Serbinski Accounting Firms

AKK = ALL

The passport rule applies to AKK.

However, a GC is acceptable. And PC is correct that Airlines do not require PP, just photo ID. They are, however, required to ensure that passengers they check-in have the required immigration documents to travel to their destination(s).

Otherwise they pay a fine.

Whoever told you this was incorrect, both for the reason they gave you and due to the way IRS views RESP. If indeed the RESP can be rolled into an RRSP (which requires a pretty narrow set od=f circumsttnces) then I would suggest that you do this, and then file 8891. For now, continue to file 3520 --...

You MUST report he income, otherwise you cn't file jointly. That the definition of MFJ.

What does your lawyer say.

That is a hint to get a lawyer.

Nope.

Just to clarify what you accountant said, or should have said: You DO have to report and pay the 401(K) withdrawl in US, but you ALSO have to report it in canada. You also have the 10% early withdrawl penalty in US. Don't forget this. Other than the tax credit for the tax (but not the penalty) you p...

When you file a 1040, you must report and pay tax on your WORLDWIDE income for the entire year. All of it. You can exclude Cdn wages (and only those earned before the move, by the way) with 2555. All other income must be reported, with tax due. you could have simply chosen to repoert the wages and u...

Anything YOU contribute to your 401(K) will be taxable in canada, by adding it to the wage figure on your W-2. The firm's contribution will not be reported. You will be subject to PA adjustment. None of it is reported in US (in fact it will not even show up on your W-2 wage box) When you withdraw fr...

Departure return (in fact, all non-resident returns) are usually processed in mid-summer. They are last on the totem pole.

2555 is for earned income: wages, basically, not interst.

Credit for foreign taxes paid on non-US income goes on Form 1116.

Even for wages, you had the opton of 2555 or 1116.

just to make small correction, it's illegal from USCIS point of view.

It's only illegal from IRS pov if she doesn't report the income.

I aggree -- kind of.


Wait to see what the NR looks like. if it has the wrong code, it'll be TDW's problem.

But if it is coded correctly, you will have to pay at some point.

Yikes.

25%

25%

25%.

So they want the tax first, and then you appeal?

I would want to appeal first, methinks.

Had you added a note back in 2003 you would have been fine... now they will 'investigate'