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Cross Border Taxes

California Tax Filing with a Canadian Spouse

Our previous article discussed the concept of California domicile and the application of California community property rules to Canadians domiciled in the state.  This article is the second installment in our series of articles dealing with how California community property laws
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Canadians & CA Community Property

Canadians find many things in California to be foreign, like the sun, sand, surf and In-N-Out Burgers. But when it comes to Canadians who have family in California or who spend considerable time in the Golden State, California’s community property laws make Canadians realize just
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U.S. Tax Sale or Gift to Canadian Spouse

When a U.S. Citizen or U.S. Resident Alien is married to a Canadian spouse and the spouse is not a U.S. citizen, then inter-spousal property transfers between the spouses could be taxable in the U.S. or subject to U.S. gift tax rules. Most Canadians are not familiar with a gift
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How Does California FTB Tax RRSP?

California residents who hold RRSPs, LIRAs, RRIFs or other Canadian tax-deferred accounts are subject to a unique set of tax and reporting requirements. Moreover, these requirements lead to higher tax preparation fees and complex recordkeeping for Canadians. In this article, we
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Canadian Rental Property Owned By A Non-Resident

Gedeon Law & CPA has many Canadian clients who depart Canada to become US tax residents while leaving a Canadian rental property behind. In fact, for our Canadian clients who do not want to sell their Canadian principal residence before departing Canada, we recommend
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Canadian/Australian Bank Request W-9/W-8BEN

Did you receive a notice from your Canadian or Australian bank asking you to complete an IRS Form such as a W-9 or W-8BEN? If so, then it’s likely your bank has performed a review of its records and flagged your account as subject to additional reporting requirements to Canada
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U.S. Tax on Canada/Australia Rental Property

It’s no surprise many Canadians and Australians moving to the US choose to rent out, rather than sell, their properties back home. With a strong rental market and housing price valuations in cities like Toronto, Vancouver, Sydney and Melbourne, the return on investment from
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Am I a US tax resident?

Most Canadians and Australians who move to the US easily know their immigration residency status. What they do struggle with, however, is their residency status for US income tax purposes. While its common knowledge that US citizens and green card holders are responsible for
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Can Foreign Spouse Claim U.S. Social Security?

We were recently engaged by an American client who wanted to know if her Canadian spouse can claim her U.S. Social Security spousal and survivor benefits. Our client, Joni, is a retired American musician eligible for Social Security benefits.  Joni recently married Mitchell, a
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IRS Announces Changes to RRSP Reporting

It’s not often the IRS reduces the information taxpayers need to report with their tax return. Luckily for Canadians, however, the IRS did just that yesterday when it announced Canadians no longer need to report their RRSP and RRIF accounts on Form 8891. Before getting too
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