Serbinski Accounting Firms

It seems that the IRS's "Get My Payment" tool https://www.irs.gov/coronavirus/get-my-payment doesn't work for foreign addresses. This would be consistent with other IRS tools as described here https://www.irs.gov/individuals/taxpayer-identity-verification-information#formataddress

It's TBD whether ...

I would greatly prefer to get residency based taxation instead of stimulus checks. But since that option doesn't seem to be on offer, I'll take the checks (spouse and I should both get one) and regard it as a small offset to the misery of filing with the IRS every year.

I'm amused by how the noncompliance advocate claims it's hunky dory for US citizens to ignore US laws, "The IRS can't do a thing about it" and yet, is very concerned to conceal one's actual street address from the IRS. If they can't do a thing about it, what does it matter if they know where you ...

Old thread, but seems relevant. Due to annoyance with TurboTax not supporting exclusion of Social Security income (CPP, OAS, SSA) from US tax by treaty, this year I bought TaxAct. The download version because I'm suspicious of entering my tax information on a website. Learning a new look-and-feel ...

I take it back! I am new to TaxAct and don't know if I could now reproduce how I got it to give me that message saying I couldn't override the taxable portion to zero. I just tried again, and now I see a checkbox for "US citizen living abroad and benefits are exempt from U.S. tax due to a treaty ...

Are Canadian/US dual citizens not required to disclose US person status to their Canadian banks? And file FBARs (unless so poor they don't meet the $10K USD asset threshold). @Ron.Henderson your remarks seem very blithe about flouting US laws, also Canadian laws or regulations.

I suppose for ...

First time filing 8938 (and probably last, at least for a while, thanks to pandemic). It is quite clear that RRSPs and my spouse's DB pension plan have to be declared. My question is, are they "custodial" or "other"?

Just from the questions that come up in TurboTax, I'm thinking RRSPs probably fit ...

@rafa02 wrote on this thread:

... as a point of interest, TaxAct now includes an option to claim treaty benefits RE Social Benefits for a number of countries, including Canada. Hopefully other software companies will include this in the future, and even expand to include SE tax.

I purchased TaxAct ...

On some older threads it was said that a dual Canadian and US citizen residing in Canada should report their CPP and SS income on their US 1040, but report it as nontaxable. I couldn't get TurboTax to make my husband's CPP nontaxable on our 1040 last year, so I gave up and just omitted it. I ...

TT doesn't reject it. It just assigns it taxable income because it's a joint return and presumably I make above the threshold. However unless i'm misunderstanding, CPP paid to a Canadian resident US citizen isn't supposed to be taxed by the US, period.

Re entering CPP on the 1040 SS line then putting taxable amount as zero, I cannot find a way to make TurboTax allow me to do that. Am tempted to just leave husband's CPP off our 1040 since it's not taxable anyway. How do others do this? Figure we can't be the only Canadian resident, US citizen ...

Your answers always reveal the straightforward and logical path through the jungle of frustration. Thank-you.

Replying to boost this above the spam and because I have a similar question.

1. rallo (OP) is a US resident dual citizen wanting to know where to enter CPP and OAS on the 1040.

2. Spouse and I are Canadian resident dual citizens and he has CPP. Same question - where to put this on the 1040, first ...

You are right. Until recently dad did his own taxes and dealt with these periodic requests from CRA in an ad-hoc fashion. This year I got in touch with the NZ GSF and discovered I could order up an annual certificate. It runs from April to April and is in NZD but the accountant thought this was just ...

Looking ahead a year or two, I have a question about US taxation of withdrawals from my (and spouse's) RRSPs.

We started out as Canadian citizens, moved to US on a job transfer in 2002. Eventually became US citizens during our years in the US, but returned to Canada in 2016 and intend to remain ...