Search found 4 matches

by mkg
Mon Mar 31, 2014 3:37 am
Forum: Canada / United States Tax & Accounting
Topic: Filing forms 3520/3520A for an old RESP
Replies: 2
Views: 2684

Hi,

I read most of the information available on this forum. Since this is the first time we received NR4 for income on the RESP plan, I would like to know if we need to file forms 3520/3520A for previous years.

Thanks for your time.
by mkg
Sun Mar 23, 2014 9:24 pm
Forum: Canada / United States Tax & Accounting
Topic: Filing forms 3520/3520A for an old RESP
Replies: 2
Views: 2684

Filing forms 3520/3520A for an old RESP

I am a Canadian citizen. We moved to US some 13 years ago. Our daughter was born in Canada and we created a RESP plan for her. As I was not aware, I have never filed Form 3530/3520A for this account. We have two RRSP accounts and a bank account in Canada. We always reported those accounts using Form...
by mkg
Tue Mar 19, 2013 10:23 am
Forum: Canada / United States Tax & Accounting
Topic: Reporting RRSP gains in California
Replies: 3
Views: 2378

Thanks netsona on how to deal with #5 (in my original post).

How should I report #3 and #4 (distributions w/o trading) from the managed mutual funds?
Thanks.
by mkg
Tue Mar 19, 2013 4:05 am
Forum: Canada / United States Tax & Accounting
Topic: Reporting RRSP gains in California
Replies: 3
Views: 2378

Reporting RRSP gains in California

I have read many articles and notes on this subject. The information posted on this forum has been very useful. But, I still have couple of questions... I have two RRSP accounts (one Locked-in). I am a resident of California now. I have reported RRSP gains on Schedule CA(540) for California. But, it...