Serbinski Accounting Firms

So it looks like they want a complete list, with dates, of my employers and schools during my time outside Canada to reinstate my SIN. I don't know whether this means for the 5 or so years since my last "transaction" with them--replacing my SIN--or for the entire 20+ years I've been outsid...

OK--so I follow that we are talking about payments made by any kind of "institution" to an individual. But I guess I'm still not quite getting the concept here--as it presently applies (ie assuming no FATCA yet). Have a look at the following account application: https://www.investorsedge.c...

Hmmm...there's something in this analysis that must be missing. There are many times when funds change hands between two individuals in the US between US persons--let alone abroad--where no W-9 or withholding takes place. For example, someone tips a waiter/waitress or pays for the services of a doct...

Thanks for the reply nelson. When you say that banks are "already" supposed to ask if someone is a US citizen, is there a Canadian law that requires this (given that FATCA won't come in until 2014)? Is this required for a basic bank account (eg savings/chequing) or only for a securities ac...

[quote="Hirider267"]Your Canadian Passport or Citizenship Card would be enough to open an account in Canada and that's it.[/quote] Really? A Canadian passport shown as the primary form of ID attracted considerable suspicion the last time I opened a bank account in Canada--in May 2001 when ...

[quote="nelsona"]THis is by the WEP preocess.[/quote]

From other posts of yours, the WEP reduction would drop to zero if I work more than 30 years in the US contributing to SSA?

It is understood based on the rest of your reply that the OAS amount would be very small in such a case.

[quote="nelsona"]I think the idea is a good one; it could have been worded to you better.[/quote] Thanks for the reply--yes, the link that your provided in the other post seems clear. But I also think this could be publicized more. It seems that until the SIN is reactivated, I wouldn't be ...

I apologize if this has been asked before, but I've never found a clear answer to this question. Under current law, let's say someone worked for a few years in Canada while very young--and spent the rest of their career until retirement age in the USA. Let's say they are now a dual citizen. As I und...

Does anyone have any feel for how difficult it would be for a dual US-Canadian citizen--if they ever move back to Canada--to open an account with a Canadian bank once FATCA fully goes into effect? If someone has had no accounts of any kind--no RRSP's, brokerage accounts, savings/chequing accounts--i...

Although I've lived in the USA (and had no Canadian income or ties) for many years, I've had online access to my CPP account (Service Canada--[url]http://www.servicecanada.gc.ca[/url]) for the last couple of years, which lists my Canadian earnings from when I did work in Canada. I like to check the ...

[quote="tax95"]perhaps an odd question... but what if all of the money was returned to the company? (it's not a very large amount).[/quote] I'm not 100% clear whether this work was legal from an immigration perspective or not--as per your previous question it was certainly legal if actuall...

[quote="tax95"]what if the work itself was performed in canada? That can't be illegally working?[/quote]

No it is quite legal if the work itself is performed in Canada.

[quote="nelsona"]Well, you should file something for 2008, at least a 1040NR. You will probably get a refund...[/quote]

Even if he didn't get his first paycheck until 2009 if it took awhile to get a SSN?

It is my understanding that a green card holder who is considered a "long term permanent resident" is potentially subject to US taxes for 10 years after relinquishing US residency (giving up their green card); however, a green card holder who gives up their green card sooner (before becomi...