Search found 139 matches
- Thu Jul 12, 2018 4:00 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Estate and Inheritance Taxes on a Canadian's US IRA
- Replies: 6
- Views: 3068
Re: Estate and Inheritance Taxes on a Canadian's US IRA
I was under the impression that if, say, my children converted properly to an inherited IRA, they would incur no immediate US tax, though they would need to start immediate RMD's based on their own lifetimes. I reasoned that because this was an non-taxable event in the US, it would be also a non-tax...
- Mon Apr 16, 2018 12:23 pm
- Forum: Canada / United States Tax & Accounting
- Topic: US Pension Splitting question regarding Form T2209
- Replies: 10
- Views: 3910
I am a little concerned by this. For the past several years, I have transferred some US pension to my wife and with that, transferred the proportional amount of the 15% (by treaty) US tax on it. Every year, I think, I have had requests from the CRA for documentation of the tax paid (e.g., 1042S form...
- Mon Mar 12, 2018 8:27 am
- Forum: Canada / United States Tax & Accounting
- Topic: US Investment firms Honouring 15% tax treaty
- Replies: 8
- Views: 4450
- Sun Mar 11, 2018 11:30 am
- Forum: Canada / United States Tax & Accounting
- Topic: US Investment firms Honouring 15% tax treaty
- Replies: 8
- Views: 4450
- Sun Mar 11, 2018 11:19 am
- Forum: Canada / United States Tax & Accounting
- Topic: US Investment firms Honouring 15% tax treaty
- Replies: 8
- Views: 4450
My wife and I both have rollover IRAs with TD Ameritrade. For years they withheld at the 15% rate (we had equal payments each month). In November 2017, they switched to 30% withholding without informing us; we noticed only because the amount deposited was reduced. We called them and they said that &...
- Mon Jan 16, 2017 8:03 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Reporting credit cards and lines of credit on FBAR and FATCA
- Replies: 4
- Views: 4654
- Thu Oct 13, 2016 11:24 am
- Forum: Canada / United States Tax & Accounting
- Topic: Retaining US bank accounts after return to Canada
- Replies: 10
- Views: 5599
- Mon Oct 10, 2016 4:54 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Retaining US bank accounts after return to Canada
- Replies: 10
- Views: 5599
- Thu May 12, 2016 6:16 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Mutualmfunds
- Replies: 5
- Views: 2964
- Thu Aug 13, 2015 8:36 am
- Forum: Canada / United States Tax & Accounting
- Topic: Moving Ira and other U.S. investments
- Replies: 1
- Views: 3899
TD Ameritrade. We recently moved my wife's and my IRAs there from another custodian broker, as they would no longer allow trading with us living in Canada. The transfers did not go entirely smoothly; you need to keep calling to see what is holding things up, as they don't initiate calling to you whe...
- Wed Jun 03, 2015 8:56 am
- Forum: Canada / United States Tax & Accounting
- Topic: Expatriation form Balance Sheet - Foreign Pensions
- Replies: 2
- Views: 2269
- Mon May 04, 2015 11:43 am
- Forum: Canada / United States Tax & Accounting
- Topic: Moving to US on TN: What do to with RSP and TFSA?
- Replies: 11
- Views: 5773
- Sat Apr 18, 2015 9:50 am
- Forum: Canada / United States Tax & Accounting
- Topic: What to do with my IRA account after leaving US?
- Replies: 9
- Views: 7152
- Sat Apr 18, 2015 9:48 am
- Forum: Canada / United States Tax & Accounting
- Topic: What to do with my IRA account after leaving US?
- Replies: 9
- Views: 7152
- Sun Apr 05, 2015 9:56 am
- Forum: Canada / United States Tax & Accounting
- Topic: Confused Situation. Got GC, entered US, but no US income
- Replies: 18
- Views: 8751