Search found 3 matches

by cdninca
Wed Feb 23, 2011 1:50 pm
Forum: Canada / United States Tax & Accounting
Topic: Treatment of RESP for US Tax purposes
Replies: 6
Views: 10855

Thanks once again, I really appreciate the info.
by cdninca
Wed Feb 23, 2011 1:11 pm
Forum: Canada / United States Tax & Accounting
Topic: Treatment of RESP for US Tax purposes
Replies: 6
Views: 10855

Thank you very much DiskDoctor for your input! So I am assuming that for 3520 A, the financial details of the trust are not necessary to report? Should I use the annual financial statement received from the trust to fill some of the information? Did you receive any feedback from IRS regarding the fi...
by cdninca
Mon Feb 21, 2011 12:49 am
Forum: Canada / United States Tax & Accounting
Topic: Treatment of RESP for US Tax purposes
Replies: 6
Views: 10855

Treatment of RESP for US Tax purposes

Hi, I am filing as a US resident alien for the first time this year, as I had spent the entire last year working under TN visa. I moved to the US at the end of 2009 from Canada (filed as NR for the year 2009). My question was regarding the treatment of RESPs for tax purposes. Before we left Canada, ...