Serbinski Accounting Firms

Thanks for pointing me in the right direction.

I took a closer look at my pay stubs and it appears the majority of the CPP and EI was paid while I was still a resident of Canada, and almost none afterwards. My employer basically just wrote me a cheque for the work performed in the US, with no CPP ...

Hi Nelsona,

I filed my return how you suggested and just received my Notice of Assessment today. Everything was pretty close to what I was expecting except for the CPP and EI overpayment. CRA allowed the deduction on line 256 for the US source income, but did not allow the majority of the CPP and ...

I found the applicable pay stub, which made things pretty easy. I just thought about one more thing that's confusing me. Do I prorate the amount of tax withheld at source and include the applicable amount on the 1040, or claim it all on line 437 of the Canadian return and recover the extra as a ...

Ok that sounds much easier, thank you for all your help!

Thank you!

I departed Canada at the end of July, so wouldn't I get 7/12ths of the 2555 credit? You mentioned 2/12ths above? I'm guessing this was a typo?

Yes departure date July 30th and started working in US August 3rd. I was thinking of asking for the letter from my employer because CRA would ...

Thank you so much, this is super helpful.

Yes was planning to do 1040 for full year with 2555. Will not meet Physical Presence test, so assume I must use Bona Fide residence test. I assume I will only be allowed a prorated portion of the exemption based on the number of days in the US correct ...

My spouse and I departed Canada in July. However, my employer still kept me on the Canadian payroll for August and September while I transitioned to the US payroll. From what I read, this portion of the income on my T4 should not be taxable in Canada because I performed the work while physically ...

Wow, thanks so much to both of you. This is a relief, I wasn't sure how I was going to handle this; but now it's very clear.

This is great information guys. I have a very similar situation where I just started contributing to a 403(b) plan, which also qualifies as per the link Nelsona provided. My employer did not include my contributions anywhere on my W2, but I know I paid into it and can see the amount for the year on ...

Ok thank you! Obvious to you maybe, I don't understand this situation too good lol I tried researching it on my own, but I’m not really sure what was credible and what was not. I’m glad I found this forum.

What if I purchase a home in the US (while keeping ties to Canada – my wife and kids ...

I have a very similar situation to this. If I set up an office, does this override the 183 day rule? In other words, if I set-up an office and I’m in the US less than 183 days, will I be taxed on this income in the US or do I still have to spend more than 183 days in the office to be taxed? Thanks.