Serbinski Accounting Firms

I've checked through old posts but I'm still not entirely certain on this. I have $13,000 in Canadian RRSP. I will be filing 8891 (this is my first year). I will also be filing TD F 90-22.1. 1) Do I need to file Schedule B part III? When I went through TurboTax it didn't deem Schedule B necessary an...

Yes, I meant patience. Regardless, thanks for the advice.

Yes I would be making the treaty election to file 1040 using XXV(1). It's not that I couldn't find the treaty provision. Line 1 asks for the treaty provision which I have labelled as XXV(1). Line 2 asks what IR code provision is being overruled or modified BY the treaty provision. So the treaty prov...

You're right, I won't be filing dual-status! Thanks again for all your help. I think I've figured it all out going back through various other forum threads. My only remaining question is in regards to form 8833. 1. If I file electronically, which I will be doing using TurboTax, do I simply mail this...

You are a lifesaver by the way... You mentioned there are other options than filing dual status. What are those? I do not qualify to choose full year resident alien status and since I work in the U.S. and live here now, according to the treaty, I am a resident alien so I cannot file as a non-residen...

Thanks again. Lightning quick replies! One more follow-up (I lied before about no more questions): You mentioned: "For US, you are dual-status for 2012, and must file 8891 for your RRSP, on which you elect to not have your RRSP taxed. Problem solved." How do I elect to not have my RRSP tax...

[quote="nelsona"]You *could*, for 2012 claim that you are still Cdn resident, because of your spoue. The leave of absence is not so important. The problem becomes if you DO decide to remain in US: then what becomes your deparure date? You will have a 2012 return where you said you lived in...

[quote="panek"]Hi Nelson (and others), I am in a somewhat similar position so thought I would post here. I started a job in the US (California) on a TN visa at the beginning of August, 2012. In Canada, I have a modest RRSP (~$13K in mutual funds) that I had planned to use for the HBP as we...

Hi Nelson (and others), I am in a somewhat similar position so thought I would post here. I started a job in the US (California) on a TN visa at the beginning of August, 2012. In Canada, I have a modest RRSP (~$13K in mutual funds) that I had planned to use for the HBP as well a few bank accounts an...

Hi Nelson (and others), I am in a somewhat similar position so thought I would post here. I started a job in the US (California) on a TN visa at the beginning of August, 2012. In Canada, I have a modest RRSP (~$13K in mutual funds) that I had planned to use for the HBP as well a few bank accounts an...