Serbinski Accounting Firms

Clarification - my husbands' RRSPs add up to ~6 000 CAD

Hi, My husband and myself have been in US on TN/TD status since 2012. Both of us still keep a Canadian RRSP accounts (his adding up to ~8000 CAD, mine adding up to ~11 000 CAD) and joint checking account with 2000 CAD left on it. Do we have to report those accounts to IRS? If so, what are the exact ...

Thank you Nelsona for your prompt reply. I appreciate it very much! Yes, it seems like forms and requirements changed a bit last year. As for 1400$ -it comes from Child Tax Credit Worksheet calculations and I think it's caused by line 4 being more than amount of 110 000 for Married filing jointly - ...

Thank you Nelsona. I made an assumption that we can make a first year election for children based on the 8812 instruction which states under paragraph "Special circumstances" :Even if your child does not meet the substantial presence test, your child may meet an exception or be treated as ...

Dear Nelsona, We've filed our taxes as per your advise (thank you very much! - it all make much more sense to us right now:), attaching a statement, that we are electing for me to be treated as US resident alien for tax purposes for year 2012 (arriving in US in August 2012 I haven't met the Substant...

Thank you Nelsona. To do it correctly we are planning to attach a statement, that we are electing for me to be treated as US resident alien for tax purposes for year 2012. 1. What should we do with NY state tax? Should we also file jointly (all 5 months he was there, me and kids stayed in Canada, we...

We are Canadians on TN/TD status first year in US (husband since march 2012, wife and kids since August 2012). Since we wil have to fill both US and Canadian return we are not sure where we should file our childcare expences (summer camps, sport activities), and our moving cost. Should we use it in ...

Thank you Nelsona. To clarify - do I file as non resident? 1040 NR form, while my husband is filing 1040? We've been trying to file joinly usingTurbo tax, but since I've been in US for less than 183 days I assume I'm non resident and when I fill that in i get the message I have to fill 1040NR form (...

My husband left Canada and started to work in US in March 2012 on TN status. We assume he will file taxes in US as resident (over 183 days in US) including his income from Canada (Jan-march 2012) Me and kids joined him in August 2012. I had an income in Canada till our move in August, but I'm not wo...

Thank you Nelsona for your response.
He visited us on the weekends few times.
We left Canada August 23, 2012

Hi, We are Canadians, family with 2 children living currently in California on TN/TD status. My husband got a TN status and started to work for a company in New York (temporary location) on March 1st 2012. He was working in Canada before. Me and children stayed in Canada. 6 months later my husbandâ€...