Serbinski Accounting Firms

It is just your income, as Cdns do not file joint returns in Canada.

But you may include your spouse's medical expenses when calculating your deductions, which can allow you to take more of your RRSP at a zero or low interest. 217 is usually only beneficial if you are not working.

As with all FTC calculations, you are always limited to the least tax paid in either country.

They would have to be the ones showing you the tax code reference. I know of none. We are talking INTERNAL income, not withdrawals.

For all investments, you report the cost and proceeds in the currency of the return, at the time of buying and at the time of buying. Your cost basis for Canada would be based on the value when you moved; the moment of transfer to a CDn brokerage has no bearing. For your 1040, you report the basis a...

As you read it, for the presence test says any 12-month period. so yours would be the period from the time you left Canada, back 12 months, since you are wanting to exclude the wages from early 2023.

For the residence test, you simply need to have established a residence in canada, which you had.

Btw, April 5th is a little late to be working on this. Next year start working on this in December.

Not an issue, and you should file jointly.

Resourced by treaty means that a specific clause in a treaty allows, for the purposes of tax credit to re-source the income. Simply "deeming it to arise" in my opinion does not make the income eligible for "re-sourced by treaty treatment" especially since that is not part of the ...

Cdns can essentially ignore Pub 519 when moving to US, as you have the option by treaty to file EITHER as a full year resident, a dual-status resident, or a non-resident by using the treaty definition of resident or non-resident, instead of SPT. Since you have been resident since February/March, you...

you would not include the czeck income under Canada. Your relief for any Cdn tax would be on your CDn return.

Did you notice that form 1116 has three columns, for three different countries?
You would report the Czech income separate from the Cdn income. You would need to check the czech-US treaty to see what relief you are entitled to on form 1116.

You don;t report SS on a 1040NR, because you are Cdn resident. But the SSA form you got is all you will get.

That would be a call to Vanguard. Nothing has changed, but you will be withheld 30% unless your withdrawal is "periodic", which each broker has its own definition for.

Sounds right.
Btw, if your RSU payment was less than $10K US you can exclude it on your Cdn return, by treaty.

Not likely. They know the rules.