Serbinski Accounting Firms

Thank you sir.

Hello,

For context the situation is basically what I asked last year:
https://forums.serbinski.com/viewtopic.php?t=12521

But instead of using form 2225 I would file with treaty rights under section XV(1):
Subject to the provisions of Articles XVIII (Pensions and Annuities) and XIX (Government ...

I live in Texas. She still lives in Canada while we wait for immigration to go through. I haven’t moved.

I know we can file jointly, but I wasn’t sure if she would be entitled to the foreign income exclusion as a non-citizen without claiming treaty benefits.

It would be preferable to exclude ...

Did some more research, I think we would need to attach form 8833 and say we are using section XXV of US Canada tax treaty.

Basically we just need to explain it allows us to treat spouse 2 as if she were a us citizen for taxation purposes.

Did some more research, I think we would need to attach form 8833 and say we are using section XXV of US Canada tax treaty.

Basically we just need to explain it allows us to treat spouse 2 as if she were a us citizen for taxation purposes.

Hello,

I have reviewed some topics on this forum and want to clarify if this tax strategy is viable.

Situation:
*Spouse 1: US Resident since 11/2012, CDN citizen with green card
*Spouse 2: CDN Resident and citizen, no SSN/ITIN, has significant education tax credits (No tax payable this year ...

Thanks again.

The cost basis would be contributions plus realized gains correct?

Unrealized gains would be excluded?

Thanks.

What was very helpful.

I elected to file as dual status last year, and didn't make any contributions after my arrival in the USA.

That makes the math easy.

So my gain (loss) would be:
Value in USD on day of withdrawal - Value in USD on day I entered USA

Hello,

Have several questions on how to properly report RRSP income from tax form NR4 as resident alien in US on greencard.

Moved to USA in Nov 2012.

On 2012 tax return filed 8891 with balance of $18 873 ($USD) at end of year. Exchange rate was year end of roughly 1-1.

In 2013 I cashed out my ...