Serbinski Accounting Firms

Hello, I was wondering if anyone is still having problems with this matter. Last year my RRSP broker sent 1099s with tax withheld and I contacted them so it would stop. This year they sent a 1099-Div without tax withheld. I contacted them again and they mention they are aware of the US-Canadian ...

Hello,
I recently noticed my accountant did not include schedule B part III for my RRSPs for tax returns 2011 and 2012. Unfortunately I did not catch this.

I did however file 8891s and TDF 90 for both those years correctly. The only missing information is the schedule B. I think the accountant did ...

Thank-you, I appreciate your guidance.

Here is the update. I called my broker, and they mentioned the RRSP dividends were taxed because they never received a form W9 from me. They mentioned the W9 has to be filed with them and then my dividends will be tax exempt.

I did not know you had to file a W9 form with the broker.

As I mentioned ...

Thanks for the response. Yes, they do realize I live in the US, and they do mail my statements to my US address. I will contact them to get this corrected.

What worries me is they have been submitting 1099s to the IRS for my RRSPS. My understanding is this should have never occured. Someone from ...

Hello,

I am a Green card holder in the US for the last 10 years, and left my RRSPS intact in Canada. I have filed the 8891 forms for the RRSPs ever since I became a Green card holder.

I have noticed over the last few years, I have received 1099-DIV forms for the RRSPS that include oridinary ...