Serbinski Accounting Firms

My question regards the taxable portion for withdrawals from a RIF. I am now a resident in the US. Prior to moving here 17 years ago, my Canadian employer collapsed a pension plan and paid out lump sums for the commuted value. I received two pieces - one was placed into a LIRA (converted now to a LI...

You noted that "I read on this forum that ...I have a choice to tax all the growth first, last or proportionately." Can you guide me to the thread addressing this issue? It had been my plan to take the taxable portion of my RIF first and delay the non-taxable portion to last but have been ...

Background: I moved to the US in 1999 and have since become a citizen. A year before leaving Canada my employer collapsed the pension plan had paid my pension entitlement into a LIRA and an RSP. I have never made any contributions to either plan. I have always filed 8891's. In March 2012, I withdrew...