Search found 2 matches

by canuck20
Fri Feb 01, 2019 4:19 pm
Forum: Canada / United States Tax & Accounting
Topic: Section 302 treatment of merger payment
Replies: 0
Views: 5833

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...
by canuck20
Wed Sep 13, 2017 12:13 pm
Forum: Canada / United States Tax & Accounting
Topic: Lump Sum US Pension transfer to Canada
Replies: 1
Views: 1778

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...