Serbinski Accounting Firms

Spouse and I are Canadian citizens who moved to California in 2004 for work, each on TN visa. We married in 2005, I converted to a H-1B visa in 2006, and have a pending green card application (filed 12/31/07, still stuck in PERM). We moved back to Canada Sep 2009, with our 3 US-born children, and ...

I'm a Canadian citizen who has been working in California on an H-1B visa. I have a Roth IRA where the fair value is perhaps about $100 over the contribution amount. I understand that if I prematurely withdraw the balance from the account, I'll pay the IRS a penalty and taxes on that $100 earned ...

Yes, we have 3 US citizen children. I hadn't considered the child tax credit, thanks for the suggestion...I will look into that.

Also, I exercised some incentive stock options in 2009. I know this may trigger an AMT bill, but our joint world income should be sufficiently low this year to avoid a ...

My spouse and I are both Canadian citizens, returning to Canada on very short notice after working in California for the past 6 years (spouse on TN, me on H-1B).

We have a small jointly held brokerage account in the US that we need to wind up accordingly. Almost all of the shares are currently ...

Hello all,

I could use some advice on filling out form 8891 for 2005.

My husband and I relocated to the US in Jan 2004 on TN visas. When filing our federal returns for 2004, we included an 8891 for each RRSP account we left behind in Canada.

One of my husband's accounts is a self-directed RRSP ...