Serbinski Accounting Firms

Great - thank you very much! How do I determine if I'm a beneficiary or Annuitant for question 5? I am the only person on the account - the funds were deposited by my employer in Canada - not from my earnings. Which am I? I think based on your suggestion to defer taxation I am the beneficiary? Annui...

Greetings, I am a Canadian living in the US (PR) since Jan 2005. I have an Ontario LIRA from a former Canadian employer that from ignorance I have never reported to the IRS. neither in a 8891 nor an Fbar. It is a roll over pension from a past Canadian employer whom i left in 1999. There have been no...