Serbinski Accounting Firms

Nelsona & JGCA , many thanks for the comments. I believe at this time that I have a good understanding of how this process works. I can now appreciate that w.r.t. pension splitting, filing jointly for some people may be the preferred option.

If it is the husbands pension that is being split, I would assume that he would report the full pension and take a foreign tax credit for taxes paid. If it is the wife's pension that is being split, I believe that the pension spit to the husband and the corresponding taxes transferred to the husband...

In my case the pension splitting is my wife's pension, who is Canadian so from your comment, it will not be reported to IRS.

I have dual Canada/Citizenship , my wife is Canadian, and when doing my wife's & my tax return, split her pension income and move an amount along with the same percentage of tax dollars paid to my return. When I file a 1040, I do not report this income or the corresponding taxes paid as this is ...