Serbinski Accounting Firms

Hi Nelson ... Just to follow up. I went through my travel logs and calculated that for my 2015 filling I was only present 168 days over 3 year (using the 1, 1/3, 1/6 rule). In that case I should only need to file a 1040NR and the state SC1040 since I don't need to use the treat position. Both of ...

The 3520 was for my TFSA accounts, with any gains deemed taxable in the US.

The SC1040 was for state filing for South Carolina (where I was working). They did use all my US tax paid as a credit on my CDN return.

Yea, I didn't think I needed the 3520 last year, and will probably not file it this year if not required.

Is FinCEN required? I suppose to real issue if I had to ...

My understanding is I filed as a non resident alien, as I was considered a resident of both the US and Canada and under the tie-breaker rule claimed the following:
- I was on a temporary work assignment in the US
- During the term I remained a resident of Canada
- I maintained permanent home ...

Hello,

I was hoping to get some advice on filing my 2015 US Tax filings, and was referred to this forum by a friend.

I was relocated to Charlotte, NC from Toronto in 2013 with my current employer at the time. From Sep 2013 to Dec 2013 I remained on Canadian payroll and commuted to the US for ...