Search found 147 matches

by worryfreeinvestor
Thu Feb 16, 2006 11:20 am
Forum: Canada / United States Tax & Accounting
Topic: Digital Moose Lounge Expat Survival Day Mar 4 Santa Clara CA
Replies: 3
Views: 3254

I just meant that since Serbinski is kind enough to host the forum, which must cost his business something, I wanted to express some gratitude to him!
by worryfreeinvestor
Tue Feb 14, 2006 3:38 pm
Forum: Canada / United States Tax & Accounting
Topic: Digital Moose Lounge Expat Survival Day Mar 4 Santa Clara CA
Replies: 3
Views: 3254

Digital Moose Lounge Expat Survival Day Mar 4 Santa Clara CA

This Digital Moose Lounge Canadian networking group holds this event every year. It covers both tax and immigration issues. Anyone have any experience with the tax section of the event? Is it worthwhile? The tax accountants presenting are from Keats Connelly ("The Border Guide"). (Not as g...
by worryfreeinvestor
Tue Feb 14, 2006 3:31 pm
Forum: Canada / United States Tax & Accounting
Topic: Tax software for doing both Canadian and U.S returns
Replies: 19
Views: 25462

Married filing jointly and a request for MaggieA

2005 was my departure year from Canada to U.S. (May 1). My wife and I sold our Canadian equities in April 2005 in order to realize the capital gain. This is because we plan to remain in the U.S. indefinitely and understood (from "The Border Guide" book) that the tax treaty does not address...
by worryfreeinvestor
Tue Feb 14, 2006 3:11 pm
Forum: Canada / United States Tax & Accounting
Topic: I Bonds at TreasuryDirect
Replies: 23
Views: 30330

I-Bonds

What if I lose my job and visa and have to move back to Canada? Do you think I have to cash in my I-Bonds or does the fact that I was a tax-resident when I purchased them mean that I can keep them?
by worryfreeinvestor
Thu Jan 12, 2006 8:37 pm
Forum: Canada / United States Tax & Accounting
Topic: From which province did I depart?
Replies: 3
Views: 3416

Thanks. As for the armed forces: of course there's a reason! Like all goverment agencies they are lazy, so they just ship out the Ontario version. Actually, the bases in Germany were little Ontarios: the schools had the Ontario curriculum. Actually, although the taxes were calculated for Ontario, no...
by worryfreeinvestor
Thu Jan 12, 2006 5:05 pm
Forum: Canada / United States Tax & Accounting
Topic: From which province did I depart?
Replies: 3
Views: 3416

From which province did I depart?

I moved to the US on May 2, 2005. so I have to do both U.S. and Canadian tax returns. I had lived in Vancouver for many years, filing my T1 for BC residents annually like everybody else. I moved directly from Vancouver to San Francisco. Imagine my surprise when I received in my San Francisco mailbox...
by worryfreeinvestor
Mon Jan 02, 2006 3:56 pm
Forum: Canada / United States Tax & Accounting
Topic: Tax software for doing both Canadian and U.S returns
Replies: 19
Views: 25462

Thanks for the advice. Is it the 1040NR that I file? I believe I file the regular 1040, with a residency starting date as determined by the substantial presence test. N'est ce pas? Or perhaps the U.S. tax software does not have the flexibility to have any start date other than January 1.
by worryfreeinvestor
Mon Jan 02, 2006 1:23 am
Forum: Canada / United States Tax & Accounting
Topic: Tax software for doing both Canadian and U.S returns
Replies: 19
Views: 25462

Tax software for doing both Canadian and U.S returns

I am trying to determine whether my reach exceeds my grasp, with respect to completing my taxes. I'm a Canadian citizen who moved to the California on May 2, 2005 to start work (TN1). Wife also Canadian but doesn't work (TD1). Plan to file 1040 as married joint. When I lived in Canada I always used ...
by worryfreeinvestor
Mon Jan 02, 2006 1:03 am
Forum: Canada / United States Tax & Accounting
Topic: Issues with new forum
Replies: 6
Views: 6446

It looks like when you post a reply to a topic, it gets sorted by the date of the reply, not the original posting. Not sure if this is new or not.
by worryfreeinvestor
Mon Jan 02, 2006 12:56 am
Forum: Canada / United States Tax & Accounting
Topic: CDN living and working in the US on a TN
Replies: 3
Views: 5648

Do you mean that you have been getting a new TN1 visa every year with the same company? Can you not have them get you an H1B? I ask because I do not think you are making much progress towards a green card if you just get a new TN1 annually, especially because the border guard can turn you down on a ...
by worryfreeinvestor
Fri Jul 15, 2005 1:11 am
Forum: Canada / United States Tax & Accounting
Topic: I Bonds at TreasuryDirect
Replies: 23
Views: 30330

Thanks, that is great news. I'm glad I asked. My info came from the horse's mouth, i.e. the TreasuryDirect help desk. I've got quite a little e-mail thread going with a lady there and she referred me to the relevant sections of the U.S.C.
by worryfreeinvestor
Thu Jul 14, 2005 1:25 am
Forum: Canada / United States Tax & Accounting
Topic: I Bonds at TreasuryDirect
Replies: 23
Views: 30330

I Bonds at TreasuryDirect

A desperate question from one who fears inflation... A "U.S. Person" can invest up to $30K annually in a US savings bond that has an inflation-adjusted, real return. It's called an "I Bond". One opens an account directly with the US Treasury via a service called TreasuryDirect. (...
by worryfreeinvestor
Thu Jul 14, 2005 1:18 am
Forum: Canada / United States Tax & Accounting
Topic: Health Spending Accounts (HSA): brand new topic!
Replies: 6
Views: 8937

Spoke to a chap at CRA Int'l Tax Svcs in Ottawa - just to change my mailing address, and I asked him. He had never heard of an HSA so he searched for few minutes on his database and came up with a blank. I think I'll invest in my HSA and let it go for now with CRA. I don't know how long I'll be in t...
by worryfreeinvestor
Mon Jul 11, 2005 11:27 am
Forum: Canada / United States Tax & Accounting
Topic: Health Spending Accounts (HSA): brand new topic!
Replies: 6
Views: 8937

Thanks, I was aware that the contribution is related to the deductible of the policy, but I wanted to keep my post simple because it's not the $ amount that concerns me but the tax treatment in Canada.
by worryfreeinvestor
Thu Jul 07, 2005 11:57 am
Forum: Canada / United States Tax & Accounting
Topic: Health Spending Accounts (HSA): brand new topic!
Replies: 6
Views: 8937

Health Spending Accounts (HSA): brand new topic!

In 2003, President Bush signed the Medicare Modernization Act, which allowed working-age folks to get out of PPOs and HMOs by purchasing a high-deductible health insurance plan and also opening up a Health Spending Account, which allows up to approx. $5125 annual contributions. One may pay medical b...