U.S. Services:
1. (a) Federal (separate) dual status tax returns for the year of
entry, including a 1040 and 1040NR statement; OR
(b) Election to file jointly and include world income for the year
without Treaty exemption.
We normally run both scenarios in the year of entry to the United States to determine which is most beneficial for you.
2. State return(s) depending on the above.
3. Rev. Proc 2002-23 election regarding RRSP accounts in Canada
4. U.S. Treasury disclosure form 90.22.1
Canadian Services:
1. Canadian and provincial income tax return(s) prepared on a departing
resident basis.
2. Calculation of deemed dispositions on departure
1. (a) Federal (separate) dual status tax returns for the year of
entry, including a 1040 and 1040NR statement; OR
(b) Election to file jointly and include world income for the year
without Treaty exemption.
We normally run both scenarios in the year of entry to the United States to determine which is most beneficial for you.
2. State return(s) depending on the above.
3. Rev. Proc 2002-23 election regarding RRSP accounts in Canada
4. U.S. Treasury disclosure form 90.22.1
Canadian Services:
1. Canadian and provincial income tax return(s) prepared on a departing
resident basis.
2. Calculation of deemed dispositions on departure