Search found 106 matches
- Sat Jun 16, 2018 11:42 am
- Forum: Canada / United States Tax & Accounting
- Topic: Applying for US Social Security Spousal Benefit
- Replies: 1
- Views: 1325
Applying for US Social Security Spousal Benefit
The Situation: My wife was born and lived and worked in the US for 30 years, then moved to Canada when she married me (Canadian, non-USC). She renounced her USC in 2013. Next year she will be applying for her US Social Security benefit (she is already receiving CPP and OAS). My understanding is that...
- Sat Mar 03, 2018 7:05 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Reporting Interest earned on GIC
- Replies: 7
- Views: 3834
- Tue May 31, 2016 8:44 am
- Forum: Canada / United States Tax & Accounting
- Topic: 40 years of Canadian residency for full OAS
- Replies: 7
- Views: 4631
- Sat May 21, 2016 6:48 pm
- Forum: Canada / United States Tax & Accounting
- Topic: IRS reaction time
- Replies: 3
- Views: 2923
- Fri Apr 08, 2016 2:37 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Should I apply for Canadian Citizenship?
- Replies: 9
- Views: 4671
- Mon Sep 07, 2015 4:40 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Form 8854 Questions
- Replies: 4
- Views: 3903
No, because they have no net present value. However, if you have a company pension it should be reported on line 6 or 7. Note also that if you are not a covered individual, i.e. if the total of column a is less than $2M, it really doesn't matter what numbers you put in columns b and c. Of course, if...
- Mon Sep 07, 2015 12:28 am
- Forum: Canada / United States Tax & Accounting
- Topic: Form 8854 Questions
- Replies: 4
- Views: 3903
- Sun Sep 06, 2015 11:43 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Form 8854 Questions
- Replies: 4
- Views: 3903
How did you invest your cash assets? If you bought GIC's or bonds, the basis is the GIC principal or the face value of the bond, converted into US$ at the exchange rate prevailing at the time you bought them. For simple bank accounts, since interest is compounded monthly, the cost basis (b) and the ...
- Fri Aug 14, 2015 6:20 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Canadian Name Change and Social Security Card
- Replies: 12
- Views: 6064
- Fri Aug 14, 2015 8:27 am
- Forum: Canada / United States Tax & Accounting
- Topic: Canadian Name Change and Social Security Card
- Replies: 12
- Views: 6064
- Thu Aug 13, 2015 11:38 am
- Forum: Canada / United States Tax & Accounting
- Topic: Canadian Name Change and Social Security Card
- Replies: 12
- Views: 6064
Our experience is not directly comparable because my wife didn't legally change her name in either country. My wife is a USC who came to Canada in 1987 when she married me. She took my surname as her new surname, but she wanted to use her old maiden name as her new middle name. She managed to get al...
- Wed Aug 12, 2015 3:29 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Canadian Name Change and Social Security Card
- Replies: 12
- Views: 6064
Who are you dealing with? Did you call some central SS number? Often they know nothing about international issues. I went through somewhat the same problems changing my wife's name on her SS card. I called up the local SS office for my location (Niagara Falls for the GTA), and they were most helpful...
- Wed Jul 15, 2015 9:10 am
- Forum: Canada / United States Tax & Accounting
- Topic: Drawing Social Security after retirement
- Replies: 21
- Views: 12820
- Fri Feb 27, 2015 1:51 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Filing requirements for former Green Card holder
- Replies: 8
- Views: 5319
- Wed Feb 25, 2015 4:36 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Form 2555-EZ, lines 12 and 14
- Replies: 2
- Views: 2408