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by monkey444
Thu Mar 26, 2026 3:15 pm
Forum: Canada / United States Tax & Accounting
Topic: US resident with Canadian non-registered segregated fund. Is this a PFIC?
Replies: 0
Views: 64

US resident with Canadian non-registered segregated fund. Is this a PFIC?

I am a Canadian citizen living in the U.S. and a U.S. tax resident. In 2015, after moving to the U.S., I ended up in a Canada Life non registered segregated fund through a Canadian advisor. This is not an RRSP and not a TFSA. It is a taxable non registered account.

I am now getting conflicting CPA ...