Serbinski Accounting Firms

Hello, I am hoping someone can answer the following question. I returned to Canada couple of years ago but did not file a W8BEN with my US Brokers. In 2009 I sold some stocks and have had a capital gain. Q1. Do I need to pay tax in the US for the Capital Gains? Q2. If no, do I still need to fill out...

Right. Wife moved permanently back to Canada at the end of 2002.

"I'd be curious to know how CRA allowed you to file as a resident when you were by treaty resident in US (unless you were a commuter). What changed in 2003 and 2007?"

Yes, I was a commuter for those years spending most of the weekends in Canada while working in the US.

Thank you Nelson for your reply. I would like to clarify one point. You stated "your contributions made while a US resident, and ALL growth is taxable." For years 2003 to 2006 I was considered a resident of both the US and Canada for Tax purposes (present in US for more than the threshold,...

I have a question regarding my 401K account and Canadian Tax. Some back ground info: I was employed by a US company from 2000 to mid 2008. From 2000 to 2002 I was considered only a US resident for tax purposes. From 2003 to 2006 I was considered resident of both US and Canada for Tax purposes. And f...