Serbinski Accounting Firms

My proofreading is failing me. Basically everywhere I wrote SSN I meant SIN. "Should SIN be entered for 6a".

Correction, I wrote: "Some institutions such as RBC recommend putting your SSN in as a FTIN". What I mean to say was SIN not SSN.

I'm a Canadian resident/citizen and a US nonresident alien. I don't receive any income from the US, but I maintain a US account with US company RSUs I received while working there many years ago. I'm filling out a new W-8BEN, and realized they've updated the form since I last did it. Institution is ...

I became a tax resident of Canada in 2018 and owned US private corporate shares at the time. I sold some of these shares in 2019 and now need to report capital gains. In the 2019 Newcomers to Canada guide, it clearly states that: "If you owned certain properties (other than taxable Canadian pro...

Addendum to the first part of my last post: I just did a bit more digging and it seems the 1042-S is in relation to the distribution NOT the contribution. It seems the 1042-S lists the gross distribution as 385 (the contributed amount), however the net is 365 which is 385 minus a loss (they call it ...

"You can see the confusion, yes?" Yes, apologies. So are you still of the opinion that it is a not a Canadian contribution? Additionally, I just received a 1042-S from Fidelity that seems to claim an income of 385.00 (the contribution amount). This seems to suggest the IRS/Fidelity are tre...

[quote=flyingmonkey post_id=51257 time=1551665597 user_id=9371]
1040NR statement
[/quote]

1040NR return**

Alright, so more succinctly, for the 1040 statement I am basically filling out only the income portions and associated attachments, then forwarding the results on to the 1040NR statement where I additionally compute non-resident income, deductions, credits etc and finally tax owing/owed. Seems to ma...

Entered Canada April 4th. Contribution showed up in account on April 10th. Contributions were made on paystubs dated March 31st.

Trying to wrap my head around the dual-status return and feel that I am getting closer. I returned to Canada in April 2018, was US resident Jan-March and Canadian resident April-Dec. I am choosing to file dual-status over 1040 full year because I opened a TFSA upon my return and do not want to have ...

To clarify, the contribution arrived in the account after I physically entered Canada, however, the contribution arose from a paycheck dated before I entered Canada. I asked this question in another post and you explicitly told me that this was not a Canadian contribution. Post is here: https://foru...

Moved back to Canada from US in 2018. Right before I moved I rolled over my Roth 401k into my Roth IRA. Balance of Roth 401k was 0 when I entered Canada. A few weeks after establishing residence I received the final contribution to my Roth 401k from my last paystub in the US. The contribution was 38...

Digging this post back up since I am currently filing... I closed the account and received the 0.14 cent distribution. The thing that confuses me is that no tax was withheld. I don't think it really matters, but shouldn't tax have been withheld? As I understand the default is 10% and I had not elect...

Alright that answers questions (1) and (4). Any answer for (2) and (3)? I'll rephrase for simplicity: On line 9 of W-8BEN it asks for country of residence, I'll put Canada. On line 10 it asks for special rates and conditions. Do I fill this out? If yes, do I put "Article XVIII Paragraph 2(a)&qu...

Having trouble finding conclusive information on this... I recently left the US and became a resident of Canada. I have a Roth IRA and Roth 401k with Fidelity. Fidelity sent me a letter last week stating that for the Roth 401k I need to send them a W-8BEN. I'll enumerate my questions to simplify: 1)...