Search found 23 matches
- Mon May 25, 2015 10:11 am
- Forum: Canada / United States Tax & Accounting
- Topic: Changes coming to RRSP reporting
- Replies: 25
- Views: 24843
RRSPs: Prior to 2014 I always completed form 8891 declaring the interest received on RRSPs. There were no distributions. I did not elect to defer; always simply checked 'No' on line 6a of form 8891. Then I included all the interest from the RRSPs on Schedule B and line 8a of the 1040. It was very sm...
- Sat Apr 18, 2015 7:08 pm
- Forum: Canada / United States Tax & Accounting
- Topic: RREGOP
- Replies: 4
- Views: 2931
- Fri Apr 17, 2015 7:45 pm
- Forum: Canada / United States Tax & Accounting
- Topic: RREGOP
- Replies: 4
- Views: 2931
RREGOP
I am a resident of Quebec and U.S. expat. Does anyone know how to report to the IRS a refund from the Quebec RREGOP (Public Employees Retirement Plan)?
- Sun Mar 29, 2015 10:13 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Guidance on Form 8938 with respoect to RRSPs
- Replies: 53
- Views: 54519
Reply to PZ: Not to sure about this. Best to check the on-line Instructions for the 8938. Also good idea to call the IRS International Section, telephone (267) 441-1000, options (4), (4). They will try to help. Try to call them early in the day before there is a longer wait time to speak to an agent.
- Sun Mar 22, 2015 7:49 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Closed TFSAs in 2014, are 3520/3520A forms still required?
- Replies: 12
- Views: 8922
- Tue Mar 17, 2015 10:40 am
- Forum: Canada / United States Tax & Accounting
- Topic: Form 8938 -- CSB issuer type? Life ins. reportable?
- Replies: 15
- Views: 12175
Hi K104XYZ. Thanks for your reply. I just called 'Canada Savings Bonds' 2 times earlier this morning. One agent told me that it was the Bank of Canada as Issuer and said it is a Corporation. Then, I called again just to verify. The second agent told me that it was not the Bank of Canada, but simply ...
- Mon Mar 16, 2015 10:58 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Form 8938 -- CSB issuer type? Life ins. reportable?
- Replies: 15
- Views: 12175
[quote]PostPosted: Thu Apr 26, 2012 2:31 am Post subject: Form 8938 -- CSB issuer type? (Quote from 'Filo') Form 8938 for US citizen residing in Canada: (1) Canadian Savings Bond (Part II): Type of issuer is Government, but the available choices are Individual, Partnership, Corporation, Trust, Estat...
- Thu Mar 05, 2015 11:02 am
- Forum: Canada / United States Tax & Accounting
- Topic: Canada Savings Bonds inside RRSPs
- Replies: 1
- Views: 1635
Canada Savings Bonds inside RRSPs
Can anyone out there address these questions about Canada Savings Bonds inside RRSPs? - Are RRSPs purchased through Canada Savings Bonds reportable on IRS form 8938 (assuming aggregate threshold is met for all assets) ? - If so, are they reportable in Part VI of form 8938? - What is the name of the ...
- Thu Mar 05, 2015 11:02 am
- Forum: Canada / United States Tax & Accounting
- Topic: Canada Savings Bonds inside RRSPs
- Replies: 0
- Views: 1516
Canada Savings Bonds inside RRSPs
Can anyone out there address these questions about Canada Savings Bonds inside RRSPs? - Are RRSPs purchased through Canada Savings Bonds reportable on IRS form 8938 (assuming aggregate threshold is met for all assets) ? - If so, are they reportable in Part VI of form 8938? - What is the name of the ...
- Tue Mar 03, 2015 10:04 am
- Forum: Canada / United States Tax & Accounting
- Topic: Investing without PFIC -form 8921
- Replies: 11
- Views: 7726
- Wed Feb 25, 2015 5:57 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Investing without PFIC -form 8921
- Replies: 11
- Views: 7726
- Wed Feb 25, 2015 5:21 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Investing without PFIC -form 8921
- Replies: 11
- Views: 7726
Thanks again, MGeorge. I will try to find such a brokerage firm or else work with my financial planner on a fee-only basis. Unfortunately, my financial planner has no clue and no motivation to sell anything but his usual Canadian-based mutual funds. Do I look for a Brokerage Firm? Any recommended na...
- Sat Feb 21, 2015 6:29 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Closed TFSAs in 2014, are 3520/3520A forms still required?
- Replies: 12
- Views: 8922
- Fri Feb 20, 2015 8:14 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Investing without PFIC -form 8921
- Replies: 11
- Views: 7726
Thank you, MGeorge. I will follow up on your advice and research these possibilities immediately. I'm glad to have a list of hopeful possibilities for investment. Unfortunately, Financial Planners here in Montreal don't have a clue about anything except Canadian Mutual Funds and they are so eager to...
- Fri Feb 20, 2015 5:31 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Investing without PFIC -form 8921
- Replies: 11
- Views: 7726
Investing without PFIC -form 8921
What is the best recommended way for U.S. expats in Canada to invest in mutual funds while avoiding PFICs? -Do we have to purchase shares in U.S. equities only, one by one? -What about ETFs? -Would a broker manage such safe investments or does each individual put together his own portfolio of U.S. e...