Serbinski Accounting Firms

Okay, I'm going to do it again with all this incredibly good information. I'm sure our liability will be much lower now. When I did my preliminary run I had not included the 1116. So with that and not having to declare the SS income it should make a huge difference. Thanks for the further clarificat...

Wow, that sheds a very different light on everything! So here's how it looks like I should file now: 1. Joint return on 1040. 2. Line 15a & b IRA Distributions - my IRA withdrawals. 3. Line 16a Pensions - Total of my Wife's Canadian pensions. 4. Line 16b taxable amount - 0 5. Line 20a SS benefit...

Hi Nelsona, I was writing the post below when I saw your last one. So to reply to your last post. I have been using 1116. Our Social Security income is from the US. I'm intrigued by your saying that it shouldn't be taxable for us by treaty. I thought that we had to pay it on the US taxes. Again I'm ...

Wow, now I'm really confused. Perhaps I should have originally given you more background, but I didn't want to burden you with reading a lot of information. For the past few years we have been filing jointly as Married. We had more income last year, mostly due to increased IRA withdrawals. Our US ta...

Will do! Thanks very much for thinking of that for us!

Best Regards,
Rod Mell

Thanks very much for your prompt and concise reply. Greatly appreciated.

Best Regards,
Rod

Hi - I'm an American married to a Canadian, living in Canada. We jointly own a rental house in the US that shows a loss. I have US income from SS and IRA, and none from Canada.My wife's only US income is from Social Security. She also has Canadian pension income. I plan to file her US taxes on 1040N...