Serbinski Accounting Firms

Sure. But seriously, you are over-thinking this issue. There is only a very narrow income range in which your US tax (including the 10% early withdrawal tax) would be more than your Cdn taxrate. Anything more than $12-15K Cdn will be taxed more in Canada than in US. So, in your convoluted scenarios ...

Any non-resident is allowed to withdraw moneys from there RRSP/RRIF and pay 'normal' Cdn tax instead of 25% flat tax. It is called a 217 election and is described in detail on CRA website. To do so however, one must report WORLD income and pay equivalent tax on that, so a person earning much more th...

Filling your W-4 is merely to determine how much taxyour company withholds, and is NOT what you will finally pay in tax. You are married, so you can put married if you wish. Putting single will mean more tax is withheld, wich will mean that you will either owe less in April or get a bigger tax refun...

Unfortunately, the GA DMV person. while nice -- is wrong. SSA has categorically stated that they will not give SSN for DL for ANY state. There are now several states in which TD/H4 spouses are facing this problem. NJ is one. You must go back to DMV and say that SSA will not grant SSN. Go to SSA webs...

My advice on state issues is the following: Unless you hear otherwise, the treatment is no different. Don't ask your state about it. Don't ask your accountant to ask the state about it. Asking your state about it will only raise the issue to them, as it did in California, with much headaches for RRS...

Geez, is it reaaly that hard to do?

<i>nelsona non grata</i>

Some relevant documnents: Rev. Proc 2002-23: http://www.unclefed.com/Tax-Bulls/2002/rp02-23.pdf Rev. Notice 2003-75: http://www.unclefed.com/Tax-Bulls/2003/not03-75.pdf and Form 8891 http://www.irs.gov/pub/irs-dft/d8891.pdf Note: This is a draft and will likely move on IRS website. <i>nelsona non gr...

The rev PROC which Mark refers to is actually Rev. NOTICE 2003-25 and has been supeceded by Rev. Notice 2003-75. Mark's link abour Form 3520 is OLD NEWS and not applicable for 2003 or furure tax years. This applied ONLY to the 2002 tax year, as Form 8891 will be implemented for the 2004 tax year. <i...

Don't worry, I doubt if those threads will really catch on, I just thought I would give it a try.

It wopuld avoid repition of information

<i>nelsona non grata</i>

From getting your SSN card, to making sure that you get what's coming to you from Social Security, both now and when you retire, post questions here.


<i>nelsona non grata</i>

Bureaucrats are bureaucrats wherever they may be.

Use this thread to post and find out about importing your car to US, dealing with the DMV, and when you leave, taking the car back with you.

<i>nelsona non grata</i>

Many wonder how to establish credit when moving to US; about getting a mortgage on TN.

Post questions and info on this topic here.

<i>nelsona non grata</i>

A major concern for Cdns leaving for ythe US or elsewhere, is what to do to make sure that they sufficiently break Cdn residential ties to avoid continued taxation on their world-wice income. This thread will deal with issues regarding NR73, IT-221, and 'deemed' residency/non-residency status. <i>ne...

We get many questions about handling RRSPs when living in US.

These can be about finding a Cdn broker to hanlde your account, or how to report your RRSP to IRS and state tax agencies.

<i>nelsona non grata</i>

its a play on nelsona -- persona

<i>nelsona non grata</i>