Search found 3 matches
- Fri Mar 22, 2024 7:51 pm
- Forum: Canada / United States Tax & Accounting
- Topic: US Resident: Schedule K-1 Form 1065 income in an RRSP
- Replies: 5
- Views: 1261
Re: US Resident: Schedule K-1 Form 1065 income in an RRSP
Contacted RBC Dominion and they don't know why there was a change in reporting. As noted Brookfield also doesn't know. Their assumption was that I was holding Brookfield only in 2023, which was not the case. My assumption is that Brookfield is now being more diligent in their reporting. Perhaps in t...
- Tue Mar 05, 2024 3:18 pm
- Forum: Canada / United States Tax & Accounting
- Topic: US Resident: Schedule K-1 Form 1065 income in an RRSP
- Replies: 5
- Views: 1261
Re: US Resident: Schedule K-1 Form 1065 income in an RRSP
Thanks for the feedback nelsona, that was my thought as well from my understanding of the tax treaty as it applies to RRSPs for US residents. I called Brookfield to see if they knew, but they didn't really know. They assumed that my only transactions with BIP was in 2023, but I have records of trans...
- Sat Mar 02, 2024 12:12 pm
- Forum: Canada / United States Tax & Accounting
- Topic: US Resident: Schedule K-1 Form 1065 income in an RRSP
- Replies: 5
- Views: 1261
US Resident: Schedule K-1 Form 1065 income in an RRSP
Hi all, I am a dual citizen who moved from Canada to the US a long time ago who kept my RRSPs and has elected to defer taxes on accrued income as per the US/Canada tax treaty. One of my RRSPs has holdings in Brookfield Infrastructure Partners for many years now. For the first time, I have received a...