Serbinski Accounting Firms

Thank you, Nelsona!

I am a Canadian resident who commutes to a job in the U.S. (with a U.S.-based employer). As part of my compensation, I am mandatorily enrolled in a 401(a) plan (with both employer and employee contributions), and I have been reporting these amounts on RC268.

My employer also allows me to make ...

Thanks!

Hello,

I am a USC with a non-USC spouse (both of us reside in Canada). I created and have been contributing to a spousal RRSP. Do I have any US reporting requirements for this account (FATCA, FBAR)? Or is the account “owned” by my non-USC spouse?

I am required to file the simplified version of T1135 this year. I own some US ETFs through a US brokerage firm and I'm just wondering which category should I check off for the ETFs: "Shares of non-resident corporations (other than foreign affiliates)" or "Interests in non-resident trusts"? Anyone ...

Ok. Thank you for the advice.

Hello,

I understand that donations to US charities can only be used for a Canadian tax credit if they are less than 75% of a taxpayer's US-sourced income. In my case, almost 100% of my income is US-sourced and 100% of my spouse's income is Canada-sourced. Most of my donations are to US charities ...

Thanks!!!

Does anybody know if the CRA will consider a return as filed on time if it is postmark by a US post office on April 30? In other words, will a non-Canada Post postmark count?

Hello,

I am a Canadian resident working full time and commuting to a US State. On my W2 (reported in box 14), there is a deduction for state disability, unemployment, and family leave payments (these are NJ state deductions). Should these be included when I calculate my foreign tax credit on my ...

Yes, you took the view my having a spouse in Canada and my frequent trips back to Canada make my "Centre of Vital Interests" Canada.

After reading some of the prior threats, I'm feeling a little uneasy. I'm a resident of Canada by virtue of my factual ties and the tie-breaker rules. However, from ...

Let's say I work in NJ and commute to work from NY (and am considered a NY state resident for tax purposes). Let's say I am also considered a Canada/Alberta resident for tax purposes based on factual ties and the treaty tie-breaker rules. When I file my NY state taxes, I take a credit for taxes that ...

I just noticed this tread. Has anybody experienced any demands specifically for US tax transcripts (in addition to W2s, 1040s, etc) for the 2016 tax year? Has anybody encountered any difficulties obtaining transcripts for state tax? It appears that my state of employment, NJ, does not produce ...

This was a very interesting thread with interesting links. Thank you.

The teleworking issue perplexes me a bit. I understand that non-resident employers must withhold payroll taxes for the Canadian resident and non-resident (if they are performing work in Canada) employees. Non-resident employers ...

My residential status before these circumstances were exactly the same except for item #2. That is, I did not have a permanent home in the US (I would rent 9 months during the year). However, that has recently changed (will be leasing a home for the entire year). All economic ties have been and will ...