Serbinski Accounting Firms

The fact that this situation can be open to interpretation is freaky. The last thing we want to do is jeopardize our legal status in the US.

Which is why the next step for us is GC.

I am in complete agreement that I need to fix these issues. Thanks everyone for the advice. Greatly appreciated.

It looks like my best option is to hire a new and experienced accountant who can re-file my 2010 returns.

My Canadian accountant's response to my query regarding tax residency is confusing:

"I do not agree that you lost your Canadian residency the day you left Canada. Canadian courts have applied many different factors to determine if someone is resident in Canada. You have to look at all relevant ...

Haha, yes of course. So then simply, we need to do the following:

1. CRA - 2010 return must be corrected to reflect we became non tax residents of Canada January 2010. May result in refund. Will we be correctly filing our 'departure return' in doing so? Or is that another issue?

2.IRS – 2010 ...

Yes, the issue is that I do not know what instructions to give the accountants in order to file the amended returns.

It would be great if you would be willing to outline what I need them to do for us.

Right. It costs what it costs. As long as it can be corrected, we are happy. Your advice is greatly appreciated.

Can you provide a contact where we can proceed offline?

No, it was definitely my fault, not the accountants.

The problem now is that they are not equipped to file both the US and CAN returns. I had to use a separate accountant in the US to file here. I would feel more comfortable having the returns done by one person (as you suggested) with more US-CAN ...

Ok, we're getting into the mechanics of how I rectify these issues now, but:

1. What steps might I take to correct my 2010 CRA return? ie. do I have my former accountant in Canada do this for me? (no CCTB has been collected, but GST may have been, I'm not sure).
2. Is it possible to correct my 2010 ...

Thanks for the reply. Unfortunately, I didn't have the foresight to do this correctly and made the following mistakes pertaining to your four points above:

1. We didn't file departure when we left January 2010 and haven't to date.
2. I reported my US income to IRS for 2010 but not wife's.
3. I ...

Hello everyone.

I haven't been able to find information on my specific situation on these boards or anywhere else, so I'd like to post here in case it might apply to others in a similar circumstance.

My wife and I are Canadians who live in the US and have been here for two years under TN/TD status ...