Serbinski Accounting Firms

nelsona, so the whole 183 days in a year, first year residency option (must stay for 31 consecutive days, etc) as per Pub 519 is overridden by the treaty?? To repeat, I file a full year, resident alien 1040 next spring? Can you direct me to where I can get more details about the treaty? Pub 597 lack...

to clarify, I have NO property in Canada (ie. I am very comfortable I meet non-residency for Canada when I moved).

Situation: on a TN visa working in the US, no spouses, property in Canada, moved to the US in mid October. I do not meet the SPT for 2009 in the US and therefore should be considered NRA. However, I do have the option to claim dual-status as the time in the US can be considered residency (if I antic...

Great thanks nelsona that clarified it. Another issue getting back to stocks: as I am not able to trade (or at least buy) on my Canadian non-registered account, I am looking for a US discount brokerage but am having some difficulty. They are claiming that since I am Cdn citizen (even though I am a U...

Could I still file a deemed disposition form even if my property is less than $25k? Will it be processed? Reason is I have considerable capital losses which I would like CRA to recognize and carry forward, but total portfolio is less than 25k. Is cash considered to be property?

Just to clarify: when I move my investments to the US after becoming a resident, the adjusted cost basis is transferred as well correct? Therefore, I can claim a capital loss in the US based on [i]the original cost when I bought the security in Canada[/i] not when I became a US resident. Is this cor...

SSA requires that to get an SSN for a non-citizen in the US authorization from DHS is required. How is this obtained? Does the TN visa in the passport imply this authorization?

Nelsona, going back to what you said earlier, about choosing NOT to file NR73 - Ive heard this elsewhere. So what is supposed to be done exactly? Simply file the departure tax return and hope that CRA accepts my presumption as no longer being a resident for tax purposes?