Search found 2 matches

by CaliMover
Tue Oct 07, 2014 4:32 pm
Forum: Canada / United States Tax & Accounting
Topic: Moving to California; need to confirm my notes
Replies: 6
Views: 2818

Thanks much for replies nelsona.

Just need some clarification:

>Yes, you should crystalize, and you need to inform your broker that you are living in US

By crystallize I am thinking to sell or collapse all portfolio and move to some money market fund. Correct?

>You will file your US retunr as a ...
by CaliMover
Tue Oct 07, 2014 12:23 pm
Forum: Canada / United States Tax & Accounting
Topic: Moving to California; need to confirm my notes
Replies: 6
Views: 2818

Moving to California; need to confirm my notes

Hello friends

This forum has very rich information. I am glad someone named ladygeek on booglehead forum pointed me to this forum. Since last week, I read several posts relevant to my situation in this forum. Here is my take away note. I just wanted to make sure I got this right.

Details: Moving ...