Search found 4 matches

by w1040
Tue Sep 15, 2015 9:29 pm
Forum: Canada / United States Tax & Accounting
Topic: Assembling Dual Status Return
Replies: 0
Views: 2002

Assembling Dual Status Return

I could use a little help with the mechanics of filing a 1040NR for a dual status return. There are several schedules and statements involved in my case, and I want to make sure everything is attached in the correct order. Here is what I think is correct, from top to bottom, please tell me if this l...
by w1040
Mon Sep 07, 2015 10:28 am
Forum: Canada / United States Tax & Accounting
Topic: Form 8854 Questions
Replies: 4
Views: 3913

Thank you for your answers. What about Social Security type (ie Canada Pension Plan) benefits? Are they considered part of one's assets?
by w1040
Sun Sep 06, 2015 10:53 pm
Forum: Canada / United States Tax & Accounting
Topic: Form 8854 Questions
Replies: 4
Views: 3913

Form 8854 Questions

I am preparing form 8854 for 2014 LTR expatriation. Part IV was easy, and I am not covered. When it comes to part V (the balance sheet), I am unsure of a few things: For cash assets, how to determine the value for column (b), the U.S. adjusted basis? My cash assets are from earned income and proceed...
by w1040
Thu May 22, 2014 3:45 pm
Forum: Canada / United States Tax & Accounting
Topic: What is an "account" on the FBAR?
Replies: 2
Views: 2900

What is an "account" on the FBAR?

Here is something that is not made clear to me in the FBAR instructions. I have a member account at a credit union. Within that account I have savings, chequing, term deposits, shares, etc. On my FBAR can I aggregate all of those (sub) accounts, and report the sum as one account? Or must I itemize e...