Search found 39 matches
- Mon Dec 06, 2010 11:10 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Investment suggestions for IRA once back in Canada
- Replies: 20
- Views: 15248
- Fri Dec 03, 2010 8:24 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Joint stock account in Canada after moving to the US
- Replies: 12
- Views: 6916
- Tue Jun 13, 2006 2:06 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Investment suggestions for IRA once back in Canada
- Replies: 20
- Views: 15248
Just to confirm. You can ALWAYS sell your investments, - they cannot stop you from doing that - but some companies do not allow you to re-invest. As of this moment, TD Ameritrade will allow an existing client that moves to Canada to continue to trade their IRA account if they move to the US. Althoug...
- Wed May 17, 2006 7:09 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Brokerage account in Canadian dollar?
- Replies: 3
- Views: 4233
- Wed May 17, 2006 7:08 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Brokerage account in Canadian dollar?
- Replies: 3
- Views: 4233
- Mon Apr 03, 2006 8:36 pm
- Forum: Canada / United States Tax & Accounting
- Topic: U.S. Citizen in Canada Investing in non-RRSP Mutual Funds
- Replies: 4
- Views: 4728
Well I think the key question is, how long do you think you are going to be in Canada? If its going to be for some time, then I don't think you need to worry about investing in CDN based funds. I know that you will have to add this info to your US tax return (T5's) but no matter WHAT you invest in y...
- Mon Mar 27, 2006 3:43 pm
- Forum: Canada / United States Tax & Accounting
- Topic: 1099's and NR4's
- Replies: 6
- Views: 6520
- Mon Mar 27, 2006 1:30 pm
- Forum: Canada / United States Tax & Accounting
- Topic: 1099's and NR4's
- Replies: 6
- Views: 6520
1099's and NR4's
Can I just ask for some other peoples experiences. If you are a US resident but perhaps still have some CDN mutual funds held in a trading account (NON- RSP), what do you do about reporting. My clients get 1099's from the firm but they have to be sent out BEFORE the mutual fund NR4's are sent. Thus ...
- Thu Mar 09, 2006 1:35 pm
- Forum: Canada / United States Tax & Accounting
- Topic: best way to convert Canadian$ to US$
- Replies: 19
- Views: 17379
- Tue Mar 07, 2006 2:50 pm
- Forum: Canada / United States Tax & Accounting
- Topic: 401K strategy for Canadian layed off in US and returning
- Replies: 6
- Views: 5511
- Tue Mar 07, 2006 2:47 pm
- Forum: Canada / United States Tax & Accounting
- Topic: best way to convert Canadian$ to US$
- Replies: 19
- Views: 17379
- Tue Mar 07, 2006 2:45 pm
- Forum: Canada / United States Tax & Accounting
- Topic: best way to convert Canadian$ to US$
- Replies: 19
- Views: 17379
- Sun Mar 05, 2006 4:54 pm
- Forum: Canada / United States Tax & Accounting
- Topic: best way to convert Canadian$ to US$
- Replies: 19
- Views: 17379
- Fri Mar 03, 2006 9:58 pm
- Forum: Canada / United States Tax & Accounting
- Topic: best way to convert Canadian$ to US$
- Replies: 19
- Views: 17379
Thanks Mark, but I want to keep a low profile. I'm happy to point people in a direction. I've been an advisor for 20 years and have a lot of experience with cross border investment issues. I was licensed in the US for almost 10 years I work at TD Waterhouse Private Investment Advise but I think most...
- Fri Mar 03, 2006 11:26 am
- Forum: Canada / United States Tax & Accounting
- Topic: Euro account in US ?(switching $ US funds to Euros)
- Replies: 1
- Views: 2428