Serbinski Accounting Firms

Thanks. Guantanamo Bay it is, I guess.

Before I left Canada, I informed CRA of my new US address (April 2005). A while back, CRA (in Hull, QC) mailed me T1 package, with a sticky label carrying my U.S. address. There are two quirks: I have moved within the U.S. since that date; and they set me a T1 package for Ontario, but I moved from B...

There are tons of management consultants in Canada who win contracts with U.S. companies and fly/drive down periodically to consult in person with their clients. HOWEVER, as with so many issues in this forum, I can only report "second-hand news" as I have never been in such a situation. If...

Here's a scenario on which I'd value input. A Canadian man resides/works in the U.S. on a TN1 or H1B or whatever. Wife has the appropriate dependent visa and cannot work in U.S. Wife is a consultant who sits in a home office in the U.S. and consults by telephone to Canadian clients in Canada. Canadi...

Yes, but because I sold most of my stocks, my property was cash when I moved it into the U.S. and I had less that $25,000 of stocks (the losers). Even if I then bought millions of dollars of stocks a day after I arrived in US, no T1161 for me, correct?

Are you a Canadian citizen? Then just move back to Canada and change your relationship from employee to consultant. The company pays you and you pay all your taxes in Canada and none in the US. Of course, if you're a salesperson or something like that and plan to travel frequently to the U.S., US im...

I suppose I am being a big baby. Actually I despise all software: I just enjoy the dialogue on this forum! Yes, I understand I'll have to print out and mail the return anyway, but I don't see why I'd want to if the software doesn't do the arithmetic for me. What I was hoping for was software that ca...

I just did Ufile and it does not appear possible to enter deemed disposition of property in the year of departure. This requires T1234 and the Ufile help index does not list that form as one supported by the software. Whether or not it used my date of departure to accurately calculate provincial tax...

I am using Quicktaxweb (which may be less sophisticated than Quicktax) and there is NOWHERE to put a departure date. In fact, if you put in "BC" as province of residence, it freezes when you get to the mailing address because it only accepts a Canadian mailing address and freaks out at a Z...

Please don't keep me guessing: which software did you use and which did you prefer?

I'm using Quicktaxweb and I'm losing confidence it's going to work. I can't see anywhere to put a departure date, nor do I see form T1243 (Deemed Disposition of Property by An Emigrant of Canada). Also, one of the first questions is "Select the province or territory you were a resident of on De...

Your question requires a daylong tutorial. However, I can tell you that switching from TN1 to H1B is irrelevent for tax purposes.

TN Holder, is 2005 the year in which you moved to the US, or were you there the full year? If the former, I'm glad to hear Turbo Tax worked for you. Did you elect to file as a U.S resident for the whole year or file a 1040NR with the date of arrival?

Thanks again, nelsona. Because the TreasuryDirect help desk gave me bad advice before, with reference to who is a resident in its eyes, can I ask you to please post the legal/regulatory reference that will allow me to keep the I-Bonds if I go back to Canada?

Thanks. I tried searching other threads with not much success, but I'll try again. Yes, I sold only winning stocks (not that easy in 2005) and kept the losers.