Search found 3 matches

by AuntiD
Fri Feb 21, 2025 10:06 pm
Forum: Canada / United States Tax & Accounting
Topic: IRA Transfer to RRSP - CRA Help line is No Help
Replies: 3
Views: 4678

Re: IRA Transfer to RRSP - CRA Help line is No Help

Much appreciate your comments on this.
Yes, cross border commuter.

Some amusement with your reference to CRA telephlunkies.
I may try one more time, with specifics on rule difference for cross border commuters.
Thanks for the tip.
by AuntiD
Thu Feb 20, 2025 3:04 pm
Forum: Canada / United States Tax & Accounting
Topic: IRA Transfer to RRSP - CRA Help line is No Help
Replies: 3
Views: 4678

IRA Transfer to RRSP - CRA Help line is No Help

Preparing to complete Foreign IRA Lump Sum transfer to RRSP, on tax neutral basis using Schedule 7. IRS 1040NR completed. Called CRA 2x, each with completely different guidance and interpretation. IRA was set up as annual "employer matching" contributions. (50-50). Lump sum withdrawal afte...
by AuntiD
Thu Feb 06, 2025 9:46 pm
Forum: Canada / United States Tax & Accounting
Topic: CrossBorderCommuter IRA LumpSum 1040NR
Replies: 1
Views: 2854

CrossBorderCommuter IRA LumpSum 1040NR

Tax advice on completing 1040 NR /NEC/Form 8833? CDN Resident: Cross Border daily Commuter, employed across the line for 5 years. Now retired. Annually filed Canadian (w/RC268) and 1040NR tax returns. 2024: Closed out Lump Sum IRA Simple (Employer matching contributions). (45K USD) Schwab withheld 1...