Serbinski Accounting Firms

Hi, panek! It depends on what kind of income the RRSP produces. Interest, dividends, and capital gains should be reported in column C of lines 8, 9, and 13 of Schedule CA, respectively. The key publication is FTB Pub. 1001 (Supplemental Guidelines to California Adjustments), which is available on th...

Hi, jalways747. You can find the blog address in my profile.

I am a U.S. citizen who moved from California to Montreal a few years ago and had many of the same questions going the other direction. 1) My husband is a Canadian citizen who kept his RRSP during U.S. residency. He filed Form 8891 each year to maintain its tax deferred status in the U.S. at the fed...

OK. Thanks for the input!

Thanks very much for your reply. What you write is quite interesting. Could you elaborate a bit on what drew you to this conclusion? The reason I had been thinking that the income may not be 100% U.S.-sourced is the Fifth Protocol. The CRA website explains it this way: "The income in question (...

My husband was granted non-qualified stock options as a U.S. resident alien working for a U.S. company. He subsequently transferred employment to the company’s Canadian affiliate and exercised the options as a Canadian resident (and U.S. nonresident alien). Based on the fact that the entire vestin...