Serbinski Accounting Firms

Thanks a lot Nelsona. Great answers as always
Paul

Hello all,
I moved to US in early 2014 and I am filing my return for the first time (in fact I am doing the extension first and then when I receive my Canadian tax return, will do the actual filing). Here is a list of few questions:

1) I am using TaxAct. Can I do the extension electronically? In ...

Hi Nelsona,
I really appreciate you reading my posts and providing insight. I am hoping that I am messing up something here and therefore getting wrong numbers!

1) moving expenses as deduction:
I apologize for my sloppy wording but we can blame it on TaxAct! I just double checked my return; it ...

Hi Nelsona,
Thanks a lot for looking at my post and providing feedback.

If I do joint, I will loose 600$. here is why;
- my canadian income after 2555 exclusion is about 17k and I get 1300$ foreign tax credit.
- considering the exemption that I get for my wife for joint filing, the line 43 ...

Hi,
First a bit of background:
We have moved to California from Canada in March 2014. My wife had some Maternity and employment income after March 2014 which we need to report to IRS. She is filing Married Separately and myself is doing Married Separately as well since we don't want to report the ...

Hi QC2OH,
Thank you very much for your comment.
So this confirms that we are on the right track.
Best,
Paul

Thanks a lot Nelsona! you have saved me days of research and uncertainty ...

Just one other thing: I am using the regular tax package for my departure return and Ufile software. On the first page of T1 General it asks "Enter you province or territory of residence on December 31, 2014".

If I put ...

2) I had no idea that I could do that! Thanks a lot!

So let me summarize the steps to make sure I got it right:

a) 25% check for NR payment should NOT be included in the final return, rather sent separately after the final return. should I wait until I receive the notice of assessment?

b) to ...

Hello Nelsona,
Thanks a lot for your terrific answers as always. some followup questions:

1) Understood, thanks.

2) CRA tax forms (I am using Ufile) does not allow me to break the tax slip into two parts of resident and non-resident. the formulas take the whole thing as if it was a resident ...

Hi,
We moved to US in March 2014 and now want to file non-resident Canada tax return for the first time. I have a few questions regarding my wife's tax slips and would appreciate any help:

1) "pay date" or "service date": my wife had a payment from previous employer for her unpaid vacations ...