Serbinski Accounting Firms

Yes, we are working with her fund company now. I am sure there will be an additional question or two... as we work on this. Sincere thanks for the assistance.

This is very valuable guidance, thank you.

Regarding her filing to recoup some of the tax paid in Canada, is it a complicated process, or could she/we do it ourselves? She hasn't worked for some time, has no individual income, and files jointly here in the US with me.

Again, thank you.

Oops--one final question. Assuming we get compliant and take the disbursal this year, do I file the necessary IRS forms (8891) when I do my 2010 taxes next year... or is this something I need to complete and file prior?

Thank you for your time and assistance.

Thank you. This is very helpful. I will search the other threads on how to file the forms for the past six years.

We always intended to use this money for retirement--but financial circumstances dictate that we get it in a lump sum now.

Again, thank you.

Hello, I am a US citizen, living in the US. My wife is a longtime permanent resident alien, living in the US since 1984. We have filed joint US returns since that time. She is 58 years old. We live in Texas, where there is no state income tax. She has a Canadian locked in RSP account valued at about...