Search found 3 matches

by Joz
Fri Sep 23, 2016 8:47 pm
Forum: Business & Personal Immigration to the United States
Topic: Cdn resident with Roth?
Replies: 1
Views: 2954

Cdn resident with Roth?

I know that if a Canadian moves to the US and becomes a US tax resident, they should first close all of their TFSAs to avoid very complicated US tax filings. What about the analogues reverse situation: if someone becomes a Canadian tax resident, must they worry about any Roth accounts they have in t...
by Joz
Mon Mar 14, 2016 1:12 pm
Forum: Canada / United States Tax & Accounting
Topic: Cdn gains and interest form to submit with 1040?
Replies: 4
Views: 1256

But don't I have to pay US tax on all foreign assets? Or at least report it?
by Joz
Mon Mar 14, 2016 12:19 am
Forum: Canada / United States Tax & Accounting
Topic: Cdn gains and interest form to submit with 1040?
Replies: 4
Views: 1256

Cdn gains and interest form to submit with 1040?

We are two Canadians living in the US for about 6 years now (on a J-1 and -2), so we know we're "US people" for tax purposes. While we have American tax to be paid, we also have Canadian Capital Gains, Interest, and Dividends from our T5s. Which forms am I supposed to fill out for those to append to...