Search found 4 matches

by sanipuga
Mon Apr 06, 2015 3:52 pm
Forum: Canada / United States Tax & Accounting
Topic: Stock Cost basis quesiton
Replies: 1
Views: 1518

Stock Cost basis quesiton

I'm a canadian citizen living in US. I sold a couple of stock in 2014. Those stocks were bought back in my canadian taxable account in 2007. I moved to US in late 2008. My shares were transferred in 2009 to US brokerage account because some transfer technical issue with the canadian brokerage accoun...
by sanipuga
Tue Apr 13, 2010 6:39 pm
Forum: Canada / United States Tax & Accounting
Topic: US tax resident how to file Canadian T5 form
Replies: 1
Views: 1787

US tax resident how to file Canadian T5 form

I left Canada in December 2008. I transferred my tax home to US by amending my 2008 tax as departure tax. CRA sent me back my revised assessment as departure tax. However, this year I received t5 forms from my brokerage account in Canada for my dividend income . I noticed the brokerage account my de...
by sanipuga
Mon May 18, 2009 9:00 pm
Forum: Canada / United States Tax & Accounting
Topic: TN Visï½￾, tï½￾x ï½￾nd direï
Replies: 5
Views: 3818

Thanks for the quick reply

"you were responsible to report your assets as sold on the day you left "

What does that mean?

Is that still considered to be OK if I sell my mutual funds June 1st 2009 but I declare I left in Nov 2008?
by sanipuga
Mon May 18, 2009 6:48 pm
Forum: Canada / United States Tax & Accounting
Topic: TN Visï½￾, tï½￾x ï½￾nd direï
Replies: 5
Views: 3818

TN Visï½￾, tï½￾x ï½￾nd direï

I started working in US on TN-visa since Nov 2008.

I heard that I need to move my tax home to US to avoid getting taxed by both sides fï½￾r the next yeï½￾ï½’. I have some stock, mutual funds with my TD waterhouse direct trading account. I have also heard that I need to close all my bank and investment account in canada.
in order to move my tax home to US. Is it absolutely necessary that I need to close my direct trading account?
Does Is there a way I can transfer my investment to the one in US like TD ameritrade and then close the TD waterhouse account?
Thanks in advance