Search found 5 matches

by eriquee
Tue Feb 26, 2019 9:51 pm
Forum: Canada / United States Tax & Accounting
Topic: Taking stab at 3520, -A for TFSA
Replies: 157
Views: 209062

Re: Taking stab at 3520, -A for TFSA

[quote=CdnAmerican post_id=51188 time=1551206951 user_id=5924] Hi, eriquee - To get the EIN, you have to contact the IRS directly. I am not sure if you can do it all on line, or if you have to call them. But it is not too hard, and it's free. I did mine over the phone to get it immediately, and it t...
by eriquee
Tue Feb 26, 2019 11:48 am
Forum: Canada / United States Tax & Accounting
Topic: Taking stab at 3520, -A for TFSA
Replies: 157
Views: 209062

How to get RBC direct investing EIN number.

Hello,

How did you guys get the EIN number?

I called RBC direct investing and they simply didn't know.

Anywhere else I could get that information?
by eriquee
Tue Feb 26, 2019 12:12 am
Forum: Canada / United States Tax & Accounting
Topic: Joint account with Parent, file on FBAR
Replies: 4
Views: 2039

Re: Joint account with Parent, file on FBAR

On the FBAR form, there is a section for JOINT accounts.

Don't file the account as sole ownership, put it on joint ownership.
by eriquee
Tue Feb 26, 2019 12:11 am
Forum: Canada / United States Tax & Accounting
Topic: Canadian resident/tn visa/health care responsibility
Replies: 7
Views: 5664

Re: Canadian resident/tn visa/health care responsibility

Hello,

Can anyone point to me exactly where this exemption 'C' is?

The form says to check the box if you are exempt but I can't find how to determine if I`m exempt or not.

US citizen living in Canada.
by eriquee
Sun Feb 24, 2019 4:07 am
Forum: Canada / United States Tax & Accounting
Topic: Taking stab at 3520, -A for TFSA
Replies: 157
Views: 209062

Re: Taking stab at 3520, -A for TFSA

You guys are awesome, thank you so much for everyone input, it made my Forms 3520/3520A a breeze compared to how frustrated and desperate I was before finding this amazing forum!