Serbinski Accounting Firms

My wife and I got married in 2015. We are both Canadian citizens - however, I've declared non-residency since 2012 since I live and work in the States, while she's still filing Canadian taxes as a resident. She also works abroad (non-Canadian employer), but she is reluctant to give us her residency,...

If I purchase US stocks while working in the States (resident alien for tax purposes but no green card or citizenship), leave the country for good (perhaps even wait for the subsequent tax year when I would be treated as nonresident alien for tax purposes), and then sell the stocks, would I still in...

I just received this a few days ago from my bank, a form 1042-S Foreign Person's U.S. Source Income Subject to Withholding. I'm a Canadian citizen working in the States in H-1B status. My H-1B became active on Oct 1, 2012, and before that I was in F-1 status. The form shows: Income Code: 29 Gross In...

I didn't receive any scholarship/grant income during 2012 prior to OPT becoming active. (For some strange reason, my 1098-T in the prior year, 2011, lists $3,000 for Fellowships/Traineeships which I wasn't even aware of, and I am guessing there aren't any effects since I was still F-1 during that ti...

Thanks for the quick reply, Nelson! So do the other items I mentioned make sense? Especially filing as resident via form 1040 using XXV. On this website it mentioned that: "Single taxpayers are not eligible to claim the benefits of Article XXV or to use the Tax rates for Head of Household. When...

After going through various related threads on this topic for the past while, I am afraid I am still slightly confused on my situation: Canadian citizen, single, attended US grad school starting Jun 2011 Jun 2011 to Jun 2012 - F-1 status, graduated Jun 2012, no worldwide income Jun 2012 to Sep 2012 ...