Search found 4 matches

by ste14mi
Thu Nov 13, 2014 11:31 am
Forum: Canada / United States Tax & Accounting
Topic: Cash-out RRSP/RPP vs. Annuity
Replies: 2
Views: 2388

Thanks for the thought-out and reasoned reply. Just the type of info I was looking for.

Thanks
by ste14mi
Wed Nov 12, 2014 3:04 pm
Forum: Canada / United States Tax & Accounting
Topic: Cash-out RRSP/RPP vs. Annuity
Replies: 2
Views: 2388

Cash-out RRSP/RPP vs. Annuity

Not looking for investment advice here, just looking at tax implications so all you annuity-haters please cool your jets. Status: Canadian living in US since 2001, green carded since 2004. I have about $275K in Cdn RPP and $200K in Cdn RRSP which I have been duly reporting to the IRS via 8891 every ...
by ste14mi
Tue Jul 02, 2013 4:13 pm
Forum: Canada / United States Tax & Accounting
Topic: Retro filing of Form 8891s for RRSP
Replies: 5
Views: 4536

Hmm, OK thanks

Does the 2012 OVDP program offer a chance to resolve this? As I read FAQ #54 & 54.1 it seems that there might be hope through this method.
by ste14mi
Tue Jul 02, 2013 2:11 pm
Forum: Canada / United States Tax & Accounting
Topic: Retro filing of Form 8891s for RRSP
Replies: 5
Views: 4536

Retro filing of Form 8891s for RRSP

Am Canadian living as LPR here in Chicago area. Filed election to defer US income tax on accrued RRSP income (and associated paperwork) in my first tax year here in 2001. (Innocently/stupidly) neglected to file paperwork on RRSPs in subsequent years (although properly filed all other aspects of my 1...