Search found 5 matches

by frostbyte
Wed Feb 22, 2017 12:43 am
Forum: Canada / United States Tax & Accounting
Topic: Canadian moving to US, TFSA question
Replies: 9
Views: 5814

Thanks!
by frostbyte
Fri Feb 17, 2017 6:32 pm
Forum: Canada / United States Tax & Accounting
Topic: Canadian moving to US, TFSA question
Replies: 9
Views: 5814

Thanks, but the money is already in the US, it's in a Chase checking account, and I was wondering about opening a brokerage account in the US before moving there.

I'll probably just wait, as you suggest.
by frostbyte
Thu Feb 16, 2017 7:00 pm
Forum: Canada / United States Tax & Accounting
Topic: Canadian moving to US, TFSA question
Replies: 9
Views: 5814

I also failed to mention that I received a US signing bonus this January, so I guess I'll need to include that in my US and Canadian forms for 2017. Would the required forms overlap with those required for investing my US dollars now?
by frostbyte
Thu Feb 16, 2017 6:57 pm
Forum: Canada / United States Tax & Accounting
Topic: Canadian moving to US, TFSA question
Replies: 9
Views: 5814

Thanks nelsona, that's great to hear!

If I can ask a followup question, I'm wondering if I should do something with my US dollars (about 60k), which are idling in a 0% interest US checking account. From what I understand, I could open a US brokerage account, fill out a W-8BEN, and pay income tax to ...
by frostbyte
Tue Feb 14, 2017 7:23 pm
Forum: Canada / United States Tax & Accounting
Topic: Canadian moving to US, TFSA question
Replies: 9
Views: 5814

Canadian moving to US, TFSA question

Hi all,

I'm a Canadian studying in Canada until I graduate in April, then moving to California for work this July.

Last year I did two paid internships in California, the first from Jan-Apr 2016 and the second from Sept-Dec 2016.

I had a TFSA with several ETFs that I had been contributing to ...