Serbinski Accounting Firms

Thank you so much, Nelsona. That makes sense.

Yes, I have to call my bank to do the transfer, online is disabled. I was told only certain state specific agents are allowed to serve US residents due to regulations.

It may sound weird, but want to keep the money in Canada to diversify some risk ...

I am a non-resident Canadian, living in the US. I have some rrsp contribution room from my last year in Canada. I want to do the contribution this year, but won't be able to deduct it since my only Canadian sourced income is bank interest and dividend (tax withhold by US broker). I was told I need ...

Thanks again, this was helpful.

Hi Nelsona -
Slight changes in my plan. Move date has been postponed to early next year (Jan 2018). So for 2017, I just need to file taxes in US only. Since I will not be closing my bank and brokerage accounts, I will continue to recieve US income in form of interest/dividend and capital gains. Also ...

Thanks nelsona, appreciate your help. I will search for the forum regarding the full year filling benefits.

I am a US resident for tax purpose (non citizen or PR holder). I will be moving to Canada later this year on an intra-company transfer. Company will be paying a lump sum amount for my relocation. From tax perspective, is it better to receive that amount on my US or Canada paycheck or it doesnt ...