Serbinski Accounting Firms

I have a small RRSP acct (<10K) with my wife as beneficiary. My wife has several RRSP accts totalling over 10K with me as beneficiary. So, do we have "financial interest" in each others RRSPs for 90-22.1 purposes? In other words, do I not file a 90-22.1 because my total RRSP balances are u...

Nelsona - I did file the necessary RP-02-23s and 8891s, not just 8891s. What would happen if I just tried refiling the 1040X's, hoping a different examiner would come up with a more favorable decision?

JohnSt - Did you include a cover letter, or just send in the 1040X's?

I've filed 1040-X for 2001-2005. I've attached the appropriate statement or form 8891. I included a cover letter indicating we were unaware of the requirement to file annually to defer RRSP earnings, now that we are aware we will do so going forward, it was always our intention to defer such earning...

I did exactly as you have but filed the 1040X's a couple of weeks ahead of e-filing. I did not, however, mention the explanation that no income,deduction or credit is being amended. I just received a response from the IRS rejecting my 1040X's saying that Rev Proc 2002-23 indicates the election to wh...