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jen&darcy

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Posts posted by jen&darcy

  1. Thank you for the question and the response. My husband's expires on January 31, 2009 too. I wasn't sure if it had to be filed exactly 90 days prior or what. The response makes it clear. We too are in the same boat as I have most everything in my name and very little in my husband's name. I guess I just forgot to change everything as I haven't moved since we were married in 2006. We have a few things jointly such as my car, bank statements and a credit card. I was also bad about saving stuff over the past 2 years like cards and such from family. Oops! We do have an anniversary coming up so I will be sure to save any cards we get from family. I will be scraping together pictures to as we haven't really gone anywhere. :whistle: I will have to see what I can dig up here over the next couple of weeks.

    Jen

  2. Hope ur H&R block guys are better than the one I saw in Arlington VA. I even made an appt with their CDn specialist!! He had not even heard of form 2555 or form 8891. Needless to say I thanked him, and walked out,lol

    That's encouraging! :blink: Ok maybe I will find somebody else!

  3. Darcy's accountant in Kelowna is filing him as single. I hope that is right. I guess the reasoning is because he was 'single' when he left Canada to come here on his K-1. I probably should have Darcy question that when the return comes for him to sign it and mail back in.

    It's not your status when you left that was important.. it's his marital status as of Dec. 31. If you were married before December 31, you have to file as married... If you were married after Dec 31, you can file as single...

    You'll be sending your T1 to the International Tax Services Office anyways, so they know that you won't be eligible for any credits...

    From CRA..

    Marital status

    Check the box that applied to your status on December 31, 2006. Check "Married" if you had a spouse (see below), or "Living common law" if you had a common-law partner (see below). You still have a spouse or common-law partner if you were living apart for reasons other than a breakdown in your relationship. Check one of the other boxes only if neither of the first two applied.

    But upon further reading on CRA Bulletin T4056, one could argue that it should be the marital status the date that he left Canada as the leaving Canada return is only meant to reflect your tax status as of the date that you left... But if you opt to do a Section 217 return, you would have to reflect his marital status as of December 31...

    BTW.. Is the accountant looking at Section 217 if your husband received EI income... it may result in him getting a larger refund...

    Thanks Zyggy. I am going to email his accountant tomorrow about this. He didn't have any EI income. He had two jobs in Canada until he left for the US in September 2006 on his K-1 visa.

    I am still hung up on the US side. I have talked to the IRS three times and still not convinced on the Foreign Income Tax Exclusion (Form 2555). I think I am going to take my taxes to H&R Block and see if that makes me feel better.

    I hate taxes and I am an accountant!!! :wacko:

  4. Darcy's accountant in Kelowna is filing him as single. I hope that is right. I guess the reasoning is because he was 'single' when he left Canada to come here on his K-1. I probably should have Darcy question that when the return comes for him to sign it and mail back in.

  5. Thank you! Thank you! I am an accountant but I am a corporate accountant. I don't deal with this stuff. This topic answered all of my questions. Now I should be able to figure them out on my own and not have to go to H&R Block.

    Jen

  6. Ok - now I have more questions! :)

    What will he need to provide to show his income in England from January-August?

    He arrived Sept 1st, we married Sept 30th. Does this matter?

    This has all been so helpful! Thank you everyone!!!

    ~Liza

    I am trying to figure out the same thing. It states in Publication 519 that you can treat your nonresident spouse as a resident but you have to claim worldwide income. I am really trying to not going to a tax accountant but I am not sure I am going to be able to work around it. Darcy will be filing taxes in Canada too so why should we have to be double taxed? :blink:

  7. I know this wasn't the topic but to me Canadian M&Ms taste different than US M&Ms. Frankly, I can't stand the Canadian version. M&M is my favorite candy and when I was working up in Canada I bought some at the border as a treat. Ack! :no:

    I do like the Aero bars and the Coffee Crisp. I will have to check the stores around me to see if I can find Coffee Crisp.

  8. If there is a way you can to the Detroit/Windsor border, you can get a stamp there. Darcy worked until December 26th. We filed our AOS shortly after that. I guess we are one of the exceptions to the 90 day rule for EAD card because our AOS was approved in 29 days without interview!!!

    P.S. Darcy is from Kelowna, BC. He flew from Kelowna, BC to Hamilton, ON. I picked him up in Hamilton, ON and drove to Windsor/Detroit crossing. I realize that is a bit far from Texas but I wanted to let you know it is possible.

  9. Like everyone else said just have him put in his carry-on. Darcy came down before his interview to the states for a trip to Walt Disney World we had planned. He brought the x-ray with him at that time because Vancouver consulate told him he didn't need it for the interview. He went back to Vancouver for the interview and it was never asked for. Its useless at this point!

    Jen

  10. My husband is from Canada. We went to a civil surgeon here and got it transferred onto the correct form for $25.00. Just make sure that you don't let the civil surgeon here tell you need a medical exam because you don't if you had it within the past year. In my husband's case, he was missing a vaccination and my family doctor gave him the shot and then went back to the place so everything could get transferred.

    Once we had it transferred onto the correct form, you will get a sealed envelope to go with your AOS and a copy for yourself.

    Good Luck!

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