Serbinski Accounting Firms

Does anyone understand how to fill out form 843 for a RESP. As usual the IRS guidelines are complicated. Thank

The IRS notice

https://www.irs.gov/pub/irs-drop/rp-20-17.pdf

Good news for those who have or have had penalties with RESP

Rev. Proc. 2020-17: U.S. reporting relief concerning certain tax-favored foreign trusts


https://home.kpmg/us/en/home/insights/2 ... rusts.html

Have you found this code for a RESP?

Thanks in advance

I am in the same situation with you. Have you found an answer to your question for "returned CESG" on the form of 3520 / 3520A?
Thanks in advance

I can only tell you who not to take. Raymond Chabot Grant Thornton prepared our Canadian and American statements when we left Canada. I ended up with a $ 10,000 penalty for form 3520-a. Poor customer service, difficult to reach and double billing.

I am also in the same situation. I can not have information by phone on my file. No one can confirm that the mail I sent was processed. I think I will have to return my 3520-A for a third time (by certified mail and signed each time). It is a very frustrating situation, we try to follow the course d...