Search found 4 matches

by pjhowe
Tue Mar 13, 2007 12:26 am
Forum: Canada / United States Tax & Accounting
Topic: 8891 question
Replies: 1
Views: 2139

8891 question

I am confused about what to enter on the 8891 under NAME. I have two RRSP accounts and my wife has two RRSP accounts. I am filing a joint return - we are on H1B - so my wife has a ITIN. My question is in regards to who I put in for NAME and IDENTIFYING NUMBER on the 8891 when declaring my wife's RRS...
by pjhowe
Mon Mar 12, 2007 11:48 am
Forum: Canada / United States Tax & Accounting
Topic: Question on 8891 and TDF 90-22.1
Replies: 1
Views: 2186

Question on 8891 and TDF 90-22.1

My wife had three RRSP accounts * account1 : locked in rrsp account * account2 : spousal rrsp (non-locked) * account3 : non-locked in rrsp account My broker in Canada suggested that we merge the two non-locked accounts so as to simplify management of her funds. Therefore he moved the funds of accoun...
by pjhowe
Sun Sep 11, 2005 5:05 pm
Forum: Canada / United States Tax & Accounting
Topic: Form 8891 questions here please!!!!
Replies: 174
Views: 131819

Nelsona : It was obviously late last night when I was working thru this (don't read tax forms at 1AM) - because today I am able to answer my own question LINE 8 STATES If you have checked - the "Annuitant" box on line 5 - the "Yes" box on line 6a - or the box on line 6c stop here...
by pjhowe
Sun Sep 11, 2005 4:52 am
Forum: Canada / United States Tax & Accounting
Topic: Form 8891 questions here please!!!!
Replies: 174
Views: 131819

Nelsona : I have a normal Canadian RRSP account which I have not taken any distributions or made any contributions during the year. I am confused about line 10 on form 8891. Line 10 talks about "undistributed earnings" - which to me means "earnings in the plan that remained in the pla...