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Inheritance from Canada

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Emancipation Mentor

Emancipation   2

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Filed: Citizen (apr) Country: Canada
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Posted

*sigh...

Well it's been a very very stressful week for us. My Grandmie passed away last week and we're just getting home. I know there is an inheritance coming for me from her estate and what I want to know tonite is how the #*$& is the IRS going to deal with that? It will be paid out in CDN funds and probably sent to my CDN account and applied to CDN bills and purchases and not taken "over the border" in that sense- so will I need to claim that on 2008 tax returns? I hate taxes and all things governmental pretty much...

AOS:

2007-02-22: Sent AOS /EAD

2007-03-06 : NOA1 AOS /EAD

2007-03-28: Transferred to CSC

2007-05-17: EAD Card Production Ordered

2007-05-21: I485 Approved

2007-05-24: EAD Card Received

2007-06-01: Green Card Received!!

Removal of Conditions:

2009-02-27: Sent I-751

2009-03-07: NOA I-751

2009-03-31: Biometrics Appt. Hartford

2009-07-21: Touched (first time since biometrics) Perhaps address change?

2009-07-28: Approved at VSC

2009-08-25: Received card in the mail

Naturalization

2012-08-20: Submitted N-400

2013-01-18: Became Citizen

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Emancipation Mentor

Emancipation   2

Posted
Filed: Citizen (apr) Country: Canada
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  • Author
Posted

So no ideas huh guys? :(

I'm totally lost on this one!

AOS:

2007-02-22: Sent AOS /EAD

2007-03-06 : NOA1 AOS /EAD

2007-03-28: Transferred to CSC

2007-05-17: EAD Card Production Ordered

2007-05-21: I485 Approved

2007-05-24: EAD Card Received

2007-06-01: Green Card Received!!

Removal of Conditions:

2009-02-27: Sent I-751

2009-03-07: NOA I-751

2009-03-31: Biometrics Appt. Hartford

2009-07-21: Touched (first time since biometrics) Perhaps address change?

2009-07-28: Approved at VSC

2009-08-25: Received card in the mail

Naturalization

2012-08-20: Submitted N-400

2013-01-18: Became Citizen

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Emancipation Mentor

Emancipation   2

Posted
Filed: Citizen (apr) Country: Canada
 Timeline
  • Author
Posted
I have no idea in terms of tax stuff .... but just wanted to say I am sorry for your loss.

Thanks girl.. it's a tough one.. she was so alive and independent and was taken from us so quickly.. :(

AOS:

2007-02-22: Sent AOS /EAD

2007-03-06 : NOA1 AOS /EAD

2007-03-28: Transferred to CSC

2007-05-17: EAD Card Production Ordered

2007-05-21: I485 Approved

2007-05-24: EAD Card Received

2007-06-01: Green Card Received!!

Removal of Conditions:

2009-02-27: Sent I-751

2009-03-07: NOA I-751

2009-03-31: Biometrics Appt. Hartford

2009-07-21: Touched (first time since biometrics) Perhaps address change?

2009-07-28: Approved at VSC

2009-08-25: Received card in the mail

Naturalization

2012-08-20: Submitted N-400

2013-01-18: Became Citizen

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TheATeam Rising Star

TheATeam   0

Posted
Filed: K-1 Visa Country: Canada
 Timeline
Posted

I wish I could answer your question, but I have no idea. I too wanted to say that I'm sorry for your loss.

October 2006- Met Taktyx playing the World of Warcraft

I-129F

September 26, 2007- I-129F Package sent by courier to CSC

September 28, 2007- Received at CSC

October 29, 2007- NOA1 hardcopy arrives!

February 5, 2008- NOA2!

April 23, 2008- Medical

April 22, 2008- Interview!

April 26, 2008- POE Edmonton

June 5, 2008- Legal wedding

October 11, 2008- Wedding ceremony with family

AOS

December 6, 2008- AOS package mailed

December 8, 2008- Package received

December 15, 2008- Check cashed! WOOHOO!

December 22, 2008- All 3 NOA1's received

January 5, 2009- I-485 transferred to CSC. Here's hoping for no interview!

January 14, 2009- Biometrics

February 23, 2009- EAD and AP received in the mail, dated Feb 14th.

April 23, 2009- Welcome to the United States Letter arrives. Card to follow.

June 1, 2009- GC received in mail. Approval date 04/09/09

Done with USCIS until 04/2011!

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Peggy Experienced

Peggy   1

Posted
Filed: Citizen (pnd) Country: Canada
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Posted

Sorry to hear about your grandmother (F)

PEGGY & ROGER

3dflagsdotcom_canad_2fawm.gif3dflagsdotcom_usa_2fawm.gif

K-1/K-2 VISA'S APPROVED IN MONTREAL MAY 2, 2005

K-1/K-2 AOS APPROVED IN ATLANTA MAY 17, 2006

10 year GC Approved - APRIL 16th ,2009 - Peggy and Jonathan's......

Still waiting for our cards...Had to file I-90 as they sent them to the wrong address.

March 9th, 2010, Received GC that has been lost in the mail for 10 months. Still waiting for my son's that is lost as well.

Filed Waiver for my son's 10 year GC and it was approved. He finally received his GC after its been missing for 2 years.

Thanking God this is over for 10 years.

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Flames9_RN Grand Master

Flames9_RN   358

Posted
Filed: IR-1/CR-1 Visa Country: Canada
 Timeline
Posted

You might be able to go on here and ask your question http://forums.serbinski.com/index.php?sid=...9e0066bcbee3f79

Sorry to hear about ur grandma

Canadians Visiting the USA while undergoing the visa process, my free advice:

1) Always tell the TRUTH. never lie to the POE officer

2) Be confident in ur replies

3) keep ur response short and to the point, don't tell ur life story!!

4) look the POE officer in the eye when speaking to them. They are looking for people lieing and have been trained to find them!

5) Pack light! No job resumes with you

6) Bring ties to Canada (letter from employer when ur expected back at work, lease, etc etc)

7) Always be polite, being rude isn't going to get ya anywhere, and could make things worse!!

8) Have a plan in case u do get denied (be polite) It wont harm ur visa application if ur denied,that is if ur polite and didn't lie! Refer to #1

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Emancipation Mentor

Emancipation   2

Posted
Filed: Citizen (apr) Country: Canada
 Timeline
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Posted

Thanks everyone.. Appreciate the sentiments..

I'll look up that forum Flames Merci!!

AOS:

2007-02-22: Sent AOS /EAD

2007-03-06 : NOA1 AOS /EAD

2007-03-28: Transferred to CSC

2007-05-17: EAD Card Production Ordered

2007-05-21: I485 Approved

2007-05-24: EAD Card Received

2007-06-01: Green Card Received!!

Removal of Conditions:

2009-02-27: Sent I-751

2009-03-07: NOA I-751

2009-03-31: Biometrics Appt. Hartford

2009-07-21: Touched (first time since biometrics) Perhaps address change?

2009-07-28: Approved at VSC

2009-08-25: Received card in the mail

Naturalization

2012-08-20: Submitted N-400

2013-01-18: Became Citizen

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Carlawarla Mentor

Carlawarla   1

Posted
Filed: Lift. Cond. (apr) Country: Canada
 Timeline
Posted

Awww I'm so sorry for your loss Emancipation. I can't answer any of your questions either. When you do find out, it would be great if you posted here, so that others would know. Take care m'dear.

Hugs

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Udella&Wiz Mentor

Udella&Wiz   325

Posted
Filed: Citizen (apr) Country: Canada
 Timeline
Posted

What about giving a Canadian tax preparer /accountant of some type a call back home? On the surface, it appears to be Canadian income...can't remember off the top whether or not it's taxed and whether you would file a Canadian tax return for it...it is a 'gift' of sorts.

I know while in Canada last year....I received $$$ from my grandma's estate - a nice, but not insane amount of cash - it would pay off a credit card or 2 also my parents gave us a nice chunk as a wedding gift Together,they've made up the majority of the money we've used while I've been off work here. I sent my fiancé money orders and he deposited them.

All this tax ####### is so cloudy :angry:

Wiz(USC) and Udella(Cdn & USC!)

Naturalization

02/22/11 - Filed

02/28/11 - NOA

03/28/11 - FP

06/17/11 - status change - scheduled for interview

06/20?/11 - received physical interview letter

07/13/11 - Interview in Fairfax,VA - easiest 10 minutes of my life

07/19/11 - Oath ceremony in Fairfax, VA

******************

Removal of Conditions

12/1/09 - received at VSC

12/2/09 - NOA's for self and daughter

01/12/10 - Biometrics completed

03/15/10 - 10 Green Card Received - self and daughter

******************

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~Laura and Nick~ Mentor

~Laura and Nick~   5

Posted
Filed: Lift. Cond. (apr) Country: Canada
 Timeline
Posted (edited)
RIP (F) Edited by ~Laura and Nick~

Let's Keep the Song Going!!!

CANADA.GIFUS1.GIF

~Laura and Nicholas~

IMG_1315.jpg

Met online November 2005 playing City of Heroes

First met in Canada, Sept 22, 2006 <3

September 2006 to March 2008, 11 visits, 5 in Canada, 6 in NJ

Officially Engaged December 24th, 2007!!!

Moved to the U.S. to be with my baby on July 19th, 2008 on a K1 visa!!!!

***10 year green card in hand as of 2/2/2012, loving and living life***

Hmmm maybe we should move back to Canada! lol smile.png

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  • 1 month later...
Emancipation Mentor

Emancipation   2

Posted
Filed: Citizen (apr) Country: Canada
 Timeline
  • Author
Posted (edited)

Thanks for all your thoughts everyone.. I appreciate it so much!! I did call the Tax Office about it and this is what i've determined..

The estate money - money from my Grandmother's personal account won't be taxable.. as it's already been taxed.. and in the US I believe the threshold is 100K for reporting to the IRS.. so we're not talking that kind of money.

For right now it's the RIF's that are posing the problem as they have never been taxed.. so that has to happen is within 10 days of me receiving the funds: I have to complete and submit via registered mail to the province from which the funds were disbursed (in my case PEI) form #T2062 - and request a certificate of compliance.. basically I think this document identifies where you are living and how much you received. The Certificate is granted when you have paid taxes on this money (in my case it won't be until 2009 when I file my 2008 CDN tax return. Yep that's right, it's another CDN tax return for me!! So.. if you fail to file this Form #T2062 within 10 days of getting the funds you are slapped with a 1000.00 fine from CRA.. nice.. so for anyone who inherits $$ from Canada who is not a resident and it needs to be taxed.. be forwarned.. The guy I spoke with today said he just had a person who called the international tax office with a fine.. UGH.. last thing I need right now...

That's what I know for now.. I'll update as I complete this process.. from what I understand the Ch'town office will call me after I submit this form and let me know what I need to do from there, and if I have to submit any more paperwork. Hopefully they'll give me an idea at that time what I will owe for taxes so I can set that aside for next year!

Edited by Emancipation

AOS:

2007-02-22: Sent AOS /EAD

2007-03-06 : NOA1 AOS /EAD

2007-03-28: Transferred to CSC

2007-05-17: EAD Card Production Ordered

2007-05-21: I485 Approved

2007-05-24: EAD Card Received

2007-06-01: Green Card Received!!

Removal of Conditions:

2009-02-27: Sent I-751

2009-03-07: NOA I-751

2009-03-31: Biometrics Appt. Hartford

2009-07-21: Touched (first time since biometrics) Perhaps address change?

2009-07-28: Approved at VSC

2009-08-25: Received card in the mail

Naturalization

2012-08-20: Submitted N-400

2013-01-18: Became Citizen

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Kathryn41 Grand Master

Kathryn41   3,205

Posted
Filed: Citizen (apr) Country: Canada
 Timeline
Posted

Thanks for the update. One never knows when one will be in need of this information.

“...Isn't it splendid to think of all the things there are to find out about? It just makes me feel glad to be alive--it's such an interesting world. It wouldn't be half so interesting if we knew all about everything, would it? There'd be no scope for imagination then, would there?”

.― Lucy Maude Montgomery, Anne of Green Gables

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Another Member of the VJ Fluffy Kitty Posse!

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