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OK. Thank you, Nelsona.

How do I answer question 9? 0 or the amount that was transferred from the one plan to the other?

I'm not deferring taxation so I do need to answer this question.

I'm Canadian, living in the U.S. (Green Card). I converted my RRSP from mutual funds to term deposits (closed one plan and opened another). For form 8891 for the new plan - question 9 - contributions to the plan during the year - is it 0 because I didn't add any new money, or is it the value that I ...

Thanks, Nelsona - what you said agrees with what I've heard before.

My question, though - will WEP apply to the spousal Social Security that I will get based on my American husband's record?

I have a variation of this question. I am Canadian, living in the U.S. with my American husband. I will get the full CPP/OAS.

I will qualify for a SS spousal pension but haven't worked long enough in the U.S. to qualify for any SS on my own record.

Will my spousal SS be subject to WEP?

Thank you!

I'm a Canadian non-resident with an American spouse and we live in the U.S. If I cash out an RRSP and do a sec 217 return to try to get back some of the 25% tax withheld, can I claim tax credits for him (age, pension, medical) even though he doesn't have a Canadian social insurance number, has no Ca...

I'm a non-resident Canadian, living in Arizona for several years with Green Card and American husband. I have a federally-regulated locked-in RRSP with TD Canada Trust which I would like to unlock and cash out. They tell me that I have to travel to Canada and do it in person. There's nobody working ...