Search found 9 matches

by alexf
Tue Jan 02, 2024 5:07 pm
Forum: Canada / United States Tax & Accounting
Topic: Health Benefits Trust Fund
Replies: 0
Views: 42702

Health Benefits Trust Fund

Hi, in advance, I think this is likely a non-issue, but: I am possibly going to be able to access group health insurance which is paid out of a "Health Benefits Trust Fund." I recognize this is not an uncommon form of group health insurance in Canada, and since it's really good insurance, ...
by alexf
Mon May 03, 2021 5:53 pm
Forum: Canada / United States Tax & Accounting
Topic: transferring funds to spouse
Replies: 2
Views: 1399

transferring funds to spouse

Hi, sorry in advance if the answer to this question is blindingly obvious. I am a dual US/Canadian citizen; my wife is a Canadian citizen. My wife just withdrew a bunch of money from a non-registered account and a TFSA to purchase a cottage property. In retrospect, I probably should have just paid f...
by alexf
Tue Sep 25, 2018 11:50 pm
Forum: Canada / United States Tax & Accounting
Topic: account reportable on FBAR form?
Replies: 1
Views: 1227

account reportable on FBAR form?

Hi, I am a dual US/Canadian citizen, but my wife only has Canadian citizenship and doesn't file US taxes. Some months we have extra money to put on our mortgage, and most of the time, if we're doing this, I call our mortgage company to request the extra payment. My wife and I are both named on the m...
by alexf
Mon May 19, 2014 10:18 am
Forum: Canada / United States Tax & Accounting
Topic: FBAR with non-resident alien spouse and joint accounts
Replies: 3
Views: 4363

Thanks for your response! Here is the specific passage that triggered my angst (from the FBAR guidelines document published by the IRS): http://www.irs.gov/pub/irs-utl/IRS_FBAR_Reference_Guide.pdf, page 4, defining "financial interest," reads as follows: "The owner of record or holder...
by alexf
Sun May 18, 2014 10:03 pm
Forum: Canada / United States Tax & Accounting
Topic: FBAR with non-resident alien spouse and joint accounts
Replies: 3
Views: 4363

FBAR with non-resident alien spouse and joint accounts

Hello, I think this question has been answered in part before, but I have a twist: I am an American citizen, my wife is a Canadian citizen. We live in Canada. We have a joint checking account. Linked to that account is HER savings account, which has only her name on it -- she has access to it; I do ...
by alexf
Fri Jun 15, 2012 2:51 pm
Forum: Canada / United States Tax & Accounting
Topic: Employer Services Division of International Tax Office?
Replies: 6
Views: 4388

She'd amended her original Canadian return -- the original return indicated that she'd lived in Ontario the whole year, and so she was taxed for hte year as if she were a full-time Canadian resident (i.e. paying full Canadian taxes for the whole year). But ,she'd lived in the States for part of that...
by alexf
Fri Jun 15, 2012 1:24 pm
Forum: Canada / United States Tax & Accounting
Topic: Employer Services Division of International Tax Office?
Replies: 6
Views: 4388

Sorry, "this office" being the Employer Services Division of the International Tax Office.
by alexf
Fri Jun 15, 2012 1:22 pm
Forum: Canada / United States Tax & Accounting
Topic: Employer Services Division of International Tax Office?
Replies: 6
Views: 4388

Employer Services Division of International Tax Office?

Hi, I'm just wondering if anyone on this forum has any idea what this office actually does. My wife's amended T4 has been held up with them for ~6 months, and we've never been able to find out why (no one on the phone can tell us, we've received no official correspondence, and there is no informatio...
by alexf
Fri May 04, 2012 10:19 pm
Forum: Canada / United States Tax & Accounting
Topic: Sailing Permit: Too late to file/what are the consequences?
Replies: 2
Views: 4284

Sailing Permit: Too late to file/what are the consequences?

Hi, I'm a US citizen, Canadian permanent resident, my wife is Canadian, and we'd moved to the US (back to the US for me) a couple of years back so that I could go to graduate school. My wife got her green card when we moved down, as we weren't sure whether or not we'd be staying, but it was only a t...