Serbinski Accounting Firms

Hi All,

Does anyone know if TD has a US agent applicable for form 3520? I hear the BMO and RBC do but my attempts to contact TD about this have ended all in frustration. I get the feeling none of the people I've talked to know what I'm talking about.

I've applied for an EIN already but need a name ...

Hi,

I am going to make a mark-to-market election for some Canadian mutual funds (non-registered). I've attempted to account for the reinvested dividends in the adjusted basis in section Part IV line 10 b) to get the proper gain. Does anyone know if this is the proper way of doing this? I read in ...

Hi,

I am going to make a mark-to-market election for some Canadian mutual funds (non-registered). I've attempted to account for the reinvested dividends in the adjusted basis in section Part IV line 10 b) to get the proper gain. Does anyone know if this is the proper way of doing this? I read in ...

Thanks Buddy and sunnysga. I see what you're saying. The value in column d line 17 then becomes a cumulative total of contributions from all previous years. Which is different from what I was thinking. I wish the instructions were more clear.

The accumulated trust income of line 18 in column d ...

So after reading the forum I am still confused about how to fill out 3520-A Part III Foreign Trust Balance Sheet properly for a TFSA. Here is my take let me know if I've gone astray somewhere:

Assuming for simplicity that TFSA holds cash and we only consider contributions to the trust, withdrawals ...

Hi I moved to California on a TN visa from Canada last year (2014) and am having trouble trying to determine what i should do for taxes. I was wondering if anyone could offer some advice.

I entered the US on January 27th and started work beginning of February 2014. When I file for taxes do I have ...