064

Exactly. Unfortunately, I am in a position where the AMT is kicking in and I am getting very little of the foreign tax credit. I was hoping that I might be able to use the value of the company pension at the time I entered the US as the cost basis, but from what I have been reading today, it would a...
by sadsak
Tue Mar 15, 2005 10:05 am
Forum: Canada / United States Tax & Accounting
Topic: Company Pension -> LIRA: With a Twist
Replies: 6
Views: 10064

Company Pension -> LIRA: With a Twist

I moved to the US from Canada in 1997. At the time I moved a took a leave of absence from my Candian company. In 2003, I officially resigned from the Canadian Company (6 years on Leave of Absence). At the time I left the company I was offered the choice to either leave with 13 years of pensionable s...