TD Waterhouse RSP

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.

Moderator: Mark T Serbinski CA CPA

Post Reply
chrisontario
Posts: 17
Joined: Thu Mar 22, 2007 7:48 am
Location: now in the US

TD Waterhouse RSP

Post by chrisontario »

Hi nelson,

When a Canadian resident changes residency on an RSP with TD Waterhouse Canada, does the RSP get transferred to TD Waterhouse USA? Wouldn't that make it a US product with IRS issues? My impression is that the RSP has to remain with TD Waterhouse Canada.

Thanks.
chrisontario
Posts: 17
Joined: Thu Mar 22, 2007 7:48 am
Location: now in the US

Post by chrisontario »

Answer to my question: The RSP remains with TD Waterhouse Canada; and does not move to the US. Let's just say, there was an uninformed advisor providing misguided information.
nelsona
Posts: 18675
Joined: Wed Oct 27, 2004 2:33 pm
Location: Nowhere, man

Post by nelsona »

That was easy!
After 20 years, I am severely cutting back on responses. Do not ask specifically for my help. There are a few others on this board that can answer most questions. All the best
chrisontario
Posts: 17
Joined: Thu Mar 22, 2007 7:48 am
Location: now in the US

Post by chrisontario »

Phew, glad it was for you too. :)

The advisor apologized for using the wrong term "TD Waterhouse USA", which, he was not aware is now "TD Ameritrade".
Post Reply