Serbinski Accounting Firms

I am a resident of the U.S, originally from Canada....My previous Canadian employer recently terminated their Pension plan and in 2009 distributed to me the surplus, net of 25% NR tax withheld...The balance - that is, the amount of the pension benefit payable that was not considered a surplus - was ...

You are right Nelson...I do have the stamp confirming receipt and have spent too much time worrying over whether those IRS clerks will drop the ball...Next year, I will send the TD Form direct at the same time i submit my tax return.

Thanks for your advice.

In that case, maybe i will send another copy directly to the Dept of Treasury.

I have an IRS office close to me and the instructions said i could take it to that office for forwarding to the Treasury Dept...I figured i could avoid a long wait at the post office to send it certified.

I am curious as to whether anyone has had similar experiences with filing Form TD F 90-22.1 with the IRS...I went to the IRS today to submit the form so they could forward it to the Dept of Treasury per instructions on the form...The IRS people didn't seem to want to take it and only did so after I ...

Nelson, how about an answer to my question of April 13

Re line 6b of Form 8891, if 2002 was the first year an election was made under Rev Pr 02-23 but you also filed amendments going back to 1997, is the first year the election came into effect 2002 or is it 1997?

I am a U.S. resident and recently received a NR4 for $101 interest income earned in Canada.

Am I supposed to receive a 1099 for these? Is this interest reportable to the U.S.? Does the NR4 get reported to the IRS? and takes the place of the 1099 or should I be asking for a 1099? I also note the ...