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by Tracy_8
Tue Jul 30, 2013 8:49 pm
Forum: Canada / United States Tax & Accounting
Topic: Inherited IRA - multiple beneficiaries
Replies: 3
Views: 2496

Inherited IRA - multiple beneficiaries

My father - a US citizen passed away, leaving 4 Canadian beneficiaries one of his IRAs (value of $39K). We were told by Morgan Stanley,who holds the IRA that an ITIN number was required before they would disburse the 4 equal shares. 3 of us have obtained and submitted the W-8BEN forms stating the IT...