Canada / United States Tax & Accounting

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In-kind transfer of TFSA securities to an RRSP - US tax implications

Last post by nelsona « Fri Sep 11, 2026 2:11 pm
Replies: 3
by taxenthusiasm » Sun Sep 06, 2026 3:17 pm

3 Replies

355 Views

Last post by nelsona
Fri Sep 11, 2026 2:11 pm
Keeping US-listed ETFs at a Canadian broker during a "soft landing" gap before final move

Last post by nelsona « Tue Sep 08, 2026 9:27 am
Replies: 1
by Taxxat » Mon Sep 07, 2026 8:15 pm

1 Replies

164 Views

Last post by nelsona
Tue Sep 08, 2026 9:27 am
U.S. residency termination after moving to Canada — exactly 183 U.S. days + ESPP/RSU sales

Last post by punshriv « Wed Aug 26, 2026 8:21 am
Replies: 7
by punshriv » Sat Aug 15, 2026 7:07 pm

7 Replies

1591 Views

Last post by punshriv
Wed Aug 26, 2026 8:21 am
WEP 75% Reduction

Last post by bc075259 « Tue Aug 25, 2026 11:56 pm
Replies: 19
by bc075259 » Tue Mar 14, 2023 11:11 am
1

2
19 Replies

51609 Views

Last post by bc075259
Tue Aug 25, 2026 11:56 pm
Residency determination

Last post by nelsona « Fri Jul 31, 2026 11:49 am
Replies: 9
by tinmark50@gmail.com » Mon Jun 08, 2026 5:48 pm

9 Replies

1503 Views

Last post by nelsona
Fri Jul 31, 2026 11:49 am
Qualifying for Social Security with totalization agreement

Last post by nelsona « Sun Jul 12, 2026 10:47 pm
Replies: 10
by aodonnel » Fri Jun 30, 2023 9:59 am

10 Replies

9198 Views

Last post by nelsona
Sun Jul 12, 2026 10:47 pm
Electing full-year MFJ with a closed TFSA: does the §1.6048-5(b)(4) de minimis exemption get me out of 3520/3520-A?

Last post by canus56user « Wed Jul 08, 2026 8:45 am

by canus56user » Wed Jul 08, 2026 8:45 am

0 Replies

809 Views

Last post by canus56user
Wed Jul 08, 2026 8:45 am
Assignment Help Canada

Last post by lilywilson792 « Tue Jul 07, 2026 6:03 pm

by lilywilson792 » Tue Jul 07, 2026 6:03 pm

0 Replies

834 Views

Last post by lilywilson792
Tue Jul 07, 2026 6:03 pm
Actually got 15% (not 30%) IRA withholding as Canadian non-US-person with Fidelity — anyone done this?

Last post by vkg01 « Fri Jul 03, 2026 9:13 am
Replies: 3
by vkg01 » Wed Jul 01, 2026 8:18 pm

3 Replies

765 Views

Last post by vkg01
Fri Jul 03, 2026 9:13 am
Success getting 15% Treaty Rate from US 401k/IRA withdrawal?

Last post by vkg01 « Thu Jul 02, 2026 10:31 am
Replies: 3
by jtserbinski » Sat Jan 31, 2026 8:12 pm

3 Replies

5669 Views

Last post by vkg01
Thu Jul 02, 2026 10:31 am
US resident with Canadian non-registered segregated fund. Is this a PFIC?

Last post by btaylor70 « Sun May 24, 2026 6:26 am
Replies: 1
by monkey444 » Thu Mar 26, 2026 3:15 pm

1 Replies

6259 Views

Last post by btaylor70
Sun May 24, 2026 6:26 am
T1244 with UFile

Last post by basketball « Sat Mar 28, 2026 1:01 am
Replies: 4
by lifegrowthfinance » Sun Apr 13, 2025 8:13 pm

4 Replies

9942 Views

Last post by basketball
Sat Mar 28, 2026 1:01 am
dual citizen moving back to Canada, tax advice needed on money and home

Last post by nelsona « Fri Mar 20, 2026 9:00 pm
Replies: 1
by magicaldeck » Fri Mar 20, 2026 2:24 pm

1 Replies

3654 Views

Last post by nelsona
Fri Mar 20, 2026 9:00 pm
Moved to USA, need tax advice on Canadian bank accounts

Last post by nelsona « Thu Mar 19, 2026 1:06 pm
Replies: 1
by ivk745 » Wed Mar 18, 2026 12:41 pm

1 Replies

3837 Views

Last post by nelsona
Thu Mar 19, 2026 1:06 pm
Clerical error causing headaches with x-border taxes

Last post by nelsona « Wed Mar 11, 2026 2:27 pm
Replies: 1
by Roberto292 » Tue Mar 10, 2026 7:20 pm

1 Replies

3811 Views

Last post by nelsona
Wed Mar 11, 2026 2:27 pm
Failed to report RRSP to IRS

Last post by Cdninga « Tue Mar 10, 2026 4:46 pm
Replies: 3
by sunny2025 » Mon Mar 09, 2026 10:22 pm

3 Replies

5216 Views

Last post by Cdninga
Tue Mar 10, 2026 4:46 pm
Form 1040-SR Age/Blindness Deduction Box for MFS

Last post by B Stephens « Tue Mar 10, 2026 3:56 pm
Replies: 2
by B Stephens » Wed Mar 04, 2026 11:23 am

2 Replies

4091 Views

Last post by B Stephens
Tue Mar 10, 2026 3:56 pm
PFIC Question - Canadian Working in US

Last post by lifegrowthfinance « Wed Mar 04, 2026 10:44 am

by lifegrowthfinance » Wed Mar 04, 2026 10:44 am

0 Replies

7546 Views

Last post by lifegrowthfinance
Wed Mar 04, 2026 10:44 am
Transfer of an Alberta property to another person

Last post by Dualcitizen2026 « Sun Mar 01, 2026 10:24 pm

by Dualcitizen2026 » Sun Mar 01, 2026 10:24 pm

0 Replies

8604 Views

Last post by Dualcitizen2026
Sun Mar 01, 2026 10:24 pm
Form 1116 re-sourced by treaty (for US sourced dividends and interest)

Last post by MSS1976 « Fri Feb 27, 2026 2:27 pm
Replies: 3
by MSS1976 » Thu Feb 26, 2026 9:23 pm

3 Replies

5048 Views

Last post by MSS1976
Fri Feb 27, 2026 2:27 pm
Need advise on whether availing CCA is preferred over paying tax

Last post by nelsona « Fri Feb 27, 2026 1:55 pm
Replies: 1
by NewCanadian » Thu Feb 26, 2026 8:09 pm

1 Replies

4453 Views

Last post by nelsona
Fri Feb 27, 2026 1:55 pm
Canada bank interest paid to non resident

Last post by pl0910001 « Wed Feb 25, 2026 9:52 am
Replies: 3
by NewCanadian » Thu Jan 29, 2026 3:36 pm

3 Replies

5096 Views

Last post by pl0910001
Wed Feb 25, 2026 9:52 am
FTC not offsetting US taxes simply due wages being above a certain amount

Last post by lbeauvil « Mon Feb 23, 2026 4:33 pm
Replies: 2
by RobC » Sat May 20, 2023 4:13 pm

2 Replies

5700 Views

Last post by lbeauvil
Mon Feb 23, 2026 4:33 pm
Airline Pilot, determining Canadian Tax residency

Last post by nelsona « Sun Feb 22, 2026 2:31 pm
Replies: 4
by paymydues » Wed Feb 18, 2026 2:37 pm

4 Replies

6985 Views

Last post by nelsona
Sun Feb 22, 2026 2:31 pm
Low Income Tax Deducted on T4?

Last post by nelsona « Sun Feb 15, 2026 11:19 pm
Replies: 1
by mauricebenson » Sun Feb 15, 2026 11:53 am

1 Replies

4654 Views

Last post by nelsona
Sun Feb 15, 2026 11:19 pm
3520 for funds temporarily held by atty for real estate purchase?

Last post by schwaz « Tue Feb 10, 2026 1:54 pm

by schwaz » Tue Feb 10, 2026 1:54 pm

0 Replies

9213 Views

Last post by schwaz
Tue Feb 10, 2026 1:54 pm
capital gains tax on gift of US stock

Last post by nelsona « Sun Feb 08, 2026 2:14 pm
Replies: 3
by Barlow » Mon Feb 02, 2026 3:05 am

3 Replies

5752 Views

Last post by nelsona
Sun Feb 08, 2026 2:14 pm
Rental property addition in the middle of year after NR6 approval in January

Last post by nelsona « Sun Feb 08, 2026 12:44 pm
Replies: 1
by NewCanadian » Fri Feb 06, 2026 8:54 pm

1 Replies

5018 Views

Last post by nelsona
Sun Feb 08, 2026 12:44 pm
HSA account

Last post by nelsona « Fri Feb 06, 2026 8:10 am
Replies: 5
by amitus84 » Thu Dec 04, 2025 6:57 pm

5 Replies

6840 Views

Last post by nelsona
Fri Feb 06, 2026 8:10 am
1040 XXV (1) FATCA question

Last post by nelsona « Wed Feb 04, 2026 8:07 am
Replies: 3
by amitus84 » Thu Jan 29, 2026 11:18 am

3 Replies

4985 Views

Last post by nelsona
Wed Feb 04, 2026 8:07 am
Sold House in Canada

Last post by JulianZeao « Sat Jan 31, 2026 9:26 pm

by JulianZeao » Sat Jan 31, 2026 9:26 pm

0 Replies

9588 Views

Last post by JulianZeao
Sat Jan 31, 2026 9:26 pm
USC/R at Death. 401(k)/IRA, RRSP/LIRA/RRIF/LIF Taxation for Deceased and Cdn Beneficiaries?

Last post by jtserbinski « Sat Jan 31, 2026 8:02 pm
Replies: 2
by jtserbinski » Thu Jan 22, 2026 1:44 am

2 Replies

4584 Views

Last post by jtserbinski
Sat Jan 31, 2026 8:02 pm
Foreign Spouse need SSN or ITIN to collect spousal SS?

Last post by stewak2 « Wed Jan 28, 2026 6:42 pm
Replies: 2
by stewak2 » Fri Jan 23, 2026 4:31 pm

2 Replies

4572 Views

Last post by stewak2
Wed Jan 28, 2026 6:42 pm
US taxation of Deemed Disposition of RRIF at Death

Last post by nelsona « Tue Jan 20, 2026 11:05 pm
Replies: 1
by Stevecanada » Tue Jan 20, 2026 3:44 pm

1 Replies

4427 Views

Last post by nelsona
Tue Jan 20, 2026 11:05 pm
Chances of CRA questioning non residency from 2013, 2014 and 2015

Last post by nelsona « Tue Jan 20, 2026 9:59 am
Replies: 1
by taxpayer2000 » Sun Jan 18, 2026 6:52 pm

1 Replies

4369 Views

Last post by nelsona
Tue Jan 20, 2026 9:59 am
Buying Canadian Stocks in IRA not allowed?

Last post by moi « Fri Jan 09, 2026 11:41 am

by moi » Fri Jan 09, 2026 11:41 am

0 Replies

8161 Views

Last post by moi
Fri Jan 09, 2026 11:41 am
Use of Foreign Tax Credit Carryover

Last post by wdngtt « Wed Dec 31, 2025 3:32 pm
Replies: 4
by wdngtt » Tue Dec 30, 2025 12:17 pm

4 Replies

5671 Views

Last post by wdngtt
Wed Dec 31, 2025 3:32 pm
Missed 3-year deadline for filing treaty based disclosure. What to do?

Last post by elgoog « Wed Dec 17, 2025 12:55 pm
Replies: 4
by elgoog » Sun Dec 14, 2025 6:16 pm

4 Replies

5409 Views

Last post by elgoog
Wed Dec 17, 2025 12:55 pm
Roth 401(k) - Canadian resident contributions?

Last post by nelsona « Mon Dec 15, 2025 7:46 pm
Replies: 7
by Taxman23 » Wed Sep 24, 2025 1:40 pm

7 Replies

7541 Views

Last post by nelsona
Mon Dec 15, 2025 7:46 pm
Depreciation Recapture

Last post by WernerRider « Sat Dec 13, 2025 8:19 am
Replies: 2
by maddiewonders » Thu Sep 26, 2024 1:15 pm

2 Replies

6364 Views

Last post by WernerRider
Sat Dec 13, 2025 8:19 am
Corp to Corp remote work from Canada most of time

Last post by WernerRider « Sat Dec 13, 2025 8:18 am
Replies: 2
by Jonathan12342001 » Mon Jul 08, 2024 7:21 pm

2 Replies

9076 Views

Last post by WernerRider
Sat Dec 13, 2025 8:18 am
Converting 401K to annuity, USC / Canadian resident

Last post by nelsona « Tue Dec 09, 2025 7:54 pm
Replies: 2
by stewak2 » Wed Jul 02, 2025 2:44 pm

2 Replies

22162 Views

Last post by nelsona
Tue Dec 09, 2025 7:54 pm
QPP Direct Deposit Delay

Last post by nelsona « Thu Dec 04, 2025 11:48 am
Replies: 2
by JoeR » Mon Dec 01, 2025 12:57 pm

2 Replies

4638 Views

Last post by nelsona
Thu Dec 04, 2025 11:48 am
Foreign tax credit for Fica

Last post by nelsona « Thu Dec 04, 2025 11:45 am
Replies: 1
by DavidSchob » Tue Dec 02, 2025 6:47 pm

1 Replies

4888 Views

Last post by nelsona
Thu Dec 04, 2025 11:45 am
8938 FOR GIFTED FUNDS NOT HELD PERSONALLY?

Last post by schwaz « Sun Nov 23, 2025 1:06 pm
Replies: 2
by schwaz » Sat Nov 22, 2025 9:21 pm

2 Replies

5036 Views

Last post by schwaz
Sun Nov 23, 2025 1:06 pm
RRSP contribution tax reporting

Last post by nelsona « Sun Nov 23, 2025 9:16 am
Replies: 3
by sdhou » Thu Nov 20, 2025 4:46 pm

3 Replies

5171 Views

Last post by nelsona
Sun Nov 23, 2025 9:16 am
FTA Approved Tax Consultant UAE

Last post by Accountingservices « Thu Nov 20, 2025 7:05 am

by Accountingservices » Thu Nov 20, 2025 7:05 am

0 Replies

9924 Views

Last post by Accountingservices
Thu Nov 20, 2025 7:05 am
Bonds vs Preferred shares; cross-border tax consequences.

Last post by GDG « Sat Nov 15, 2025 5:15 pm

by GDG » Sat Nov 15, 2025 5:15 pm

0 Replies

9998 Views

Last post by GDG
Sat Nov 15, 2025 5:15 pm
Closing US Health savings account (HSA)

Last post by nelsona « Thu Nov 13, 2025 1:06 pm
Replies: 18
by skarme312 » Thu Feb 01, 2024 11:57 am
1

2
18 Replies

306507 Views

Last post by nelsona
Thu Nov 13, 2025 1:06 pm
Corp Class Mutual Funds

Last post by rafa02 « Tue Oct 28, 2025 7:03 pm

by rafa02 » Tue Oct 28, 2025 7:03 pm

0 Replies

10267 Views

Last post by rafa02
Tue Oct 28, 2025 7:03 pm

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