Search found 12 matches

by liis_todd
Wed Nov 04, 2009 4:02 pm
Forum: Canada / United States Tax & Accounting
Topic: Moving Funds to US
Replies: 1
Views: 2097

Moving Funds to US

Hello I'm a green card holder that would like to transfer Canadian funds in Vancouver to my bank in Seattle. This is NOT income or an RRSP. This was money already earned before moving to the US. It has been collecting interest in a term deposit, and I have been declaring the interest each year to th...
by liis_todd
Wed Apr 16, 2008 11:17 pm
Forum: Canada / United States Tax & Accounting
Topic: Amending US Tax Return/8891
Replies: 3
Views: 4807

Thank you Nelson.
L
by liis_todd
Tue Apr 15, 2008 3:35 pm
Forum: Canada / United States Tax & Accounting
Topic: Amending US Tax Return/8891
Replies: 3
Views: 4807

Amending US Tax Return/8891

Hello My US Tax Return needs to be amended. Form 8891 "US Information Return for Beneficiaries of Certain Canadian Registered Retirement Plans" was filed incorrectly .Which box on form 1040X "Amended US Individual Income Tax Return" applies to this sort of amendment? Does this so...
by liis_todd
Tue Apr 15, 2008 2:58 pm
Forum: Canada / United States Tax & Accounting
Topic: Article XVII (7)
Replies: 11
Views: 11384

Hi Carson 8891's complete. Since they were submitted incorrectly, I am looking to amend my return. None of the categories seems to fit the description of this type of amendment. ANy suggestions on how to address this on the "1040X Amended Individual Income Tax Return" form? Just when you t...
by liis_todd
Mon Apr 14, 2008 8:12 pm
Forum: Canada / United States Tax & Accounting
Topic: Article XVII (7)
Replies: 11
Views: 11384

I am such a PUTZ.
I really am Not that SLOW.

Embarassed, but thanks
L
by liis_todd
Mon Apr 14, 2008 8:04 pm
Forum: Canada / United States Tax & Accounting
Topic: Article XVII (7)
Replies: 11
Views: 11384

Except that i checked the Beneficiary box. answered "no" to 6a, and checked the box at 6c......so I do have to put something. I am actually making the election for the first time on this form.

L
by liis_todd
Mon Apr 14, 2008 7:50 pm
Forum: Canada / United States Tax & Accounting
Topic: Article XVII (7)
Replies: 11
Views: 11384

Dear Carson One final question about the 8891. In line 10 under "Undistributed earnings of the plan during the year" it asks under (a) for interest income. Does that apply? My Plan Custodian informs me since no earnings are taxable until withdrawn this is N/A. Is this informatiom correct? ...
by liis_todd
Mon Apr 14, 2008 1:08 pm
Forum: Canada / United States Tax & Accounting
Topic: Article XVII (7)
Replies: 11
Views: 11384

Thank you very much Carson. Have a great day.
by liis_todd
Sat Apr 12, 2008 10:20 pm
Forum: Canada / United States Tax & Accounting
Topic: Article XVII (7)
Replies: 11
Views: 11384

One more..

One more question re 8891. If I have more than one "Plan Custodian" do i fill out a new form for each?

Thanks again
by liis_todd
Sat Apr 12, 2008 10:06 pm
Forum: Canada / United States Tax & Accounting
Topic: Article XVII (7)
Replies: 11
Views: 11384

Thanks Carson

I just didn't sare to think it was going to be that easy.....
by liis_todd
Sat Apr 12, 2008 8:49 am
Forum: Canada / United States Tax & Accounting
Topic: Article XVII (7)
Replies: 11
Views: 11384

Article XVII (7)

Could someone tell me where I need to go to elect under Article XVII (7) to defer US income tax on undistributed earnings. This is directly to do with RRSP's and the filling out of form 8891.

thanks
by liis_todd
Tue Aug 21, 2007 7:13 pm
Forum: Canada / United States Tax & Accounting
Topic: Resident of the US for Tax Purposes?
Replies: 1
Views: 2453

Resident of the US for Tax Purposes?

Hello. I recently moved to the US from Canada on a K1 Visa, and when I contacted the Canadian Revenue Agency to change my address they asked if I was a resident of the US for tax purposes. I have not yet received my Adjustment of Status or my Employment Authorization, so would the answer to this que...