Serbinski Accounting Firms

Thanks for your input. I'm a little confused when filling out the form with respect to 7b. Form 8891 Data: 5. I'm both an Annuitant and Beneficiary? 6a. No 7a. $37,000 (converted to US) 7b. ? What goes here, $0, I was planning on breaking the capital gains (loss) on Schedule D / 1040 line 13. 8. $30...

Additional Info: I was a US citizen at birth, but lived in Canada until 2002. I worked in the US from 1999, and broke Canadian ties in Dec 2002 (I made a mistake in my previous posting (stating 2001)). I have been filing US returns since 1998. Also, I've filled out my tax return in H&R TaxCut an...

I moved to the US officially at the end of 2001. I had a real stinker of an RRSP I put $48K CDN and had a a market value of about $37. I treated this account like a regular investment account for US tax purposes. I claimed income gained (minimal). This year I sold all of the stocks / funds and I'm i...

I know this question has been answered before but I want to double check with my exact situation: I'm a <b>US citizen</b>, and I moved permanently <b>from Canada about 4 years ago</b>. I still have about <b>$40,000 in RRSPs </b> (original contributions were $47,000 so there was some loss...). I don'...