Serbinski Accounting Firms

Thanks, Nelsona.
I also read 3520 is needed. For NR filers, do they need that form?

Thanks again

Nelsona
I used 8833 to claim NR status even with GC since my GC is commuter GC and permanent establishment is in Canada. IRS seems no problem with that in the past 4 years. I will double check with IRS then based on your advice.

For 1040NR filers, what's needed declare TFSA? Just FBAR?

Thanks

I am reading thru the threads regarding TFSA in this forum (BTW very informative). This one is most applicable to my situation so I try to follow it up with my own question: I am living in Canada and commuting to States to work daily. I am filing Pro forma 1040NR per advices in this forum. Now I am ...

Commuter GC living in Canada and working in US (company has offices on both sides).This year is the first time I need to pay Canadian tax on top of Health Premium due to mis-calculated RSP contribution in 2012. Did I read some prior posts correctly - I can treat tax paid to Canada as "State and...

Nesonla,
Our company has offices in US and Canada. My benefit is from Canadian office.

I have contributed to our company's group RSP (US GC holder). I am wondering How to claim my contribution on 1040 to take advantage of new benefit of Fifth Protocol of US-Canada tax treaty?

Thanks
J

Thanks, Nelsona, for your clarification. Is 2555 only for US citizen or resident? My wife does not have US GC yet. Can she use it based tax treaty "non-discrimination" clause?

I am US GC holder with commuter status; my wife has employment T4 income. This year I try to use 1040 and foreign tax credit for her taxes paid in Canada. My question is: 1. Only her tax on T4 can be reported on 1116 form, correct? 2. Can she report EI, CPP, RPP or Pension listed on T4? If yes, how ...

I was told that some canadians (cross border commuting worker) were able to claim 100% of their michigan state income tax back due to the fact that they are not living in Michigan but just working there. It is very intrigue to me.


Can they do that? If it is true, how to fill Michigan 1040?

Thanks

As commuter GC, if I file 1040, Can I claim the property tax on my house in Canada on Schedule A? Do I need tax-treaty clause for this claim?

Thanks

Thanks, Nelsona!

I am commuter GC holder (working in US and living in Canada) - wife is not GC holder, I intend to file 1040 MFJ status. 1. By reading instruction of 8939, I think I am falling into the categary of "Taxpayers living abroad" and meeting "Presence abroad" test. Is my understanding c...

Thanks for your quick reply. Do I need to show her accounts info on TD F 99-20.1?

I got the US commuter GC this year and continue commuting to work from Canada. I understood I now need to report my financial accounts in Canada to IRS. My question is for my wife who is not holding US GC and still working/living in Canada; does she need to disclose her Canadian financial accounts s...

Thanks, Nelsona. what Form/s should I use to report my following accounts and do I need to go back to last 5 yrs to amend the returns: RESP Personal RRSP (I assume 8891) Group RRSP Checking My wifes accounts (since she is only in Canada, I do not need disclosing her account as 1040NR filer, correct)...