Serbinski Accounting Firms

I will stay tuned and learn...I tried the search function for this but for some reason I’m nervous that USA might keep claiming me as a tax resident even after I get OHIP.

If so, I’ll start shedding whatever ties I have to USA @ that time until I get Canadian residency.

nelsona wrote: > Actually, OHIP requires 153 days AND tax residency, which is primary > residential ties. That is the way for all provinces. > > So healthcare implies being a resident. It is really healthcare requires > residency. I guess I’ll cross that hurdle when I get there, because it still mak...

I just learned that even if I cross by land IRS and CRA will know how many days I spent in each country....so, I guess if I fly out to a 3rd country from there, they keep track of that too???

OHIP (ontario provincial health) says I need to be in the province 153 days of the frist 186 days Immediately after I establish residency and then 153 days in any 12 month period...I have no problems with staying any 153 days or even more. I could even stay for a whole year. However, What does ‘esta...

I guess I could cancel my USA credit cards too when I want to become a Canadian resident and qualify for provincial health.

I guess by “required amount of time” you meant required amount of time to qualify for provincial health insurance...ok that makes sense...but it almost sounds like a circular argument. I can stay in Canada long enough to qualify for provincial health, but it also requires me to be a tax resident of ...

Ok! ... so, it sounds like ‘vital interest’ after retirement (no job) is easier to prove residency for USA when I’m here mostly...Even though I have homes, furniture, cars, club memberships, bank accounts and credit cards in both places, because I have health insurance, and all my retirement account...

So, will I be considered a USA resident from age 70 till death (I do t want to be a USA resident for tax purposes -mostly because I want to qualify for Canada health insurance. But also to know how to file taxes). SUBSTANTIAL PRESENCE TEST I am sure I’ll fail this, as I will spend more than 183 days...

Test to see whether I am considered a Canadian resident from retirement (age 58-60) to 70. I do not want to be considered a Canadian resident for taxes. Step 1: Yes, I have a home in Canada My wife and I live more days in USA than Canada, and no dependents in Canada. So, the first step is a mixed ba...

I will post what I u derstand by reading the ‘the substantial presence test’ and Canada’s rules including ‘deemed non-resident’ post, but it could be all wrong.

nelsona wrote: > Very good. You have recapped what I have stated here for 15 years. Thanks...yes! Most of that information came from your previous posts 😀 Any idea on how I could prove my USA tax residency status from retirement (58-60) to age 70? And then prove Canadian residency after age 70. Will...

Oh! I also read somewhere (a CPA website) that there was no OAS clawback as a USA resident.

Made a mistake with my frist post...after age 60 my wife will get CPP and after age 65 we both get OAS...reversed it on my first post, sorry!

SUMMARY OF DUAL CITIZENS WHO’VE WORKED IN THE USA AND SETTLING BACK IN CANADA....THIS IS BASICALLY WHAT IVE GLEANED FROM READING THE FORUM. - Can keep Roth and tIRA accounts. Need to do Roth conversion prior to move. All persons who moved to Canada during a year must file an election by April 30 of ...

Ok! I’ve read quite a bit of this forum...I’ll post my summary findings so far as a reply. But, still not clear on how residency status is determined when I own homes in both countries, before and after retirement. We are both dual citizens. Before retirement the only thing I will have in Canada is ...