Search found 2 matches
- Fri Feb 01, 2019 4:19 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Section 302 treatment of merger payment
- Replies: 0
- Views: 9078
Section 302 treatment of merger payment
My Canadian broker sent me a "Section 302 certification of treatment of merger Payment" to fill in. Problem is I can't find any simple examples of how to complete the form and definitions of what X, Y and Z are. As background, on Dec 28.2018 Dell acquired DVMT stock through a merger. I had...
- Wed Sep 13, 2017 12:13 pm
- Forum: Canada / United States Tax & Accounting
- Topic: Lump Sum US Pension transfer to Canada
- Replies: 1
- Views: 1809
Lump Sum US Pension transfer to Canada
I need to determine the most tax efficient way to do a lump sum transfer of my US Public Employees Retirement System pension to Canada. I'm 58 and eligible to start getting this pension, am a Canadian citizen with no employment income, but do get some dividend income. I think there will be a 20% wit...