Search found 3 matches

by Stoopid Monkey
Sun Aug 23, 2009 9:43 am
Forum: Canada / United States Tax & Accounting
Topic: Transfer of mutual funds to the US
Replies: 5
Views: 4246

In 07 I filed as a non resident, then called CRA who informed me of an additional tax I had to pay (a really small insignificant amount), which I sent in. He also told me I was all done and cleared with Canadian taxes and no longer had to file. The info for direct transfer of funds came from an agen...
by Stoopid Monkey
Fri Aug 21, 2009 3:56 pm
Forum: Canada / United States Tax & Accounting
Topic: Transfer of mutual funds to the US
Replies: 5
Views: 4246

Sorry, I'm far from being an accountant and being able to understand anything that falls under this. I've already been declared a non-resident of Canada (with the NR73 form). I did not get a departure tax at that time... Now I've got the mutual fund with Scotia McLeod in Canada. I've opened an accou...
by Stoopid Monkey
Fri Aug 21, 2009 2:34 pm
Forum: Canada / United States Tax & Accounting
Topic: Transfer of mutual funds to the US
Replies: 5
Views: 4246

Transfer of mutual funds to the US

I have a mutual fund account in Canada (non-registered) and wish to move it to my Vanguard fund here. Should I do a direct transfer or pull the money out of my account then deposit here? I do not want to be taxed on it as it is not income, simply a fund transfer. Which is the wisest method? -Thanks ...