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 ...

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 ...

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 ...