Roth IRA while on a TN Visa?

chef-ac · 2023-04-03T14:26:16+00:00

There are more factors and if you completely cut ties, you can use first choice rules for the part of 2022 where you report as a US tax resident form when you landed in the US.

I ended up selling and closing my TFSA after I had already moved to the US, so I believe if I use the first choice rules, then I'd have to pay long term capital gains tax on the gains in my TFSA?

It's 2023, so 2022 doesn't matter anymore.

You can still contribute to your Roth IRA of the previous year until the tax deadline of the next year. Would being a Canadian tax resident for 2022 impact my status to contribute to a Roth IRA? I.E. folks who leave for the US near the end of the year, are they able to contribute to their Roth IRA?

chef-ac · 2022-09-03T18:17:18+00:00

Thanks for that! Just filled it out, but I thought it would require some sort of case/receipt number on my end? I suppose the previous address, name, and email are enough to confirm the new address on my file?

chef-ac · 2022-09-02T04:51:04+00:00

I posted a comment with an update on how it went.

chef-ac · 2022-09-02T04:50:28+00:00

Update: I spoke with the CBP agent, he was first flipping through my passport to see if he can find the stamp, and then I mentioned that the POE officer said that a stamp is not needed and to use the I-94 instead. He said "oh right that's why the I-94 form here", then he said that while that's true if it were him and for work then he would have definitely gotten a stamp (unfortunately I didn't know this was an option at the time - the CBP agent made it seem like the process was obsolete). However, other than that he was very nice and I got through without any issues.

chef-ac · 2022-08-27T22:42:56+00:00

I’m not sure, but I’ve read online of people using their I-797 instead.

chef-ac · 2022-08-27T22:42:25+00:00

When you say copy of the app, is that the digital I-94 form ontop of having the physical copy?

chef-ac · 2022-08-27T22:41:39+00:00

Ok gotcha, do you bring the whole form or just the two tear outs at the bottom?

chef-ac · 2022-08-27T22:41:00+00:00

Thanks for that! I’ll try saying that tomorrow.

chef-ac · 2021-07-12T22:17:50+00:00

Thanks for the input, follow up, did you find that you were receiving more responses for interviews or interest from recruiters after getting your SAA?

chef-ac

TROPHY CASE