Serbinski Accounting Firms

Ok thanks very much for your help.

Mom thought she was making her financial life easier sticking to one side of the border.

The RRSP manager (investment company) is the one who promoted this IRA rollover to an RRSP and the advisor followed their marketing. The advisor thought Mom was a Canadian resident for taxes. So far the investment company has not helped at all, only the advisor trying to help. Is there an advantage ...

Can we write to CRA to explain the circumstances ourselves, or do we need an accountant or tax lawyer to do that for us?

In your experience, have you heard of CRA allowing a deregistration for this kind of an error?

Thanks again for your insight.

My Moms Financial Advisor transferred my Mom's IRA and ROTH IRA to her RRSP. She is a Canadian citizen but she is a US permanent resident for tax purposes. She lives in Ontario for about 5 months a year and Florida 7 months a year. She is only required to file a US tax return. She is turning 71 this...