Search found 2 matches

by ljvdb
Tue Feb 17, 2015 1:06 am
Forum: Canada / United States Tax & Accounting
Topic: US resident inheriting Canadian pension lump-sum
Replies: 3
Views: 4543

Thanks for the quick response nelsona! I assume that this type of distribution does not require the filing of a 3520, correct (since it was employer paid pension and not some type of individual account like RRSP or RRIF)?
by ljvdb
Mon Feb 16, 2015 10:08 pm
Forum: Canada / United States Tax & Accounting
Topic: US resident inheriting Canadian pension lump-sum
Replies: 3
Views: 4543

US resident inheriting Canadian pension lump-sum

My wife and I moved to the US from Canada a few years ago (filed the Canadian departure return, etc.) and are now US residents. In 2014 my Canadian father-in-law died and although he passed with unpaid liabilities (estate will declare bankruptcy and won't leave much to inherit) his government job ...