genghee

My understanding was that if you sell your primary residence in the same calendar year of your move, there is no tax incurred (but there is reporting requirements if sold after move date).  

Source:  https://cardinalpointwealth.com/2018/08/31/canadian-expat-principal-residence/

"If the property is sold while you are a non-resident of Canada, some additional analysis is required. Based on the assumptions above, the property is eligible for the principal residence exemption for any year that you own it as a Canadian resident, even if you are a Canadian resident for a portion of the year. In other words, if you were to become a non-resident of Canada in 2018, you are still able to claim the exemption for the entire 2018 tax year"

Hi there,

My parents will land in the US and activate their green cards on 4/1. Their primary concern is minimizing taxes on the sales of their stock portfolio and primary residence. My understanding is that they would become US tax residents on that day, and deemed non-residents in Canada on the same day.

Would appreciate feedback on my proposed plan, which is to:

(1) Sell their portfolio before 4/1, as this would have no tax impact in the US, and would be taxed as resident income in Canada without any non-resident surtax. Is this assumption correct?

(2) Sell their primary residence before 4/1 if possible, as this would have no tax impact in either US or Canada. Selling their home later in 2022 would also be ok, as it would still have no tax impact in Canada but require more paperwork to avoid withholding, and no/minimal tax impact in the US.

Also, my parents want to return to Canada after landing, to stay in Canada 183 days next year to qualify as full year residents for tax-filing. I don't think this makes sense because

(a) There is no significant tax benefit in doing so if we already liquidate as resident income before 4/1

(b) They would still be deemed non-resident for time after 4/1 even if they log 183 days for the year

Is my reasoning sound or am I missing something?

Thanks!

2 hours ago, Sgholston said:

Thank you that makes more sense. So I should use the per computer amount. 

Speaking only to what line to use from the tax transcript for income, you should use "TOTAL INCOME". This is what was submitted in the tax filing. This figure should match what is shown under "TOTAL INCOME PER COMPUTER" which is what IRS has determined to be total income after reviewing your return. If the 2 numbers differ, they have made corrections to your filing and come up with a different number for total income.

My parents had their MTL interview this Monday 11/1. I drove from the US the day before to assist as their translator.

I was also nervous about the 14day rule. I emailed the consulate and they responded that as long as I adhered to Canada's COVID entry requirements, I can enter the embassy.

On the morning of the interview, I was happy to learn that security no longer asks whether you have been out of Canada for the last 14 days. Now, they ask "Have you been following Canada and Quebec's COVID regulations". Good luck!

Unfortunately you do need the original birth certificate of the petitioner.  There was a recent account of a MTL interview where everything was in order except that a photocopy of the petitioner birth certificate was brought instead of the original. The visa was marked as "refused" and applicants were instructed to mail in the original certificate after the interview.

I also recommend Dr Cheema. My parents did their medical with him last month, and their office was very responsive and efficient.

They did their exams 9 days before their MTL interview. We got an email 3 days later that results had been emailed to the consulate. On day of interview, MTL confirmed they had the results in their system.

Seconding Crazy Cat's recommendation. I filled out DS-260s for my parents who are in their late 70s, and had to enter dozens of addresses spanning 50+ years. Enter the information to the best of your ability, but make sure there are no gaps in the timeline. For some street addresses, we entered descriptions like "main street of village" or "outskirts". Their DS-260s were accepted, and they just completed their consulate interview and no concerns were raised.

Here's the list of MTL consulate approved physicians for the medical exam:

https://travel.state.gov/content/travel/en/us-visas/Supplements/Supplements_by_Post/MTL-Montreal.html#med_exam_instructions

They recommend doing the medical exam at least a week before the interview to ensure results are in hand by the interview day. I've read a couple of accounts where folks did the medical exam a few days before the interview, and when they showed up, the consulate hadn't received the results yet.

@mkimimiHave you heard anything from the consulate? I'm in the same boat!

Thanks for confirming!  Thankfully the Consulate responded this afternoon via facebook that mail forwarding from the old address will be in place for 1 year, until November 2021. Phew! Thanks again!

ToSeattle, 

Unfortunately, the foreign government agency sent our documents directly to the Montreal Consulate's old listed address:

 315 Place d'Youville, Suite 500, Montreal, Quebec, H2Y OA4, Canada.

Do you happen to know whether this address is still active for receiving mail, or still forwarding to the correct address?

Alternatively, how were you able to get an answer to your original question? I've tried emailing the consulate with no luck.

Thanks in advance

Has anyone mailed documents recently to the Montreal Consulate's US mailing address:

PO Box 847

Champlain, NY 12919-0847

Just want to confirm that it's still valid as I don't see it consistently listed in their contact us info.

Has anyone mailed documents recently to the Montreal Consulate's US mailing address: 
PO Box 847

Champlain, NY  12919-0847

Just want to confirm that it's still valid as I don't see it consistently listed in their contact us info.

Thanks for the update!

Hi ToSeattle,

Did you confirm that this new mailing address is correct? I have the same question.

Thanks!

Moon&Stars and Luna3716, were you successful submitting from abroad? Would you mind sharing how long it took for them to process? Also the instructions say to pay for the roundtrip courier cost in advance -- can you share how you did this? Do I get a quote from the courier for the cost and then add that to the bank transfer?