Serbinski Accounting Firms

Oh, so ETFs and stocks CAN be transferred in kind? I must re-read more carefully what you wrote upthread.

Thanks, [b]nelsona[/b]. Indeed, I am neither a USC nor a GC holder. I will be moving mid-January, so I'm pretty sure that I'll file a dual-status return (1040NR) in the US. I actually hold no mutual funds, just ETFs and some individual stocks. So it looks like I should keep my US brokerage account, ...

[quote="nelsona"]Joe leave US sometime in 2013 and settles in Canada, with accrued capital gains, but not realized. If he sells the investment in 2013 (after departure from US), he can either file a dual status return (in which he would NOT report the gain[/quote] This is what I intend to ...