Episode 72: Dual Filing Demystified: What Americans Moving to Canada Need to Know
Description
What happens when an American moves to Canada?
Dual filing is one of the most complex (and misunderstood) parts of cross-border life. To help unpack it, this episode of Snowbirds Expat Radio welcomes Robin Veenendaal, an independent CPA and member of SME, a professional network that connects and empowers accountants and lawyers across North America.
With nearly two decades of experience supporting cross-border taxpayers, Robin explains what Americans and green card holders need to know when establishing residency in Canada — including the U.S. exit tax, dual-status filing, and how to avoid costly mistakes.
Listeners will also hear:
The key filing obligations for U.S. citizens and green card holders when moving to Canada
Why you shouldn’t cash in your IRA or 401(k) before relocating
The simple one-time election that keeps your Roth IRA tax-free in Canada
How inherited IRAs are taxed differently for Canadian beneficiaries
Common mistakes made by returning Canadians and new arrivals — and how to fix them
Why it’s critical to coordinate between cross-border accountants, advisors, and immigration lawyers
What to do if you realize you’ve missed income reporting or asset disclosures
Robin and Gerry also discuss the rise of the “backdoor Roth” strategy, the pitfalls of using outdated tax advice, and why having a plan before you land can make all the difference.
Resources
📞 Learn more about Robin Veenendaal and SME: www.smesync.com
United States
