Serbinski Accounting Firms

Please post on the TAX forum.

Depends what you mean by 'denial'. The IRS will accept your return whenever you hand it in, be it 30 days or 30 months from now. They would probably charge late filing penalty on top of interest and late payment penalty. You would be hard-pressed to be able to contest any penalty. All these 'extensi...

Technically this applies only to US citizens and LPRs. You should probably file 4868 and get 6 month extension. If you are filing a 1040 (as opposed to a 1040NR) one could argue that a treaty non-discrimination applies, but that would be a bit heavy-handed IMO. If you are filing a 1040NR however, yo...

AC21 allows for one -- after I-485 has been pending for 6 months -- to move to another company, with them picking up sponsorship.

It's called I-140 portability.

A quebec tax expert is not a cross-border expert. She would know what FICA is if she were.

The "2 year" rule is no longer in effect. Neither are you required to intend to never come back to canada.

Please, if you have a home in US and none in canada, you are not resident in canada. All the things you mentionned are secondary to a home. If you left canad in 2006, you are an emigrant. Look at it this way: If you are still resident now, what event will make you non-resident? giving up one or more...

http://www.cra-arc.gc.ca/F/pub/tg/t4056/t4056-06f.pdf Êtes-vous un émigrant? En général, vous êtes un émigrant aux fins de l’impôt si vous quittez le Canada pour vous établir dans un autre pays et que vous rompez vos liens de résidence au Canada. Vous avez rompu vos liens de résidence si...

This is incorrect. You are an emigrant. You do not have to meet the SPT if you are going to meet the SPT. You are a residdnt of US is you have a home in US and none in canada. Now, if you still have a home in canada (not rented out) this might be another story. You need to file a departure return. C...

I have to admit, that 1040NR, since it ALWAYS results in over-taxation, is not my strong suit. I think you have the tax treatment of your dividends correct. I do want to point out however, that all you are reading on IRS website is IRS regulations, which are ALWAYS superceded by treaty, if it is to ...

you can't file 1040NR, since you live in US. You must report your world income on a 1040, you wife CAN join you on that 1040, if she too reports world income. She can exempt her Cdn wages only by Form 2555. Your wife must also file in canada, as a departing resident. She will be issued a tax ID when...

As I said, you can volunteer for organizations that typically have volunteers. If your position is typically unpaid, you are fine (it was ven advertized as such).

Red cross volunteers are not paid, and are volunteeers, even though many in that organization have (over)paid jobs.

You are fine.

Since you moved to US, you are considered to have departed Canada (and QC). You file a departure return for canada andQC, reporting none of the US income. Since you report none of the US income, you need no credit for any US tax.

You should have an exemption for yourself, no? You report your dividends on line 10. The 15% is the upper limit of the US tax you could pay. You still calculate the tax normally by including it on your return. Only if the calculated tax was greater than 15% would you invoke the 15% limit. Your tax i...

Please read threads on Form 8891. You must report the EXISTENCE of your RRSP, not the income. Your RRSP is tax-defferred in canada, not tax-free. You may choose the same treatment in US. You cannot transfer RRSP to anything without paying 25% Cdn tax. There is no mechanism for taking money from RRSP...