Serbinski Accounting Firms

nelsona, thank you again for your quick if not painful response. You are correct in saying that this would have been excellent information many months ago. Looks like I need to do some digging regarding values 14 years (and a couple of divorces) ago. I may look into the 'special permission' for tard...

nelsona thank for the quick reply. I lived/worked in the US for 14 years. Returned to Canada in March 2012. The $0 taxable I must have deduced from section 72 as tax had already been paid on the withdrawal in Canada. Sorry, but don't recall now. Could you please tell me how you calculate what portio...

I recently moved back to Canada after 14 years in the US. Now retired. My income sources consist of: in Canada CPP OAS RIF Withdrawal Bank Interest USA – starting this year Social Security (taken 1 year early at age 65) IRA withdrawal Very small company pension I would like to ask for assistance/c...