Serbinski Accounting Firms

Thanks, understood.

As a TN visa & soon-to-be H-1B visa holder who satisfies A) through D) of Rev. Proc. 2014–55 Section 4.01, I am an eligible individual, and therefore am not required to file an election for tax deferral now that Form 8891 is obsolete.

I'll continue the annual reporting of the ...

In the case of a Canadian taking up U.S. residency, does the IRS view the cost basis of RRSP assets as the fair market value of those assets on the day the person moves or the original purchase price?

How the cost basis communicated to the IRS?

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Is it possible to make contributions to an employer-sponsored 401(k) plan in 2016 and have those contributions go towards tax year 2015? i.e., something similar to contributing to an RRSP the first 60 days of the year.

During 2015, I spent 227 days as a resident of Canada and 138 days as a resident of the United States after securing TN status with a new employer.

I changed my address details in CRA MyAccount to my U.S address and am now presented with the following message:

'TFSA Non Resident Contributor
Non ...