Search found 2 matches

by Ouch
Thu Jun 14, 2018 5:17 pm
Forum: Canada / United States Tax & Accounting
Topic: Taking stab at 3520, -A for TFSA
Replies: 157
Views: 266958

Re: Taking stab at 3520, -A for TFSA

Because several years ago I was under the impression that I should be filing 3520s for these account, so I kept doing it. Now that I'm realizing I don't have to I want to stop but don't know how to tell IRS why I am stopping.
by Ouch
Wed Jun 06, 2018 5:29 pm
Forum: Canada / United States Tax & Accounting
Topic: Taking stab at 3520, -A for TFSA
Replies: 157
Views: 266958

Re: Taking stab at 3520, -A for TFSA

Great many thanks to everyone who contributed to this, Nelsona, Hapless, Buddy, Scongalong, at all! Without you I'd have been lost. Bumping the topic because it seems that the 3520 instructions for Part III have been changed in 2016. If you are like me and have been copy-paste and update the values/...