Serbinski Accounting Firms

So, here's my take on closing my 2014 account. I've had the account for a few years and the first filing was done by a professional so followed their forms for subsquent years. As such, I am the trust (my name plus TFSA account number), trustee, owner and US Agent. 3520: - shown as Final - Part II, ...

Hi there. I closed my TFSAs in 2014 and need some help on filling in the forms. I filed in 2013 and 2012 so have the basics of it down. However, how do I bring the balance of the account down to $0 properly. I am assuming i need to report it as a distribution but want to make sure I do it right as i...

I have a similar situation where I had a 2012 and 2013 3520/3520A filed. I closed the account in 2014. Since the account had prior paperwork and existed for a good part of 2014 - do I need to file the 3520/3520A as final returns in 2014 so IRS no longer expects this? If so, how do I balance it to $0...