Canada / United States Tax & Accounting

Moderator: Mark T Serbinski CA CPA

New Topic

8398 topics

Page 1 of 168
- Jump to page:
1
2
3
4
5
…
168
Next

Topics

Replies

Views

Last post

Residency determination

Last post by nelsona « Tue Oct 13, 2026 8:58 am
Replies: 13
by tinmark50@gmail.com » Mon Jun 08, 2026 5:48 pm

13 Replies

6074 Views

Last post by nelsona
Tue Oct 13, 2026 8:58 am
Actually got 15% (not 30%) IRA withholding as Canadian non-US-person with Fidelity — anyone done this?

Last post by jtserbinski « Mon Oct 12, 2026 3:57 am
Replies: 5
by vkg01 » Wed Jul 01, 2026 8:18 pm

5 Replies

4526 Views

Last post by jtserbinski
Mon Oct 12, 2026 3:57 am
Success getting 15% Treaty Rate from US 401k/IRA withdrawal?

Last post by jtserbinski « Mon Oct 12, 2026 3:38 am
Replies: 4
by jtserbinski » Sat Jan 31, 2026 8:12 pm

4 Replies

9374 Views

Last post by jtserbinski
Mon Oct 12, 2026 3:38 am
Qualifying for Social Security with totalization agreement

Last post by MaggieA « Fri Sep 25, 2026 12:40 pm
Replies: 11
by aodonnel » Fri Jun 30, 2023 9:59 am

11 Replies

15169 Views

Last post by MaggieA
Fri Sep 25, 2026 12:40 pm
In-kind transfer of TFSA securities to an RRSP - US tax implications

Last post by nelsona « Tue Sep 15, 2026 6:49 pm
Replies: 5
by taxenthusiasm » Sun Sep 06, 2026 3:17 pm

5 Replies

7463 Views

Last post by nelsona
Tue Sep 15, 2026 6:49 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

3934 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

6549 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

57964 Views

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

4400 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

4358 Views

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

9990 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

13763 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

7317 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

7482 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

7425 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

8984 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

7911 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

11464 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

12557 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

8976 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

8030 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

8953 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

9290 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

10944 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

8288 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

13175 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

9502 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

8618 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

10949 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

8760 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

13604 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

8229 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

8216 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

7978 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

7904 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

12088 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

9500 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

9308 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

11738 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

10026 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

12735 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

25658 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

8279 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

8407 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

8674 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

8940 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

13857 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

13925 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

313315 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

14279 Views

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

New Topic

8398 topics

Page 1 of 168
- Jump to page:
1
2
3
4
5
…
168
Next

Return to Board Index

Forum permissions

You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum