Search found 3 matches

by xozertim
Fri Mar 20, 2015 7:08 am
Forum: Canada / United States Tax & Accounting
Topic: Converting T5 to 1099-DIV
Replies: 0
Views: 2115

Converting T5 to 1099-DIV

Hi, Despite telling my investments that I am a US person and need a 1099-DIV, I did not receive one - only a T5 (and, of course, they didn't do the withholding tax either, but I'm in contact with the CRA about paying that already). It has values in boxes 24, 25, and 26. How can I convert these value...
by xozertim
Wed Jan 25, 2012 7:29 pm
Forum: Canada / United States Tax & Accounting
Topic: dual citizen, moved to US for school
Replies: 3
Views: 2579

I should clarify that the TFSA is from my Canadian income, I'm not adding to it. I only plan on being in the US for the 5 years it will take me to complete my degree. If I move my investments, I think I'll lose money, especially since interest rates are lower in the US, and I'd just have to move my ...
by xozertim
Wed Jan 25, 2012 5:42 pm
Forum: Canada / United States Tax & Accounting
Topic: dual citizen, moved to US for school
Replies: 3
Views: 2579

dual citizen, moved to US for school

I've had dual citizenship most of my life, moved from canada to the US in Sept 2011 for a PhD program. I've never lived in the US before or filed taxes in the US (I only got a social security number last August). I have stocks in Canadian companies and a small TFSA (some in a savings account, some m...