Serbinski Accounting Firms

As was pointed out, your H4 spouse should file jointly with you, and will be issued an ITIN when you submit a W-7 along with your 1040.

Please do not classifyHR Blockheads as a consultant, they are (and this should be obvious to you now) merely poorly-trained data entry types. I'll let you do your own calculations, but, yes, you can claim moving expenses on your 1040, and no you don't have to live in US to file a1040, nor give a US ...

As a non-rtesident, you were supposed to file a 'departure' return in 2004, to finalize your Cdn departure. That said, if you made no Cdn income in 2005, you do not have to file in Canada, since you do not have any residential ties there. so there is no problem not filing in Canada anymore, until yo...

I'll let you deal with UI yourself, but you will only be entitled once you return to Canada. For Cdn taxes, you don't exist until you return, so going to another country avoids Cdn taxation. For US taxes though, while you will avoid the REQUIREMENT to report the fianl part of your income the moment ...

Your advisor is dead wrong, unless you haven't waited five years since the Roths inception. A 1040Nr should be filed, only the growth will be reported as taxable income, the 10% penalty will obly be only on the growth , and the rest of your withholding you will get back. You will have nothing to rep...

... and remember that you are in US on work visa, which means you can ONLY work at the tasks specified in your petition, not any others, and only for the sponsor(s), not yourself. In other words, the only non-passive income you can earn while in US (from any source) is from your US-based, sponsored,...

Again, these are immigration questions.

The TN letter must list YOU as the TN worker, not your company. As has now been repeated 3 times, how you are paid does not matter immigration-wise.

These are immigration questions, not taxation. However the principal that you are WORKING without authorization would apply whether or not you are being paid. USCIS, contrary to what you may have heard, is not that stupid. You need US authorization to do ANY work, unless such work has absolutely not...

as long as YOU are named in the TN letter, the manner in which you are paid will not impact the legitimacy of your TN.

TN status allows for corp-to-corp relationship 9ie. being paid by 1099). H1 does not.

When you filed a joint 1040 return, you commited to reporting all worldwide income for the year, before and after arrival. That is the trade-off for filing joint. You fall completely under the rules of the 1040, not any non-resident options. Your guide is the 1040 guide. The only excludable income i...

If you have little other income (ie. you don't work in US), you could file a 217 return in Canada to recoup some of the EI tax you paid (regardless of the tuition). He has to use the tuition and education amounts first, and then can EITHER carry them over OR transfer them to you year-by-year. You ca...

... and you DID file incorrectly.

Your first mistake was to not use an accountant who would file ALL your returns.

This is a prerequisite for correct filing

... but good to hear from you, haven't seen you post here or grasmick for a few months now.

Maggie, I'm familiar with this provision, however, since it hasn't been allowed for service after I believe 1996, and that flames said it wasn't really severance, this is moot. It certainly would not account for the $30,000 or so that was added to his RRSP, and there still would not be any US tax re...