This is our main tax information forum which deals with topics concerning Canadians living and working in the U.S., U.S. citizens contemplating working in Canada, and all aspects of Canadian and U.S. income tax and related adminstrative issues.
Note: We have had IRS requests for SS-4 forms for Canadian trusts filing 3520/3520A forms. In many cases, IRS assigns the EIN and then asks for the SS-4.
We have taken the position that we will submit an SS-4 with any new 3520/3520A filing for TFSA or RESP accounts.
What kind of trust do I need the select when submitting the IRS online form for EIN for a Canadian RESP ?. I was thinking - Guardianship with one of my kids as the beneficiary. Is this correct ?.