Search found 3 matches

by alan23
Wed May 10, 2017 10:26 am
Forum: Canada / United States Tax & Accounting
Topic: filing late form 3520A
Replies: 1
Views: 1688

Just wanted to add: would the best way to file the late 3520A is to file the 3520 on the regular tax return (since I have an extension) and then the 3520A on a streamlined for 2016? I am already doing streamlined for 2015.
by alan23
Wed May 10, 2017 8:51 am
Forum: Canada / United States Tax & Accounting
Topic: filing late form 3520A
Replies: 1
Views: 1688

filing late form 3520A

What is the best way to file a late form 3520A? We asked for an extension of the normal tax return and only realized we needed to submit a 3520 for a TFSA so we're filing that now, but we hadn't filed an extension for a late 3520A. I am also entering the streamlined program for last year's tax retur...
by alan23
Fri Apr 28, 2017 1:57 pm
Forum: Canada / United States Tax & Accounting
Topic: TFSA issues
Replies: 1
Views: 2311

TFSA issues

Hi I'm looking to see if anyone has thoughts. I am a student in the US and at some point switched from nonresident to resident for tax purposes (still am resident of Canada). And well, basically I had no idea what I was doing last year and did it wrong (I used HR block online) for my TFSA accounts f...