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tax2023uw
Returning Member

Canadian TFSA in self managed broker accounts (stocks issued by ProShares)

I moved to US to work on H1b in Oct 2022, this is my time file taxes in US.

 

I sold some stocks issued by ProShares in my TFSA in Feb 2023. I had both capital gains and capital losses. What forms will I need to file?

 

I also have certificate of deposit in my TFSA and RRSP accounts which are managed by Bank of Montreal. They will matrue this year (2024). 


I pruchased the software TURBOTAX TY2023 PREMIER, and I noticed that Turbotax doesn't provides these speical forms. Do I mail the forms to IRS seprerately after I file my partly income (w-2) on turbotax, or I should mail everything together?

I have checked some useful posts, but I'm so not sure what to file:

Canadian RESP RRSP TFSA in self managed broker accounts

Where to enter Canadian TFSA, RRSP, RPP Investment gains in Turbo ax?

 

Thank you so much! Any reply is appreciated!

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