Search found 25 matches

by mikie
Wed Jul 20, 2016 11:51 am
Forum: Canada / United States Tax & Accounting
Topic: IRS and State processing time in transition year
Replies: 14
Views: 8102

IRS and State processing time in transition year

I moved from Canada to the USA in 2015. I am a dual citizen. My 2015 tax returns were filed with CRA, IRS, and AZ in late March 2016. I am using tax treaty to make the case for April 1, 2015 as date I took up US residency. Although CRA has assessed my return, I have heard nothing from IRS or AZ, alt...
by mikie
Mon Apr 18, 2016 12:38 am
Forum: Canada / United States Tax & Accounting
Topic: Should I apply for Canadian Citizenship?
Replies: 9
Views: 4698

I am a USC who moved to Canada in the early 70s, took out Cdn citizenship 20 years later, then moved back to the US after retirement last year. The only minor problem that I am aware of caused by Canadian citizenship is that the US passport renewal application asks if the applicant has taken out for...
by mikie
Sat Feb 20, 2016 3:37 pm
Forum: Business & Personal Immigration to the United States
Topic: Dual Citizen returning to US
Replies: 2
Views: 14102

Re moving back to the USA, you will simply need to prove USA citizenship. Getting into the USA is easy but officially making the move is complicated. There are special procedures re customs, importing your car, finances, etc. I recommend that you research these as much as possible b4 you make the mo...
by mikie
Thu Feb 18, 2016 2:21 pm
Forum: Business & Personal Immigration to the United States
Topic: Medicare Premiums
Replies: 0
Views: 8498

Medicare Premiums

I am an American born USA Cdn dual citizen. After living and working in Canada for 42 years I retired and moved to the USA in early 2015. I enrolled in Medicare as soon as possible after I moved to the USA. Since I had only 13 SS work credits, I had to pay Medicare premiums, namely $407.00 for part ...
by mikie
Sat Jan 30, 2016 1:14 pm
Forum: Canada / United States Tax & Accounting
Topic: Voluntarily Remit Non-Resident Tax to CRA
Replies: 12
Views: 9852

I moved to USA from Canada in early 2015. Still sorting out the exact date issue. I have only bank interest from my two Canadian banks. There has never been any withholding while a Canadian resident, and of course there won't be any if the banks think that I am still a Canadian resident. I have two ...
by mikie
Thu Jan 14, 2016 9:06 am
Forum: Canada / United States Tax & Accounting
Topic: residency questions
Replies: 7
Views: 3028

Yep, this is a great forum. Despite the fact that we seem to agree that trying for a Jan 1, 2015 is sensible, I am still concerned that I may not be able to do this. Article IV(2) of the Treaty seems to state that since I had a house in Canada on Jan 1, 2015, but not one in the USA until April 1, 20...
by mikie
Wed Jan 13, 2016 4:29 pm
Forum: Canada / United States Tax & Accounting
Topic: residency questions
Replies: 7
Views: 3028

I have been assuming no 'profit' (read capital gains?) on the sale of my residence in Canada. Bought the house for 70K Cdn in 1988, sold it for 210K in July 2015, lived in it all that time, never rented it out, sold it as soon as I could, clearly this was part of the process of moving. Is my assumpt...
by mikie
Wed Jan 13, 2016 1:28 pm
Forum: Canada / United States Tax & Accounting
Topic: residency questions
Replies: 7
Views: 3028

Very useful info, thx. Re your question (1), I filed in Canada as a Canadian resident for 2014. I filed for USA for 2014 as a Canadian resident as well, using foreign tax credit to reduce US tax to 0.00. Except for some bank interest, all income was Canadian source. About $2000 earned, remaining $13...
by mikie
Wed Jan 13, 2016 9:04 am
Forum: Canada / United States Tax & Accounting
Topic: residency questions
Replies: 7
Views: 3028

residency questions

I am USA/Cdn dual citizen. Lived and worked in Canada for last 42 years. In mid Dec 2014 I flew to USA to visit my Mom. On Dec 30 2014, I moved in with my American girl friend in the USA in her house. Still co habitate with her. Present in USA for all of 2015 except for 2.5 months when I went back t...
by mikie
Sun Jan 10, 2016 1:06 pm
Forum: Canada / United States Tax & Accounting
Topic: Newbie asking for orientation
Replies: 1
Views: 2334

Newbie asking for orientation

I'm new to the forums. Dual USA Cdn citizen, moved to USA from Canada in 2015, getting ready to do 2015 taxes. I know that I should do a lot of reading b4 asking questions that may have already been answered. I'll use the search function. Any other tips to get me started? Mikie.