Serbinski Accounting Firms

Thanks.

What about the HBP year? Does the interest from that year need to be taxed that year, or can I defer it?

I'm in the unique situation that the HBP emptied out the account. So on one hand the entire withdrawl is tax free as per the treaty, but on the other hand, I need to pay tax on the gain??? I DO have another HBP withdrawl in another account with a larger negative gain, so maybe I can combine the gain...

I am submitting a 8833 form for HBP withdrawl, quoting ArticleXVIII(1). I'm not sure what to put where they're asking me to list the Internal Revenue Code provision(s) overruled or modified by the treaty-based return position.

Do I need to put something here?

Thanks.

US Citizen in Canada. I've been reporting my RRSP every year. The fund managing company have changed my account number for no apparent reason 1/2 way through the year (acct # previously included my SIN, but now includes my employee number instead.) What do I do now? - Complete 1 8891 form with a not...