Serbinski Accounting Firms

Beloa00 There are no silly questions, we are dual citizens, once we relocate to Canada we will no longer have a US address Some US brokerage firms do not like to have NON US residents as clients, once you change your US address problems may arise with respect to the brokerage company were your IRA i...

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thank you for the information, I appreciate it.

I am just trying to understand the reporting. we will have a crossboarder accountant, but I would like to educate myself if possible,
your examples are really helpful.

thank you, I was just unsure, there will only be one account, the total amount over a 12 month period would be $24,000 , but never that amount at any one time. $2000 deposited each month , so at any one time there would be only be $2000 , maybe $2300 in the account, if there was carry over from the ...

thank you .

Sorry if this has been asked before, i have searched but I am still not too sure, I am sure our tax accountant will know , but I would like to know before we meet him so I am aware of the situation. we are duel US/Cdn citzens, we will move next year to Canada I know we have to file Fed tax for ever,...

Thank you Nelsona, We have not moved yet, I am just planning ahead..we would put our new address in Canada on the Fed and OH returns for the part yr we are in USA, then the following yr just file Fed tax returns, I just thought we had to formally inform OH tax dept that we have moved ( although they...

Hi, Since we are dual citizens usa/canadians , when we move to Canada I know we will be filing federal taxs each year.as well as canadian. The first yr we live in Canada we will file federal and state of ohio returns , and Canadian tax returns, then the following yrs we file federal and Canadian ret...

Nelsona,

thank you, I know we will have a cross boarder tax specialist, but I feel better having some knowledge ( although limited in my case !! ) when we make the move, having a site like this really helps, thanks.

Thank you nelsona,

btw....I called TDameritrade with regards to maintaining IRA/Roths for non US residents , they told me that they are able to maintain the funds , but no mutual funds,just wanted to share .

Hi Form T1135, from ...what I have read this foreign income verification that you have in another country, if it exceeds $100,000 Would you have to included IRAs and Roth IRAs on this form, I think when we do move to Canada we will have a US bank acct left open, but we were thinking maybe keeping ab...

Thankyou

thanks Nelsona , If fidelity force us to close the acct that will be the end of our plan to move. there is no way we could take the tax hit and survive, my husbands plan was to stop working at 55 and live from our savings in the bank, then take money from IRA down the road, but if we get hit with al...

nelsona, read the first post from Phil , he said he has clients with fidelity.
I get a bit nervous with it all
thanks

Hi, Yes I will definitely get a letter, I have read on this site that letters were sent to them, and just from researching on line that fidelity was not registered to advise non USA residents, I hope I am totally wrong, and we are able to maintain our IRAs in USA. I reached out to Vanguard and they ...