Serbinski Accounting Firms

@nelsona: yes, it's *almost* a non-event for Canada. But not a total nonevent, since there are reporting requirements -- unlike moving funds from one RRSP to another, a total non-event without even any reporting requirements. I emphasize this because it's important to report properly, even if there ...

I just got off of the phone with the Canada Revenue Agency. I asked exactly this question. Suppose that citizen X now resides in Canada, but once resided in the US. X wants to roll funds over from a 401k to an IRA. Are there any Canadian reporting requirements? The CRA agent found a ruling that ...