Search found 4 matches

by oaktree
Mon Nov 22, 2010 1:50 pm
Forum: Canada / United States Tax & Accounting
Topic: RRSP Reporting and 8891s
Replies: 2
Views: 2891

Good news.
Thanks again for your help and for this very valuable forum.
Oaktree
by oaktree
Sun Nov 21, 2010 11:36 pm
Forum: Canada / United States Tax & Accounting
Topic: RRSP Reporting and 8891s
Replies: 2
Views: 2891

RRSP Reporting and 8891s

We've been following your thread on 8891s and as a result are revisting our 1040s submitted from 1997 to the present. Two questions came up. Question 1: We are Canadians, married,with RRSPs living in the US since 1997. To report our RRSPs to the IRS from 1997 to 2006 our tax preparer at the time pro...
by oaktree
Sun Nov 07, 2010 7:58 pm
Forum: Canada / United States Tax & Accounting
Topic: Filling out 1040 Shedule B Part III Foreign Income
Replies: 3
Views: 3605

Filling out 1040 Schedule B Part III Foreign Income

Thanks for your quick reply.
Fortunately, we have been filing 8891 and TDF 90-22.1 as required.

If someone has made a mistake on 1040 Schedule B how does one repair this with the IRS and how far back does one have to go?

Thanks.
Oaktree
by oaktree
Sun Nov 07, 2010 4:39 pm
Forum: Canada / United States Tax & Accounting
Topic: Filling out 1040 Shedule B Part III Foreign Income
Replies: 3
Views: 3605

Filling out 1040 Shedule B Part III Foreign Income

We are Canadians, permanent residents in the US with RRSPs. With respect to 1040 Schedule B, Part III Foreign Accounts and Trusts, questions 7, 7a and 8, we understand that the answer to Question 7 is YES, Question 7B is CANADA, but are unsure about the answer to Question 8. For question 8, because ...