Search found 4 matches

by antonio
Thu Feb 10, 2011 1:42 pm
Forum: Canada / United States Tax & Accounting
Topic: Canadian Spousal Annuitant on RRIF
Replies: 11
Views: 9541

Canadian Spousal Annuitant on RRIF

Yes, I am filing both the FBAR and the 8891 forms.

Serbinski Accounting will probably be seeing me in future. It's so hard to find people who understand the complexities of the Canada/US situation. How any ordinary person can be expected to work their way through this is beyond me.
by antonio
Thu Feb 10, 2011 1:35 pm
Forum: Canada / United States Tax & Accounting
Topic: Canadian Spousal Annuitant on RRIF
Replies: 11
Views: 9541

Canadian Spousal Annuitant on RRIF

I don't know what to say. I'm stunned. I've read your reply three times now, to let it sink in. I've been following your forum for a while, and it was clear to me that you are the most knowledgeable person out there on US/Canada tax issues. I wanted to post my question but was so fearful of your con...
by antonio
Thu Feb 10, 2011 9:51 am
Forum: Canada / United States Tax & Accounting
Topic: Canadian Spousal Annuitant on RRIF
Replies: 11
Views: 9541

Canadian Spousal Annuitant on RRIF

This is MY RRIF, to which I made contributions on my own behalf. I have named my wife as successor annuitant on the plan. Our understanding was that the RRIF would pass tax free to her, with no deemed disposition or anything of that sort. I am sick that the decisions she made to accommodate our age ...
by antonio
Sun Feb 06, 2011 1:43 pm
Forum: Canada / United States Tax & Accounting
Topic: Canadian Spousal Annuitant on RRIF
Replies: 11
Views: 9541

Canadian Spousal Annuitant on RRIF

I am a 78 year old, American born dual citizen, resident in Canada for over 40 years (since 1966). I held only Canadian citizenship from the early 1970's (when dual citizenship was not an option) until the mid 1990's, at which time I took out an American passport, thinking my wife and I might retire...