Search found 9 matches

by vansree
Wed Aug 29, 2018 5:21 pm
Forum: Canada / United States Tax & Accounting
Topic: Do we have to report Canadian TFSA, RRSP, T2? If so, please provide details
Replies: 6
Views: 3647

Re: Do we have to report Canadian TFSA, RRSP, T2? If so, please provide details

Thanks Nelsona.

He now added one more form to the list: Form 8865

Thanks again. I will look for other Accountant again.
by vansree
Wed Aug 29, 2018 4:35 pm
Forum: Canada / United States Tax & Accounting
Topic: Do we have to report Canadian TFSA, RRSP, T2? If so, please provide details
Replies: 6
Views: 3647

Re: Do we have to report Canadian TFSA, RRSP, T2? If so, please provide details

Hi Nelsona, Thanks again for your reply. You replied as "Your accountant will have to answer your corporation questions, and any others." I showed your reply to my accountant (Indian) in Santa Clara. He is not CPA. He said " We have faced a scenario with India but little new to Canada...
by vansree
Wed Aug 29, 2018 12:07 pm
Forum: Canada / United States Tax & Accounting
Topic: Do we have to report Canadian TFSA, RRSP, T2? If so, please provide details
Replies: 6
Views: 3647

Re: Do we have to report Canadian TFSA, RRSP, T2? If so, please provide details

1) RRSP: IRS: No, California: Report only Income? Luckily for me this time it did not generate any income. Do I have to still file any form? what forms I have to file? 2) TFSA interest income: My accountant (not CPA) is saying not needed, as it has not given any T5 or interest slip to you. Hence con...
by vansree
Tue Aug 28, 2018 8:05 pm
Forum: Canada / United States Tax & Accounting
Topic: Do we have to report Canadian TFSA, RRSP, T2? If so, please provide details
Replies: 6
Views: 3647

Do we have to report Canadian TFSA, RRSP, T2? If so, please provide details

Hi, I am Canadian Citizen working on TN and Tax Resident of California. 1) I and My wife has RRSP and no new contribution, only the old amount sitting 2) I have TFSA account and no new contribution and generated small interest. 3) I have (passive) BC corporation and has T2 filed in Canada and taken ...
by vansree
Thu Jun 14, 2018 1:48 am
Forum: Canada / United States Tax & Accounting
Topic: TN visa in USA - Can I claim Canada losses?
Replies: 3
Views: 2171

TN visa in USA - Can I claim Canada losses?

Hi all, I am on TN Visa for over two years and Tax resident of USA for both 2016 and 2017. I have not filed for both years. I received California state IRS letter saying that I have to file the taxes. 1. From Canada, I have Capital Gains and Losses Year Inclusion rate Line 127 2007 50% $220.00 2. Fr...
by vansree
Mon Oct 16, 2017 1:35 am
Forum: Canada / United States Tax & Accounting
Topic: Taxing Advice for US Person/Canadian Citizen
Replies: 2
Views: 4317

Hi Jayaamit,

I know this post is little old. Can you share your filing details so that I can do the same... Thanks

email is same as my id at yahoo ... in case you want to send the details.. thanks Sree
by vansree
Thu Jul 20, 2017 3:28 pm
Forum: Canada / United States Tax & Accounting
Topic: US TN VISA - Reporting Canada RRSP, TFSA, interest and T2 ..
Replies: 3
Views: 2745

No I did not do Departure Return

Still not filed the USA Tax Return, hence posted ... :-)

Thanks Nelsona ... Your replies are too good.
by vansree
Wed Jul 19, 2017 2:07 am
Forum: Canada / United States Tax & Accounting
Topic: US TN VISA - Reporting Canada RRSP, TFSA, interest and T2 ..
Replies: 3
Views: 2745

US TN VISA - Reporting Canada RRSP, TFSA, interest and T2 ..

Hi, For year 2016, I filed extension in USA and worked in California US. Wife (Housewife) and Daughter (5 year old) stayed in US and has ITIN numbers. All three are US Tax Residents for year 2016. We have - Two W2s (Two companies) - Canadian Interests - USA interests, stocks loss - Canadian RRSP, TF...