I'm filling out the initial 3520A for my wife's TFSA (she is a US citizen, living in Canada). I've got a couple of questions:
1. The trust company handling the TFSA (BMO Trust Company) does not provide a 3520A, nor do they appear to have a US agent. What do we put in line 4 "Name of Trustee ...
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- Mon May 25, 2015 6:37 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Form 3520A Questions
- Replies: 0
- Views: 2501