Serbinski Accounting Firms

May I know if anyone with TN visa working in U.S. (more than 183 days) has signed theW-9 form. TD bank Canada also ask me to sign W-9 form when I called them and update them my u.s. address (May i know the reason they need it) In this W-9 form, box 4 Exemptions --- may I know what it is? shall I lea...

I just noticed that in my 2021 Form 1040, on line 12a, it is limited to 10k instead of my withholding tax 16k. But actually in my state return, I need to pay state tax 16k so I have 3k refund. Would the state still issue the form 1099G to me for this 3k refund? If they do, do I still need to include...

sorry forgot to mention, you may want to check if your NY tax WH = NY tax payable minus the refund from NY.
I think if this is not match, then, CRA may want more info to verify.

I was reviewed by CRA for FTC. from the letter from CRA, proof of tax paid supporting doc showed transcripts, proof of payment... I remembered I got Fed transcripts and for States, I provided copy of my us return and a copy of my bank statement (which showed the funds from the state and the amount a...

I just notice that the form mentioned stated that : "Complete this schedule an if you were a non-resident of Canada or a deemed non-resident of Canad for all of 2021." May I know when we file Departure T1 return still need to file this one? I called CRA, one said yes, one said no... Apprec...

I still not sure, but I agreed to MsTunnelcoin762, it sounds like other foreign asset.
thanks for everyone trying to help.

thanks nelsona again.

Thanks so much nelsona. May I clarify: 1. The lease in U.S. he signed will be expired in end-Sept and he will either renew the lease or lease a new place to live once the lease end. But he is unable to buy a house. Would this is considered as permanent place to live in U.S.? In Canada, he didn't ren...

My cousin moved to U.S. last Sept after graduation (with TN visa) and have been doing well in U.S. However, his mom is sick. If his U.S. employer can give him advance vacation + some no pay leave, 1. May I know if he can fly back in May and stay in canada till end-Sept (total no. of days include his...

Thanks so much nelsona.

Hi Nelson May I also know the follow: You mentioned "You would already have informed any govt agency that is sending you money (EI, GST, CCB, etc) that you have moved, so that you are not receiving funds that you are not entitled to." ---> May I know how I can inform the govt agency. Origi...

Thanks Nelsona. for Statement of World income for T1 2021 departure return - do I have to wait for my U.S. return complete to put the actual amount to it or estimate is ok? "You would already have informed any govt agency that is sending you money (EI, GST, CCB, etc) that you have moved, so tha...

May I know when I prepare 2021 T2 departure return, do I need to fill up Statement of World Income?
And shall I put my US address on the identification part on T1 (p.1)? Do I need to fill up other form so CRA can update my US address?



Thanks a lot.

Thanks for your help. I will try to find it.

I have RRSP, saving account and checking account in Canada.
Would the types of account for RRSP is Custodial? And the saving account and joint name checking account is deposit account? Thanks.