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.
<b></b>If you checked the “Annuitant” box on line 5, the “Yes” box
on line 6a<b></b>
I guess I'm just Misunderstanding this part because of no <b>and/or </b> statement in the question, but does both things listed above need to be True, or just one? too stop here.
In my situation I have the Beneficiary and the yes box checked on line 6a.